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

Ironwood Financial’s Portfolio ISCV Stock Details ISCV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-171	Closed	-$8K	–	372
2019 Q4	$8K	Hold	171	–	–	﹤0.01%	279
2019 Q3	$8K	Hold	171	–	–	﹤0.01%	275
2019 Q2	$8K	Hold	171	–	–	﹤0.01%	281
2019 Q1	$8K	Hold	171	–	–	﹤0.01%	276
2018 Q4	$7K	Hold	171	–	–	﹤0.01%	274
2018 Q3	$9K	Hold	171	–	–	﹤0.01%	259
2018 Q2	$9K	Hold	171	–	–	0.01%	193
2018 Q1	$8K	Hold	171	–	–	0.01%	181
2017 Q4	$9K	Hold	171	–	–	0.01%	176
2017 Q3	$8K	Hold	171	–	–	﹤0.01%	188
2017 Q2	$8K	Hold	171	–	–	0.01%	182
2017 Q1	$8K	Sell	171 -60	-26%	-$2.9K	0.01%	179
2016 Q4	$11K	Hold	231	–	–	0.01%	162
2016 Q3	$10K	Hold	231	–	–	0.01%	165
2016 Q2	$9K	Hold	231	–	–	0.01%	170
2016 Q1	$9K	Buy	+231	New	+$8.39K	0.01%	172
2015 Q3	$9K	Hold	231	–	–	﹤0.01%	212
2015 Q2	$10K	Hold	231	–	–	﹤0.01%	203
2015 Q1	$10K	Sell	231 -20,382	-99%	-$872K	﹤0.01%	207
2014 Q4	$885K	Buy	+20,613	New	+$857K	0.49%	38

Other funds holding ISCV

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

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

MTC

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

Ironwood Financial's ISCV Position: Q1 2020 in Review

Ironwood Financial sold out of iShares Morningstar Small-Cap Value ETF (ISCV) in Q1 2020, closing a stake of 171 shares — an estimated $8K sold.

Ironwood Financial first reported a position in ISCV in Q4 2014 and held it in 20 quarters. The position peaked at $885K in Q4 2014. 70 funds tracked by Wall St. Rank hold ISCV as of Q1 2020.

Ironwood Financial reported no remaining iShares Morningstar Small-Cap Value ETF position as of Q1 2020 after selling out during the quarter.
Ironwood Financial sold 171 iShares Morningstar Small-Cap Value ETF shares in Q1 2020, an estimated $8K.
Ironwood Financial first reported a position in iShares Morningstar Small-Cap Value ETF in Q4 2014 and held it in 20 quarters.
Ironwood Financial's iShares Morningstar Small-Cap Value ETF position peaked at $885K in Q4 2014.
70 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q1 2020.

Based on Ironwood Financial's 13F filing for Q1 2020, filed 27 Apr 2020.