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

Apexium 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
2025
Q3 		$9.09M Buy
89,167
+22,235
+33% +$2.19M 0.44% 36
2025
Q2 		$6.29M Buy
66,932
+51,139
+324% +$4.24M 0.33% 44
2025
Q1 		$1.18M Buy
+15,793
New +$1.32M 0.07% 109

Other funds holding IETC

VC
Vestor Capital Chicago, Illinois $1.59B AUM 51.04% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BHWA
Beacon Harbor Wealth Advisors Virginia Beach, Virginia $513M AUM 48.98% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 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

Apexium Financial's IETC Position: Q3 2025 in Review

Apexium Financial increased its iShares US Tech Independence Focused ETF (IETC) stake by 33% in Q3 2025, buying an estimated $2.19M and bringing the position to 89,167 shares worth $9.09M. The position accounts for 0.44% of the portfolio, ranked #36.

Apexium Financial first reported a position in IETC in Q1 2025 and has held it in 3 quarters since. 130 funds tracked by Wall St. Rank hold IETC as of Q3 2025.

  • Apexium Financial held 89,167 shares of iShares US Tech Independence Focused ETF worth $9.09M as of Q3 2025.
  • Apexium Financial bought 22,235 iShares US Tech Independence Focused ETF shares in Q3 2025, an estimated $2.19M.
  • iShares US Tech Independence Focused ETF made up 0.44% of Apexium Financial's portfolio in Q3 2025, its #36 holding.
  • Apexium Financial first reported a position in iShares US Tech Independence Focused ETF in Q1 2025 and has held it in 3 quarters since.
  • 130 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.