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Kestra Advisory Services’s iShares US Tech Independence Focused ETF IETC Stock Holding History

Kestra Advisory Services’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 		$276K Sell
2,574
-946
-27% -$98.6K ﹤0.01% 2845
2026
Q1 		$311K Buy
3,520
+544
+18% +$51.6K ﹤0.01% 2590
2025
Q4 		$302K Buy
2,976
+19
+0.6% +$1.95K ﹤0.01% 2535
2025
Q3 		$301K Sell
2,957
-863
-23% -$84.8K ﹤0.01% 2437
2025
Q2 		$359K Buy
+3,820
New +$316K ﹤0.01% 2219

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 $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
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
IWC
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

Kestra Advisory Services's IETC Position: Q2 2026 in Review

Kestra Advisory Services reduced its iShares US Tech Independence Focused ETF (IETC) stake by 27% in Q2 2026, selling an estimated $98.6K and leaving 2,574 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #2845.

Kestra Advisory Services first reported a position in IETC in Q2 2025 and has held it in 5 quarters since. The position peaked at $359K in Q2 2025. 118 funds tracked by Wall St. Rank hold IETC as of Q2 2026.

  • Kestra Advisory Services held 2,574 shares of iShares US Tech Independence Focused ETF worth $276K as of Q2 2026.
  • Kestra Advisory Services sold 946 iShares US Tech Independence Focused ETF shares in Q2 2026, an estimated $98.6K.
  • iShares US Tech Independence Focused ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2845 holding.
  • Kestra Advisory Services first reported a position in iShares US Tech Independence Focused ETF in Q2 2025 and has held it in 5 quarters since.
  • Kestra Advisory Services's iShares US Tech Independence Focused ETF position peaked at $359K in Q2 2025.
  • 118 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.