&Partners’s iShares US Tech Independence Focused ETF IETC Stock Holding History

&Partners’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	$1.36M	Buy	12,652 +117	+0.9%	+$12.2K	0.01%	1241
2026 Q1	$1.11M	Sell	12,535 -296	-2%	-$28.1K	0.01%	1236
2025 Q4	$1.3M	Sell	12,831 -763	-6%	-$78.4K	0.01%	1080
2025 Q3	$1.39M	Buy	13,594 +4,255	+46%	+$418K	0.01%	934
2025 Q2	$878K	Buy	9,339 +1,129	+14%	+$93.5K	0.01%	1045
2025 Q1	$617K	Buy	8,210 +552	+7%	+$46.2K	0.01%	1038
2024 Q4	$662K	Sell	7,658 -175	-2%	-$14.4K	0.01%	946
2024 Q3	$615K	Buy	+7,833	New	+$587K	0.01%	769

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

&Partners's IETC Position: Q2 2026 in Review

&Partners increased its iShares US Tech Independence Focused ETF (IETC) stake by 0.93% in Q2 2026, buying an estimated $12.2K and bringing the position to 12,652 shares worth $1.36M. The position accounts for 0.01% of the portfolio, ranked #1241.

&Partners first reported a position in IETC in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.39M in Q3 2025. 118 funds tracked by Wall St. Rank hold IETC as of Q2 2026.

&Partners held 12,652 shares of iShares US Tech Independence Focused ETF worth $1.36M as of Q2 2026.
&Partners bought 117 iShares US Tech Independence Focused ETF shares in Q2 2026, an estimated $12.2K.
iShares US Tech Independence Focused ETF made up 0.01% of &Partners's portfolio in Q2 2026, its #1241 holding.
&Partners first reported a position in iShares US Tech Independence Focused ETF in Q3 2024 and has held it in 8 quarters since.
&Partners's iShares US Tech Independence Focused ETF position peaked at $1.39M in Q3 2025.
118 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.