KCM Investment Advisors’s iShares US Tech Independence Focused ETF IETC Stock Holding History

KCM Investment 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	$1.03M	Hold	9,636	–	–	0.03%	218
2026 Q1	$852K	Hold	9,636	–	–	0.03%	221
2025 Q4	$979K	Hold	9,636	–	–	0.03%	219
2025 Q3	$982K	Hold	9,636	–	–	0.03%	215
2025 Q2	$906K	Hold	9,636	–	–	0.03%	219
2025 Q1	$722K	Hold	9,636	–	–	0.03%	227
2024 Q4	$822K	Hold	9,636	–	–	0.03%	215
2024 Q3	$755K	Hold	9,636	–	–	0.03%	232
2024 Q2	$724K	Hold	9,636	–	–	0.03%	233
2024 Q1	$682K	Hold	9,636	–	–	0.03%	240
2023 Q4	$601K	Hold	9,636	–	–	0.02%	240
2023 Q3	$513K	Hold	9,636	–	–	0.02%	245
2023 Q2	$531K	Hold	9,636	–	–	0.02%	253
2023 Q1	$454K	Hold	9,636	–	–	0.02%	282
2022 Q4	$393K	Hold	9,636	–	–	0.02%	289
2022 Q3	$381K	Hold	9,636	–	–	0.02%	273
2022 Q2	$408K	Hold	9,636	–	–	0.02%	280
2022 Q1	$532K	Sell	9,636 -2,000	-17%	-$109K	0.02%	275
2021 Q4	$712K	Hold	11,636	–	–	0.02%	248
2021 Q3	$649K	Hold	11,636	–	–	0.03%	245
2021 Q2	$640K	Hold	11,636	–	–	0.03%	238
2021 Q1	$565K	Hold	11,636	–	–	0.03%	244
2020 Q4	$553K	Sell	11,636 -2,783	-19%	-$125K	0.03%	230
2020 Q3	$612K	Hold	14,419	–	–	0.03%	202
2020 Q2	$551K	Hold	14,419	–	–	0.03%	210
2020 Q1	$419K	Hold	14,419	–	–	0.03%	227
2019 Q4	$470K	Hold	14,419	–	–	0.03%	249
2019 Q3	$422K	Hold	14,419	–	–	0.02%	251
2019 Q2	$418K	Hold	14,419	–	–	0.03%	248
2019 Q1	$398K	Sell	14,419 -5,470	-28%	-$141K	0.03%	251
2018 Q4	$458K	Buy	+19,889	New	+$500K	0.03%	346

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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

KCM Investment Advisors's IETC Position: Q2 2026 in Review

KCM Investment Advisors held its iShares US Tech Independence Focused ETF (IETC) position steady in Q2 2026 at 9,636 shares worth $1.03M. The position accounts for 0.03% of the portfolio, ranked #218.

KCM Investment Advisors first reported a position in IETC in Q4 2018 and has held it in 31 quarters since. 117 funds tracked by Wall St. Rank hold IETC as of Q2 2026.

KCM Investment Advisors held 9,636 shares of iShares US Tech Independence Focused ETF worth $1.03M as of Q2 2026.
KCM Investment Advisors left its iShares US Tech Independence Focused ETF share count unchanged in Q2 2026.
iShares US Tech Independence Focused ETF made up 0.03% of KCM Investment Advisors's portfolio in Q2 2026, its #218 holding.
KCM Investment Advisors first reported a position in iShares US Tech Independence Focused ETF in Q4 2018 and has held it in 31 quarters since.
117 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q2 2026.

Based on KCM Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.