Meridian Wealth Management’s iShares US Tech Independence Focused ETF IETC Stock Holding History

Meridian 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
2026 Q1	$310K	Buy	+3,506	New	+$332K	0.01%	640

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 $377B AUM 19.32% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Meridian Wealth Management's IETC Position: Q1 2026 in Review

Meridian Wealth Management opened a new position in iShares US Tech Independence Focused ETF (IETC) in Q1 2026: 3,506 shares worth $310K. The stake represents 0.01% of the portfolio and ranks #640 among its holdings.

112 funds tracked by Wall St. Rank hold IETC as of Q1 2026.

Meridian Wealth Management held 3,506 shares of iShares US Tech Independence Focused ETF worth $310K as of Q1 2026.
iShares US Tech Independence Focused ETF was a new Meridian Wealth Management position in Q1 2026.
iShares US Tech Independence Focused ETF made up 0.01% of Meridian Wealth Management's portfolio in Q1 2026, its #640 holding.
112 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.