Fulcrum Equity Management’s iShares US Tech Independence Focused ETF IETC Stock Holding History

Fulcrum Equity 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
2025 Q2	–	Sell	-12,592	Closed	-$944K	–	113
2025 Q1	$944K	Buy	+12,592	New	+$1.05M	1.03%	27
2023 Q4	–	Sell	-17,190	Closed	-$915K	–	101
2023 Q3	$915K	Buy	+17,190	New	+$954K	1.07%	18
2022 Q1	–	Sell	-72,315	Closed	-$4.42M	–	149
2021 Q4	$4.42M	Buy	+72,315	New	+$4.33M	1.66%	16
2021 Q2	–	Sell	-51,417	Closed	-$2.5M	–	204
2021 Q1	$2.5M	Sell	51,417 -11,907	-19%	-$577K	0.99%	32
2020 Q4	$3.01M	Sell	63,324 -249	-0.4%	-$11.2K	1.2%	23
2020 Q3	$2.7M	Buy	63,573 +50,397	+382%	+$2.09M	1.25%	19
2020 Q2	$504K	Buy	+13,176	New	+$453K	0.24%	73

Other funds holding IETC

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

BHWA

Beacon Harbor Wealth Advisors Virginia Beach, Virginia $477M AUM 49.25% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return

Fulcrum Equity Management's IETC Position: Q2 2025 in Review

Fulcrum Equity Management sold out of iShares US Tech Independence Focused ETF (IETC) in Q2 2025, closing a stake of 12,592 shares — an estimated $944K sold.

Fulcrum Equity Management first reported a position in IETC in Q2 2020 and held it in 7 quarters. The position peaked at $4.42M in Q4 2021. 107 funds tracked by Wall St. Rank hold IETC as of Q2 2025.

Fulcrum Equity Management reported no remaining iShares US Tech Independence Focused ETF position as of Q2 2025 after selling out during the quarter.
Fulcrum Equity Management sold 12,592 iShares US Tech Independence Focused ETF shares in Q2 2025, an estimated $944K.
Fulcrum Equity Management first reported a position in iShares US Tech Independence Focused ETF in Q2 2020 and held it in 7 quarters.
Fulcrum Equity Management's iShares US Tech Independence Focused ETF position peaked at $4.42M in Q4 2021.
107 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q2 2025.

Based on Fulcrum Equity Management's 13F filing for Q2 2025, filed 25 Aug 2025.