IF
IEFN

Ironwood Financial’s iShares Evolved U.S. Financials ETF IEFN Stock Holding History

Ironwood Financial’s Portfolio IEFN Stock Details IEFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-750
Closed -$24K – 595
2021
Q3 		$24K Hold
750
– – 0.01% 266
2021
Q2 		$23K Sell
750
-20
-3% -$628 0.01% 264
2021
Q1 		$23K Hold
770
– – 0.01% 253
2020
Q4 		$20K Buy
+770
New +$17.8K 0.01% 253

Other funds holding IEFN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HIC
Holderness Investments Company Greensboro, North Carolina $498M AUM 34.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FP
Financial Perspectives Minneapolis, Minnesota $411M AUM 26.27% 1-Year Est. Return

Ironwood Financial's IEFN Position: Q4 2021 in Review

Ironwood Financial sold out of iShares Evolved U.S. Financials ETF (IEFN) in Q4 2021, closing a stake of 750 shares — an estimated $24K sold.

Ironwood Financial first reported a position in IEFN in Q4 2020 and held it in 4 quarters. The position peaked at $24K in Q3 2021. 12 funds tracked by Wall St. Rank hold IEFN as of Q4 2021.

  • Ironwood Financial reported no remaining iShares Evolved U.S. Financials ETF position as of Q4 2021 after selling out during the quarter.
  • Ironwood Financial sold 750 iShares Evolved U.S. Financials ETF shares in Q4 2021, an estimated $24K.
  • Ironwood Financial first reported a position in iShares Evolved U.S. Financials ETF in Q4 2020 and held it in 4 quarters.
  • Ironwood Financial's iShares Evolved U.S. Financials ETF position peaked at $24K in Q3 2021.
  • 12 funds tracked by Wall St. Rank held iShares Evolved U.S. Financials ETF as of Q4 2021.

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