Ironwood Financial’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Ironwood Financial’s Portfolio IMCG Stock Details IMCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-570	Closed	-$39K	–	322
2021 Q3	$39K	Hold	570	–	–	0.01%	216
2021 Q2	$39K	Hold	570	–	–	0.01%	207
2021 Q1	$36K	Hold	570	–	–	0.01%	200
2020 Q4	$36K	Hold	570	–	–	0.01%	187
2020 Q3	$30K	Hold	570	–	–	0.02%	148
2020 Q2	$28K	Hold	570	–	–	0.02%	149
2020 Q1	$21K	Sell	570 -828	-59%	-$35.1K	0.01%	145
2019 Q4	$61K	Sell	1,398 -84	-6%	-$3.52K	0.03%	98
2019 Q3	$60K	Sell	1,482 -120	-7%	-$5.01K	0.03%	96
2019 Q2	$67K	Hold	1,602	–	–	0.03%	93
2019 Q1	$63K	Hold	1,602	–	–	0.03%	95
2018 Q4	$52K	Hold	1,602	–	–	0.03%	94
2018 Q3	$63K	Hold	1,602	–	–	0.03%	92
2018 Q2	$58K	Hold	1,602	–	–	0.03%	76
2018 Q1	$56K	Hold	1,602	–	–	0.06%	64
2017 Q4	$54K	Hold	1,602	–	–	0.03%	79
2017 Q3	$51K	Hold	1,602	–	–	0.03%	85
2017 Q2	$49K	Hold	1,602	–	–	0.03%	87
2017 Q1	$46K	Sell	1,602 -96	-6%	-$2.73K	0.03%	88
2016 Q4	$46K	Hold	1,698	–	–	0.03%	88
2016 Q3	$46K	Hold	1,698	–	–	0.03%	91
2016 Q2	$44K	Sell	1,698 -282	-14%	-$7.25K	0.03%	93
2016 Q1	$50K	Buy	+1,980	New	+$46.8K	0.04%	86
2015 Q3	$49K	Sell	1,980 -180	-8%	-$4.83K	0.02%	115
2015 Q2	$59K	Hold	2,160	–	–	0.03%	108
2015 Q1	$60K	Buy	+2,160	New	+$57.7K	0.03%	104

Other funds holding IMCG

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

RJFSA

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

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Ironwood Financial's IMCG Position: Q4 2021 in Review

Ironwood Financial sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q4 2021, closing a stake of 570 shares — an estimated $39K sold.

Ironwood Financial first reported a position in IMCG in Q1 2015 and held it in 26 quarters. The position peaked at $67K in Q2 2019. 218 funds tracked by Wall St. Rank hold IMCG as of Q4 2021.

Ironwood Financial reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 570 iShares Morningstar Mid-Cap Growth ETF shares in Q4 2021, an estimated $39K.
Ironwood Financial first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2015 and held it in 26 quarters.
Ironwood Financial's iShares Morningstar Mid-Cap Growth ETF position peaked at $67K in Q2 2019.
218 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q4 2021.

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