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Sovran Advisors’s iShares US Tech Independence Focused ETF IETC Stock Holding History

Sovran 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
2026
Q1 		– Sell
-3,173
Closed -$322K – 593
2025
Q4 		$322K Sell
3,173
-1,274
-29% -$131K 0.03% 431
2025
Q3 		$473K Buy
4,447
+1,215
+38% +$119K 0.04% 351
2025
Q2 		$306K Buy
+3,232
New +$268K 0.03% 398

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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HC
Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Sovran Advisors's IETC Position: Q1 2026 in Review

Sovran Advisors sold out of iShares US Tech Independence Focused ETF (IETC) in Q1 2026, closing a stake of 3,173 shares — an estimated $322K sold.

Sovran Advisors first reported a position in IETC in Q2 2025 and held it in 3 quarters. The position peaked at $473K in Q3 2025. 112 funds tracked by Wall St. Rank hold IETC as of Q1 2026.

  • Sovran Advisors reported no remaining iShares US Tech Independence Focused ETF position as of Q1 2026 after selling out during the quarter.
  • Sovran Advisors sold 3,173 iShares US Tech Independence Focused ETF shares in Q1 2026, an estimated $322K.
  • Sovran Advisors first reported a position in iShares US Tech Independence Focused ETF in Q2 2025 and held it in 3 quarters.
  • Sovran Advisors's iShares US Tech Independence Focused ETF position peaked at $473K in Q3 2025.
  • 112 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q1 2026.

Based on Sovran Advisors's 13F filing for Q1 2026, filed 1 May 2026.