Trust Company of Vermont’s iShares US Tech Independence Focused ETF IETC Stock Holding History

Trust Company of Vermont’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 Q3	–	Sell	-37	Closed	-$2K	–	504
2021 Q2	$2K	Sell	37 -35	-49%	-$1.81K	﹤0.01%	746
2021 Q1	$3K	Sell	72 -15	-17%	-$727	﹤0.01%	702
2020 Q4	$4K	Buy	87 +16	+23%	+$717	﹤0.01%	689
2020 Q3	$3K	Sell	71 -24	-25%	-$994	﹤0.01%	688
2020 Q2	$4K	Hold	95	–	–	﹤0.01%	703
2020 Q1	$3K	Buy	95 +41	+76%	+$1.34K	﹤0.01%	791
2019 Q4	$2K	Buy	+54	New	+$1.66K	﹤0.01%	875

Other funds holding IETC

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

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

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

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

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

KIA

KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Trust Company of Vermont's IETC Position: Q3 2021 in Review

Trust Company of Vermont sold out of iShares US Tech Independence Focused ETF (IETC) in Q3 2021, closing a stake of 37 shares — an estimated $2K sold.

Trust Company of Vermont first reported a position in IETC in Q4 2019 and held it in 7 quarters. The position peaked at $4K in Q4 2020. 38 funds tracked by Wall St. Rank hold IETC as of Q3 2021.

Trust Company of Vermont reported no remaining iShares US Tech Independence Focused ETF position as of Q3 2021 after selling out during the quarter.
Trust Company of Vermont sold 37 iShares US Tech Independence Focused ETF shares in Q3 2021, an estimated $2K.
Trust Company of Vermont first reported a position in iShares US Tech Independence Focused ETF in Q4 2019 and held it in 7 quarters.
Trust Company of Vermont's iShares US Tech Independence Focused ETF position peaked at $4K in Q4 2020.
38 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q3 2021.

Based on Trust Company of Vermont's 13F filing for Q3 2021, filed 22 Oct 2021.