Ironwood Financial’s iShares Global Financials ETF IXG Stock Holding History

Ironwood Financial’s Portfolio IXG Stock Details IXG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-21	Closed	-$2K	–	339
2021 Q3	$2K	Hold	21	–	–	﹤0.01%	510
2021 Q2	$2K	Buy	21 +1	+5%	+$78	﹤0.01%	502
2021 Q1	$2K	Hold	20	–	–	﹤0.01%	484
2020 Q4	$1K	Hold	20	–	–	﹤0.01%	466
2020 Q3	$1K	Hold	20	–	–	﹤0.01%	415
2020 Q2	$1K	Buy	+20	New	+$1.01K	﹤0.01%	388

Other funds holding IXG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

Ironwood Financial's IXG Position: Q4 2021 in Review

Ironwood Financial sold out of iShares Global Financials ETF (IXG) in Q4 2021, closing a stake of 21 shares — an estimated $2K sold.

Ironwood Financial first reported a position in IXG in Q2 2020 and held it in 6 quarters. The position peaked at $2K in Q3 2021. 307 funds tracked by Wall St. Rank hold IXG as of Q4 2021.

Ironwood Financial reported no remaining iShares Global Financials ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 21 iShares Global Financials ETF shares in Q4 2021, an estimated $2K.
Ironwood Financial first reported a position in iShares Global Financials ETF in Q2 2020 and held it in 6 quarters.
Ironwood Financial's iShares Global Financials ETF position peaked at $2K in Q3 2021.
307 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q4 2021.

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