Ironwood Financial’s iShares Russell 1000 Value ETF IWD Stock Holding History

Ironwood Financial’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-445	Closed	-$70K	–	335
2021 Q3	$70K	Buy	445 +255	+134%	+$40.9K	0.02%	173
2021 Q2	$30K	Hold	190	–	–	0.01%	236
2021 Q1	$29K	Hold	190	–	–	0.01%	223
2020 Q4	$26K	Hold	190	–	–	0.01%	213
2020 Q3	$22K	Hold	190	–	–	0.01%	180
2020 Q2	$21K	Hold	190	–	–	0.01%	176
2020 Q1	$19K	Hold	190	–	–	0.01%	157
2019 Q4	$26K	Hold	190	–	–	0.01%	175
2019 Q3	$24K	Hold	190	–	–	0.01%	182
2019 Q2	$24K	Hold	190	–	–	0.01%	182
2019 Q1	$23K	Hold	190	–	–	0.01%	178
2018 Q4	$21K	Buy	+190	New	+$22.8K	0.01%	175
2015 Q1	–	Sell	-27	Closed	-$3K	–	384
2014 Q4	$3K	Buy	+27	New	+$2.75K	﹤0.01%	239

Other funds holding IWD

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ironwood Financial's IWD Position: Q4 2021 in Review

Ironwood Financial sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2021, closing a stake of 445 shares — an estimated $70K sold.

Ironwood Financial first reported a position in IWD in Q4 2014 and held it in 13 quarters. The position peaked at $70K in Q3 2021. 1,388 funds tracked by Wall St. Rank hold IWD as of Q4 2021.

Ironwood Financial reported no remaining iShares Russell 1000 Value ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 445 iShares Russell 1000 Value ETF shares in Q4 2021, an estimated $70K.
Ironwood Financial first reported a position in iShares Russell 1000 Value ETF in Q4 2014 and held it in 13 quarters.
Ironwood Financial's iShares Russell 1000 Value ETF position peaked at $70K in Q3 2021.
1,388 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2021.

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