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Shira Ridge Wealth Management’s iShares US Tech Independence Focused ETF IETC Stock Holding History

Shira Ridge Wealth 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 		$1.74M Sell
16,228
-733
-4% -$76.4K 0.61% 26
2026
Q1 		$1.5M Sell
16,961
-134
-0.8% -$12.7K 0.59% 27
2025
Q4 		$1.74M Sell
17,095
-108
-0.6% -$11.1K 0.7% 27
2025
Q3 		$1.75M Hold
17,203
– – 0.74% 26
2025
Q2 		$1.62M Sell
17,203
-123
-0.7% -$10.2K 0.74% 27
2025
Q1 		$1.3M Sell
17,326
-4,134
-19% -$346K 0.65% 29
2024
Q4 		$1.83M Sell
21,460
-532
-2% -$43.9K 0.9% 24
2024
Q3 		$1.72M Buy
21,992
+3,023
+16% +$227K 0.88% 23
2024
Q2 		$1.43M Buy
18,969
+1,034
+6% +$72.9K 0.79% 24
2024
Q1 		$1.27M Buy
17,935
+338
+2% +$22.8K 0.73% 25
2023
Q4 		$1.1M Hold
17,597
– – 0.66% 26
2023
Q3 		$937K Hold
17,597
– – 0.62% 29
2023
Q2 		$970K Buy
17,597
+159
+0.9% +$7.9K 0.61% 27
2023
Q1 		$822K Buy
17,438
+141
+0.8% +$6.21K 0.54% 30
2022
Q4 		$705K Buy
+17,297
New +$713K 0.49% 34

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
HC
Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return
PW
Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AFG
Artesa Financial Group Conroe, Texas $117M AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LSA
Lansing Street Advisors Ambler, Pennsylvania $472M AUM 23.5% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FP
Financial Perspectives Minneapolis, Minnesota $411M AUM 26.27% 1-Year Est. Return

Shira Ridge Wealth Management's IETC Position: Q2 2026 in Review

Shira Ridge Wealth Management reduced its iShares US Tech Independence Focused ETF (IETC) stake by 4.3% in Q2 2026, selling an estimated $76.4K and leaving 16,228 shares worth $1.74M. The position accounts for 0.61% of the portfolio, ranked #26.

Shira Ridge Wealth Management first reported a position in IETC in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.83M in Q4 2024. 34 funds tracked by Wall St. Rank hold IETC as of Q2 2026.

  • Shira Ridge Wealth Management held 16,228 shares of iShares US Tech Independence Focused ETF worth $1.74M as of Q2 2026.
  • Shira Ridge Wealth Management sold 733 iShares US Tech Independence Focused ETF shares in Q2 2026, an estimated $76.4K.
  • iShares US Tech Independence Focused ETF made up 0.61% of Shira Ridge Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Shira Ridge Wealth Management first reported a position in iShares US Tech Independence Focused ETF in Q4 2022 and has held it in 15 quarters since.
  • Shira Ridge Wealth Management's iShares US Tech Independence Focused ETF position peaked at $1.83M in Q4 2024.
  • 34 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q2 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.