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Cornerstone Wealth Management’s iShares US Tech Independence Focused ETF IETC Stock Holding History

Cornerstone Wealth Management’s Portfolio IETC Stock Details IETC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$422K Sell
3,927
-100
-2% -$10.4K 0.02% 532
2026
Q1 		$356K Sell
4,027
-900
-18% -$85.3K 0.02% 532
2025
Q4 		$501K Buy
4,927
+51
+1% +$5.24K 0.03% 420
2025
Q3 		$497K Buy
+4,876
New +$479K 0.03% 420

Other funds holding IETC

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
HC
Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return
PW
Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AFG
Artesa Financial Group Conroe, Texas $117M AUM
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LSA
Lansing Street Advisors Ambler, Pennsylvania $472M AUM 23.5% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Cornerstone Wealth Management's IETC Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its iShares US Tech Independence Focused ETF (IETC) stake by 2.5% in Q2 2026, selling an estimated $10.4K and leaving 3,927 shares worth $422K. The position accounts for 0.02% of the portfolio, ranked #532.

Cornerstone Wealth Management first reported a position in IETC in Q3 2025 and has held it in 4 quarters since. The position peaked at $501K in Q4 2025. 37 funds tracked by Wall St. Rank hold IETC as of Q2 2026.

  • Cornerstone Wealth Management held 3,927 shares of iShares US Tech Independence Focused ETF worth $422K as of Q2 2026.
  • Cornerstone Wealth Management sold 100 iShares US Tech Independence Focused ETF shares in Q2 2026, an estimated $10.4K.
  • iShares US Tech Independence Focused ETF made up 0.02% of Cornerstone Wealth Management's portfolio in Q2 2026, its #532 holding.
  • Cornerstone Wealth Management first reported a position in iShares US Tech Independence Focused ETF in Q3 2025 and has held it in 4 quarters since.
  • Cornerstone Wealth Management's iShares US Tech Independence Focused ETF position peaked at $501K in Q4 2025.
  • 37 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.