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Kesler Norman & Wride’s iShares US Tech Independence Focused ETF IETC Stock Holding History

Kesler Norman & Wride’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 		– Sell
-4,932
Closed -$436K – 281
2026
Q1 		$436K Sell
4,932
-41
-0.8% -$3.88K 0.08% 198
2025
Q4 		$505K Buy
+4,973
New +$511K 0.09% 191

Other funds holding IETC

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 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
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HC
Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Integrated Wealth Concepts
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Kesler Norman & Wride's IETC Position: Q2 2026 in Review

Kesler Norman & Wride sold out of iShares US Tech Independence Focused ETF (IETC) in Q2 2026, closing a stake of 4,932 shares — an estimated $436K sold.

Kesler Norman & Wride first reported a position in IETC in Q4 2025 and held it in 2 quarters. The position peaked at $505K in Q4 2025. 118 funds tracked by Wall St. Rank hold IETC as of Q2 2026.

  • Kesler Norman & Wride reported no remaining iShares US Tech Independence Focused ETF position as of Q2 2026 after selling out during the quarter.
  • Kesler Norman & Wride sold 4,932 iShares US Tech Independence Focused ETF shares in Q2 2026, an estimated $436K.
  • Kesler Norman & Wride first reported a position in iShares US Tech Independence Focused ETF in Q4 2025 and held it in 2 quarters.
  • Kesler Norman & Wride's iShares US Tech Independence Focused ETF position peaked at $505K in Q4 2025.
  • 118 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q2 2026.

Based on Kesler Norman & Wride's 13F filing for Q2 2026, filed 23 Jul 2026.