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Hoese & Co’s iShares US Tech Independence Focused ETF IETC Stock Holding History

Hoese & Co’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 		$8.24M Buy
76,759
+3,134
+4% +$327K 5.35% 6
2026
Q1 		$6.51M Buy
73,625
+42,407
+136% +$4.02M 4.83% 7
2025
Q4 		$3.17M Buy
31,218
+22,985
+279% +$2.36M 2.26% 12
2025
Q3 		$839K Buy
8,233
+7,068
+607% +$695K 0.64% 19
2025
Q2 		$110K Buy
+1,165
New +$96.5K 0.09% 58

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
PW
Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
LSA
Lansing Street Advisors Ambler, Pennsylvania $472M AUM 23.5% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FP
Financial Perspectives Minneapolis, Minnesota $411M AUM 26.27% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Hoese & Co's IETC Position: Q2 2026 in Review

Hoese & Co increased its iShares US Tech Independence Focused ETF (IETC) stake by 4.3% in Q2 2026, buying an estimated $327K and bringing the position to 76,759 shares worth $8.24M. The position accounts for 5.35% of the portfolio, ranked #6.

Hoese & Co first reported a position in IETC in Q2 2025 and has held it in 5 quarters since. 24 funds tracked by Wall St. Rank hold IETC as of Q2 2026.

  • Hoese & Co held 76,759 shares of iShares US Tech Independence Focused ETF worth $8.24M as of Q2 2026.
  • Hoese & Co bought 3,134 iShares US Tech Independence Focused ETF shares in Q2 2026, an estimated $327K.
  • iShares US Tech Independence Focused ETF made up 5.35% of Hoese & Co's portfolio in Q2 2026, its #6 holding.
  • Hoese & Co first reported a position in iShares US Tech Independence Focused ETF in Q2 2025 and has held it in 5 quarters since.
  • 24 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q2 2026.

Based on Hoese & Co's 13F filing for Q2 2026, filed 14 Jul 2026.