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Gilliland Jeter Wealth Management’s iShares US Tech Independence Focused ETF IETC Stock Holding History

Gilliland Jeter Wealth 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
2024
Q4 		– Sell
-66
Closed -$5.17K – 390
2024
Q3 		$5.17K Buy
66
+31
+89% +$2.32K ﹤0.01% 524
2024
Q2 		$2.63K Buy
+35
New +$2.47K ﹤0.01% 580

Other funds holding IETC

KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
SPI
Sutton Place Investors Katonah, New York $207M AUM 27.9% 1-Year Est. Return

Gilliland Jeter Wealth Management's IETC Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of iShares US Tech Independence Focused ETF (IETC) in Q4 2024, closing a stake of 66 shares — an estimated $5.17K sold.

Gilliland Jeter Wealth Management first reported a position in IETC in Q2 2024 and held it in 2 quarters. The position peaked at $5.17K in Q3 2024. 68 funds tracked by Wall St. Rank hold IETC as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining iShares US Tech Independence Focused ETF position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 66 iShares US Tech Independence Focused ETF shares in Q4 2024, an estimated $5.17K.
  • Gilliland Jeter Wealth Management first reported a position in iShares US Tech Independence Focused ETF in Q2 2024 and held it in 2 quarters.
  • Gilliland Jeter Wealth Management's iShares US Tech Independence Focused ETF position peaked at $5.17K in Q3 2024.
  • 68 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.