IF
ISCB icon

Ironwood Financial’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Ironwood Financial’s Portfolio ISCB Stock Details ISCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,804
Closed -$101K – 327
2021
Q3 		$101K Hold
1,804
– – 0.03% 141
2021
Q2 		$106K Sell
1,804
-192
-10% -$11.1K 0.03% 136
2021
Q1 		$113K Sell
1,996
-60
-3% -$3.27K 0.04% 123
2020
Q4 		$101K Hold
2,056
– – 0.04% 121
2020
Q3 		$81K Sell
2,056
-340
-14% -$13.4K 0.04% 92
2020
Q2 		$91K Hold
2,396
– – 0.05% 80
2020
Q1 		$75K Sell
2,396
-2,300
-49% -$96.6K 0.05% 69
2019
Q4 		$222K Sell
4,696
-20
-0.4% -$909 0.1% 49
2019
Q3 		$206K Hold
4,716
– – 0.1% 48
2019
Q2 		$206K Sell
4,716
-48
-1% -$2.06K 0.1% 48
2019
Q1 		$202K Sell
4,764
-456
-9% -$18.9K 0.1% 49
2018
Q4 		$193K Hold
5,220
– – 0.11% 48
2018
Q3 		$235K Hold
5,220
– – 0.12% 48
2018
Q2 		$233K Sell
5,220
-216
-4% -$9.52K 0.13% 42
2018
Q1 		$229K Hold
5,436
– – 0.25% 31
2017
Q4 		$237K Buy
5,436
+372
+7% +$15.7K 0.14% 42
2017
Q3 		$211K Hold
5,064
– – 0.13% 46
2017
Q2 		$205K Hold
5,064
– – 0.13% 42
2017
Q1 		$202K Sell
5,064
-164
-3% -$6.5K 0.13% 43
2016
Q4 		$204K Hold
5,228
– – 0.14% 43
2016
Q3 		$189K Hold
5,228
– – 0.14% 45
2016
Q2 		$176K Hold
5,228
– – 0.13% 47
2016
Q1 		$174K Buy
+5,228
New +$161K 0.13% 50
2015
Q3 		$182K Sell
5,752
-80
-1% -$2.72K 0.09% 72
2015
Q2 		$209K Sell
5,832
-768
-12% -$27.7K 0.1% 65
2015
Q1 		$237K Buy
6,600
+6,340
+2,438% +$221K 0.11% 65
2014
Q4 		$9K Buy
+260
New +$8.69K 0.01% 181

Other funds holding ISCB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BAMG
Brand Asset Management Group Chesterfield, Missouri $385M AUM 22.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ironwood Financial's ISCB Position: Q4 2021 in Review

Ironwood Financial sold out of iShares Morningstar Small-Cap ETF (ISCB) in Q4 2021, closing a stake of 1,804 shares — an estimated $101K sold.

Ironwood Financial first reported a position in ISCB in Q4 2014 and held it in 27 quarters. The position peaked at $237K in Q4 2017. 63 funds tracked by Wall St. Rank hold ISCB as of Q4 2021.

  • Ironwood Financial reported no remaining iShares Morningstar Small-Cap ETF position as of Q4 2021 after selling out during the quarter.
  • Ironwood Financial sold 1,804 iShares Morningstar Small-Cap ETF shares in Q4 2021, an estimated $101K.
  • Ironwood Financial first reported a position in iShares Morningstar Small-Cap ETF in Q4 2014 and held it in 27 quarters.
  • Ironwood Financial's iShares Morningstar Small-Cap ETF position peaked at $237K in Q4 2017.
  • 63 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q4 2021.

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