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 Q2	$3.04M	Buy	28,324 +458	+2%	+$47.7K	1.47%	15
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 $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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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 St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Sutton Place Investors's IETC Position: Q2 2026 in Review

Sutton Place Investors increased its iShares US Tech Independence Focused ETF (IETC) stake by 1.6% in Q2 2026, buying an estimated $47.7K and bringing the position to 28,324 shares worth $3.04M. The position accounts for 1.47% of the portfolio, ranked #15.

Sutton Place Investors first reported a position in IETC in Q4 2021 and has held it in 19 quarters since. 117 funds tracked by Wall St. Rank hold IETC as of Q2 2026.

Sutton Place Investors held 28,324 shares of iShares US Tech Independence Focused ETF worth $3.04M as of Q2 2026.
Sutton Place Investors bought 458 iShares US Tech Independence Focused ETF shares in Q2 2026, an estimated $47.7K.
iShares US Tech Independence Focused ETF made up 1.47% of Sutton Place Investors's portfolio in Q2 2026, its #15 holding.
Sutton Place Investors first reported a position in iShares US Tech Independence Focused ETF in Q4 2021 and has held it in 19 quarters since.
117 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q2 2026.

Based on Sutton Place Investors's 13F filing for Q2 2026, filed 6 Aug 2026.