Ironwood Financial’s iShares Evolved U.S. Consumer Staples ETF IECS Stock Holding History

Ironwood Financial’s Portfolio IECS Stock Details IECS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-26,686	Closed	-$872K	–	120
2022 Q2	$872K	Sell	26,686 -338	-1%	-$11.4K	0.28%	65
2022 Q1	$917K	Sell	27,024 -920	-3%	-$31.2K	0.26%	66
2021 Q4	$974K	Sell	27,944 -2,305	-8%	-$76.2K	0.27%	62
2021 Q3	$962K	Sell	30,249 -1,063	-3%	-$35K	0.28%	60
2021 Q2	$1.02M	Sell	31,312 -1,614	-5%	-$52.6K	0.31%	60
2021 Q1	$1.04M	Sell	32,926 -939	-3%	-$28.6K	0.34%	55
2020 Q4	$1.05M	Sell	33,865 -472	-1%	-$14.1K	0.39%	48
2020 Q3	$991K	Sell	34,337 -1,052	-3%	-$29.9K	0.5%	35
2020 Q2	$937K	Sell	35,389 -785	-2%	-$20.5K	0.51%	32
2020 Q1	$867K	Buy	+36,174	New	+$989K	0.59%	17

Other funds holding IECS

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Ironwood Financial's IECS Position: Q3 2022 in Review

Ironwood Financial sold out of iShares Evolved U.S. Consumer Staples ETF (IECS) in Q3 2022, closing a stake of 26,686 shares — an estimated $872K sold.

Ironwood Financial first reported a position in IECS in Q1 2020 and held it in 10 quarters. The position peaked at $1.05M in Q4 2020. 0 funds tracked by Wall St. Rank hold IECS as of Q3 2022.

Ironwood Financial reported no remaining iShares Evolved U.S. Consumer Staples ETF position as of Q3 2022 after selling out during the quarter.
Ironwood Financial sold 26,686 iShares Evolved U.S. Consumer Staples ETF shares in Q3 2022, an estimated $872K.
Ironwood Financial first reported a position in iShares Evolved U.S. Consumer Staples ETF in Q1 2020 and held it in 10 quarters.
Ironwood Financial's iShares Evolved U.S. Consumer Staples ETF position peaked at $1.05M in Q4 2020.
0 funds tracked by Wall St. Rank held iShares Evolved U.S. Consumer Staples ETF as of Q3 2022.

Based on Ironwood Financial's 13F filing for Q3 2022, filed 26 Oct 2022.