Ironwood Financial’s iShares US Utilities ETF IDU Stock Holding History

Ironwood Financial’s Portfolio IDU Stock Details IDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-504	Closed	-$40K	–	305
2021 Q3	$40K	Hold	504	–	–	0.01%	210
2021 Q2	$40K	Hold	504	–	–	0.01%	204
2021 Q1	$40K	Hold	504	–	–	0.01%	189
2020 Q4	$39K	Hold	504	–	–	0.01%	181
2020 Q3	$37K	Hold	504	–	–	0.02%	135
2020 Q2	$35K	Hold	504	–	–	0.02%	130
2020 Q1	$35K	Sell	504 -1,028	-67%	-$82K	0.02%	107
2019 Q4	$124K	Hold	1,532	–	–	0.06%	66
2019 Q3	$125K	Hold	1,532	–	–	0.06%	67
2019 Q2	$116K	Hold	1,532	–	–	0.06%	69
2019 Q1	$113K	Hold	1,532	–	–	0.06%	69
2018 Q4	$103K	Hold	1,532	–	–	0.06%	70
2018 Q3	$103K	Hold	1,532	–	–	0.05%	74
2018 Q2	$101K	Hold	1,532	–	–	0.06%	62
2018 Q1	$98K	Hold	1,532	–	–	0.11%	51
2017 Q4	$102K	Hold	1,532	–	–	0.06%	60
2017 Q3	$102K	Hold	1,532	–	–	0.06%	64
2017 Q2	$100K	Hold	1,532	–	–	0.06%	61
2017 Q1	$98K	Sell	1,532 -62	-4%	-$3.88K	0.06%	62
2016 Q4	$97K	Hold	1,594	–	–	0.07%	62
2016 Q3	$98K	Hold	1,594	–	–	0.07%	62
2016 Q2	$105K	Sell	1,594 -200	-11%	-$12.3K	0.08%	61
2016 Q1	$111K	Buy	+1,794	New	+$103K	0.09%	61
2015 Q3	$267K	Sell	4,946 -146	-3%	-$7.84K	0.13%	61
2015 Q2	$264K	Sell	5,092 -184	-3%	-$10.1K	0.13%	60
2015 Q1	$295K	Sell	5,276 -34	-0.6%	-$1.97K	0.14%	60
2014 Q4	$314K	Buy	+5,310	New	+$301K	0.17%	54

Other funds holding IDU

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

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

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

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

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

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CCT

Country Club Trust Kansas City, Missouri $1.27B AUM 22.67% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ironwood Financial's IDU Position: Q4 2021 in Review

Ironwood Financial sold out of iShares US Utilities ETF (IDU) in Q4 2021, closing a stake of 504 shares — an estimated $40K sold.

Ironwood Financial first reported a position in IDU in Q4 2014 and held it in 27 quarters. The position peaked at $314K in Q4 2014. 198 funds tracked by Wall St. Rank hold IDU as of Q4 2021.

Ironwood Financial reported no remaining iShares US Utilities ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 504 iShares US Utilities ETF shares in Q4 2021, an estimated $40K.
Ironwood Financial first reported a position in iShares US Utilities ETF in Q4 2014 and held it in 27 quarters.
Ironwood Financial's iShares US Utilities ETF position peaked at $314K in Q4 2014.
198 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2021.

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