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Sowell Financial Services’s iShares US Tech Independence Focused ETF IETC Stock Holding History

Sowell Financial Services’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
2020
Q4 		– Sell
-2
Closed – – 2766
2020
Q3 		$0 Buy
+2
New +$83 ﹤0.01% 2613
2020
Q2 		– Sell
-8
Closed – – 2557
2020
Q1 		$0 Sell
8
-2
-20% -$65 ﹤0.01% 2549
2019
Q4 		$0 Hold
10
– – ﹤0.01% 2586
2019
Q3 		$0 Buy
+10
New +$296 ﹤0.01% 2417

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FEM
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IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return

Sowell Financial Services's IETC Position: Q4 2020 in Review

Sowell Financial Services sold out of iShares US Tech Independence Focused ETF (IETC) in Q4 2020, closing a stake of 2 shares.

Sowell Financial Services first reported a position in IETC in Q3 2019 and held it in 4 quarters. The position peaked at $0 in Q3 2020. 34 funds tracked by Wall St. Rank hold IETC as of Q4 2020.

  • Sowell Financial Services reported no remaining iShares US Tech Independence Focused ETF position as of Q4 2020 after selling out during the quarter.
  • Sowell Financial Services sold 2 iShares US Tech Independence Focused ETF shares in Q4 2020.
  • Sowell Financial Services first reported a position in iShares US Tech Independence Focused ETF in Q3 2019 and held it in 4 quarters.
  • Sowell Financial Services's iShares US Tech Independence Focused ETF position peaked at $0 in Q3 2020.
  • 34 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q4 2020.

Based on Sowell Financial Services's 13F filing for Q4 2020, filed 13 Jan 2021.