Bank of Montreal
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Bank of Montreal’s iShares US Tech Independence Focused ETF IETC Stock Holding History

Bank of Montreal’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
Q1 		– Sell
-350
Closed -$29.9K – 3610
2024
Q4 		$29.9K Hold
350
– – ﹤0.01% 3201
2024
Q3 		$27.4K Buy
+350
New +$26.2K ﹤0.01% 3531
2022
Q4 		– Sell
-110,291
Closed -$4.97K – 4125
2022
Q3 		$4.97K Buy
+110,291
New +$4.99M ﹤0.01% 1357

Other funds holding IETC

KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Bank of Montreal's IETC Position: Q1 2025 in Review

Bank of Montreal sold out of iShares US Tech Independence Focused ETF (IETC) in Q1 2025, closing a stake of 350 shares — an estimated $29.9K sold.

Bank of Montreal first reported a position in IETC in Q3 2022 and held it in 3 quarters. The position peaked at $29.9K in Q4 2024. 86 funds tracked by Wall St. Rank hold IETC as of Q1 2025.

  • Bank of Montreal reported no remaining iShares US Tech Independence Focused ETF position as of Q1 2025 after selling out during the quarter.
  • Bank of Montreal sold 350 iShares US Tech Independence Focused ETF shares in Q1 2025, an estimated $29.9K.
  • Bank of Montreal first reported a position in iShares US Tech Independence Focused ETF in Q3 2022 and held it in 3 quarters.
  • Bank of Montreal's iShares US Tech Independence Focused ETF position peaked at $29.9K in Q4 2024.
  • 86 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q1 2025.

Based on Bank of Montreal's 13F filing for Q1 2025, filed 13 May 2025.