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

Spire 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	$2.16K	Hold	20	–	–	﹤0.01%	1994
2026 Q1	$1.78K	Hold	20	–	–	﹤0.01%	2062
2025 Q4	$2.04K	Hold	20	–	–	﹤0.01%	2093
2025 Q3	$2.04K	Hold	20	–	–	﹤0.01%	2162
2025 Q2	$1.88K	Hold	20	–	–	﹤0.01%	2185
2025 Q1	$1.5K	Buy	+20	New	+$1.68K	﹤0.01%	2323
2022 Q3	–	Sell	-16	Closed	-$1K	–	2378
2022 Q2	$1K	Buy	+16	New	+$751	﹤0.01%	2521

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

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

Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return

Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

Saxony Capital Management St. Louis, Missouri $218M AUM 24.57% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return