Creative Planning
IETC icon

Creative Planning’s iShares US Tech Independence Focused ETF IETC Stock Holding History

Creative Planning’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 		$551K Buy
5,133
+19
+0.4% +$1.98K ﹤0.01% 3117
2026
Q1 		$452K Sell
5,114
-450
-8% -$42.6K ﹤0.01% 3102
2025
Q4 		$565K Buy
5,564
+100
+2% +$10.3K ﹤0.01% 2732
2025
Q3 		$557K Buy
5,464
+199
+4% +$19.6K ﹤0.01% 2616
2025
Q2 		$495K Sell
5,265
-26
-0.5% -$2.15K ﹤0.01% 2482
2025
Q1 		$397K Buy
5,291
+608
+13% +$50.9K ﹤0.01% 2504
2024
Q4 		$400K Hold
4,683
– – ﹤0.01% 2436
2024
Q3 		$367K Hold
4,683
– – ﹤0.01% 2360
2024
Q2 		$352K Hold
4,683
– – ﹤0.01% 2227
2024
Q1 		$332K Hold
4,683
– – ﹤0.01% 2170
2023
Q4 		$292K Hold
4,683
– – ﹤0.01% 2100
2023
Q3 		$249K Sell
4,683
-3,673
-44% -$204K ﹤0.01% 2084
2023
Q2 		$460K Sell
8,356
-445
-5% -$22.1K ﹤0.01% 1603
2023
Q1 		$415K Sell
8,801
-2,377
-21% -$105K ﹤0.01% 1590
2022
Q4 		$456K Sell
11,178
-100
-0.9% -$4.12K ﹤0.01% 1479
2022
Q3 		$446K Buy
11,278
+2,494
+28% +$113K ﹤0.01% 1408
2022
Q2 		$372K Buy
8,784
+4,512
+106% +$212K ﹤0.01% 1471
2022
Q1 		$236K Hold
4,272
– – ﹤0.01% 1790
2021
Q4 		$261K Sell
4,272
-366
-8% -$21.9K ﹤0.01% 1709
2021
Q3 		$259K Buy
4,638
+54
+1% +$3.1K ﹤0.01% 1682
2021
Q2 		$252K Sell
4,584
-301
-6% -$15.6K ﹤0.01% 1659
2021
Q1 		$237K Hold
4,885
– – ﹤0.01% 1964
2020
Q4 		$232K Sell
4,885
-1,051
-18% -$47.1K ﹤0.01% 1782
2020
Q3 		$252K Buy
+5,936
New +$246K ﹤0.01% 1535

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HC
Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Creative Planning's IETC Position: Q2 2026 in Review

Creative Planning increased its iShares US Tech Independence Focused ETF (IETC) stake by 0.37% in Q2 2026, buying an estimated $1.98K and bringing the position to 5,133 shares worth $551K. The position accounts for ﹤0.01% of the portfolio, ranked #3117.

Creative Planning first reported a position in IETC in Q3 2020 and has held it in 24 quarters since. The position peaked at $565K in Q4 2025. 118 funds tracked by Wall St. Rank hold IETC as of Q2 2026.

  • Creative Planning held 5,133 shares of iShares US Tech Independence Focused ETF worth $551K as of Q2 2026.
  • Creative Planning bought 19 iShares US Tech Independence Focused ETF shares in Q2 2026, an estimated $1.98K.
  • iShares US Tech Independence Focused ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3117 holding.
  • Creative Planning first reported a position in iShares US Tech Independence Focused ETF in Q3 2020 and has held it in 24 quarters since.
  • Creative Planning's iShares US Tech Independence Focused ETF position peaked at $565K in Q4 2025.
  • 118 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.