Ironwood Financial’s iShares Russell 1000 ETF IWB Stock Holding History

Ironwood Financial’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-342	Closed	-$83K	–	334
2021 Q3	$83K	Buy	342 +40	+13%	+$9.94K	0.02%	151
2021 Q2	$73K	Buy	302 +120	+66%	+$28.3K	0.02%	162
2021 Q1	$41K	Hold	182	–	–	0.01%	187
2020 Q4	$39K	Buy	182 +30	+20%	+$5.99K	0.01%	182
2020 Q3	$28K	Hold	152	–	–	0.01%	157
2020 Q2	$26K	Hold	152	–	–	0.01%	155
2020 Q1	$22K	Sell	152 -59	-28%	-$9.97K	0.02%	143
2019 Q4	$38K	Hold	211	–	–	0.02%	135
2019 Q3	$35K	Hold	211	–	–	0.02%	147
2019 Q2	$34K	Buy	211 +95	+82%	+$15.2K	0.02%	150
2019 Q1	$18K	Buy	116 +27	+30%	+$4.08K	0.01%	211
2018 Q4	$12K	Hold	89	–	–	0.01%	224
2018 Q3	$14K	Hold	89	–	–	0.01%	222
2018 Q2	$14K	Hold	89	–	–	0.01%	172
2018 Q1	$13K	Sell	89 -16	-15%	-$2.43K	0.01%	150
2017 Q4	$16K	Hold	105	–	–	0.01%	151
2017 Q3	$15K	Hold	105	–	–	0.01%	157
2017 Q2	$14K	Sell	105 -165	-61%	-$22K	0.01%	155
2017 Q1	$35K	Hold	270	–	–	0.02%	100
2016 Q4	$34K	Hold	270	–	–	0.02%	102
2016 Q3	$33K	Hold	270	–	–	0.02%	108
2016 Q2	$32K	Hold	270	–	–	0.02%	107
2016 Q1	$31K	Buy	+270	New	+$29.2K	0.02%	110
2015 Q3	$29K	Hold	270	–	–	0.01%	146
2015 Q2	$31K	Hold	270	–	–	0.01%	139
2015 Q1	$31K	Sell	270 -7	-3%	-$808	0.01%	138
2014 Q4	$32K	Buy	+277	New	+$31.1K	0.02%	119

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ironwood Financial's IWB Position: Q4 2021 in Review

Ironwood Financial sold out of iShares Russell 1000 ETF (IWB) in Q4 2021, closing a stake of 342 shares — an estimated $83K sold.

Ironwood Financial first reported a position in IWB in Q4 2014 and held it in 27 quarters. The position peaked at $83K in Q3 2021. 1,060 funds tracked by Wall St. Rank hold IWB as of Q4 2021.

Ironwood Financial reported no remaining iShares Russell 1000 ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 342 iShares Russell 1000 ETF shares in Q4 2021, an estimated $83K.
Ironwood Financial first reported a position in iShares Russell 1000 ETF in Q4 2014 and held it in 27 quarters.
Ironwood Financial's iShares Russell 1000 ETF position peaked at $83K in Q3 2021.
1,060 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2021.

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