Next Financial Group’s iShares US Tech Independence Focused ETF IETC Stock Holding History

Next Financial Group’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	$10K	Hold	166	–	–	﹤0.01%	2182
2021 Q3	$9K	Hold	166	–	–	﹤0.01%	2063
2021 Q2	$9K	Hold	166	–	–	﹤0.01%	2022
2021 Q1	$8K	Hold	166	–	–	﹤0.01%	1949
2020 Q4	$8K	Hold	166	–	–	﹤0.01%	1848
2020 Q3	$7K	Buy	+166	New	+$6.87K	﹤0.01%	1731
2020 Q2	–	Sell	-166	Closed	-$5K	–	1182
2020 Q1	$5K	Hold	166	–	–	﹤0.01%	1706
2019 Q4	$5K	Buy	+166	New	+$5.12K	﹤0.01%	1966

Other funds holding IETC

FEM

Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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 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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Next Financial Group's IETC Position: Q4 2021 in Review

Next Financial Group held its iShares US Tech Independence Focused ETF (IETC) position steady in Q4 2021 at 166 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #2182.

Next Financial Group first reported a position in IETC in Q4 2019 and has held it in 8 quarters since. 44 funds tracked by Wall St. Rank hold IETC as of Q4 2021.

Next Financial Group held 166 shares of iShares US Tech Independence Focused ETF worth $10K as of Q4 2021.
Next Financial Group left its iShares US Tech Independence Focused ETF share count unchanged in Q4 2021.
iShares US Tech Independence Focused ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2182 holding.
Next Financial Group first reported a position in iShares US Tech Independence Focused ETF in Q4 2019 and has held it in 8 quarters since.
44 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.