Gradient Investments’s iShares US Tech Independence Focused ETF IETC Stock Holding History

Gradient Investments’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	$92.1M	Buy	858,000 +133,543	+18%	+$13.9M	1.27%	15
2026 Q1	$64M	Buy	724,457 +50,722	+8%	+$4.81M	0.99%	20
2025 Q4	$68.4M	Buy	673,735 +49,147	+8%	+$5.05M	1.09%	20
2025 Q3	$63.7M	Buy	624,588 +500,628	+404%	+$49.2M	1.06%	21
2025 Q2	$11.7M	Buy	123,960 +17,410	+16%	+$1.44M	0.21%	140
2025 Q1	$7.98M	Buy	+106,550	New	+$8.92M	0.16%	138

Other funds holding IETC

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return

Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return

Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

Saxony Capital Management St. Louis, Missouri $218M AUM 24.57% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return