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

Pallas Capital 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	–	Sell	-2,538	Closed	-$258K	–	921
2025 Q4	$258K	Sell	2,538 -427	-14%	-$43.8K	0.01%	733
2025 Q3	$302K	Buy	2,965 +582	+24%	+$57.2K	0.01%	672
2025 Q2	$224K	Sell	2,383 -10,453	-81%	-$866K	0.01%	739
2025 Q1	$962K	Sell	12,836 -373	-3%	-$31.2K	0.04%	306
2024 Q4	$1.13M	Buy	13,209 +501	+4%	+$41.4K	0.05%	212
2024 Q3	$1.01M	Buy	12,708 +549	+5%	+$41.1K	0.04%	222
2024 Q2	$909K	Buy	12,159 +2,585	+27%	+$182K	0.04%	219
2024 Q1	$678K	Buy	+9,574	New	+$645K	0.03%	243

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

Pallas Capital Advisors's IETC Position: Q1 2026 in Review

Pallas Capital Advisors sold out of iShares US Tech Independence Focused ETF (IETC) in Q1 2026, closing a stake of 2,538 shares — an estimated $258K sold.

Pallas Capital Advisors first reported a position in IETC in Q1 2024 and held it in 8 quarters. The position peaked at $1.13M in Q4 2024. 112 funds tracked by Wall St. Rank hold IETC as of Q1 2026.

Pallas Capital Advisors reported no remaining iShares US Tech Independence Focused ETF position as of Q1 2026 after selling out during the quarter.
Pallas Capital Advisors sold 2,538 iShares US Tech Independence Focused ETF shares in Q1 2026, an estimated $258K.
Pallas Capital Advisors first reported a position in iShares US Tech Independence Focused ETF in Q1 2024 and held it in 8 quarters.
Pallas Capital Advisors's iShares US Tech Independence Focused ETF position peaked at $1.13M in Q4 2024.
112 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.