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Coppell Advisory Solutions’s iShares US Tech Independence Focused ETF IETC Stock Holding History

Coppell Advisory Solutions’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
Q4 		– Sell
-7
Closed -$285 – 1806
2023
Q3 		$285 Hold
7
– – ﹤0.01% 1080
2023
Q2 		$381 Buy
+7
New +$348 ﹤0.01% 1260
2023
Q1 		– Sell
-7
Closed -$285 – 630
2022
Q4 		$285 Buy
+7
New +$288 ﹤0.01% 1081

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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KCM
KM Capital Management Austin, Texas $149M AUM 18.7% 1-Year Est. Return
SPI
Sutton Place Investors Katonah, New York $183M AUM 19.55% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 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

Coppell Advisory Solutions's IETC Position: Q4 2023 in Review

Coppell Advisory Solutions sold out of iShares US Tech Independence Focused ETF (IETC) in Q4 2023, closing a stake of 7 shares — an estimated $285 sold.

Coppell Advisory Solutions first reported a position in IETC in Q4 2022 and held it in 3 quarters. The position peaked at $381 in Q2 2023. 39 funds tracked by Wall St. Rank hold IETC as of Q4 2023.

  • Coppell Advisory Solutions reported no remaining iShares US Tech Independence Focused ETF position as of Q4 2023 after selling out during the quarter.
  • Coppell Advisory Solutions sold 7 iShares US Tech Independence Focused ETF shares in Q4 2023, an estimated $285.
  • Coppell Advisory Solutions first reported a position in iShares US Tech Independence Focused ETF in Q4 2022 and held it in 3 quarters.
  • Coppell Advisory Solutions's iShares US Tech Independence Focused ETF position peaked at $381 in Q2 2023.
  • 39 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.