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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
Q3 		$8.9M Buy
77,940
+1,181
+2% +$127K 5.85% 6
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

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SPI
Sutton Place Investors Katonah, New York $212M AUM 20.78% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Shira Ridge Wealth Management
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Ironwood Financial
Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return
Archer Investment Management
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
Paladin Wealth
Paladin Wealth Arden Hills, Minnesota $185M AUM 12.33% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Hoese & Co's IETC Position: Q3 2026 in Review

Hoese & Co increased its iShares US Tech Independence Focused ETF (IETC) stake by 1.5% in Q3 2026, buying an estimated $127K and bringing the position to 77,940 shares worth $8.9M. The position accounts for 5.85% of the portfolio, ranked #6.

Hoese & Co first reported a position in IETC in Q2 2025 and has held it in 6 quarters since. 22 funds tracked by Wall St. Rank hold IETC as of Q3 2026.

  • Hoese & Co held 77,940 shares of iShares US Tech Independence Focused ETF worth $8.9M as of Q3 2026.
  • Hoese & Co bought 1,181 iShares US Tech Independence Focused ETF shares in Q3 2026, an estimated $127K.
  • iShares US Tech Independence Focused ETF made up 5.85% of Hoese & Co's portfolio in Q3 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 6 quarters since.
  • 22 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q3 2026.

Based on Hoese & Co's 13F filing for Q3 2026, filed 21 Oct 2026.