Elevation Wealth Partners’s iShares US Tech Independence Focused ETF IETC Stock Holding History

Elevation Wealth Partners’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 Q3	$115	Hold	1	–	–	﹤0.01%	1332
2026 Q2	$108	Hold	1	–	–	﹤0.01%	1293
2026 Q1	$89	Hold	1	–	–	﹤0.01%	1066
2025 Q4	$102	Hold	1	–	–	﹤0.01%	945
2025 Q3	$102	Hold	1	–	–	﹤0.01%	857
2025 Q2	$94	Hold	1	–	–	﹤0.01%	465
2025 Q1	$75	Hold	1	–	–	﹤0.01%	471
2024 Q4	$86	Hold	1	–	–	﹤0.01%	479
2024 Q3	$79	Hold	1	–	–	﹤0.01%	456
2024 Q2	$76	Hold	1	–	–	﹤0.01%	489
2024 Q1	$71	Hold	1	–	–	﹤0.01%	456
2023 Q4	$54	Hold	1	–	–	﹤0.01%	425
2023 Q3	$54	Hold	1	–	–	﹤0.01%	324
2023 Q2	$56	Hold	1	–	–	﹤0.01%	335
2023 Q1	$48	Buy	+1	New	+$44	﹤0.01%	335

Other funds holding IETC

Kozak & Associates Highlands Ranch, Colorado $553M AUM 17.51% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Hoese & Co Glencoe, Minnesota $152M AUM 8.89% 1-Year Est. Return

SPI

Sutton Place Investors Katonah, New York $212M AUM 20.78% 1-Year Est. Return

Artesa Financial Group Conroe, Texas $124M AUM 31.42% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Elevation Wealth Partners's IETC Position: Q3 2026 in Review

Elevation Wealth Partners held its iShares US Tech Independence Focused ETF (IETC) position steady in Q3 2026 at 1 share worth $115. The position accounts for ﹤0.01% of the portfolio, ranked #1332.

Elevation Wealth Partners first reported a position in IETC in Q1 2023 and has held it in 15 quarters since. 35 funds tracked by Wall St. Rank hold IETC as of Q3 2026.

Elevation Wealth Partners held 1 share of iShares US Tech Independence Focused ETF worth $115 as of Q3 2026.
Elevation Wealth Partners left its iShares US Tech Independence Focused ETF share count unchanged in Q3 2026.
iShares US Tech Independence Focused ETF made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1332 holding.
Elevation Wealth Partners first reported a position in iShares US Tech Independence Focused ETF in Q1 2023 and has held it in 15 quarters since.
35 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.