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Dynamic Advisor Solutions’s iShares US Tech Independence Focused ETF IETC Stock Holding History

Dynamic Advisor 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
2021
Q4 		– Sell
-5,500
Closed -$307K – 755
2021
Q3 		$307K Buy
5,500
+1,024
+23% +$58.9K 0.02% 569
2021
Q2 		$246K Buy
4,476
+1
+0% +$52 0.02% 606
2021
Q1 		$217K Hold
4,475
– – 0.02% 591
2020
Q4 		$213K Buy
+4,475
New +$200K 0.02% 586

Other funds holding IETC

FEM
Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FCAG
First Capital Advisors Group Little Silver, New Jersey $192M AUM 17.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Dynamic Advisor Solutions's IETC Position: Q4 2021 in Review

Dynamic Advisor Solutions sold out of iShares US Tech Independence Focused ETF (IETC) in Q4 2021, closing a stake of 5,500 shares — an estimated $307K sold.

Dynamic Advisor Solutions first reported a position in IETC in Q4 2020 and held it in 4 quarters. The position peaked at $307K in Q3 2021. 44 funds tracked by Wall St. Rank hold IETC as of Q4 2021.

  • Dynamic Advisor Solutions reported no remaining iShares US Tech Independence Focused ETF position as of Q4 2021 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 5,500 iShares US Tech Independence Focused ETF shares in Q4 2021, an estimated $307K.
  • Dynamic Advisor Solutions first reported a position in iShares US Tech Independence Focused ETF in Q4 2020 and held it in 4 quarters.
  • Dynamic Advisor Solutions's iShares US Tech Independence Focused ETF position peaked at $307K in Q3 2021.
  • 44 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q4 2021.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2021, filed 26 Jan 2022.