Kovitz Investment Group Partners
IETC icon

Kovitz Investment Group Partners’s iShares US Tech Independence Focused ETF IETC Stock Holding History

Kovitz Investment Group Partners’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
-5,013
Closed -$511K – 851
2025
Q3 		$511K Sell
5,013
-112
-2% -$11K ﹤0.01% 1030
2025
Q2 		$482K Buy
+5,125
New +$424K ﹤0.01% 984

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

Kovitz Investment Group Partners's IETC Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of iShares US Tech Independence Focused ETF (IETC) in Q4 2025, closing a stake of 5,013 shares — an estimated $511K sold.

Kovitz Investment Group Partners first reported a position in IETC in Q2 2025 and held it in 2 quarters. The position peaked at $511K in Q3 2025. 132 funds tracked by Wall St. Rank hold IETC as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining iShares US Tech Independence Focused ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 5,013 iShares US Tech Independence Focused ETF shares in Q4 2025, an estimated $511K.
  • Kovitz Investment Group Partners first reported a position in iShares US Tech Independence Focused ETF in Q2 2025 and held it in 2 quarters.
  • Kovitz Investment Group Partners's iShares US Tech Independence Focused ETF position peaked at $511K in Q3 2025.
  • 132 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.