Ironwood Financial’s iShares Global Healthcare ETF IXJ Stock Holding History

Ironwood Financial’s Portfolio IXJ Stock Details IXJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-800	Closed	-$67K	–	340
2021 Q3	$67K	Hold	800	–	–	0.02%	178
2021 Q2	$66K	Hold	800	–	–	0.02%	171
2021 Q1	$62K	Sell	800 -214	-21%	-$16.5K	0.02%	162
2020 Q4	$78K	Hold	1,014	–	–	0.03%	141
2020 Q3	$73K	Hold	1,014	–	–	0.04%	100
2020 Q2	$70K	Sell	1,014 -85	-8%	-$5.74K	0.04%	92
2020 Q1	$67K	Sell	1,099 -403	-27%	-$26.6K	0.05%	73
2019 Q4	$103K	Hold	1,502	–	–	0.05%	76
2019 Q3	$92K	Hold	1,502	–	–	0.04%	80
2019 Q2	$93K	Hold	1,502	–	–	0.05%	78
2019 Q1	$92K	Hold	1,502	–	–	0.05%	79
2018 Q4	$85K	Hold	1,502	–	–	0.05%	76
2018 Q3	$95K	Hold	1,502	–	–	0.05%	78
2018 Q2	$85K	Hold	1,502	–	–	0.05%	69
2018 Q1	$84K	Hold	1,502	–	–	0.09%	56
2017 Q4	$85K	Hold	1,502	–	–	0.05%	65
2017 Q3	$84K	Hold	1,502	–	–	0.05%	70
2017 Q2	$82K	Hold	1,502	–	–	0.05%	67
2017 Q1	$77K	Hold	1,502	–	–	0.05%	71
2016 Q4	$71K	Hold	1,502	–	–	0.05%	75
2016 Q3	$76K	Hold	1,502	–	–	0.05%	73
2016 Q2	$76K	Sell	1,502 -144	-9%	-$7.18K	0.06%	75
2016 Q1	$79K	Buy	+1,646	New	+$78.5K	0.06%	70
2015 Q3	$81K	Hold	1,646	–	–	0.04%	91
2015 Q2	$89K	Sell	1,646 -370	-18%	-$20.4K	0.04%	87
2015 Q1	$109K	Hold	2,016	–	–	0.05%	84
2014 Q4	$100K	Buy	+2,016	New	+$100K	0.06%	80

Other funds holding IXJ

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

RBA

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

CFM

Capricorn Fund Managers London, United Kingdom $641M AUM 61.79% 1-Year Est. Return

Ironwood Financial's IXJ Position: Q4 2021 in Review

Ironwood Financial sold out of iShares Global Healthcare ETF (IXJ) in Q4 2021, closing a stake of 800 shares — an estimated $67K sold.

Ironwood Financial first reported a position in IXJ in Q4 2014 and held it in 27 quarters. The position peaked at $109K in Q1 2015. 236 funds tracked by Wall St. Rank hold IXJ as of Q4 2021.

Ironwood Financial reported no remaining iShares Global Healthcare ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 800 iShares Global Healthcare ETF shares in Q4 2021, an estimated $67K.
Ironwood Financial first reported a position in iShares Global Healthcare ETF in Q4 2014 and held it in 27 quarters.
Ironwood Financial's iShares Global Healthcare ETF position peaked at $109K in Q1 2015.
236 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q4 2021.

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