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 Q3	$445K	Buy	3,895 +1,321	+51%	+$142K	﹤0.01%	2614
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

Kozak & Associates Highlands Ranch, Colorado $553M AUM 17.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Hoese & Co Glencoe, Minnesota $152M AUM 8.89% 1-Year Est. Return

Oakwell Private Wealth Management Austin, Texas $657M AUM 15.1% 1-Year Est. Return

SPI

Sutton Place Investors Katonah, New York $212M AUM 20.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Artesa Financial Group Conroe, Texas $124M AUM 31.42% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

Kestra Advisory Services's IETC Position: Q3 2026 in Review

Kestra Advisory Services increased its iShares US Tech Independence Focused ETF (IETC) stake by 51% in Q3 2026, buying an estimated $142K and bringing the position to 3,895 shares worth $445K. The position accounts for ﹤0.01% of the portfolio, ranked #2614.

Kestra Advisory Services first reported a position in IETC in Q2 2025 and has held it in 6 quarters since. 60 funds tracked by Wall St. Rank hold IETC as of Q3 2026.

Kestra Advisory Services held 3,895 shares of iShares US Tech Independence Focused ETF worth $445K as of Q3 2026.
Kestra Advisory Services bought 1,321 iShares US Tech Independence Focused ETF shares in Q3 2026, an estimated $142K.
iShares US Tech Independence Focused ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2614 holding.
Kestra Advisory Services first reported a position in iShares US Tech Independence Focused ETF in Q2 2025 and has held it in 6 quarters since.
60 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.