Ironwood Financial’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Ironwood Financial’s Portfolio IUSG Stock Details IUSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-231	Closed	-$24K	–	333
2021 Q3	$24K	Hold	231	–	–	0.01%	265
2021 Q2	$23K	Hold	231	–	–	0.01%	262
2021 Q1	$21K	Hold	231	–	–	0.01%	261
2020 Q4	$20K	Hold	231	–	–	0.01%	249
2020 Q3	$18K	Hold	231	–	–	0.01%	204
2020 Q2	$17K	Buy	+231	New	+$15.3K	0.01%	198

Other funds holding IUSG

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ironwood Financial's IUSG Position: Q4 2021 in Review

Ironwood Financial sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2021, closing a stake of 231 shares — an estimated $24K sold.

Ironwood Financial first reported a position in IUSG in Q2 2020 and held it in 6 quarters. The position peaked at $24K in Q3 2021. 555 funds tracked by Wall St. Rank hold IUSG as of Q4 2021.

Ironwood Financial reported no remaining iShares Core S&P US Growth ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 231 iShares Core S&P US Growth ETF shares in Q4 2021, an estimated $24K.
Ironwood Financial first reported a position in iShares Core S&P US Growth ETF in Q2 2020 and held it in 6 quarters.
Ironwood Financial's iShares Core S&P US Growth ETF position peaked at $24K in Q3 2021.
555 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2021.

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