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

Richardson 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
Q1 		$85.6K Sell
969
-157
-14% -$14.9K 0.04% 91
2025
Q4 		$114K Sell
1,126
-32
-3% -$3.29K 0.06% 58
2025
Q3 		$118K Buy
1,158
+150
+15% +$14.7K 0.06% 57
2025
Q2 		$94.7K Buy
1,008
+14
+1% +$1.16K 0.05% 66
2025
Q1 		$74.5K Buy
994
+68
+7% +$5.69K 0.05% 72
2024
Q4 		$79K Buy
926
+60
+7% +$4.95K 0.05% 60
2024
Q3 		$67.9K Buy
866
+46
+6% +$3.45K 0.05% 51
2024
Q2 		$61.6K Buy
820
+52
+7% +$3.67K 0.05% 58
2024
Q1 		$54.4K Buy
+768
New +$51.7K 0.04% 58

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 $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
Two Sigma Investments New York $124B AUM 33.93% 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
HC
Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return
Raymond James Financial
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