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

Lloyd 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 		– Sell
-222
Closed -$23.1K – 624
2026
Q1 		$19.6K Buy
222
+178
+405% +$16.9K 0.01% 388
2025
Q4 		$4.42K Buy
+44
New +$4.52K ﹤0.01% 420

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 $20.5B AUM 24.45% 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

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

Lloyd Advisory Services sold out of iShares US Tech Independence Focused ETF (IETC) in Q2 2026, closing a stake of 222 shares — an estimated $23.1K sold.

Lloyd Advisory Services first reported a position in IETC in Q4 2025 and held it in 2 quarters. The position peaked at $19.6K in Q1 2026. 117 funds tracked by Wall St. Rank hold IETC as of Q2 2026.

  • Lloyd Advisory Services reported no remaining iShares US Tech Independence Focused ETF position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 222 iShares US Tech Independence Focused ETF shares in Q2 2026, an estimated $23.1K.
  • Lloyd Advisory Services first reported a position in iShares US Tech Independence Focused ETF in Q4 2025 and held it in 2 quarters.
  • Lloyd Advisory Services's iShares US Tech Independence Focused ETF position peaked at $19.6K in Q1 2026.
  • 117 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.