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 Q2	$508K	Buy	4,734 +5	+0.1%	+$521	0.03%	274
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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return

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 St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Icon Wealth Advisors increased its iShares US Tech Independence Focused ETF (IETC) stake by 0.11% in Q2 2026, buying an estimated $521 and bringing the position to 4,734 shares worth $508K. The position accounts for 0.03% of the portfolio, ranked #274.

Icon Wealth Advisors first reported a position in IETC in Q4 2024 and has held it in 7 quarters since. 118 funds tracked by Wall St. Rank hold IETC as of Q2 2026.

Icon Wealth Advisors held 4,734 shares of iShares US Tech Independence Focused ETF worth $508K as of Q2 2026.
Icon Wealth Advisors bought 5 iShares US Tech Independence Focused ETF shares in Q2 2026, an estimated $521.
iShares US Tech Independence Focused ETF made up 0.03% of Icon Wealth Advisors's portfolio in Q2 2026, its #274 holding.
Icon Wealth Advisors first reported a position in iShares US Tech Independence Focused ETF in Q4 2024 and has held it in 7 quarters since.
118 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.