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Lord & Richards Wealth Management’s iShares US Tech Independence Focused ETF IETC Stock Holding History

Lord & Richards Wealth Management’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
Q2 		– Sell
-43
Closed -$3.22K – 100
2025
Q1 		$3.22K Buy
+43
New +$3.6K ﹤0.01% 131

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KA
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Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
BHWA
Beacon Harbor Wealth Advisors Virginia Beach, Virginia $477M AUM 49.25% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
AF
Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return

Lord & Richards Wealth Management's IETC Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of iShares US Tech Independence Focused ETF (IETC) in Q2 2025, closing a stake of 43 shares — an estimated $3.22K sold.

Lord & Richards Wealth Management first reported a position in IETC in Q1 2025 and held it in 1 quarter. The position peaked at $3.22K in Q1 2025. 107 funds tracked by Wall St. Rank hold IETC as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining iShares US Tech Independence Focused ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 43 iShares US Tech Independence Focused ETF shares in Q2 2025, an estimated $3.22K.
  • Lord & Richards Wealth Management first reported a position in iShares US Tech Independence Focused ETF in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's iShares US Tech Independence Focused ETF position peaked at $3.22K in Q1 2025.
  • 107 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.