Sigma Planning Corp
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Sigma Planning Corp’s iShares US Tech Independence Focused ETF IETC Stock Holding History

Sigma Planning Corp’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
Q3 		$1.86M Buy
16,282
+602
+4% +$64.9K 0.05% 374
2026
Q2 		$1.68M Buy
15,680
+2,088
+15% +$218K 0.04% 416
2026
Q1 		$1.2M Buy
13,592
+1,241
+10% +$118K 0.03% 501
2025
Q4 		$1.25M Buy
12,351
+258
+2% +$26.5K 0.03% 465
2025
Q3 		$1.23M Buy
12,093
+3,426
+40% +$337K 0.04% 457
2025
Q2 		$815K Buy
8,667
+1,021
+13% +$84.6K 0.02% 568
2025
Q1 		$573K Buy
7,646
+2,346
+44% +$196K 0.02% 673
2024
Q4 		$452K Buy
5,300
+530
+11% +$43.8K 0.01% 770
2024
Q3 		$374K Buy
4,770
+73
+2% +$5.47K 0.01% 858
2024
Q2 		$353K Buy
4,697
+443
+10% +$31.3K 0.01% 855
2024
Q1 		$301K Buy
+4,254
New +$286K 0.01% 958
2022
Q2 		– Sell
-3,839
Closed -$212K – 1364
2022
Q1 		$212K Sell
3,839
-171
-4% -$9.32K 0.01% 1228
2021
Q4 		$245K Buy
4,010
+58
+1% +$3.48K 0.01% 1180
2021
Q3 		$220K Buy
3,952
+1
+0% +$57 0.01% 1222
2021
Q2 		$217K Buy
+3,951
New +$205K 0.01% 1251

Other funds holding IETC

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
HC
Hoese & Co Glencoe, Minnesota $152M AUM 8.89% 1-Year Est. Return
SPI
Sutton Place Investors Katonah, New York $212M AUM 20.78% 1-Year Est. Return
Shira Ridge Wealth Management
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Ironwood Financial
Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return
Archer Investment Management
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
Paladin Wealth
Paladin Wealth Arden Hills, Minnesota $185M AUM 12.33% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Sigma Planning Corp's IETC Position: Q3 2026 in Review

Sigma Planning Corp increased its iShares US Tech Independence Focused ETF (IETC) stake by 3.8% in Q3 2026, buying an estimated $64.9K and bringing the position to 16,282 shares worth $1.86M. The position accounts for 0.05% of the portfolio, ranked #374.

Sigma Planning Corp first reported a position in IETC in Q2 2021 and has held it in 15 quarters since. 22 funds tracked by Wall St. Rank hold IETC as of Q3 2026.

  • Sigma Planning Corp held 16,282 shares of iShares US Tech Independence Focused ETF worth $1.86M as of Q3 2026.
  • Sigma Planning Corp bought 602 iShares US Tech Independence Focused ETF shares in Q3 2026, an estimated $64.9K.
  • iShares US Tech Independence Focused ETF made up 0.05% of Sigma Planning Corp's portfolio in Q3 2026, its #374 holding.
  • Sigma Planning Corp first reported a position in iShares US Tech Independence Focused ETF in Q2 2021 and has held it in 15 quarters since.
  • 22 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.