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IBEX Wealth Advisors’s iShares US Tech Independence Focused ETF IETC Stock Holding History

IBEX Wealth Advisors’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
Q1 		$663K Buy
+7,504
New +$711K 0.06% 135
2025
Q4 		– Sell
-8,897
Closed -$907K – 154
2025
Q3 		$907K Buy
+8,897
New +$874K 0.09% 125

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 $377B AUM 19.32% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HC
Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

IBEX Wealth Advisors's IETC Position: Q1 2026 in Review

IBEX Wealth Advisors opened a new position in iShares US Tech Independence Focused ETF (IETC) in Q1 2026: 7,504 shares worth $663K. The stake represents 0.06% of the portfolio and ranks #135 among its holdings. This is a return to the name: IBEX Wealth Advisors previously reported a position in IETC as recently as Q3 2025.

IBEX Wealth Advisors first reported a position in IETC in Q3 2025 and has held it in 2 quarters since. The position peaked at $907K in Q3 2025. 112 funds tracked by Wall St. Rank hold IETC as of Q1 2026.

  • IBEX Wealth Advisors held 7,504 shares of iShares US Tech Independence Focused ETF worth $663K as of Q1 2026.
  • iShares US Tech Independence Focused ETF was a new IBEX Wealth Advisors position in Q1 2026.
  • iShares US Tech Independence Focused ETF made up 0.06% of IBEX Wealth Advisors's portfolio in Q1 2026, its #135 holding.
  • IBEX Wealth Advisors first reported a position in iShares US Tech Independence Focused ETF in Q3 2025 and has held it in 2 quarters since.
  • IBEX Wealth Advisors's iShares US Tech Independence Focused ETF position peaked at $907K in Q3 2025.
  • 112 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.