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MAI Capital Management’s iShares US Tech Independence Focused ETF IETC Stock Holding History

MAI Capital 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
2026
Q2 		– Sell
-58
Closed -$5.13K – 3319
2026
Q1 		$5.13K Hold
58
– – ﹤0.01% 3508
2025
Q4 		$5.89K Buy
+58
New +$5.96K ﹤0.01% 3054

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 $15.3B AUM 25.33% 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

MAI Capital Management's IETC Position: Q2 2026 in Review

MAI Capital Management sold out of iShares US Tech Independence Focused ETF (IETC) in Q2 2026, closing a stake of 58 shares — an estimated $5.13K sold.

MAI Capital Management first reported a position in IETC in Q4 2025 and held it in 2 quarters. The position peaked at $5.89K in Q4 2025. 118 funds tracked by Wall St. Rank hold IETC as of Q2 2026.

  • MAI Capital Management reported no remaining iShares US Tech Independence Focused ETF position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 58 iShares US Tech Independence Focused ETF shares in Q2 2026, an estimated $5.13K.
  • MAI Capital Management first reported a position in iShares US Tech Independence Focused ETF in Q4 2025 and held it in 2 quarters.
  • MAI Capital Management's iShares US Tech Independence Focused ETF position peaked at $5.89K in Q4 2025.
  • 118 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.