PWAM
IETC icon

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

Private Wealth Asset 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 		$28.7K Hold
267
– – ﹤0.01% 506
2026
Q1 		$23.6K Hold
267
– – ﹤0.01% 534
2025
Q4 		$27.1K Hold
267
– – ﹤0.01% 498
2025
Q3 		$27.2K Hold
267
– – ﹤0.01% 481
2025
Q2 		$25.1K Hold
267
– – ﹤0.01% 507
2025
Q1 		$20K Buy
+267
New +$22.4K ﹤0.01% 516

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

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

Private Wealth Asset Management held its iShares US Tech Independence Focused ETF (IETC) position steady in Q2 2026 at 267 shares worth $28.7K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

Private Wealth Asset Management first reported a position in IETC in Q1 2025 and has held it in 6 quarters since. 117 funds tracked by Wall St. Rank hold IETC as of Q2 2026.

  • Private Wealth Asset Management held 267 shares of iShares US Tech Independence Focused ETF worth $28.7K as of Q2 2026.
  • Private Wealth Asset Management left its iShares US Tech Independence Focused ETF share count unchanged in Q2 2026.
  • iShares US Tech Independence Focused ETF made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #506 holding.
  • Private Wealth Asset Management first reported a position in iShares US Tech Independence Focused ETF in Q1 2025 and has held it in 6 quarters since.
  • 117 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.