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 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 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 $377B AUM 19.32% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Sigma Planning Corp's IETC Position: Q1 2026 in Review

Sigma Planning Corp increased its iShares US Tech Independence Focused ETF (IETC) stake by 10% in Q1 2026, buying an estimated $118K and bringing the position to 13,592 shares worth $1.2M. The position accounts for 0.03% of the portfolio, ranked #501.

Sigma Planning Corp first reported a position in IETC in Q2 2021 and has held it in 13 quarters since. The position peaked at $1.25M in Q4 2025. 112 funds tracked by Wall St. Rank hold IETC as of Q1 2026.

Sigma Planning Corp held 13,592 shares of iShares US Tech Independence Focused ETF worth $1.2M as of Q1 2026.
Sigma Planning Corp bought 1,241 iShares US Tech Independence Focused ETF shares in Q1 2026, an estimated $118K.
iShares US Tech Independence Focused ETF made up 0.03% of Sigma Planning Corp's portfolio in Q1 2026, its #501 holding.
Sigma Planning Corp first reported a position in iShares US Tech Independence Focused ETF in Q2 2021 and has held it in 13 quarters since.
Sigma Planning Corp's iShares US Tech Independence Focused ETF position peaked at $1.25M in Q4 2025.
112 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.