Laurel Wealth Advisors (North Carolina)’s iShares US Tech Independence Focused ETF IETC Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	-8	Closed	-$426	–	584
2023 Q3	$426	Hold	8	–	–	﹤0.01%	549
2023 Q2	$441	Hold	8	–	–	﹤0.01%	550
2023 Q1	$378	Hold	8	–	–	﹤0.01%	556
2022 Q4	$327	Buy	+8	New	+$330	﹤0.01%	534
2022 Q2	–	Sell	-8	Closed	–	–	664
2022 Q1	$0	Hold	8	–	–	﹤0.01%	683
2021 Q4	$0	Buy	+8	New	+$479	﹤0.01%	680

Other funds holding IETC

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

RJA

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

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 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

Laurel Wealth Advisors (North Carolina)'s IETC Position: Q4 2023 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares US Tech Independence Focused ETF (IETC) in Q4 2023, closing a stake of 8 shares — an estimated $426 sold.

Laurel Wealth Advisors (North Carolina) first reported a position in IETC in Q4 2021 and held it in 6 quarters. The position peaked at $441 in Q2 2023. 39 funds tracked by Wall St. Rank hold IETC as of Q4 2023.

Laurel Wealth Advisors (North Carolina) reported no remaining iShares US Tech Independence Focused ETF position as of Q4 2023 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 8 iShares US Tech Independence Focused ETF shares in Q4 2023, an estimated $426.
Laurel Wealth Advisors (North Carolina) first reported a position in iShares US Tech Independence Focused ETF in Q4 2021 and held it in 6 quarters.
Laurel Wealth Advisors (North Carolina)'s iShares US Tech Independence Focused ETF position peaked at $441 in Q2 2023.
39 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q4 2023.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q4 2023, filed 13 Feb 2024.