Ironwood Financial’s iShares Morningstar Growth ETF ILCG Stock Holding History

Ironwood Financial’s Portfolio ILCG Stock Details ILCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-600	Closed	-$39K	–	319
2021 Q3	$39K	Hold	600	–	–	0.01%	215
2021 Q2	$39K	Hold	600	–	–	0.01%	206
2021 Q1	$35K	Sell	600 -210	-26%	-$12.3K	0.01%	207
2020 Q4	$47K	Hold	810	–	–	0.02%	167
2020 Q3	$43K	Buy	810 +210	+35%	+$10.8K	0.02%	127
2020 Q2	$28K	Hold	600	–	–	0.02%	148
2020 Q1	$22K	Sell	600 -640	-52%	-$26.8K	0.02%	142
2019 Q4	$52K	Hold	1,240	–	–	0.02%	109
2019 Q3	$47K	Hold	1,240	–	–	0.02%	117
2019 Q2	$48K	Hold	1,240	–	–	0.02%	117
2019 Q1	$45K	Hold	1,240	–	–	0.02%	118
2018 Q4	$39K	Hold	1,240	–	–	0.02%	115
2018 Q3	$46K	Hold	1,240	–	–	0.02%	116
2018 Q2	$43K	Hold	1,240	–	–	0.02%	95
2018 Q1	$41K	Hold	1,240	–	–	0.04%	82
2017 Q4	$39K	Hold	1,240	–	–	0.02%	99
2017 Q3	$36K	Hold	1,240	–	–	0.02%	102
2017 Q2	$35K	Hold	1,240	–	–	0.02%	98
2017 Q1	$33K	Sell	1,240 -185	-13%	-$4.75K	0.02%	102
2016 Q4	$34K	Hold	1,425	–	–	0.02%	101
2016 Q3	$35K	Hold	1,425	–	–	0.03%	104
2016 Q2	$33K	Hold	1,425	–	–	0.02%	105
2016 Q1	$34K	Buy	+1,425	New	+$32.1K	0.03%	105
2015 Q3	$32K	Hold	1,425	–	–	0.02%	138
2015 Q2	$34K	Hold	1,425	–	–	0.02%	133
2015 Q1	$34K	Buy	+1,425	New	+$33.2K	0.02%	132

Other funds holding ILCG

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

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

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

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

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Ironwood Financial's ILCG Position: Q4 2021 in Review

Ironwood Financial sold out of iShares Morningstar Growth ETF (ILCG) in Q4 2021, closing a stake of 600 shares — an estimated $39K sold.

Ironwood Financial first reported a position in ILCG in Q1 2015 and held it in 26 quarters. The position peaked at $52K in Q4 2019. 206 funds tracked by Wall St. Rank hold ILCG as of Q4 2021.

Ironwood Financial reported no remaining iShares Morningstar Growth ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 600 iShares Morningstar Growth ETF shares in Q4 2021, an estimated $39K.
Ironwood Financial first reported a position in iShares Morningstar Growth ETF in Q1 2015 and held it in 26 quarters.
Ironwood Financial's iShares Morningstar Growth ETF position peaked at $52K in Q4 2019.
206 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q4 2021.

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