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SOA Wealth Advisors’s iShares US Tech Independence Focused ETF IETC Stock Holding History

SOA Wealth 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
2021
Q1 		– Sell
-220
Closed -$11K – 859
2020
Q4 		$11K Buy
+220
New +$9.85K ﹤0.01% 497

Other funds holding IETC

FP
Financial Perspectives Minneapolis, Minnesota $358M AUM 22.18% 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
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $836M AUM 21.04% 1-Year Est. Return

SOA Wealth Advisors's IETC Position: Q1 2021 in Review

SOA Wealth Advisors sold out of iShares US Tech Independence Focused ETF (IETC) in Q1 2021, closing a stake of 220 shares — an estimated $11K sold.

SOA Wealth Advisors first reported a position in IETC in Q4 2020 and held it in 1 quarter. The position peaked at $11K in Q4 2020. 30 funds tracked by Wall St. Rank hold IETC as of Q1 2021.

  • SOA Wealth Advisors reported no remaining iShares US Tech Independence Focused ETF position as of Q1 2021 after selling out during the quarter.
  • SOA Wealth Advisors sold 220 iShares US Tech Independence Focused ETF shares in Q1 2021, an estimated $11K.
  • SOA Wealth Advisors first reported a position in iShares US Tech Independence Focused ETF in Q4 2020 and held it in 1 quarter.
  • SOA Wealth Advisors's iShares US Tech Independence Focused ETF position peaked at $11K in Q4 2020.
  • 30 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q1 2021.

Based on SOA Wealth Advisors's 13F filing for Q1 2021, filed 26 Apr 2021.