IWA
IETC icon

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

Icon 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 		$478K Buy
4,729
+4
+0.1% +$379 0.03% 259
2025
Q4 		$480K Buy
4,725
+6
+0.1% +$616 0.03% 254
2025
Q3 		$481K Buy
4,719
+4
+0.1% +$393 0.03% 253
2025
Q2 		$443K Buy
4,715
+5
+0.1% +$414 0.03% 261
2025
Q1 		$353K Buy
4,710
+4
+0.1% +$335 0.03% 272
2024
Q4 		$402K Buy
+4,706
New +$389K 0.03% 251

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

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

Icon Wealth Advisors increased its iShares US Tech Independence Focused ETF (IETC) stake by 0.08% in Q1 2026, buying an estimated $379 and bringing the position to 4,729 shares worth $478K. The position accounts for 0.03% of the portfolio, ranked #259.

Icon Wealth Advisors first reported a position in IETC in Q4 2024 and has held it in 6 quarters since. The position peaked at $481K in Q3 2025. 112 funds tracked by Wall St. Rank hold IETC as of Q1 2026.

  • Icon Wealth Advisors held 4,729 shares of iShares US Tech Independence Focused ETF worth $478K as of Q1 2026.
  • Icon Wealth Advisors bought 4 iShares US Tech Independence Focused ETF shares in Q1 2026, an estimated $379.
  • iShares US Tech Independence Focused ETF made up 0.03% of Icon Wealth Advisors's portfolio in Q1 2026, its #259 holding.
  • Icon Wealth Advisors first reported a position in iShares US Tech Independence Focused ETF in Q4 2024 and has held it in 6 quarters since.
  • Icon Wealth Advisors's iShares US Tech Independence Focused ETF position peaked at $481K in Q3 2025.
  • 112 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.