Independent Advisor Alliance’s Grayscale Ethereum Staking ETF Shares ETHE Stock Holding History

Independent Advisor Alliance’s Portfolio ETHE Stock Details ETHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$130K	Sell	10,162 -42	-0.4%	-$700	﹤0.01%	1005
2026 Q1	$174K	Hold	10,204	–	–	﹤0.01%	1511
2025 Q4	$249K	Sell	10,204 -42	-0.4%	-$1.19K	0.01%	861
2025 Q3	$351K	Sell	10,246 -666	-6%	-$21.6K	0.01%	724
2025 Q2	$228K	Hold	10,912	–	–	0.01%	799
2025 Q1	$166K	Hold	10,912	–	–	0.01%	773
2024 Q4	$306K	Sell	10,912 -4,400	-29%	-$114K	﹤0.01%	1136
2024 Q3	$335K	Buy	+15,312	New	+$343K	0.01%	535

Other funds holding ETHE

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

IAN

Integrated Advisors Network Dallas, Texas $2.18B AUM 30.3% 1-Year Est. Return

ROC

Robertson Opportunity Capital Dallas, Texas $258M AUM 21.5% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

PPW

Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return

Independent Advisor Alliance's ETHE Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Grayscale Ethereum Staking ETF Shares (ETHE) stake by 0.41% in Q2 2026, selling an estimated $700 and leaving 10,162 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #1005.

Independent Advisor Alliance first reported a position in ETHE in Q3 2024 and has held it in 8 quarters since. The position peaked at $351K in Q3 2025. 254 funds tracked by Wall St. Rank hold ETHE as of Q2 2026.

Independent Advisor Alliance held 10,162 shares of Grayscale Ethereum Staking ETF Shares worth $130K as of Q2 2026.
Independent Advisor Alliance sold 42 Grayscale Ethereum Staking ETF Shares shares in Q2 2026, an estimated $700.
Grayscale Ethereum Staking ETF Shares made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #1005 holding.
Independent Advisor Alliance first reported a position in Grayscale Ethereum Staking ETF Shares in Q3 2024 and has held it in 8 quarters since.
Independent Advisor Alliance's Grayscale Ethereum Staking ETF Shares position peaked at $351K in Q3 2025.
254 funds tracked by Wall St. Rank held Grayscale Ethereum Staking ETF Shares as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.