Hoese & Co LLP IETC — ISHARES U S ETF TR U.S. TECH INDEPD

Ownership history in Hoese & Co LLP  ·  4 quarters on record

AI Ownership Summary

Hoese & Co LLP reported ISHARES U S ETF TR U.S. TECH INDEPD (IETC) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 4.83% in 2026 Q1. The latest visible filing shows IETC at 4.83% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IETC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hoese & Co LLP's position in ISHARES U S ETF TR U.S. TECH INDEPD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IETC was reported at 4.83% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.83% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IETC stock page Hoese & Co LLP fund profile Hoese & Co LLP full holdings
How Hoese & Co LLP held IETC — position size vs. price
% of Fund (quarterly)    IETC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 73,625 +42,407 +135.8% 4.83% $6.5M 2026-04-22 $103.68
2025 Q4 ADDED — — — 31,218 +22,985 +279.2% 2.26% $3.2M 2026-01-14 $101.49
2025 Q3 ADDED — — — 8,233 +7,068 +606.7% 0.64% $839K 2025-10-16 $101.74
2025 Q2 INITIATED — — — 1,165 — — 0.09% $110K 2025-07-29 $98.01

🏢 Other funds also holding IETC

As of 2026 Q1 — sorted by position size

Kozak & Associates, Inc. 3Y 12.07% Artesa Financial Group, LLC 1.43% SUTTON PLACE INVESTORS LLC 3Y 1.35% Paladin Wealth, LLC 1.34% Gradient Investments LLC 3Y 7Y 0.99% Brown Financial Advisors 0.97% Mattson Financial Services, LLC 0.95% Oakwell Private Wealth Management, LLC 3Y 0.83% KM Capital Management Ltd. 3Y 0.79% Shira Ridge Wealth Management 3Y 0.59%

FAQ About Hoese & Co LLP and IETC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Hoese & Co LLP reported owning IETC?

Hoese & Co LLP reported IETC across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported IETC position in Hoese & Co LLP's portfolio?

The largest reported portfolio weight for IETC was 4.83% in 2026 Q1.

What is the latest reported IETC position on this page?

The most recent filing on this page is 2026 Q1, when Hoese & Co LLP reported 73,625 shares, equal to 4.83% of portfolio, with an estimated market value of $6.5M.

What does the chart on this IETC ownership page compare?

The chart compares Hoese & Co LLP's quarterly IETC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Hoese & Co LLP time their IETC position?

Based on 13F filing dates vs. subsequent IETC price moves, Hoese & Co LLP correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on IETC relative to SPY over the holding period was -8.5%.

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