IF
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Ironwood Financial’s iShares Core S&P US Value ETF IUSV Stock Holding History

Ironwood Financial’s Portfolio IUSV Stock Details IUSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,024
Closed -$73K – 332
2021
Q3 		$73K Hold
1,024
– – 0.02% 167
2021
Q2 		$74K Hold
1,024
– – 0.02% 160
2021
Q1 		$71K Hold
1,024
– – 0.02% 149
2020
Q4 		$64K Hold
1,024
– – 0.02% 155
2020
Q3 		$56K Hold
1,024
– – 0.03% 112
2020
Q2 		$53K Buy
1,024
+224
+28% +$11.4K 0.03% 107
2020
Q1 		$37K Sell
800
-23
-3% -$1.32K 0.03% 102
2019
Q4 		$52K Buy
823
+28
+4% +$1.69K 0.02% 111
2019
Q3 		$46K Hold
795
– – 0.02% 118
2019
Q2 		$45K Hold
795
– – 0.02% 126
2019
Q1 		$44K Hold
795
– – 0.02% 121
2018
Q4 		$39K Hold
795
– – 0.02% 116
2018
Q3 		$45K Hold
795
– – 0.02% 118
2018
Q2 		$43K Hold
795
– – 0.02% 96
2018
Q1 		$42K Buy
795
+183
+30% +$10.1K 0.05% 81
2017
Q4 		$34K Hold
612
– – 0.02% 103
2017
Q3 		$32K Hold
612
– – 0.02% 114
2017
Q2 		$31K Hold
612
– – 0.02% 106
2017
Q1 		$31K Hold
612
– – 0.02% 107
2016
Q4 		$30K Hold
612
– – 0.02% 108
2016
Q3 		$28K Hold
612
– – 0.02% 114
2016
Q2 		$27K Sell
612
-165
-21% -$7.23K 0.02% 117
2016
Q1 		$33K Buy
+777
New +$31.6K 0.03% 106
2015
Q3 		$31K Sell
777
-126
-14% -$5.44K 0.02% 140
2015
Q2 		$41K Sell
903
-81
-8% -$3.7K 0.02% 122
2015
Q1 		$44K Hold
984
– – 0.02% 119
2014
Q4 		$45K Buy
+984
New +$43.6K 0.02% 107

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ironwood Financial's IUSV Position: Q4 2021 in Review

Ironwood Financial sold out of iShares Core S&P US Value ETF (IUSV) in Q4 2021, closing a stake of 1,024 shares — an estimated $73K sold.

Ironwood Financial first reported a position in IUSV in Q4 2014 and held it in 27 quarters. The position peaked at $74K in Q2 2021. 481 funds tracked by Wall St. Rank hold IUSV as of Q4 2021.

  • Ironwood Financial reported no remaining iShares Core S&P US Value ETF position as of Q4 2021 after selling out during the quarter.
  • Ironwood Financial sold 1,024 iShares Core S&P US Value ETF shares in Q4 2021, an estimated $73K.
  • Ironwood Financial first reported a position in iShares Core S&P US Value ETF in Q4 2014 and held it in 27 quarters.
  • Ironwood Financial's iShares Core S&P US Value ETF position peaked at $74K in Q2 2021.
  • 481 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2021.

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