Ironwood Financial’s iShares Global 100 ETF IOO Stock Holding History

Ironwood Financial’s Portfolio IOO Stock Details IOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-112	Closed	-$8K	–	325
2021 Q3	$8K	Hold	112	–	–	﹤0.01%	387
2021 Q2	$8K	Hold	112	–	–	﹤0.01%	386
2021 Q1	$7K	Hold	112	–	–	﹤0.01%	379
2020 Q4	$7K	Hold	112	–	–	﹤0.01%	350
2020 Q3	$6K	Hold	112	–	–	﹤0.01%	307
2020 Q2	$6K	Hold	112	–	–	﹤0.01%	291
2020 Q1	$5K	Sell	112 -54	-33%	-$2.77K	﹤0.01%	272
2019 Q4	$9K	Hold	166	–	–	﹤0.01%	265
2019 Q3	$8K	Hold	166	–	–	﹤0.01%	274
2019 Q2	$8K	Hold	166	–	–	﹤0.01%	280
2019 Q1	$8K	Hold	166	–	–	﹤0.01%	275
2018 Q4	$7K	Hold	166	–	–	﹤0.01%	273
2018 Q3	$8K	Hold	166	–	–	﹤0.01%	272
2018 Q2	$8K	Hold	166	–	–	﹤0.01%	200
2018 Q1	$8K	Hold	166	–	–	0.01%	180
2017 Q4	$8K	Hold	166	–	–	﹤0.01%	188
2017 Q3	$7K	Hold	166	–	–	﹤0.01%	199
2017 Q2	$7K	Hold	166	–	–	﹤0.01%	193
2017 Q1	$7K	Hold	166	–	–	﹤0.01%	191
2016 Q4	$6K	Sell	166 -270	-62%	-$10.2K	﹤0.01%	195
2016 Q3	$16K	Hold	436	–	–	0.01%	144
2016 Q2	$16K	Sell	436 -230	-35%	-$8.31K	0.01%	144
2016 Q1	$24K	Buy	+666	New	+$22.9K	0.02%	123
2015 Q3	$23K	Sell	666 -160	-19%	-$5.87K	0.01%	158
2015 Q2	$31K	Hold	826	–	–	0.01%	138
2015 Q1	$32K	Hold	826	–	–	0.02%	134
2014 Q4	$32K	Buy	+826	New	+$31.7K	0.02%	118

Other funds holding IOO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

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

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Ironwood Financial's IOO Position: Q4 2021 in Review

Ironwood Financial sold out of iShares Global 100 ETF (IOO) in Q4 2021, closing a stake of 112 shares — an estimated $8K sold.

Ironwood Financial first reported a position in IOO in Q4 2014 and held it in 27 quarters. The position peaked at $32K in Q1 2015. 194 funds tracked by Wall St. Rank hold IOO as of Q4 2021.

Ironwood Financial reported no remaining iShares Global 100 ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 112 iShares Global 100 ETF shares in Q4 2021, an estimated $8K.
Ironwood Financial first reported a position in iShares Global 100 ETF in Q4 2014 and held it in 27 quarters.
Ironwood Financial's iShares Global 100 ETF position peaked at $32K in Q1 2015.
194 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q4 2021.

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