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Ironwood Financial’s Renaissance IPO ETF IPO Stock Holding History

Ironwood Financial’s Portfolio IPO Stock Details IPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-162
Closed -$10K – 326
2021
Q3 		$10K Hold
162
– – ﹤0.01% 369
2021
Q2 		$11K Hold
162
– – ﹤0.01% 355
2021
Q1 		$10K Buy
+162
New +$10.9K ﹤0.01% 339

Other funds holding IPO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
TWM
TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return

Ironwood Financial's IPO Position: Q4 2021 in Review

Ironwood Financial sold out of Renaissance IPO ETF (IPO) in Q4 2021, closing a stake of 162 shares — an estimated $10K sold.

Ironwood Financial first reported a position in IPO in Q1 2021 and held it in 3 quarters. The position peaked at $11K in Q2 2021. 115 funds tracked by Wall St. Rank hold IPO as of Q4 2021.

  • Ironwood Financial reported no remaining Renaissance IPO ETF position as of Q4 2021 after selling out during the quarter.
  • Ironwood Financial sold 162 Renaissance IPO ETF shares in Q4 2021, an estimated $10K.
  • Ironwood Financial first reported a position in Renaissance IPO ETF in Q1 2021 and held it in 3 quarters.
  • Ironwood Financial's Renaissance IPO ETF position peaked at $11K in Q2 2021.
  • 115 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q4 2021.

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