Raymond James Financial Services Advisors’s iShares US Tech Independence Focused ETF IETC Stock Holding History

Raymond James Financial Services Advisors’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	$504K	Buy	6,431 +35	+0.5%	+$2.62K	﹤0.01%	2607
2024 Q2	$481K	Sell	6,396 -767	-11%	-$54.1K	﹤0.01%	2565
2024 Q1	$507K	Sell	7,163 -1,466	-17%	-$98.7K	﹤0.01%	2499
2023 Q4	$538K	Buy	8,629 +428	+5%	+$24.5K	﹤0.01%	2367
2023 Q3	$437K	Sell	8,201 -860	-9%	-$47.7K	﹤0.01%	2411
2023 Q2	$499K	Buy	9,061 +123	+1%	+$6.11K	﹤0.01%	2357
2023 Q1	$422K	Hold	8,938	–	–	﹤0.01%	2444
2022 Q4	$365K	Sell	8,938 -10,780	-55%	-$444K	﹤0.01%	2457
2022 Q3	$780K	Sell	19,718 -7,861	-29%	-$355K	﹤0.01%	1974
2022 Q2	$1.17M	Sell	27,579 -9,621	-26%	-$452K	﹤0.01%	1737
2022 Q1	$2.05M	Buy	37,200 +2,217	+6%	+$121K	﹤0.01%	1470
2021 Q4	$2.14M	Buy	34,983 +1,331	+4%	+$79.8K	﹤0.01%	1492
2021 Q3	$1.88M	Hold	33,652	–	–	﹤0.01%	1520
2021 Q2	$1.85M	Buy	33,652 +846	+3%	+$43.9K	﹤0.01%	1515
2021 Q1	$1.59M	Buy	+32,806	New	+$1.59M	﹤0.01%	1535

Other funds holding IETC

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

RJA

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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 $44.6B AUM 28.94% 1-Year Est. Return

Raymond James Financial Services Advisors's IETC Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its iShares US Tech Independence Focused ETF (IETC) stake by 0.55% in Q3 2024, buying an estimated $2.62K and bringing the position to 6,431 shares worth $504K. The position accounts for ﹤0.01% of the portfolio, ranked #2607.

Raymond James Financial Services Advisors first reported a position in IETC in Q1 2021 and has held it in 15 quarters since. The position peaked at $2.14M in Q4 2021. 60 funds tracked by Wall St. Rank hold IETC as of Q3 2024.

Raymond James Financial Services Advisors held 6,431 shares of iShares US Tech Independence Focused ETF worth $504K as of Q3 2024.
Raymond James Financial Services Advisors bought 35 iShares US Tech Independence Focused ETF shares in Q3 2024, an estimated $2.62K.
iShares US Tech Independence Focused ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2607 holding.
Raymond James Financial Services Advisors first reported a position in iShares US Tech Independence Focused ETF in Q1 2021 and has held it in 15 quarters since.
Raymond James Financial Services Advisors's iShares US Tech Independence Focused ETF position peaked at $2.14M in Q4 2021.
60 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.