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IETC icon

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
Q2 		$75.1K Sell
700
-50
-7% -$5.21K ﹤0.01% 3021
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

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 $20.5B AUM 24.45% 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

NewEdge Advisors's IETC Position: Q2 2026 in Review

NewEdge Advisors reduced its iShares US Tech Independence Focused ETF (IETC) stake by 6.7% in Q2 2026, selling an estimated $5.21K and leaving 700 shares worth $75.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3021.

NewEdge Advisors first reported a position in IETC in Q4 2022 and has held it in 15 quarters since. The position peaked at $810K in Q3 2025. 118 funds tracked by Wall St. Rank hold IETC as of Q2 2026.

  • NewEdge Advisors held 700 shares of iShares US Tech Independence Focused ETF worth $75.1K as of Q2 2026.
  • NewEdge Advisors sold 50 iShares US Tech Independence Focused ETF shares in Q2 2026, an estimated $5.21K.
  • iShares US Tech Independence Focused ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3021 holding.
  • NewEdge Advisors first reported a position in iShares US Tech Independence Focused ETF in Q4 2022 and has held it in 15 quarters since.
  • NewEdge Advisors's iShares US Tech Independence Focused ETF position peaked at $810K in Q3 2025.
  • 118 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.