FP
IETC icon

Financial Perspectives’s iShares US Tech Independence Focused ETF IETC Stock Holding History

Financial Perspectives’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 		$1.12M Buy
10,433
+87
+0.8% +$9.07K 0.27% 60
2026
Q1 		$914K Sell
10,346
-513
-5% -$48.6K 0.26% 60
2025
Q4 		$1.1M Buy
10,859
+137
+1% +$14.1K 0.3% 50
2025
Q3 		$1.09M Buy
10,722
+14
+0.1% +$1.38K 0.3% 48
2025
Q2 		$1.01M Buy
10,708
+463
+5% +$38.3K 0.3% 48
2025
Q1 		$815K Sell
10,245
-528
-5% -$44.2K 0.28% 56
2024
Q4 		$919K Buy
10,773
+236
+2% +$19.5K 0.31% 50
2024
Q3 		$826K Buy
10,537
+151
+1% +$11.3K 0.29% 55
2024
Q2 		$781K Buy
10,386
+260
+3% +$18.3K 0.29% 53
2024
Q1 		$717K Buy
10,126
+922
+10% +$62.1K 0.27% 54
2023
Q4 		$574K Buy
9,204
+370
+4% +$21.2K 0.23% 59
2023
Q3 		$470K Buy
8,834
+149
+2% +$8.27K 0.22% 66
2023
Q2 		$479K Sell
8,685
-36
-0.4% -$1.79K 0.21% 68
2023
Q1 		$411K Buy
8,721
+18
+0.2% +$793 0.2% 72
2022
Q4 		$355K Sell
8,703
-1,538
-15% -$63.4K 0.18% 76
2022
Q3 		$405K Buy
10,241
+39
+0.4% +$1.76K 0.23% 66
2022
Q2 		$431K Buy
10,202
+117
+1% +$5.49K 0.24% 59
2022
Q1 		$556K Buy
10,085
+657
+7% +$35.8K 0.26% 57
2021
Q4 		$577K Buy
9,428
+171
+2% +$10.2K 0.27% 54
2021
Q3 		$516K Buy
9,257
+72
+0.8% +$4.14K 0.26% 59
2021
Q2 		$505K Buy
9,185
+170
+2% +$8.81K 0.25% 68
2021
Q1 		$438K Buy
9,015
+1,261
+16% +$61.1K 0.23% 67
2020
Q4 		$369K Buy
7,754
+1,773
+30% +$79.4K 0.21% 73
2020
Q3 		$254K Buy
5,981
+1,013
+20% +$41.9K 0.17% 83
2020
Q2 		$190K Buy
4,968
+2,838
+133% +$97.6K 0.14% 89
2020
Q1 		$61.9K Buy
+2,130
New +$69.6K 0.05% 153

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

Financial Perspectives's IETC Position: Q2 2026 in Review

Financial Perspectives increased its iShares US Tech Independence Focused ETF (IETC) stake by 0.84% in Q2 2026, buying an estimated $9.07K and bringing the position to 10,433 shares worth $1.12M. The position accounts for 0.27% of the portfolio, ranked #60.

Financial Perspectives first reported a position in IETC in Q1 2020 and has held it in 26 quarters since. 118 funds tracked by Wall St. Rank hold IETC as of Q2 2026.

  • Financial Perspectives held 10,433 shares of iShares US Tech Independence Focused ETF worth $1.12M as of Q2 2026.
  • Financial Perspectives bought 87 iShares US Tech Independence Focused ETF shares in Q2 2026, an estimated $9.07K.
  • iShares US Tech Independence Focused ETF made up 0.27% of Financial Perspectives's portfolio in Q2 2026, its #60 holding.
  • Financial Perspectives first reported a position in iShares US Tech Independence Focused ETF in Q1 2020 and has held it in 26 quarters since.
  • 118 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.