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Regal Investment Advisors’s iShares US Tech Independence Focused ETF IETC Stock Holding History

Regal Investment 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
Q2 		$510K Buy
4,753
+48
+1% +$5K 0.03% 461
2026
Q1 		$416K Buy
4,705
+429
+10% +$40.7K 0.02% 468
2025
Q4 		$434K Buy
4,276
+3
+0.1% +$308 0.03% 448
2025
Q3 		$436K Sell
4,273
-155
-4% -$15.2K 0.03% 404
2025
Q2 		$416K Buy
4,428
+2
+0% +$166 0.03% 364
2025
Q1 		$332K Buy
4,426
+2
+0% +$167 0.03% 386
2024
Q4 		$377K Buy
4,424
+3
+0.1% +$248 0.03% 368
2024
Q3 		$346K Buy
4,421
+5
+0.1% +$375 0.02% 420
2024
Q2 		$332K Buy
4,416
+2
+0% +$141 0.02% 437
2024
Q1 		$312K Buy
4,414
+3
+0.1% +$202 0.02% 454
2023
Q4 		$275K Buy
4,411
+10
+0.2% +$573 0.02% 437
2023
Q3 		$234K Hold
4,401
– – 0.02% 439
2023
Q2 		$243K Sell
4,401
-17
-0.4% -$845 0.02% 438
2023
Q1 		$208K Sell
4,418
-656
-13% -$28.9K 0.02% 476
2022
Q4 		$207K Buy
5,074
+7
+0.1% +$288 0.02% 450
2022
Q3 		$200K Buy
5,067
+6
+0.1% +$271 0.02% 447
2022
Q2 		$214K Sell
5,061
-29
-0.6% -$1.36K 0.02% 447
2022
Q1 		$281K Sell
5,090
-798
-14% -$43.5K 0.03% 427
2021
Q4 		$360K Buy
5,888
+684
+13% +$41K 0.03% 387
2021
Q3 		$290K Sell
5,204
-754
-13% -$43.3K 0.03% 433
2021
Q2 		$328K Buy
+5,958
New +$309K 0.03% 393
2021
Q1 		– Sell
-6,355
Closed -$302K – 217
2020
Q4 		$302K Buy
+6,355
New +$285K 0.03% 360

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 $15.3B AUM 25.33% 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

Regal Investment Advisors's IETC Position: Q2 2026 in Review

Regal Investment Advisors increased its iShares US Tech Independence Focused ETF (IETC) stake by 1% in Q2 2026, buying an estimated $5K and bringing the position to 4,753 shares worth $510K. The position accounts for 0.03% of the portfolio, ranked #461.

Regal Investment Advisors first reported a position in IETC in Q4 2020 and has held it in 22 quarters since. 118 funds tracked by Wall St. Rank hold IETC as of Q2 2026.

  • Regal Investment Advisors held 4,753 shares of iShares US Tech Independence Focused ETF worth $510K as of Q2 2026.
  • Regal Investment Advisors bought 48 iShares US Tech Independence Focused ETF shares in Q2 2026, an estimated $5K.
  • iShares US Tech Independence Focused ETF made up 0.03% of Regal Investment Advisors's portfolio in Q2 2026, its #461 holding.
  • Regal Investment Advisors first reported a position in iShares US Tech Independence Focused ETF in Q4 2020 and has held it in 22 quarters since.
  • 118 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.