UBS Group
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UBS Group’s iShares US Tech Independence Focused ETF IETC Stock Holding History

UBS Group’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 		$523K Sell
4,873
-828
-15% -$86.3K ﹤0.01% 6195
2026
Q1 		$504K Buy
5,701
+4,801
+533% +$455K ﹤0.01% 6079
2025
Q4 		$91.4K Sell
900
-200
-18% -$20.5K ﹤0.01% 6953
2025
Q3 		$112K Buy
+1,100
New +$108K ﹤0.01% 7035
2025
Q1 		– Sell
-86
Closed -$7.34K – 10457
2024
Q4 		$7.34K Buy
+86
New +$7.1K ﹤0.01% 8482
2024
Q3 		– Sell
-73
Closed -$5.49K – 9758
2024
Q2 		$5.49K Buy
+73
New +$5.15K ﹤0.01% 7988
2023
Q4 		– Sell
-509
Closed -$27.1K – 9573
2023
Q3 		$27.1K Buy
509
+359
+239% +$19.9K ﹤0.01% 6643
2023
Q2 		$8.27K Sell
150
-264
-64% -$13.1K ﹤0.01% 7250
2023
Q1 		$19.5K Buy
+414
New +$18.2K ﹤0.01% 7104
2022
Q3 		– Sell
-3
Closed – – 10604
2022
Q2 		$0 Sell
3
-2,494
-100% -$117K ﹤0.01% 10591
2022
Q1 		$138K Buy
2,497
+161
+7% +$8.78K ﹤0.01% 5661
2021
Q4 		$143K Buy
2,336
+2,228
+2,063% +$134K ﹤0.01% 5967
2021
Q3 		$6K Sell
108
-1,611
-94% -$92.6K ﹤0.01% 8424
2021
Q2 		$95K Buy
+1,719
New +$89.1K ﹤0.01% 5919
2021
Q1 		– Sell
-1,768
Closed -$84K – 9209
2020
Q4 		$84K Buy
1,768
+1,758
+17,580% +$78.7K ﹤0.01% 5798
2020
Q3 		$0 Buy
+10
New +$414 ﹤0.01% 8187

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HC
Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return
JP Morgan Chase
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
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

UBS Group's IETC Position: Q2 2026 in Review

UBS Group reduced its iShares US Tech Independence Focused ETF (IETC) stake by 15% in Q2 2026, selling an estimated $86.3K and leaving 4,873 shares worth $523K. The position accounts for ﹤0.01% of the portfolio, ranked #6195.

UBS Group first reported a position in IETC in Q3 2020 and has held it in 16 quarters since. 117 funds tracked by Wall St. Rank hold IETC as of Q2 2026.

  • UBS Group held 4,873 shares of iShares US Tech Independence Focused ETF worth $523K as of Q2 2026.
  • UBS Group sold 828 iShares US Tech Independence Focused ETF shares in Q2 2026, an estimated $86.3K.
  • iShares US Tech Independence Focused ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6195 holding.
  • UBS Group first reported a position in iShares US Tech Independence Focused ETF in Q3 2020 and has held it in 16 quarters since.
  • 117 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.