Montag & Associates’s iShares US Tech Independence Focused ETF IETC Stock Holding History

Montag & Associates’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	$40.6K	Sell	459 -32	-7%	-$3.03K	﹤0.01%	614
2025 Q4	$49.9K	Sell	491 -50	-9%	-$5.13K	﹤0.01%	600
2025 Q3	$55.1K	Sell	541 -2,150	-80%	-$211K	﹤0.01%	581
2025 Q2	$253K	Sell	2,691 -1,202	-31%	-$99.6K	0.01%	379
2025 Q1	$292K	Buy	3,893 +10	+0.3%	+$837	0.01%	367
2024 Q4	$331K	Buy	3,883 +1,268	+48%	+$105K	0.02%	364
2024 Q3	$205K	Hold	2,615	–	–	0.01%	422
2024 Q2	$197K	Sell	2,615 -262	-9%	-$18.5K	0.01%	410
2024 Q1	$204K	Buy	+2,877	New	+$194K	0.01%	410

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

Montag & Associates's IETC Position: Q1 2026 in Review

Montag & Associates reduced its iShares US Tech Independence Focused ETF (IETC) stake by 6.5% in Q1 2026, selling an estimated $3.03K and leaving 459 shares worth $40.6K. The position accounts for ﹤0.01% of the portfolio, ranked #614.

Montag & Associates first reported a position in IETC in Q1 2024 and has held it in 9 quarters since. The position peaked at $331K in Q4 2024. 112 funds tracked by Wall St. Rank hold IETC as of Q1 2026.

Montag & Associates held 459 shares of iShares US Tech Independence Focused ETF worth $40.6K as of Q1 2026.
Montag & Associates sold 32 iShares US Tech Independence Focused ETF shares in Q1 2026, an estimated $3.03K.
iShares US Tech Independence Focused ETF made up ﹤0.01% of Montag & Associates's portfolio in Q1 2026, its #614 holding.
Montag & Associates first reported a position in iShares US Tech Independence Focused ETF in Q1 2024 and has held it in 9 quarters since.
Montag & Associates's iShares US Tech Independence Focused ETF position peaked at $331K in Q4 2024.
112 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.