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

First Horizon 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
Q1 		– Sell
-7
Closed -$285 – 2499
2022
Q4 		$285 Hold
7
– – ﹤0.01% 2415
2022
Q3 		$0 Hold
7
– – ﹤0.01% 2350
2022
Q2 		$0 Buy
+7
New +$329 ﹤0.01% 2450
2022
Q1 		– Sell
-78
Closed -$4K – 1992
2021
Q4 		$4K Buy
+78
New +$4.67K ﹤0.01% 1810

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SPI
Sutton Place Investors Katonah, New York $183M AUM 19.55% 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
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

First Horizon Advisors's IETC Position: Q1 2023 in Review

First Horizon Advisors sold out of iShares US Tech Independence Focused ETF (IETC) in Q1 2023, closing a stake of 7 shares — an estimated $285 sold.

First Horizon Advisors first reported a position in IETC in Q4 2021 and held it in 4 quarters. The position peaked at $4K in Q4 2021. 37 funds tracked by Wall St. Rank hold IETC as of Q1 2023.

  • First Horizon Advisors reported no remaining iShares US Tech Independence Focused ETF position as of Q1 2023 after selling out during the quarter.
  • First Horizon Advisors sold 7 iShares US Tech Independence Focused ETF shares in Q1 2023, an estimated $285.
  • First Horizon Advisors first reported a position in iShares US Tech Independence Focused ETF in Q4 2021 and held it in 4 quarters.
  • First Horizon Advisors's iShares US Tech Independence Focused ETF position peaked at $4K in Q4 2021.
  • 37 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q1 2023.

Based on First Horizon Advisors's 13F filing for Q1 2023, filed 15 May 2023.