Charter Oak Capital Management’s iShares US Tech Independence Focused ETF IETC Stock Holding History

Charter Oak 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
2022 Q3	–	Sell	-501	Closed	-$21K	–	480
2022 Q2	$21K	Hold	501	–	–	﹤0.01%	461
2022 Q1	$28K	Hold	501	–	–	﹤0.01%	448
2021 Q4	$31K	Buy	+501	New	+$30K	﹤0.01%	430

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SPI

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RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

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

AWS

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

TRCT

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

RJFSA

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

Charter Oak Capital Management's IETC Position: Q3 2022 in Review

Charter Oak Capital Management sold out of iShares US Tech Independence Focused ETF (IETC) in Q3 2022, closing a stake of 501 shares — an estimated $21K sold.

Charter Oak Capital Management first reported a position in IETC in Q4 2021 and held it in 3 quarters. The position peaked at $31K in Q4 2021. 31 funds tracked by Wall St. Rank hold IETC as of Q3 2022.

Charter Oak Capital Management reported no remaining iShares US Tech Independence Focused ETF position as of Q3 2022 after selling out during the quarter.
Charter Oak Capital Management sold 501 iShares US Tech Independence Focused ETF shares in Q3 2022, an estimated $21K.
Charter Oak Capital Management first reported a position in iShares US Tech Independence Focused ETF in Q4 2021 and held it in 3 quarters.
Charter Oak Capital Management's iShares US Tech Independence Focused ETF position peaked at $31K in Q4 2021.
31 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.