Ironwood Financial’s iShares US Insurance ETF IAK Stock Holding History

Ironwood Financial’s Portfolio IAK Stock Details IAK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-10	Closed	-$1K	–	298
2021 Q3	$1K	Hold	10	–	–	﹤0.01%	541
2021 Q2	$1K	Hold	10	–	–	﹤0.01%	528
2021 Q1	$1K	Hold	10	–	–	﹤0.01%	512
2020 Q4	$1K	Hold	10	–	–	﹤0.01%	465
2020 Q3	$1K	Hold	10	–	–	﹤0.01%	414
2020 Q2	$1K	Buy	+10	New	+$526	﹤0.01%	387

Other funds holding IAK

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Martin & Co Knoxville, Tennessee $640M AUM 23.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SAM

SP Asset Management Cupertino, California $1.25B AUM 18.93% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ironwood Financial's IAK Position: Q4 2021 in Review

Ironwood Financial sold out of iShares US Insurance ETF (IAK) in Q4 2021, closing a stake of 10 shares — an estimated $1K sold.

Ironwood Financial first reported a position in IAK in Q2 2020 and held it in 6 quarters. The position peaked at $1K in Q3 2021. 35 funds tracked by Wall St. Rank hold IAK as of Q4 2021.

Ironwood Financial reported no remaining iShares US Insurance ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 10 iShares US Insurance ETF shares in Q4 2021, an estimated $1K.
Ironwood Financial first reported a position in iShares US Insurance ETF in Q2 2020 and held it in 6 quarters.
Ironwood Financial's iShares US Insurance ETF position peaked at $1K in Q3 2021.
35 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.