UCFA
IETC icon

United Capital Financial Advisors’s iShares US Tech Independence Focused ETF IETC Stock Holding History

United Capital Financial Advisors’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 		$13.1M Buy
121,823
+2,508
+2% +$261K 0.07% 213
2026
Q1 		$10.5M Buy
119,315
+15,901
+15% +$1.51M 0.06% 228
2025
Q4 		$10.5M Buy
+103,414
New +$10.6M 0.06% 232

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
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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

United Capital Financial Advisors's IETC Position: Q2 2026 in Review

United Capital Financial Advisors increased its iShares US Tech Independence Focused ETF (IETC) stake by 2.1% in Q2 2026, buying an estimated $261K and bringing the position to 121,823 shares worth $13.1M. The position accounts for 0.07% of the portfolio, ranked #213.

United Capital Financial Advisors first reported a position in IETC in Q4 2025 and has held it in 3 quarters since. 117 funds tracked by Wall St. Rank hold IETC as of Q2 2026.

  • United Capital Financial Advisors held 121,823 shares of iShares US Tech Independence Focused ETF worth $13.1M as of Q2 2026.
  • United Capital Financial Advisors bought 2,508 iShares US Tech Independence Focused ETF shares in Q2 2026, an estimated $261K.
  • iShares US Tech Independence Focused ETF made up 0.07% of United Capital Financial Advisors's portfolio in Q2 2026, its #213 holding.
  • United Capital Financial Advisors first reported a position in iShares US Tech Independence Focused ETF in Q4 2025 and has held it in 3 quarters since.
  • 117 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.