Sutton Place Investors’s iShares US Tech Independence Focused ETF IETC Stock Holding History

Sutton Place Investors’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	$2.46M	Buy	27,866 +23	+0.1%	+$2.18K	1.35%	17
2025 Q4	$2.83M	Buy	27,843 +325	+1%	+$33.4K	1.55%	14
2025 Q3	$2.8M	Buy	27,518 +27	+0.1%	+$2.65K	1.6%	15
2025 Q2	$2.58M	Buy	27,491 +116	+0.4%	+$9.61K	1.56%	15
2025 Q1	$2.05M	Buy	27,375 +2,194	+9%	+$184K	1.38%	17
2024 Q4	$2.15M	Buy	25,181 +100	+0.4%	+$8.26K	1.24%	20
2024 Q3	$1.97M	Buy	25,081 +51	+0.2%	+$3.82K	1.2%	25
2024 Q2	$1.88M	Buy	25,030 +30	+0.1%	+$2.12K	1.25%	22
2024 Q1	$1.77M	Hold	25,000	–	–	0.88%	31
2023 Q4	$1.56M	Hold	25,000	–	–	1.13%	24
2023 Q3	$1.33M	Hold	25,000	–	–	1.73%	16
2023 Q2	$1.38M	Hold	25,000	–	–	1.91%	12
2023 Q1	$1.18M	Hold	25,000	–	–	1.6%	16
2022 Q4	$1.02M	Sell	25,000 -5,000	-17%	-$206K	1.46%	18
2022 Q3	$1.19M	Buy	30,000 +18,995	+173%	+$859K	1.8%	17
2022 Q2	$465K	Hold	11,005	–	–	0.68%	41
2022 Q1	$537K	Hold	11,005	–	–	0.64%	39
2021 Q4	$673K	Buy	+11,005	New	+$660K	0.77%	37

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

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

Two Sigma Investments

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

MML Investors Services

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

JP Morgan Chase

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

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

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