Ironwood Financial’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Ironwood Financial’s Portfolio IEO Stock Details IEO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-78	Closed	-$5K	–	308
2021 Q3	$5K	Buy	78 +1	+1%	+$52	﹤0.01%	434
2021 Q2	$4K	Hold	77	–	–	﹤0.01%	447
2021 Q1	$4K	Hold	77	–	–	﹤0.01%	434
2020 Q4	$3K	Buy	77 +1	+1%	+$31	﹤0.01%	412
2020 Q3	$2K	Buy	+76	New	+$2.4K	﹤0.01%	385
2018 Q2	–	Sell	-35	Closed	-$2K	–	284
2018 Q1	$2K	Hold	35	–	–	﹤0.01%	230
2017 Q4	$2K	Hold	35	–	–	﹤0.01%	234
2017 Q3	$2K	Hold	35	–	–	﹤0.01%	241
2017 Q2	$2K	Hold	35	–	–	﹤0.01%	239
2017 Q1	$2K	Hold	35	–	–	﹤0.01%	240
2016 Q4	$2K	Hold	35	–	–	﹤0.01%	241
2016 Q3	$2K	Hold	35	–	–	﹤0.01%	243
2016 Q2	$2K	Hold	35	–	–	﹤0.01%	248
2016 Q1	$2K	Buy	+35	New	+$1.67K	﹤0.01%	251
2015 Q3	$2K	Hold	35	–	–	﹤0.01%	330
2015 Q2	$2K	Hold	35	–	–	﹤0.01%	297
2015 Q1	$3K	Hold	35	–	–	﹤0.01%	274
2014 Q4	$3K	Buy	+35	New	+$2.67K	﹤0.01%	238

Other funds holding IEO

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Ironwood Financial's IEO Position: Q4 2021 in Review

Ironwood Financial sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q4 2021, closing a stake of 78 shares — an estimated $5K sold.

Ironwood Financial first reported a position in IEO in Q4 2014 and held it in 18 quarters. The position peaked at $5K in Q3 2021. 99 funds tracked by Wall St. Rank hold IEO as of Q4 2021.

Ironwood Financial reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 78 iShares US Oil & Gas Exploration & Production ETF shares in Q4 2021, an estimated $5K.
Ironwood Financial first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q4 2014 and held it in 18 quarters.
Ironwood Financial's iShares US Oil & Gas Exploration & Production ETF position peaked at $5K in Q3 2021.
99 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q4 2021.

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