Ironwood Financial’s iShares US Regional Banks ETF IAT Stock Holding History

Ironwood Financial’s Portfolio IAT Stock Details IAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-52	Closed	-$3K	–	299
2021 Q3	$3K	Hold	52	–	–	﹤0.01%	471
2021 Q2	$3K	Buy	52 +1	+2%	+$59	﹤0.01%	468
2021 Q1	$3K	Hold	51	–	–	﹤0.01%	452
2020 Q4	$2K	Hold	51	–	–	﹤0.01%	439
2020 Q3	$2K	Buy	51 +41	+410%	+$1.38K	﹤0.01%	384
2020 Q2	$0	Buy	+10	New	+$326	﹤0.01%	414
2020 Q1	–	Sell	-66	Closed	-$3K	–	367
2019 Q4	$3K	Hold	66	–	–	﹤0.01%	329
2019 Q3	$3K	Hold	66	–	–	﹤0.01%	333
2019 Q2	$3K	Hold	66	–	–	﹤0.01%	332
2019 Q1	$3K	Buy	+66	New	+$2.98K	﹤0.01%	328

Other funds holding IAT

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ironwood Financial's IAT Position: Q4 2021 in Review

Ironwood Financial sold out of iShares US Regional Banks ETF (IAT) in Q4 2021, closing a stake of 52 shares — an estimated $3K sold.

Ironwood Financial first reported a position in IAT in Q1 2019 and held it in 10 quarters. The position peaked at $3K in Q3 2021. 162 funds tracked by Wall St. Rank hold IAT as of Q4 2021.

Ironwood Financial reported no remaining iShares US Regional Banks ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 52 iShares US Regional Banks ETF shares in Q4 2021, an estimated $3K.
Ironwood Financial first reported a position in iShares US Regional Banks ETF in Q1 2019 and held it in 10 quarters.
Ironwood Financial's iShares US Regional Banks ETF position peaked at $3K in Q3 2021.
162 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2021.

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