Ironwood Financial’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Ironwood Financial’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-158	Closed	-$9K	–	375
2018 Q4	$9K	Hold	158	–	–	0.01%	248
2018 Q3	$11K	Sell	158 -30	-16%	-$1.99K	0.01%	241
2018 Q2	$12K	Hold	188	–	–	0.01%	178
2018 Q1	$12K	Hold	188	–	–	0.01%	155
2017 Q4	$11K	Hold	188	–	–	0.01%	173
2017 Q3	$11K	Hold	188	–	–	0.01%	174
2017 Q2	$10K	Hold	188	–	–	0.01%	174
2017 Q1	$10K	Hold	188	–	–	0.01%	169
2016 Q4	$9K	Hold	188	–	–	0.01%	170
2016 Q3	$9K	Hold	188	–	–	0.01%	170
2016 Q2	$9K	Hold	188	–	–	0.01%	171
2016 Q1	$9K	Buy	+188	New	+$8.12K	0.01%	173
2015 Q3	$8K	Hold	188	–	–	﹤0.01%	223
2015 Q2	$9K	Hold	188	–	–	﹤0.01%	210
2015 Q1	$9K	Hold	188	–	–	﹤0.01%	212
2014 Q4	$9K	Buy	+188	New	+$8.5K	0.01%	182

Other funds holding IWP

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Ironwood Financial's IWP Position: Q1 2019 in Review

Ironwood Financial sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2019, closing a stake of 158 shares — an estimated $9K sold.

Ironwood Financial first reported a position in IWP in Q4 2014 and held it in 16 quarters. The position peaked at $12K in Q2 2018. 575 funds tracked by Wall St. Rank hold IWP as of Q1 2019.

Ironwood Financial reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2019 after selling out during the quarter.
Ironwood Financial sold 158 iShares Russell Mid-Cap Growth ETF shares in Q1 2019, an estimated $9K.
Ironwood Financial first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2014 and held it in 16 quarters.
Ironwood Financial's iShares Russell Mid-Cap Growth ETF position peaked at $12K in Q2 2018.
575 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2019.

Based on Ironwood Financial's 13F filing for Q1 2019, filed 12 Apr 2019.