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Trek Financial’s iShares US Tech Independence Focused ETF IETC Stock Holding History

Trek Financial’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
-75,900
Closed -$7.71M – 508
2025
Q4 		$7.71M Buy
75,900
+7,932
+12% +$815K 0.45% 64
2025
Q3 		$6.93M Buy
67,968
+13,441
+25% +$1.32M 0.41% 66
2025
Q2 		$5.13M Buy
54,527
+9,157
+20% +$758K 0.34% 82
2025
Q1 		$3.4M Buy
+45,370
New +$3.8M 0.25% 98

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

Trek Financial's IETC Position: Q1 2026 in Review

Trek Financial sold out of iShares US Tech Independence Focused ETF (IETC) in Q1 2026, closing a stake of 75,900 shares — an estimated $7.71M sold.

Trek Financial first reported a position in IETC in Q1 2025 and held it in 4 quarters. The position peaked at $7.71M in Q4 2025. 112 funds tracked by Wall St. Rank hold IETC as of Q1 2026.

  • Trek Financial reported no remaining iShares US Tech Independence Focused ETF position as of Q1 2026 after selling out during the quarter.
  • Trek Financial sold 75,900 iShares US Tech Independence Focused ETF shares in Q1 2026, an estimated $7.71M.
  • Trek Financial first reported a position in iShares US Tech Independence Focused ETF in Q1 2025 and held it in 4 quarters.
  • Trek Financial's iShares US Tech Independence Focused ETF position peaked at $7.71M in Q4 2025.
  • 112 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q1 2026.

Based on Trek Financial's 13F filing for Q1 2026, filed 13 May 2026.