GI
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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

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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Gradient Investments's IETC Position: Q2 2026 in Review

Gradient Investments increased its iShares US Tech Independence Focused ETF (IETC) stake by 18% in Q2 2026, buying an estimated $13.9M and bringing the position to 858,000 shares worth $92.1M. The position accounts for 1.27% of the portfolio, ranked #15.

Gradient Investments first reported a position in IETC in Q1 2025 and has held it in 6 quarters since. 118 funds tracked by Wall St. Rank hold IETC as of Q2 2026.

  • Gradient Investments held 858,000 shares of iShares US Tech Independence Focused ETF worth $92.1M as of Q2 2026.
  • Gradient Investments bought 133,543 iShares US Tech Independence Focused ETF shares in Q2 2026, an estimated $13.9M.
  • iShares US Tech Independence Focused ETF made up 1.27% of Gradient Investments's portfolio in Q2 2026, its #15 holding.
  • Gradient Investments first reported a position in iShares US Tech Independence Focused ETF in Q1 2025 and has held it in 6 quarters since.
  • 118 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.