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J.W. Cole Advisors’s iShares US Tech Independence Focused ETF IETC Stock Holding History

J.W. Cole Advisors’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 		$219K Buy
+2,040
New +$213K ﹤0.01% 1462
2026
Q1 		– Sell
-2,686
Closed -$273K – 1088
2025
Q4 		$273K Buy
2,686
+1
+0% +$103 0.01% 1146
2025
Q3 		$274K Buy
+2,685
New +$264K 0.01% 1265

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
HC
Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return
PW
Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AFG
Artesa Financial Group Conroe, Texas $117M AUM
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LSA
Lansing Street Advisors Ambler, Pennsylvania $472M AUM 23.5% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

J.W. Cole Advisors's IETC Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in iShares US Tech Independence Focused ETF (IETC) in Q2 2026: 2,040 shares worth $219K. The stake represents ﹤0.01% of the portfolio and ranks #1462 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in IETC as recently as Q4 2025.

J.W. Cole Advisors first reported a position in IETC in Q3 2025 and has held it in 3 quarters since. The position peaked at $274K in Q3 2025. 38 funds tracked by Wall St. Rank hold IETC as of Q2 2026.

  • J.W. Cole Advisors held 2,040 shares of iShares US Tech Independence Focused ETF worth $219K as of Q2 2026.
  • iShares US Tech Independence Focused ETF was a new J.W. Cole Advisors position in Q2 2026.
  • iShares US Tech Independence Focused ETF made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1462 holding.
  • J.W. Cole Advisors first reported a position in iShares US Tech Independence Focused ETF in Q3 2025 and has held it in 3 quarters since.
  • J.W. Cole Advisors's iShares US Tech Independence Focused ETF position peaked at $274K in Q3 2025.
  • 38 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.