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Cetera Advisors’s iShares US Tech Independence Focused ETF IETC Stock Holding History

Cetera Advisors’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
2023
Q3 		– Sell
-17,456
Closed -$962K – 1748
2023
Q2 		$962K Sell
17,456
-528
-3% -$26.2K 0.02% 727
2023
Q1 		$848K Sell
17,984
-1,733
-9% -$76.3K 0.01% 761
2022
Q4 		$804K Sell
19,717
-2,874
-13% -$118K 0.01% 758
2022
Q3 		$894K Buy
22,591
+3,056
+16% +$138K 0.02% 567
2022
Q2 		$826K Buy
19,535
+4,577
+31% +$215K 0.02% 639
2022
Q1 		$825K Buy
14,958
+2,468
+20% +$135K 0.02% 678
2021
Q4 		$764K Sell
12,490
-8,934
-42% -$535K 0.02% 705
2021
Q3 		$1.19M Buy
21,424
+11,730
+121% +$674K 0.02% 549
2021
Q2 		$533K Buy
9,694
+2,539
+35% +$132K 0.01% 795
2021
Q1 		$347K Buy
7,155
+2,708
+61% +$131K 0.01% 890
2020
Q4 		$211K Buy
+4,447
New +$199K 0.01% 960

Other funds holding IETC

KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SPI
Sutton Place Investors Katonah, New York $183M AUM 19.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
FEM
Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return

Cetera Advisors's IETC Position: Q3 2023 in Review

Cetera Advisors sold out of iShares US Tech Independence Focused ETF (IETC) in Q3 2023, closing a stake of 17,456 shares — an estimated $962K sold.

Cetera Advisors first reported a position in IETC in Q4 2020 and held it in 11 quarters. The position peaked at $1.19M in Q3 2021. 38 funds tracked by Wall St. Rank hold IETC as of Q3 2023.

  • Cetera Advisors reported no remaining iShares US Tech Independence Focused ETF position as of Q3 2023 after selling out during the quarter.
  • Cetera Advisors sold 17,456 iShares US Tech Independence Focused ETF shares in Q3 2023, an estimated $962K.
  • Cetera Advisors first reported a position in iShares US Tech Independence Focused ETF in Q4 2020 and held it in 11 quarters.
  • Cetera Advisors's iShares US Tech Independence Focused ETF position peaked at $1.19M in Q3 2021.
  • 38 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q3 2023.

Based on Cetera Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.