Raymond James & Associates’s iShares US Tech Independence Focused ETF IETC Stock Holding History

Raymond James & Associates’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 Q3	$5.75M	Buy	73,403 +3,768	+5%	+$282K	﹤0.01%	1564
2024 Q2	$5.24M	Buy	69,635 +13,002	+23%	+$917K	﹤0.01%	1537
2024 Q1	$4.01M	Buy	56,633 +18,256	+48%	+$1.23M	﹤0.01%	1742
2023 Q4	$2.39M	Buy	+38,377	New	+$2.2M	﹤0.01%	2002
2022 Q4	–	Sell	-28,721	Closed	-$1.14M	–	3989
2022 Q3	$1.14M	Buy	+28,721	New	+$1.3M	﹤0.01%	2314
2022 Q2	–	Sell	-15,813	Closed	-$872K	–	4112
2022 Q1	$872K	Sell	15,813 -4,206	-21%	-$229K	﹤0.01%	2697
2021 Q4	$1.23M	Buy	+20,019	New	+$1.2M	﹤0.01%	2487

Other funds holding IETC

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SPI

Sutton Place Investors Katonah, New York $183M AUM 19.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SRWM

Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Raymond James & Associates's IETC Position: Q3 2024 in Review

Raymond James & Associates increased its iShares US Tech Independence Focused ETF (IETC) stake by 5.4% in Q3 2024, buying an estimated $282K and bringing the position to 73,403 shares worth $5.75M. The position accounts for ﹤0.01% of the portfolio, ranked #1564.

Raymond James & Associates first reported a position in IETC in Q4 2021 and has held it in 7 quarters since. 60 funds tracked by Wall St. Rank hold IETC as of Q3 2024.

Raymond James & Associates held 73,403 shares of iShares US Tech Independence Focused ETF worth $5.75M as of Q3 2024.
Raymond James & Associates bought 3,768 iShares US Tech Independence Focused ETF shares in Q3 2024, an estimated $282K.
iShares US Tech Independence Focused ETF made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #1564 holding.
Raymond James & Associates first reported a position in iShares US Tech Independence Focused ETF in Q4 2021 and has held it in 7 quarters since.
60 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.