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Kingswood Wealth Advisors’s iShares US Tech Independence Focused ETF IETC Stock Holding History

Kingswood Wealth 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
2025
Q4 		– Sell
-3,012
Closed -$307K – 890
2025
Q3 		$307K Buy
+3,012
New +$296K 0.02% 620

Other funds holding IETC

VC
Vestor Capital Chicago, Illinois $1.59B AUM 51.04% 1-Year Est. Return
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return

Kingswood Wealth Advisors's IETC Position: Q4 2025 in Review

Kingswood Wealth Advisors sold out of iShares US Tech Independence Focused ETF (IETC) in Q4 2025, closing a stake of 3,012 shares — an estimated $307K sold.

Kingswood Wealth Advisors first reported a position in IETC in Q3 2025 and held it in 1 quarter. The position peaked at $307K in Q3 2025. 132 funds tracked by Wall St. Rank hold IETC as of Q4 2025.

  • Kingswood Wealth Advisors reported no remaining iShares US Tech Independence Focused ETF position as of Q4 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 3,012 iShares US Tech Independence Focused ETF shares in Q4 2025, an estimated $307K.
  • Kingswood Wealth Advisors first reported a position in iShares US Tech Independence Focused ETF in Q3 2025 and held it in 1 quarter.
  • Kingswood Wealth Advisors's iShares US Tech Independence Focused ETF position peaked at $307K in Q3 2025.
  • 132 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q4 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.