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Larson Financial Group’s iShares US Tech Independence Focused ETF IETC Stock Holding History

Larson Financial Group’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
Q3 		– Sell
-137
Closed -$12.9K – 3544
2025
Q2 		$12.9K Buy
137
+24
+21% +$1.99K ﹤0.01% 1690
2025
Q1 		$8.48K Buy
113
+24
+27% +$2.01K ﹤0.01% 1696
2024
Q4 		$7.6K Buy
+89
New +$7.35K ﹤0.01% 1566

Other funds holding IETC

VC
Vestor Capital Chicago, Illinois $1.59B AUM 51.04% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BHWA
Beacon Harbor Wealth Advisors Virginia Beach, Virginia $513M AUM 48.98% 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
AF
Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Larson Financial Group's IETC Position: Q3 2025 in Review

Larson Financial Group sold out of iShares US Tech Independence Focused ETF (IETC) in Q3 2025, closing a stake of 137 shares — an estimated $12.9K sold.

Larson Financial Group first reported a position in IETC in Q4 2024 and held it in 3 quarters. The position peaked at $12.9K in Q2 2025. 130 funds tracked by Wall St. Rank hold IETC as of Q3 2025.

  • Larson Financial Group reported no remaining iShares US Tech Independence Focused ETF position as of Q3 2025 after selling out during the quarter.
  • Larson Financial Group sold 137 iShares US Tech Independence Focused ETF shares in Q3 2025, an estimated $12.9K.
  • Larson Financial Group first reported a position in iShares US Tech Independence Focused ETF in Q4 2024 and held it in 3 quarters.
  • Larson Financial Group's iShares US Tech Independence Focused ETF position peaked at $12.9K in Q2 2025.
  • 130 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q3 2025.

Based on Larson Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.