Osaic Holdings
IETC icon

Osaic Holdings’s iShares US Tech Independence Focused ETF IETC Stock Holding History

Osaic Holdings’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 		$1.62M Sell
15,090
-10,148
-40% -$1.06M ﹤0.01% 2513
2026
Q1 		$2.23M Sell
25,238
-2,834
-10% -$269K ﹤0.01% 1977
2025
Q4 		$2.85M Sell
28,072
-11,409
-29% -$1.17M ﹤0.01% 1796
2025
Q3 		$3.86M Buy
39,481
+509
+1% +$50K 0.01% 1671
2025
Q2 		$3.65M Buy
38,972
+6,744
+21% +$559K 0.01% 1457
2025
Q1 		$2.42M Buy
32,228
+20,284
+170% +$1.7M 0.01% 1524
2024
Q4 		$1.02M Buy
11,944
+1,880
+19% +$155K ﹤0.01% 2179
2024
Q3 		$789K Buy
10,064
+1,481
+17% +$111K ﹤0.01% 2458
2024
Q2 		$645K Sell
8,583
-7,977
-48% -$563K ﹤0.01% 2552
2024
Q1 		$1.17M Sell
16,560
-1,171
-7% -$78.9K ﹤0.01% 2191
2023
Q4 		$1.11M Sell
17,731
-2,375
-12% -$136K ﹤0.01% 2415
2023
Q3 		$1.07M Buy
20,106
+1,665
+9% +$92.4K ﹤0.01% 2578
2023
Q2 		$1.02M Sell
18,441
-1,238
-6% -$61.5K ﹤0.01% 2508
2023
Q1 		$928K Sell
19,679
-4,677
-19% -$206K ﹤0.01% 2546
2022
Q4 		$994K Sell
24,356
-7,035
-22% -$290K ﹤0.01% 2368
2022
Q3 		$1.24M Sell
31,391
-8,002
-20% -$362K ﹤0.01% 2017
2022
Q2 		$1.67M Sell
39,393
-4,805
-11% -$226K ﹤0.01% 1805
2022
Q1 		$2.47M Sell
44,198
-2,089
-5% -$114K ﹤0.01% 1754
2021
Q4 		$2.83M Buy
46,287
+7,770
+20% +$466K 0.01% 1493
2021
Q3 		$2.15M Buy
38,517
+7,723
+25% +$444K ﹤0.01% 1643
2021
Q2 		$1.69M Sell
30,794
-621
-2% -$32.2K ﹤0.01% 1867
2021
Q1 		$1.53M Buy
31,415
+16,020
+104% +$776K ﹤0.01% 1854
2020
Q4 		$732K Buy
15,395
+1,400
+10% +$62.7K ﹤0.01% 2308
2020
Q3 		$590K Buy
13,995
+8,954
+178% +$371K ﹤0.01% 2286
2020
Q2 		$192K Sell
5,041
-1,752
-26% -$60.3K ﹤0.01% 3173
2020
Q1 		$201K Buy
+6,793
New +$222K ﹤0.01% 2860

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

Osaic Holdings's IETC Position: Q2 2026 in Review

Osaic Holdings reduced its iShares US Tech Independence Focused ETF (IETC) stake by 40% in Q2 2026, selling an estimated $1.06M and leaving 15,090 shares worth $1.62M. The position accounts for ﹤0.01% of the portfolio, ranked #2513.

Osaic Holdings first reported a position in IETC in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.86M in Q3 2025. 118 funds tracked by Wall St. Rank hold IETC as of Q2 2026.

  • Osaic Holdings held 15,090 shares of iShares US Tech Independence Focused ETF worth $1.62M as of Q2 2026.
  • Osaic Holdings sold 10,148 iShares US Tech Independence Focused ETF shares in Q2 2026, an estimated $1.06M.
  • iShares US Tech Independence Focused ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #2513 holding.
  • Osaic Holdings first reported a position in iShares US Tech Independence Focused ETF in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's iShares US Tech Independence Focused ETF position peaked at $3.86M in Q3 2025.
  • 118 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.