IFWM
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Institute for Wealth Management’s iShares US Tech Independence Focused ETF IETC Stock Holding History

Institute for Wealth Management’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 		$1.07K Buy
+10
New +$1.04K ﹤0.01% 1649

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
HC
Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OPWM
Oakwell Private Wealth Management Austin, Texas $603M AUM 24.07% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
SPI
Sutton Place Investors Katonah, New York $207M AUM 27.9% 1-Year Est. Return

Institute for Wealth Management's IETC Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares US Tech Independence Focused ETF (IETC) in Q2 2026: 10 shares worth $1.07K. The stake represents ﹤0.01% of the portfolio and ranks #1649 among its holdings.

61 funds tracked by Wall St. Rank hold IETC as of Q2 2026.

  • Institute for Wealth Management held 10 shares of iShares US Tech Independence Focused ETF worth $1.07K as of Q2 2026.
  • iShares US Tech Independence Focused ETF was a new Institute for Wealth Management position in Q2 2026.
  • iShares US Tech Independence Focused ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1649 holding.
  • 61 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.