Money Concepts Capital’s iShares US Tech Independence Focused ETF IETC Stock Holding History

Money Concepts Capital’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 Q1	$212K	Buy	2,404 +44	+2%	+$4.17K	0.01%	532
2025 Q4	$240K	Sell	2,360 -590	-20%	-$60.6K	0.01%	472
2025 Q3	$301K	Buy	+2,950	New	+$290K	0.02%	391
2023 Q1	–	Sell	-170	Closed	-$6.93K	–	1638
2022 Q4	$6.93K	Buy	+170	New	+$7K	﹤0.01%	2198
2022 Q2	–	Sell	-260	Closed	-$14K	–	2007
2022 Q1	$14K	Buy	+260	New	+$14.2K	﹤0.01%	1773

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 $377B AUM 19.32% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Money Concepts Capital's IETC Position: Q1 2026 in Review

Money Concepts Capital increased its iShares US Tech Independence Focused ETF (IETC) stake by 1.9% in Q1 2026, buying an estimated $4.17K and bringing the position to 2,404 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #532.

Money Concepts Capital first reported a position in IETC in Q1 2022 and has held it in 5 quarters since. The position peaked at $301K in Q3 2025. 112 funds tracked by Wall St. Rank hold IETC as of Q1 2026.

Money Concepts Capital held 2,404 shares of iShares US Tech Independence Focused ETF worth $212K as of Q1 2026.
Money Concepts Capital bought 44 iShares US Tech Independence Focused ETF shares in Q1 2026, an estimated $4.17K.
iShares US Tech Independence Focused ETF made up 0.01% of Money Concepts Capital's portfolio in Q1 2026, its #532 holding.
Money Concepts Capital first reported a position in iShares US Tech Independence Focused ETF in Q1 2022 and has held it in 5 quarters since.
Money Concepts Capital's iShares US Tech Independence Focused ETF position peaked at $301K in Q3 2025.
112 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.