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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
Q2 		$792K Sell
7,380
-124
-2% -$12.9K 0.06% 134
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 $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 $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

IBEX Wealth Advisors's IETC Position: Q2 2026 in Review

IBEX Wealth Advisors reduced its iShares US Tech Independence Focused ETF (IETC) stake by 1.7% in Q2 2026, selling an estimated $12.9K and leaving 7,380 shares worth $792K. The position accounts for 0.06% of the portfolio, ranked #134.

IBEX Wealth Advisors first reported a position in IETC in Q3 2025 and has held it in 3 quarters since. The position peaked at $907K in Q3 2025. 118 funds tracked by Wall St. Rank hold IETC as of Q2 2026.

  • IBEX Wealth Advisors held 7,380 shares of iShares US Tech Independence Focused ETF worth $792K as of Q2 2026.
  • IBEX Wealth Advisors sold 124 iShares US Tech Independence Focused ETF shares in Q2 2026, an estimated $12.9K.
  • iShares US Tech Independence Focused ETF made up 0.06% of IBEX Wealth Advisors's portfolio in Q2 2026, its #134 holding.
  • IBEX Wealth Advisors first reported a position in iShares US Tech Independence Focused ETF in Q3 2025 and has held it in 3 quarters since.
  • IBEX Wealth Advisors's iShares US Tech Independence Focused ETF position peaked at $907K in Q3 2025.
  • 118 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.