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Portfolio Strategies’s iShares US Tech Independence Focused ETF IETC Stock Holding History

Portfolio Strategies’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
2020
Q4 		– Sell
-17,584
Closed -$746K – 55
2020
Q3 		$746K Sell
17,584
-523
-3% -$21.7K 0.21% 32
2020
Q2 		$692K Sell
18,107
-489
-3% -$16.8K 0.24% 30
2020
Q1 		$540K Buy
+18,596
New +$607K 0.31% 27

Other funds holding IETC

AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
FEM
Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 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
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return

Portfolio Strategies's IETC Position: Q4 2020 in Review

Portfolio Strategies sold out of iShares US Tech Independence Focused ETF (IETC) in Q4 2020, closing a stake of 17,584 shares — an estimated $746K sold.

Portfolio Strategies first reported a position in IETC in Q1 2020 and held it in 3 quarters. The position peaked at $746K in Q3 2020. 34 funds tracked by Wall St. Rank hold IETC as of Q4 2020.

  • Portfolio Strategies reported no remaining iShares US Tech Independence Focused ETF position as of Q4 2020 after selling out during the quarter.
  • Portfolio Strategies sold 17,584 iShares US Tech Independence Focused ETF shares in Q4 2020, an estimated $746K.
  • Portfolio Strategies first reported a position in iShares US Tech Independence Focused ETF in Q1 2020 and held it in 3 quarters.
  • Portfolio Strategies's iShares US Tech Independence Focused ETF position peaked at $746K in Q3 2020.
  • 34 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q4 2020.

Based on Portfolio Strategies's 13F filing for Q4 2020, filed 4 Feb 2021.