Mattson Financial Services’s iShares US Tech Independence Focused ETF IETC Stock Holding History

Mattson Financial 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	$6.18M	Buy	60,068 +15,128	+34%	+$1.58M	1.29%	14
2026 Q1	$3.97M	Buy	44,940 +803	+2%	+$76.1K	0.95%	27
2025 Q4	$4.48M	Buy	44,137 +3,444	+8%	+$354K	1.05%	20
2025 Q3	$4.15M	Buy	40,693 +18,311	+82%	+$1.8M	0.99%	26
2025 Q2	$2.1M	Buy	22,382 +2,129	+11%	+$176K	0.57%	72
2025 Q1	$1.52M	Buy	+20,253	New	+$1.7M	0.46%	82

Other funds holding IETC

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Mattson Financial Services's IETC Position: Q2 2026 in Review

Mattson Financial Services increased its iShares US Tech Independence Focused ETF (IETC) stake by 34% in Q2 2026, buying an estimated $1.58M and bringing the position to 60,068 shares worth $6.18M. The position accounts for 1.29% of the portfolio, ranked #14.

Mattson Financial Services first reported a position in IETC in Q1 2025 and has held it in 6 quarters since. 118 funds tracked by Wall St. Rank hold IETC as of Q2 2026.

Mattson Financial Services held 60,068 shares of iShares US Tech Independence Focused ETF worth $6.18M as of Q2 2026.
Mattson Financial Services bought 15,128 iShares US Tech Independence Focused ETF shares in Q2 2026, an estimated $1.58M.
iShares US Tech Independence Focused ETF made up 1.29% of Mattson Financial Services's portfolio in Q2 2026, its #14 holding.
Mattson Financial Services first reported a position in iShares US Tech Independence Focused ETF in Q1 2025 and has held it in 6 quarters since.
118 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q2 2026.

Based on Mattson Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.