Advocacy Wealth Management Services’s iShares US Tech Independence Focused ETF IETC Stock Holding History

Advocacy Wealth Management Services’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
2022 Q2	–	Sell	-88	Closed	-$5K	–	166
2022 Q1	$5K	Sell	88 -1,139	-93%	-$62.1K	﹤0.01%	119
2021 Q4	$75K	Sell	1,227 -435	-26%	-$26.1K	0.01%	47
2021 Q3	$93K	Hold	1,662	–	–	0.02%	44
2021 Q2	$91K	Sell	1,662 -587	-26%	-$30.4K	0.02%	50
2021 Q1	$111K	Sell	2,249 -213,490	-99%	-$10.3M	0.02%	48
2020 Q4	$10.3M	Sell	215,739 -1,441	-0.7%	-$64.5K	1.53%	12
2020 Q3	$9.33M	Buy	217,180 +133,024	+158%	+$5.51M	1.5%	11
2020 Q2	$3.22M	Buy	+84,156	New	+$2.89M	0.65%	20

Other funds holding IETC

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Advocacy Wealth Management Services's IETC Position: Q2 2022 in Review

Advocacy Wealth Management Services sold out of iShares US Tech Independence Focused ETF (IETC) in Q2 2022, closing a stake of 88 shares — an estimated $5K sold.

Advocacy Wealth Management Services first reported a position in IETC in Q2 2020 and held it in 8 quarters. The position peaked at $10.3M in Q4 2020. 32 funds tracked by Wall St. Rank hold IETC as of Q2 2022.

Advocacy Wealth Management Services reported no remaining iShares US Tech Independence Focused ETF position as of Q2 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 88 iShares US Tech Independence Focused ETF shares in Q2 2022, an estimated $5K.
Advocacy Wealth Management Services first reported a position in iShares US Tech Independence Focused ETF in Q2 2020 and held it in 8 quarters.
Advocacy Wealth Management Services's iShares US Tech Independence Focused ETF position peaked at $10.3M in Q4 2020.
32 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q2 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2022, filed 6 Jul 2022.