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RMR Wealth Builders’s iShares US Tech Independence Focused ETF IETC Stock Holding History

RMR Wealth Builders’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
2025
Q4 		– Sell
-8,401
Closed -$856K – 284
2025
Q3 		$856K Buy
8,401
+3
+0% +$295 0.07% 123
2025
Q2 		$789K Sell
8,398
-29
-0.3% -$2.4K 0.07% 135
2025
Q1 		$632K Buy
+8,427
New +$706K 0.07% 136

Other funds holding IETC

VC
Vestor Capital Chicago, Illinois $1.38B AUM 39.2% 1-Year Est. Return
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 $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

RMR Wealth Builders's IETC Position: Q4 2025 in Review

RMR Wealth Builders sold out of iShares US Tech Independence Focused ETF (IETC) in Q4 2025, closing a stake of 8,401 shares — an estimated $856K sold.

RMR Wealth Builders first reported a position in IETC in Q1 2025 and held it in 3 quarters. The position peaked at $856K in Q3 2025. 132 funds tracked by Wall St. Rank hold IETC as of Q4 2025.

  • RMR Wealth Builders reported no remaining iShares US Tech Independence Focused ETF position as of Q4 2025 after selling out during the quarter.
  • RMR Wealth Builders sold 8,401 iShares US Tech Independence Focused ETF shares in Q4 2025, an estimated $856K.
  • RMR Wealth Builders first reported a position in iShares US Tech Independence Focused ETF in Q1 2025 and held it in 3 quarters.
  • RMR Wealth Builders's iShares US Tech Independence Focused ETF position peaked at $856K in Q3 2025.
  • 132 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q4 2025.

Based on RMR Wealth Builders's 13F filing for Q4 2025, filed 29 Jan 2026.