KM Capital Management’s iShares US Tech Independence Focused ETF IETC Stock Holding History

KM Capital 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
2026 Q2	$1.19M	Hold	11,046	–	–	0.56%	31
2026 Q1	$1.17M	Sell	11,046 -4,776	-30%	-$453K	0.79%	18
2025 Q4	$1.61M	Hold	15,822	–	–	0.82%	26
2025 Q3	$1.61M	Sell	15,822 -726	-4%	-$71.3K	0.75%	26
2025 Q2	$1.56M	Sell	16,548 -1,203	-7%	-$99.6K	0.77%	26
2025 Q1	$1.33M	Buy	17,751 +4,819	+37%	+$404K	0.72%	28
2024 Q4	$1.1M	Hold	12,932	–	–	0.57%	25
2024 Q3	$1.01M	Buy	12,932 +3,927	+44%	+$294K	0.54%	29
2024 Q2	$677K	Buy	9,005 +42	+0.5%	+$2.96K	0.35%	33
2024 Q1	$635K	Sell	8,963 -18,511	-67%	-$1.25M	0.35%	32
2023 Q4	$1.71M	Buy	27,474 +23,705	+629%	+$1.36M	0.99%	24
2023 Q3	$201K	Buy	+3,769	New	+$209K	0.14%	38

Other funds holding IETC

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

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

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return

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 St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

KM Capital Management's IETC Position: Q2 2026 in Review

KM Capital Management held its iShares US Tech Independence Focused ETF (IETC) position steady in Q2 2026 at 11,046 shares worth $1.19M. The position accounts for 0.56% of the portfolio, ranked #31.

KM Capital Management first reported a position in IETC in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.71M in Q4 2023. 118 funds tracked by Wall St. Rank hold IETC as of Q2 2026.

KM Capital Management held 11,046 shares of iShares US Tech Independence Focused ETF worth $1.19M as of Q2 2026.
KM Capital Management left its iShares US Tech Independence Focused ETF share count unchanged in Q2 2026.
iShares US Tech Independence Focused ETF made up 0.56% of KM Capital Management's portfolio in Q2 2026, its #31 holding.
KM Capital Management first reported a position in iShares US Tech Independence Focused ETF in Q3 2023 and has held it in 12 quarters since.
KM Capital Management's iShares US Tech Independence Focused ETF position peaked at $1.71M in Q4 2023.
118 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q2 2026.

Based on KM Capital Management's 13F filing for Q2 2026, filed 17 Aug 2026.