LOIM
IETC icon

Liberty One Investment Management’s iShares US Tech Independence Focused ETF IETC Stock Holding History

Liberty One Investment 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 		$2.83M Buy
26,400
+7,620
+41% +$794K 0.28% 72
2026
Q1 		$1.66M Buy
+18,780
New +$1.78M 0.17% 88

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 $15.3B AUM 25.33% 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

Liberty One Investment Management's IETC Position: Q2 2026 in Review

Liberty One Investment Management increased its iShares US Tech Independence Focused ETF (IETC) stake by 41% in Q2 2026, buying an estimated $794K and bringing the position to 26,400 shares worth $2.83M. The position accounts for 0.28% of the portfolio, ranked #72.

Liberty One Investment Management first reported a position in IETC in Q1 2026 and has held it in 2 quarters since. 118 funds tracked by Wall St. Rank hold IETC as of Q2 2026.

  • Liberty One Investment Management held 26,400 shares of iShares US Tech Independence Focused ETF worth $2.83M as of Q2 2026.
  • Liberty One Investment Management bought 7,620 iShares US Tech Independence Focused ETF shares in Q2 2026, an estimated $794K.
  • iShares US Tech Independence Focused ETF made up 0.28% of Liberty One Investment Management's portfolio in Q2 2026, its #72 holding.
  • Liberty One Investment Management first reported a position in iShares US Tech Independence Focused ETF in Q1 2026 and has held it in 2 quarters since.
  • 118 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q2 2026.

Based on Liberty One Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.