Ironwood Financial’s iShares Select U.S. REIT ETF ICF Stock Holding History

Ironwood Financial’s Portfolio ICF Stock Details ICF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-200	Closed	-$13K	–	301
2021 Q3	$13K	Hold	200	–	–	﹤0.01%	336
2021 Q2	$13K	Hold	200	–	–	﹤0.01%	334
2021 Q1	$12K	Hold	200	–	–	﹤0.01%	323
2020 Q4	$11K	Hold	200	–	–	﹤0.01%	306
2020 Q3	$10K	Hold	200	–	–	0.01%	261
2020 Q2	$10K	Hold	200	–	–	0.01%	243
2020 Q1	$9K	Sell	200 -270	-57%	-$15.1K	0.01%	218
2019 Q4	$27K	Hold	470	–	–	0.01%	171
2019 Q3	$28K	Hold	470	–	–	0.01%	167
2019 Q2	$26K	Hold	470	–	–	0.01%	172
2019 Q1	$26K	Hold	470	–	–	0.01%	168
2018 Q4	$22K	Hold	470	–	–	0.01%	169
2018 Q3	$24K	Hold	470	–	–	0.01%	175
2018 Q2	$23K	Hold	470	–	–	0.01%	145
2018 Q1	$22K	Hold	470	–	–	0.02%	125
2017 Q4	$24K	Hold	470	–	–	0.01%	125
2017 Q3	$24K	Hold	470	–	–	0.01%	130
2017 Q2	$24K	Hold	470	–	–	0.02%	121
2017 Q1	$23K	Hold	470	–	–	0.02%	121
2016 Q4	$23K	Hold	470	–	–	0.02%	122
2016 Q3	$25K	Hold	470	–	–	0.02%	120
2016 Q2	$25K	Hold	470	–	–	0.02%	123
2016 Q1	$24K	Buy	+470	New	+$22.7K	0.02%	122
2015 Q3	$22K	Hold	470	–	–	0.01%	163
2015 Q2	$21K	Hold	470	–	–	0.01%	161
2015 Q1	$24K	Hold	470	–	–	0.01%	150
2014 Q4	$23K	Buy	+470	New	+$21.9K	0.01%	129

Other funds holding ICF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Ironwood Financial's ICF Position: Q4 2021 in Review

Ironwood Financial sold out of iShares Select U.S. REIT ETF (ICF) in Q4 2021, closing a stake of 200 shares — an estimated $13K sold.

Ironwood Financial first reported a position in ICF in Q4 2014 and held it in 27 quarters. The position peaked at $28K in Q3 2019. 416 funds tracked by Wall St. Rank hold ICF as of Q4 2021.

Ironwood Financial reported no remaining iShares Select U.S. REIT ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 200 iShares Select U.S. REIT ETF shares in Q4 2021, an estimated $13K.
Ironwood Financial first reported a position in iShares Select U.S. REIT ETF in Q4 2014 and held it in 27 quarters.
Ironwood Financial's iShares Select U.S. REIT ETF position peaked at $28K in Q3 2019.
416 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q4 2021.

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