Ironwood Financial’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Ironwood Financial’s Portfolio IMCV Stock Details IMCV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-273	Closed	-$17K	–	323
2021 Q3	$17K	Hold	273	–	–	0.01%	297
2021 Q2	$18K	Hold	273	–	–	0.01%	292
2021 Q1	$17K	Hold	273	–	–	0.01%	284
2020 Q4	$14K	Hold	273	–	–	0.01%	287
2020 Q3	$12K	Hold	273	–	–	0.01%	250
2020 Q2	$11K	Hold	273	–	–	0.01%	235
2020 Q1	$10K	Sell	273 -660	-71%	-$32.6K	0.01%	209
2019 Q4	$52K	Sell	933 -72	-7%	-$3.92K	0.02%	110
2019 Q3	$54K	Hold	1,005	–	–	0.03%	107
2019 Q2	$53K	Hold	1,005	–	–	0.03%	105
2019 Q1	$52K	Hold	1,005	–	–	0.03%	108
2018 Q4	$47K	Hold	1,005	–	–	0.03%	108
2018 Q3	$54K	Hold	1,005	–	–	0.03%	103
2018 Q2	$53K	Hold	1,005	–	–	0.03%	83
2018 Q1	$52K	Hold	1,005	–	–	0.06%	71
2017 Q4	$53K	Hold	1,005	–	–	0.03%	82
2017 Q3	$51K	Sell	1,005 -480	-32%	-$23.7K	0.03%	86
2017 Q2	$73K	Sell	1,485 -75	-5%	-$3.68K	0.05%	70
2017 Q1	$77K	Sell	1,560 -108	-6%	-$5.33K	0.05%	70
2016 Q4	$80K	Hold	1,668	–	–	0.06%	70
2016 Q3	$75K	Hold	1,668	–	–	0.05%	74
2016 Q2	$70K	Hold	1,668	–	–	0.05%	78
2016 Q1	$68K	Buy	+1,668	New	+$63.9K	0.05%	78
2015 Q3	$64K	Hold	1,668	–	–	0.03%	101
2015 Q2	$69K	Hold	1,668	–	–	0.03%	99
2015 Q1	$70K	Buy	+1,668	New	+$69.5K	0.03%	97

Other funds holding IMCV

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

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

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

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

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

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

RJFSA

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

Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.43B AUM 21.99% 1-Year Est. Return

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

Ironwood Financial's IMCV Position: Q4 2021 in Review

Ironwood Financial sold out of iShares Morningstar Mid-Cap Value ETF (IMCV) in Q4 2021, closing a stake of 273 shares — an estimated $17K sold.

Ironwood Financial first reported a position in IMCV in Q1 2015 and held it in 26 quarters. The position peaked at $80K in Q4 2016. 95 funds tracked by Wall St. Rank hold IMCV as of Q4 2021.

Ironwood Financial reported no remaining iShares Morningstar Mid-Cap Value ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 273 iShares Morningstar Mid-Cap Value ETF shares in Q4 2021, an estimated $17K.
Ironwood Financial first reported a position in iShares Morningstar Mid-Cap Value ETF in Q1 2015 and held it in 26 quarters.
Ironwood Financial's iShares Morningstar Mid-Cap Value ETF position peaked at $80K in Q4 2016.
95 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q4 2021.

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