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

Retirement Capital 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
2022 Q2	–	Sell	-4,234	Closed	-$217K	–	63
2022 Q1	$217K	Sell	4,234 -32	-0.8%	-$1.75K	0.09%	56
2021 Q4	$261K	Sell	4,266 -426	-9%	-$25.5K	0.1%	67
2021 Q3	$262K	Sell	4,692 -298	-6%	-$17.1K	0.1%	63
2021 Q2	$275K	Sell	4,990 -188	-4%	-$9.75K	0.1%	72
2021 Q1	$251K	Sell	5,178 -2,429	-32%	-$118K	0.1%	69
2020 Q4	$362K	Sell	7,607 -2,761	-27%	-$124K	0.15%	52
2020 Q3	$426K	Buy	+10,368	New	+$429K	0.2%	45

Other funds holding IETC

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Retirement Capital Strategies's IETC Position: Q2 2022 in Review

Retirement Capital Strategies sold out of iShares US Tech Independence Focused ETF (IETC) in Q2 2022, closing a stake of 4,234 shares — an estimated $217K sold.

Retirement Capital Strategies first reported a position in IETC in Q3 2020 and held it in 7 quarters. The position peaked at $426K in Q3 2020. 32 funds tracked by Wall St. Rank hold IETC as of Q2 2022.

Retirement Capital Strategies reported no remaining iShares US Tech Independence Focused ETF position as of Q2 2022 after selling out during the quarter.
Retirement Capital Strategies sold 4,234 iShares US Tech Independence Focused ETF shares in Q2 2022, an estimated $217K.
Retirement Capital Strategies first reported a position in iShares US Tech Independence Focused ETF in Q3 2020 and held it in 7 quarters.
Retirement Capital Strategies's iShares US Tech Independence Focused ETF position peaked at $426K in Q3 2020.
32 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q2 2022.

Based on Retirement Capital Strategies's 13F filing for Q2 2022, filed 29 Jul 2022.