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Integrated Wealth Concepts’s iShares US Tech Independence Focused ETF IETC Stock Holding History

Integrated Wealth Concepts’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 		$5.92M Buy
+66,977
New +$6.35M 0.05% 370
2025
Q4 		– Sell
-69,201
Closed -$7.05M – 1831
2025
Q3 		$7.05M Sell
69,201
-1,819
-3% -$179K 0.06% 293
2025
Q2 		$6.68M Sell
71,020
-4,338
-6% -$359K 0.07% 273
2025
Q1 		$5.65M Buy
+75,358
New +$6.31M 0.07% 286

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
OPWM
Oakwell Private Wealth Management Austin, Texas $560M AUM 20.18% 1-Year Est. Return

Integrated Wealth Concepts's IETC Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in iShares US Tech Independence Focused ETF (IETC) in Q1 2026: 66,977 shares worth $5.92M. The stake represents 0.05% of the portfolio and ranks #370 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in IETC as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in IETC in Q1 2025 and has held it in 4 quarters since. The position peaked at $7.05M in Q3 2025. 112 funds tracked by Wall St. Rank hold IETC as of Q1 2026.

  • Integrated Wealth Concepts held 66,977 shares of iShares US Tech Independence Focused ETF worth $5.92M as of Q1 2026.
  • iShares US Tech Independence Focused ETF was a new Integrated Wealth Concepts position in Q1 2026.
  • iShares US Tech Independence Focused ETF made up 0.05% of Integrated Wealth Concepts's portfolio in Q1 2026, its #370 holding.
  • Integrated Wealth Concepts first reported a position in iShares US Tech Independence Focused ETF in Q1 2025 and has held it in 4 quarters since.
  • Integrated Wealth Concepts's iShares US Tech Independence Focused ETF position peaked at $7.05M in Q3 2025.
  • 112 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.