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WealthPLAN Partners’s iShares US Tech Independence Focused ETF IETC Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-51
Closed -$2.81K – 688
2023
Q2 		$2.81K Hold
51
– – ﹤0.01% 1019
2023
Q1 		$2.4K Buy
+51
New +$2.25K ﹤0.01% 1109

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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SPI
Sutton Place Investors Katonah, New York $207M AUM 27.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 20.8% 1-Year Est. Return
FEM
Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return

WealthPLAN Partners's IETC Position: Q3 2023 in Review

WealthPLAN Partners sold out of iShares US Tech Independence Focused ETF (IETC) in Q3 2023, closing a stake of 51 shares — an estimated $2.81K sold.

WealthPLAN Partners first reported a position in IETC in Q1 2023 and held it in 2 quarters. The position peaked at $2.81K in Q2 2023. 38 funds tracked by Wall St. Rank hold IETC as of Q3 2023.

  • WealthPLAN Partners reported no remaining iShares US Tech Independence Focused ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 51 iShares US Tech Independence Focused ETF shares in Q3 2023, an estimated $2.81K.
  • WealthPLAN Partners first reported a position in iShares US Tech Independence Focused ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's iShares US Tech Independence Focused ETF position peaked at $2.81K in Q2 2023.
  • 38 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.