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Bawa N Mallick Trust’s iShares US Tech Independence Focused ETF IETC Stock Holding History

Bawa N Mallick Trust’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 		$537K Hold
5,000
– – 0.17% 57
2026
Q1 		$442K Hold
5,000
– – 0.18% 56
2025
Q4 		$508K Hold
5,000
– – 0.19% 55
2025
Q3 		$510K Hold
5,000
– – 0.19% 55
2025
Q2 		$470K Hold
5,000
– – 0.19% 55
2025
Q1 		$375K Hold
5,000
– – 0.18% 57
2024
Q4 		$427K Buy
+5,000
New +$413K 0.19% 55

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

Bawa N Mallick Trust's IETC Position: Q2 2026 in Review

Bawa N Mallick Trust held its iShares US Tech Independence Focused ETF (IETC) position steady in Q2 2026 at 5,000 shares worth $537K. The position accounts for 0.17% of the portfolio, ranked #57.

Bawa N Mallick Trust first reported a position in IETC in Q4 2024 and has held it in 7 quarters since. 116 funds tracked by Wall St. Rank hold IETC as of Q2 2026.

  • Bawa N Mallick Trust held 5,000 shares of iShares US Tech Independence Focused ETF worth $537K as of Q2 2026.
  • Bawa N Mallick Trust left its iShares US Tech Independence Focused ETF share count unchanged in Q2 2026.
  • iShares US Tech Independence Focused ETF made up 0.17% of Bawa N Mallick Trust's portfolio in Q2 2026, its #57 holding.
  • Bawa N Mallick Trust first reported a position in iShares US Tech Independence Focused ETF in Q4 2024 and has held it in 7 quarters since.
  • 116 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q2 2026.

Based on Bawa N Mallick Trust's 13F filing for Q2 2026, filed 14 Aug 2026.