NewEdge Advisors’s iShares US Tech Independence Focused ETF IETC Stock Holding History

NewEdge Advisors’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	$66.3K	Buy	750 +150	+25%	+$14.2K	﹤0.01%	2863
2025 Q4	$61K	Sell	600 -7,349	-92%	-$755K	﹤0.01%	2911
2025 Q3	$810K	Buy	7,949 +1,272	+19%	+$125K	﹤0.01%	1529
2025 Q2	$628K	Buy	6,677 +6,077	+1,013%	+$503K	﹤0.01%	1561
2025 Q1	$45K	Hold	600	–	–	﹤0.01%	2585
2024 Q4	$51.2K	Hold	600	–	–	﹤0.01%	2521
2024 Q3	$47K	Hold	600	–	–	﹤0.01%	2453
2024 Q2	$45.1K	Hold	600	–	–	﹤0.01%	2375
2024 Q1	$42.5K	Buy	600 +100	+20%	+$6.73K	﹤0.01%	2364
2023 Q4	$31.2K	Hold	500	–	–	﹤0.01%	2400
2023 Q3	$26.6K	Hold	500	–	–	﹤0.01%	2298
2023 Q2	$27.6K	Sell	500 -4,115	-89%	-$205K	﹤0.01%	2283
2023 Q1	$218K	Sell	4,615 -826	-15%	-$36.4K	﹤0.01%	1509
2022 Q4	$29.8K	Buy	+5,441	New	+$224K	﹤0.01%	1966

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

NewEdge Advisors's IETC Position: Q1 2026 in Review

NewEdge Advisors increased its iShares US Tech Independence Focused ETF (IETC) stake by 25% in Q1 2026, buying an estimated $14.2K and bringing the position to 750 shares worth $66.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2863.

NewEdge Advisors first reported a position in IETC in Q4 2022 and has held it in 14 quarters since. The position peaked at $810K in Q3 2025. 112 funds tracked by Wall St. Rank hold IETC as of Q1 2026.

NewEdge Advisors held 750 shares of iShares US Tech Independence Focused ETF worth $66.3K as of Q1 2026.
NewEdge Advisors bought 150 iShares US Tech Independence Focused ETF shares in Q1 2026, an estimated $14.2K.
iShares US Tech Independence Focused ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2863 holding.
NewEdge Advisors first reported a position in iShares US Tech Independence Focused ETF in Q4 2022 and has held it in 14 quarters since.
NewEdge Advisors's iShares US Tech Independence Focused ETF position peaked at $810K in Q3 2025.
112 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.