Parsons Capital Management’s iShares US Tech Independence Focused ETF IETC Stock Holding History

Parsons Capital 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	$318K	Sell	2,963 -250	-8%	-$26.1K	0.01%	451
2026 Q1	$284K	Sell	3,213 -150	-4%	-$14.2K	0.01%	427
2025 Q4	$342K	Buy	3,363 +75	+2%	+$7.7K	0.02%	374
2025 Q3	$335K	Hold	3,288	–	–	0.02%	370
2025 Q2	$309K	Hold	3,288	–	–	0.02%	366
2025 Q1	$246K	Buy	+3,288	New	+$275K	0.01%	394
2022 Q1	–	Sell	-7,670	Closed	-$469K	–	435
2021 Q4	$469K	Buy	7,670 +225	+3%	+$13.5K	0.03%	322
2021 Q3	$415K	Buy	7,445 +270	+4%	+$15.5K	0.03%	320
2021 Q2	$395K	Sell	7,175 -200	-3%	-$10.4K	0.03%	320
2021 Q1	$358K	Buy	7,375 +20	+0.3%	+$969	0.03%	317
2020 Q4	$350K	Buy	7,355 +2,605	+55%	+$117K	0.03%	301
2020 Q3	$201K	Buy	+4,750	New	+$197K	0.02%	340

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 $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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return

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 St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Parsons Capital Management's IETC Position: Q2 2026 in Review

Parsons Capital Management reduced its iShares US Tech Independence Focused ETF (IETC) stake by 7.8% in Q2 2026, selling an estimated $26.1K and leaving 2,963 shares worth $318K. The position accounts for 0.01% of the portfolio, ranked #451.

Parsons Capital Management first reported a position in IETC in Q3 2020 and has held it in 12 quarters since. The position peaked at $469K in Q4 2021. 118 funds tracked by Wall St. Rank hold IETC as of Q2 2026.

Parsons Capital Management held 2,963 shares of iShares US Tech Independence Focused ETF worth $318K as of Q2 2026.
Parsons Capital Management sold 250 iShares US Tech Independence Focused ETF shares in Q2 2026, an estimated $26.1K.
iShares US Tech Independence Focused ETF made up 0.01% of Parsons Capital Management's portfolio in Q2 2026, its #451 holding.
Parsons Capital Management first reported a position in iShares US Tech Independence Focused ETF in Q3 2020 and has held it in 12 quarters since.
Parsons Capital Management's iShares US Tech Independence Focused ETF position peaked at $469K in Q4 2021.
118 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q2 2026.

Based on Parsons Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.