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Ironwood Financial’s iShares North American Natural Resources ETF IGE Stock Holding History

Ironwood Financial’s Portfolio IGE Stock Details IGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		$38K Hold
1,302
– – 0.02% 129
2015
Q2 		$47K Sell
1,302
-820
-39% -$31.7K 0.02% 117
2015
Q1 		$80K Hold
2,122
– – 0.04% 90
2014
Q4 		$81K Buy
+2,122
New +$86K 0.04% 84

Other funds holding IGE

EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MCM
Makena Capital Management Menlo Park, California $866M AUM 17.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ironwood Financial's IGE Position: Q3 2015 in Review

Ironwood Financial held its iShares North American Natural Resources ETF (IGE) position steady in Q3 2015 at 1,302 shares worth $38K. The position accounts for 0.02% of the portfolio, ranked #129.

Ironwood Financial first reported a position in IGE in Q4 2014 and has held it in 4 quarters since. The position peaked at $81K in Q4 2014. 140 funds tracked by Wall St. Rank hold IGE as of Q3 2015.

  • Ironwood Financial held 1,302 shares of iShares North American Natural Resources ETF worth $38K as of Q3 2015.
  • Ironwood Financial left its iShares North American Natural Resources ETF share count unchanged in Q3 2015.
  • iShares North American Natural Resources ETF made up 0.02% of Ironwood Financial's portfolio in Q3 2015, its #129 holding.
  • Ironwood Financial first reported a position in iShares North American Natural Resources ETF in Q4 2014 and has held it in 4 quarters since.
  • Ironwood Financial's iShares North American Natural Resources ETF position peaked at $81K in Q4 2014.
  • 140 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q3 2015.

Based on Ironwood Financial's 13F filing for Q3 2015, filed 9 Nov 2015.