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

Saxony 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 		$226K Sell
2,102
-672
-24% -$70K 0.1% 161
2026
Q1 		$245K Buy
2,774
+291
+12% +$27.6K 0.14% 134
2025
Q4 		$252K Hold
2,483
– – 0.15% 124
2025
Q3 		$253K Buy
+2,483
New +$244K 0.17% 121

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
HC
Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return
PW
Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

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

Saxony Capital Management reduced its iShares US Tech Independence Focused ETF (IETC) stake by 24% in Q2 2026, selling an estimated $70K and leaving 2,102 shares worth $226K. The position accounts for 0.1% of the portfolio, ranked #161.

Saxony Capital Management first reported a position in IETC in Q3 2025 and has held it in 4 quarters since. The position peaked at $253K in Q3 2025. 20 funds tracked by Wall St. Rank hold IETC as of Q2 2026.

  • Saxony Capital Management held 2,102 shares of iShares US Tech Independence Focused ETF worth $226K as of Q2 2026.
  • Saxony Capital Management sold 672 iShares US Tech Independence Focused ETF shares in Q2 2026, an estimated $70K.
  • iShares US Tech Independence Focused ETF made up 0.1% of Saxony Capital Management's portfolio in Q2 2026, its #161 holding.
  • Saxony Capital Management first reported a position in iShares US Tech Independence Focused ETF in Q3 2025 and has held it in 4 quarters since.
  • Saxony Capital Management's iShares US Tech Independence Focused ETF position peaked at $253K in Q3 2025.
  • 20 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q2 2026.

Based on Saxony Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.