IFG
ETHA

Independent Financial Group’s iShares Ethereum Trust ETF ETHA Stock Holding History

Independent Financial Group’s Portfolio ETHA Stock Details ETHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$155K Buy
13,055
+1,602
+14% +$24.9K ﹤0.01% 1501
2026
Q1 		$181K Sell
11,453
-25,053
-69% -$453K ﹤0.01% 1387
2025
Q4 		$819K Sell
36,506
-52,193
-59% -$1.37M 0.02% 700
2025
Q3 		$2.79M Buy
88,699
+16,634
+23% +$494K 0.07% 288
2025
Q2 		$1.37M Buy
+72,065
New +$1.2M 0.04% 446

Other funds holding ETHA

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

Independent Financial Group's ETHA Position: Q2 2026 in Review

Independent Financial Group increased its iShares Ethereum Trust ETF (ETHA) stake by 14% in Q2 2026, buying an estimated $24.9K and bringing the position to 13,055 shares worth $155K. The position accounts for ﹤0.01% of the portfolio, ranked #1501.

Independent Financial Group first reported a position in ETHA in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.79M in Q3 2025. 453 funds tracked by Wall St. Rank hold ETHA as of Q2 2026.

  • Independent Financial Group held 13,055 shares of iShares Ethereum Trust ETF worth $155K as of Q2 2026.
  • Independent Financial Group bought 1,602 iShares Ethereum Trust ETF shares in Q2 2026, an estimated $24.9K.
  • iShares Ethereum Trust ETF made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1501 holding.
  • Independent Financial Group first reported a position in iShares Ethereum Trust ETF in Q2 2025 and has held it in 5 quarters since.
  • Independent Financial Group's iShares Ethereum Trust ETF position peaked at $2.79M in Q3 2025.
  • 453 funds tracked by Wall St. Rank held iShares Ethereum Trust ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.