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Worth Asset Management’s iShares US Tech Independence Focused ETF IETC Stock Holding History

Worth Asset Management’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
-2,461
Closed -$250K – 193
2025
Q4 		$250K Sell
2,461
-560
-19% -$57.5K 0.11% 135
2025
Q3 		$308K Buy
3,021
+253
+9% +$24.9K 0.14% 117
2025
Q2 		$260K Buy
+2,768
New +$229K 0.13% 114

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 $377B AUM 19.32% 1-Year Est. Return
UCFA
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
HC
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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Worth Asset Management's IETC Position: Q1 2026 in Review

Worth Asset Management sold out of iShares US Tech Independence Focused ETF (IETC) in Q1 2026, closing a stake of 2,461 shares — an estimated $250K sold.

Worth Asset Management first reported a position in IETC in Q2 2025 and held it in 3 quarters. The position peaked at $308K in Q3 2025. 112 funds tracked by Wall St. Rank hold IETC as of Q1 2026.

  • Worth Asset Management reported no remaining iShares US Tech Independence Focused ETF position as of Q1 2026 after selling out during the quarter.
  • Worth Asset Management sold 2,461 iShares US Tech Independence Focused ETF shares in Q1 2026, an estimated $250K.
  • Worth Asset Management first reported a position in iShares US Tech Independence Focused ETF in Q2 2025 and held it in 3 quarters.
  • Worth Asset Management's iShares US Tech Independence Focused ETF position peaked at $308K in Q3 2025.
  • 112 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q1 2026.

Based on Worth Asset Management's 13F filing for Q1 2026, filed 17 Apr 2026.