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

Oakwell Private 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
Q2 		$3.8M Sell
35,363
-17,171
-33% -$1.79M 0.63% 20
2026
Q1 		$4.64M Buy
52,534
+26,434
+101% +$2.51M 0.83% 19
2025
Q4 		$2.65M Buy
+26,100
New +$2.68M 0.5% 24

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

Oakwell Private Wealth Management's IETC Position: Q2 2026 in Review

Oakwell Private Wealth Management reduced its iShares US Tech Independence Focused ETF (IETC) stake by 33% in Q2 2026, selling an estimated $1.79M and leaving 35,363 shares worth $3.8M. The position accounts for 0.63% of the portfolio, ranked #20.

Oakwell Private Wealth Management first reported a position in IETC in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.64M in Q1 2026. 118 funds tracked by Wall St. Rank hold IETC as of Q2 2026.

  • Oakwell Private Wealth Management held 35,363 shares of iShares US Tech Independence Focused ETF worth $3.8M as of Q2 2026.
  • Oakwell Private Wealth Management sold 17,171 iShares US Tech Independence Focused ETF shares in Q2 2026, an estimated $1.79M.
  • iShares US Tech Independence Focused ETF made up 0.63% of Oakwell Private Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Oakwell Private Wealth Management first reported a position in iShares US Tech Independence Focused ETF in Q4 2025 and has held it in 3 quarters since.
  • Oakwell Private Wealth Management's iShares US Tech Independence Focused ETF position peaked at $4.64M in Q1 2026.
  • 118 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q2 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.