Shira Ridge Wealth Management’s iShares US Tech Independence Focused ETF IETC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.62M | Sell |
17,203
-123
| -0.7% | -$11.6K | 0.74% | 27 |
|
2025
Q1 | $1.3M | Sell |
17,326
-4,134
| -19% | -$310K | 0.65% | 29 |
|
2024
Q4 | $1.83M | Sell |
21,460
-532
| -2% | -$45.4K | 0.9% | 24 |
|
2024
Q3 | $1.72M | Buy |
21,992
+3,023
| +16% | +$237K | 0.88% | 23 |
|
2024
Q2 | $1.43M | Buy |
18,969
+1,034
| +6% | +$77.7K | 0.79% | 24 |
|
2024
Q1 | $1.27M | Buy |
17,935
+338
| +2% | +$23.9K | 0.73% | 25 |
|
2023
Q4 | $1.1M | Hold |
17,597
| – | – | 0.66% | 26 |
|
2023
Q3 | $937K | Hold |
17,597
| – | – | 0.62% | 29 |
|
2023
Q2 | $970K | Buy |
17,597
+159
| +0.9% | +$8.76K | 0.61% | 27 |
|
2023
Q1 | $822K | Buy |
17,438
+141
| +0.8% | +$6.65K | 0.54% | 30 |
|
2022
Q4 | $705K | Buy |
+17,297
| New | +$705K | 0.49% | 34 |
|