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 Q3	–	Sell	-2,102	Closed	-$226K	–	204
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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

SRWM

Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

AIM

Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Saxony Capital Management's IETC Position: Q3 2026 in Review

Saxony Capital Management sold out of iShares US Tech Independence Focused ETF (IETC) in Q3 2026, closing a stake of 2,102 shares — an estimated $226K sold.

Saxony Capital Management first reported a position in IETC in Q3 2025 and held it in 4 quarters. The position peaked at $253K in Q3 2025. 7 funds tracked by Wall St. Rank hold IETC as of Q3 2026.

Saxony Capital Management reported no remaining iShares US Tech Independence Focused ETF position as of Q3 2026 after selling out during the quarter.
Saxony Capital Management sold 2,102 iShares US Tech Independence Focused ETF shares in Q3 2026, an estimated $226K.
Saxony Capital Management first reported a position in iShares US Tech Independence Focused ETF in Q3 2025 and held it in 4 quarters.
Saxony Capital Management's iShares US Tech Independence Focused ETF position peaked at $253K in Q3 2025.
7 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q3 2026.

Based on Saxony Capital Management's 13F filing for Q3 2026, filed 15 Oct 2026.