Ironwood Financial’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Ironwood Financial’s Portfolio ILCB Stock Details ILCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,612	Closed	-$98K	–	318
2021 Q3	$98K	Hold	1,612	–	–	0.03%	144
2021 Q2	$98K	Hold	1,612	–	–	0.03%	139
2021 Q1	$90K	Hold	1,612	–	–	0.03%	136
2020 Q4	$87K	Hold	1,612	–	–	0.03%	133
2020 Q3	$79K	Hold	1,612	–	–	0.04%	93
2020 Q2	$70K	Hold	1,612	–	–	0.04%	90
2020 Q1	$59K	Sell	1,612 -3,172	-66%	-$139K	0.04%	77
2019 Q4	$221K	Sell	4,784 -188	-4%	-$8.24K	0.1%	50
2019 Q3	$209K	Hold	4,972	–	–	0.1%	47
2019 Q2	$205K	Hold	4,972	–	–	0.1%	49
2019 Q1	$199K	Sell	4,972 -216	-4%	-$8.29K	0.1%	50
2018 Q4	$185K	Hold	5,188	–	–	0.1%	49
2018 Q3	$218K	Hold	5,188	–	–	0.12%	49
2018 Q2	$200K	Sell	5,188 -144	-3%	-$5.6K	0.12%	44
2018 Q1	$204K	Hold	5,332	–	–	0.22%	32
2017 Q4	$212K	Hold	5,332	–	–	0.13%	43
2017 Q3	$201K	Sell	5,332 -144	-3%	-$5.36K	0.12%	47
2017 Q2	$200K	Hold	5,476	–	–	0.13%	43
2017 Q1	$194K	Sell	5,476 -188	-3%	-$6.52K	0.13%	44
2016 Q4	$188K	Sell	5,664 -92	-2%	-$2.99K	0.13%	45
2016 Q3	$185K	Sell	5,756 -304	-5%	-$9.7K	0.13%	46
2016 Q2	$186K	Sell	6,060 -720	-11%	-$21.8K	0.14%	44
2016 Q1	$202K	Buy	+6,780	New	+$193K	0.16%	45
2015 Q3	$203K	Sell	7,260 -708	-9%	-$21K	0.1%	68
2015 Q2	$241K	Sell	7,968 -1,580	-17%	-$48.8K	0.11%	61
2015 Q1	$290K	Hold	9,548	–	–	0.14%	61
2014 Q4	$294K	Buy	+9,548	New	+$286K	0.16%	59

Other funds holding ILCB

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Ironwood Financial's ILCB Position: Q4 2021 in Review

Ironwood Financial sold out of iShares Morningstar US Equity ETF (ILCB) in Q4 2021, closing a stake of 1,612 shares — an estimated $98K sold.

Ironwood Financial first reported a position in ILCB in Q4 2014 and held it in 27 quarters. The position peaked at $294K in Q4 2014. 139 funds tracked by Wall St. Rank hold ILCB as of Q4 2021.

Ironwood Financial reported no remaining iShares Morningstar US Equity ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 1,612 iShares Morningstar US Equity ETF shares in Q4 2021, an estimated $98K.
Ironwood Financial first reported a position in iShares Morningstar US Equity ETF in Q4 2014 and held it in 27 quarters.
Ironwood Financial's iShares Morningstar US Equity ETF position peaked at $294K in Q4 2014.
139 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q4 2021.

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