Steward Partners Investment Advisory’s iShares US Tech Independence Focused ETF IETC Stock Holding History

Steward Partners Investment Advisory’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	$968K	Buy	10,953 +6,555	+149%	+$621K	﹤0.01%	1176
2025 Q4	$447K	Buy	4,398 +77	+2%	+$7.91K	﹤0.01%	1490
2025 Q3	$440K	Buy	4,321 +4,054	+1,518%	+$398K	﹤0.01%	1444
2025 Q2	$25.1K	Buy	+267	New	+$22.1K	﹤0.01%	2811
2022 Q2	–	Sell	-167	Closed	-$9K	–	3301
2022 Q1	$9K	Hold	167	–	–	﹤0.01%	2702
2021 Q4	$10K	Hold	167	–	–	﹤0.01%	2595
2021 Q3	$9K	Buy	+167	New	+$9.6K	﹤0.01%	2631

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

Steward Partners Investment Advisory's IETC Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its iShares US Tech Independence Focused ETF (IETC) stake by 149% in Q1 2026, buying an estimated $621K and bringing the position to 10,953 shares worth $968K. The position accounts for ﹤0.01% of the portfolio, ranked #1176.

Steward Partners Investment Advisory first reported a position in IETC in Q3 2021 and has held it in 7 quarters since. 112 funds tracked by Wall St. Rank hold IETC as of Q1 2026.

Steward Partners Investment Advisory held 10,953 shares of iShares US Tech Independence Focused ETF worth $968K as of Q1 2026.
Steward Partners Investment Advisory bought 6,555 iShares US Tech Independence Focused ETF shares in Q1 2026, an estimated $621K.
iShares US Tech Independence Focused ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1176 holding.
Steward Partners Investment Advisory first reported a position in iShares US Tech Independence Focused ETF in Q3 2021 and has held it in 7 quarters since.
112 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.