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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
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

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 $445B AUM 25.58% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HC
Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Sigma Planning Corp's IETC Position: Q2 2026 in Review

Sigma Planning Corp increased its iShares US Tech Independence Focused ETF (IETC) stake by 15% in Q2 2026, buying an estimated $218K and bringing the position to 15,680 shares worth $1.68M. The position accounts for 0.04% of the portfolio, ranked #416.

Sigma Planning Corp first reported a position in IETC in Q2 2021 and has held it in 14 quarters since. 118 funds tracked by Wall St. Rank hold IETC as of Q2 2026.

  • Sigma Planning Corp held 15,680 shares of iShares US Tech Independence Focused ETF worth $1.68M as of Q2 2026.
  • Sigma Planning Corp bought 2,088 iShares US Tech Independence Focused ETF shares in Q2 2026, an estimated $218K.
  • iShares US Tech Independence Focused ETF made up 0.04% of Sigma Planning Corp's portfolio in Q2 2026, its #416 holding.
  • Sigma Planning Corp first reported a position in iShares US Tech Independence Focused ETF in Q2 2021 and has held it in 14 quarters since.
  • 118 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.