Ironwood Financial’s GUGGENHEIM RUSSELL 2000 EQUAL WEIGHT ETF EWRS Stock Holding History

Ironwood Financial’s Portfolio EWRS Stock Details EWRS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	$10K	Hold	245	–	–	﹤0.01%	208
2015 Q2	$11K	Hold	245	–	–	0.01%	200
2015 Q1	$11K	Hold	245	–	–	0.01%	205
2014 Q4	$11K	Buy	+245	New	+$10.7K	0.01%	177

Other funds holding EWRS

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CNB

City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ironwood Financial's EWRS Position: Q3 2015 in Review

Ironwood Financial held its GUGGENHEIM RUSSELL 2000 EQUAL WEIGHT ETF (EWRS) position steady in Q3 2015 at 245 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #208.

Ironwood Financial first reported a position in EWRS in Q4 2014 and has held it in 4 quarters since. The position peaked at $11K in Q2 2015. 20 funds tracked by Wall St. Rank hold EWRS as of Q3 2015.

Ironwood Financial held 245 shares of GUGGENHEIM RUSSELL 2000 EQUAL WEIGHT ETF worth $10K as of Q3 2015.
Ironwood Financial left its GUGGENHEIM RUSSELL 2000 EQUAL WEIGHT ETF share count unchanged in Q3 2015.
GUGGENHEIM RUSSELL 2000 EQUAL WEIGHT ETF made up ﹤0.01% of Ironwood Financial's portfolio in Q3 2015, its #208 holding.
Ironwood Financial first reported a position in GUGGENHEIM RUSSELL 2000 EQUAL WEIGHT ETF in Q4 2014 and has held it in 4 quarters since.
Ironwood Financial's GUGGENHEIM RUSSELL 2000 EQUAL WEIGHT ETF position peaked at $11K in Q2 2015.
20 funds tracked by Wall St. Rank held GUGGENHEIM RUSSELL 2000 EQUAL WEIGHT ETF as of Q3 2015.

Based on Ironwood Financial's 13F filing for Q3 2015, filed 9 Nov 2015.