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 Q3	$25.5M	Sell	223,515 -634,485	-74%	-$68.4M	0.36%	77
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 $553M AUM 17.51% 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

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

Gradient Investments's IETC Position: Q3 2026 in Review

Gradient Investments reduced its iShares US Tech Independence Focused ETF (IETC) stake by 74% in Q3 2026, selling an estimated $68.4M and leaving 223,515 shares worth $25.5M. The position accounts for 0.36% of the portfolio, ranked #77.

Gradient Investments first reported a position in IETC in Q1 2025 and has held it in 7 quarters since. The position peaked at $92.1M in Q2 2026. 35 funds tracked by Wall St. Rank hold IETC as of Q3 2026.

Gradient Investments held 223,515 shares of iShares US Tech Independence Focused ETF worth $25.5M as of Q3 2026.
Gradient Investments sold 634,485 iShares US Tech Independence Focused ETF shares in Q3 2026, an estimated $68.4M.
iShares US Tech Independence Focused ETF made up 0.36% of Gradient Investments's portfolio in Q3 2026, its #77 holding.
Gradient Investments first reported a position in iShares US Tech Independence Focused ETF in Q1 2025 and has held it in 7 quarters since.
Gradient Investments's iShares US Tech Independence Focused ETF position peaked at $92.1M in Q2 2026.
35 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.