IF
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Ironwood Financial’s iShares Russell 3000 ETF IWV Stock Holding History

Ironwood Financial’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-106
Closed -$27K – 338
2021
Q3 		$27K Hold
106
– – 0.01% 250
2021
Q2 		$27K Buy
106
+26
+33% +$6.48K 0.01% 248
2021
Q1 		$19K Hold
80
– – 0.01% 267
2020
Q4 		$18K Hold
80
– – 0.01% 266
2020
Q3 		$16K Sell
80
-180
-69% -$34.8K 0.01% 216
2020
Q2 		$47K Hold
260
– – 0.03% 111
2020
Q1 		$39K Sell
260
-340
-57% -$60.5K 0.03% 101
2019
Q4 		$113K Buy
600
+70
+13% +$12.6K 0.05% 72
2019
Q3 		$92K Hold
530
– – 0.04% 79
2019
Q2 		$91K Sell
530
-48
-8% -$8.14K 0.04% 81
2019
Q1 		$96K Buy
578
+19
+3% +$3.05K 0.05% 76
2018
Q4 		$82K Buy
559
+199
+55% +$31.6K 0.05% 77
2018
Q3 		$62K Hold
360
– – 0.03% 93
2018
Q2 		$58K Hold
360
– – 0.03% 77
2018
Q1 		$56K Hold
360
– – 0.06% 65
2017
Q4 		$57K Hold
360
– – 0.03% 76
2017
Q3 		$54K Sell
360
-6
-2% -$876 0.03% 81
2017
Q2 		$53K Hold
366
– – 0.03% 83
2017
Q1 		$51K Sell
366
-68
-16% -$9.39K 0.03% 82
2016
Q4 		$58K Sell
434
-44
-9% -$5.7K 0.04% 82
2016
Q3 		$61K Sell
478
-134
-22% -$17.1K 0.04% 82
2016
Q2 		$76K Sell
612
-41
-6% -$5.01K 0.06% 74
2016
Q1 		$79K Buy
+653
New +$74.7K 0.06% 69
2015
Q3 		$719K Buy
6,313
+894
+16% +$108K 0.35% 40
2015
Q2 		$672K Sell
5,419
-134
-2% -$16.9K 0.32% 42
2015
Q1 		$688K Buy
5,553
+451
+9% +$55.6K 0.33% 42
2014
Q4 		$623K Buy
+5,102
New +$609K 0.34% 43

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ironwood Financial's IWV Position: Q4 2021 in Review

Ironwood Financial sold out of iShares Russell 3000 ETF (IWV) in Q4 2021, closing a stake of 106 shares — an estimated $27K sold.

Ironwood Financial first reported a position in IWV in Q4 2014 and held it in 27 quarters. The position peaked at $719K in Q3 2015. 671 funds tracked by Wall St. Rank hold IWV as of Q4 2021.

  • Ironwood Financial reported no remaining iShares Russell 3000 ETF position as of Q4 2021 after selling out during the quarter.
  • Ironwood Financial sold 106 iShares Russell 3000 ETF shares in Q4 2021, an estimated $27K.
  • Ironwood Financial first reported a position in iShares Russell 3000 ETF in Q4 2014 and held it in 27 quarters.
  • Ironwood Financial's iShares Russell 3000 ETF position peaked at $719K in Q3 2015.
  • 671 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2021.

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