Safe Harbor Wealth Advisors’s iShares US Tech Independence Focused ETF IETC Stock Holding History

Safe Harbor Wealth 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
2025 Q4	$449K	Buy	+4,952	New	+$509K	0.43%	43

Other funds holding IETC

Vestor Capital Chicago, Illinois $1.59B AUM 51.04% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return

Safe Harbor Wealth Advisors's IETC Position: Q4 2025 in Review

Safe Harbor Wealth Advisors opened a new position in iShares US Tech Independence Focused ETF (IETC) in Q4 2025: 4,952 shares worth $449K. The stake represents 0.43% of the portfolio and ranks #43 among its holdings.

132 funds tracked by Wall St. Rank hold IETC as of Q4 2025.

Safe Harbor Wealth Advisors held 4,952 shares of iShares US Tech Independence Focused ETF worth $449K as of Q4 2025.
iShares US Tech Independence Focused ETF was a new Safe Harbor Wealth Advisors position in Q4 2025.
iShares US Tech Independence Focused ETF made up 0.43% of Safe Harbor Wealth Advisors's portfolio in Q4 2025, its #43 holding.
132 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q4 2025.

Based on Safe Harbor Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.