Focus Partners Wealth
IETC icon

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

Focus Partners Wealth’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 		$258K Buy
+2,404
New +$251K ﹤0.01% 2348
2026
Q1 		– Sell
-2,188
Closed -$222K – 2739
2025
Q4 		$222K Buy
+2,188
New +$225K ﹤0.01% 2395

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KA
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
United Capital Financial Advisors
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
Integrated Wealth Concepts
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 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

Focus Partners Wealth's IETC Position: Q2 2026 in Review

Focus Partners Wealth opened a new position in iShares US Tech Independence Focused ETF (IETC) in Q2 2026: 2,404 shares worth $258K. The stake represents ﹤0.01% of the portfolio and ranks #2348 among its holdings. This is a return to the name: Focus Partners Wealth previously reported a position in IETC as recently as Q4 2025.

Focus Partners Wealth first reported a position in IETC in Q4 2025 and has held it in 2 quarters since. 118 funds tracked by Wall St. Rank hold IETC as of Q2 2026.

  • Focus Partners Wealth held 2,404 shares of iShares US Tech Independence Focused ETF worth $258K as of Q2 2026.
  • iShares US Tech Independence Focused ETF was a new Focus Partners Wealth position in Q2 2026.
  • iShares US Tech Independence Focused ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2348 holding.
  • Focus Partners Wealth first reported a position in iShares US Tech Independence Focused ETF in Q4 2025 and has held it in 2 quarters since.
  • 118 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.