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Moloney Securities Asset Management’s iShares US Tech Independence Focused ETF IETC Stock Holding History

Moloney Securities Asset 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
Q3 		$788K Hold
7,735
– – 0.09% 218
2025
Q2 		$727K Hold
7,735
– – 0.09% 222
2025
Q1 		$580K Buy
7,735
+184
+2% +$15.4K 0.08% 233
2024
Q4 		$644K Buy
7,551
+1,303
+21% +$108K 0.09% 231
2024
Q3 		$490K Buy
6,248
+93
+2% +$6.97K 0.07% 282
2024
Q2 		$463K Hold
6,155
– – 0.07% 282
2024
Q1 		$436K Sell
6,155
-325
-5% -$21.9K 0.07% 287
2023
Q4 		$404K Hold
6,480
– – 0.06% 283
2023
Q3 		$345K Hold
6,480
– – 0.06% 289
2023
Q2 		$357K Buy
6,480
+1,000
+18% +$49.7K 0.06% 290
2023
Q1 		$258K Sell
5,480
-100
-2% -$4.41K 0.05% 341
2022
Q4 		$228K Hold
5,580
– – 0.05% 341
2022
Q3 		$221K Sell
5,580
-60
-1% -$2.71K 0.05% 316
2022
Q2 		$239K Buy
5,640
+800
+17% +$37.6K 0.06% 310
2022
Q1 		$267K Hold
4,840
– – 0.05% 325
2021
Q4 		$296K Sell
4,840
-140
-3% -$8.39K 0.05% 327
2021
Q3 		$278K Buy
4,980
+300
+6% +$17.2K 0.05% 335
2021
Q2 		$257K Buy
+4,680
New +$243K 0.05% 350

Other funds holding IETC

VC
Vestor Capital Chicago, Illinois $1.38B AUM 39.2% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BHWA
Beacon Harbor Wealth Advisors Virginia Beach, Virginia $477M AUM 49.25% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AF
Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Moloney Securities Asset Management's IETC Position: Q3 2025 in Review

Moloney Securities Asset Management held its iShares US Tech Independence Focused ETF (IETC) position steady in Q3 2025 at 7,735 shares worth $788K. The position accounts for 0.09% of the portfolio, ranked #218.

Moloney Securities Asset Management first reported a position in IETC in Q2 2021 and has held it in 18 quarters since. 130 funds tracked by Wall St. Rank hold IETC as of Q3 2025.

  • Moloney Securities Asset Management held 7,735 shares of iShares US Tech Independence Focused ETF worth $788K as of Q3 2025.
  • Moloney Securities Asset Management left its iShares US Tech Independence Focused ETF share count unchanged in Q3 2025.
  • iShares US Tech Independence Focused ETF made up 0.09% of Moloney Securities Asset Management's portfolio in Q3 2025, its #218 holding.
  • Moloney Securities Asset Management first reported a position in iShares US Tech Independence Focused ETF in Q2 2021 and has held it in 18 quarters since.
  • 130 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.