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 Q2	$7.03M	Sell	65,533 -1,444	-2%	-$151K	0.03%	468
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

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

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Integrated Wealth Concepts's IETC Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its iShares US Tech Independence Focused ETF (IETC) stake by 2.2% in Q2 2026, selling an estimated $151K and leaving 65,533 shares worth $7.03M. The position accounts for 0.03% of the portfolio, ranked #468.

Integrated Wealth Concepts first reported a position in IETC in Q1 2025 and has held it in 5 quarters since. The position peaked at $7.05M in Q3 2025. 118 funds tracked by Wall St. Rank hold IETC as of Q2 2026.

Integrated Wealth Concepts held 65,533 shares of iShares US Tech Independence Focused ETF worth $7.03M as of Q2 2026.
Integrated Wealth Concepts sold 1,444 iShares US Tech Independence Focused ETF shares in Q2 2026, an estimated $151K.
iShares US Tech Independence Focused ETF made up 0.03% of Integrated Wealth Concepts's portfolio in Q2 2026, its #468 holding.
Integrated Wealth Concepts first reported a position in iShares US Tech Independence Focused ETF in Q1 2025 and has held it in 5 quarters since.
Integrated Wealth Concepts's iShares US Tech Independence Focused ETF position peaked at $7.05M in Q3 2025.
118 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.