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BOLTON SECURITIES CORPORATION’s iShares US Tech Independence Focused ETF IETC Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$173K Sell
1,519
-279
-16% -$30.1K 0.01% 932
2026
Q2 		$193K Buy
1,798
+2
+0.1% +$208 0.01% 903
2026
Q1 		$159K Buy
+1,796
New +$170K 0.01% 875
2025
Q3 		$181K Buy
+1,771
New +$174K 0.01% 768
2025
Q1 		$67.1K Buy
+896
New +$75K ﹤0.01% 967

Other funds holding IETC

Kozak & Associates
Kozak & Associates Highlands Ranch, Colorado $553M AUM 17.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
HC
Hoese & Co Glencoe, Minnesota $152M AUM 8.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Oakwell Private Wealth Management
Oakwell Private Wealth Management Austin, Texas $657M AUM 15.1% 1-Year Est. Return
Principal Securities
Principal Securities Des Moines, Iowa $8.59B AUM 15.31% 1-Year Est. Return
SPI
Sutton Place Investors Katonah, New York $212M AUM 20.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's IETC Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION reduced its iShares US Tech Independence Focused ETF (IETC) stake by 16% in Q3 2026, selling an estimated $30.1K and leaving 1,519 shares worth $173K. The position accounts for 0.01% of the portfolio, ranked #932.

BOLTON SECURITIES CORPORATION first reported a position in IETC in Q1 2025 and has held it in 5 quarters since. The position peaked at $193K in Q2 2026. 74 funds tracked by Wall St. Rank hold IETC as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 1,519 shares of iShares US Tech Independence Focused ETF worth $173K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION sold 279 iShares US Tech Independence Focused ETF shares in Q3 2026, an estimated $30.1K.
  • iShares US Tech Independence Focused ETF made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #932 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in iShares US Tech Independence Focused ETF in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's iShares US Tech Independence Focused ETF position peaked at $193K in Q2 2026.
  • 74 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.