Ironwood Financial’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Ironwood Financial’s Portfolio IYC Stock Details IYC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-192	Closed	-$15K	–	342
2021 Q3	$15K	Hold	192	–	–	﹤0.01%	316
2021 Q2	$15K	Hold	192	–	–	﹤0.01%	315
2021 Q1	$14K	Hold	192	–	–	﹤0.01%	302
2020 Q4	$14K	Hold	192	–	–	0.01%	288
2020 Q3	$12K	Hold	192	–	–	0.01%	251
2020 Q2	$11K	Hold	192	–	–	0.01%	236
2020 Q1	$9K	Hold	192	–	–	0.01%	221
2019 Q4	$11K	Hold	192	–	–	0.01%	253
2019 Q3	$10K	Hold	192	–	–	﹤0.01%	261
2019 Q2	$10K	Hold	192	–	–	﹤0.01%	260
2019 Q1	$10K	Hold	192	–	–	0.01%	256
2018 Q4	$9K	Hold	192	–	–	0.01%	249
2018 Q3	$10K	Hold	192	–	–	0.01%	254
2018 Q2	$9K	Hold	192	–	–	0.01%	194
2018 Q1	$9K	Hold	192	–	–	0.01%	171
2017 Q4	$9K	Hold	192	–	–	0.01%	177
2017 Q3	$8K	Hold	192	–	–	﹤0.01%	189
2017 Q2	$8K	Hold	192	–	–	0.01%	183
2017 Q1	$8K	Hold	192	–	–	0.01%	180
2016 Q4	$7K	Hold	192	–	–	﹤0.01%	183
2016 Q3	$7K	Hold	192	–	–	0.01%	183
2016 Q2	$7K	Hold	192	–	–	0.01%	184
2016 Q1	$7K	Buy	+192	New	+$6.62K	0.01%	185
2015 Q3	$7K	Hold	192	–	–	﹤0.01%	233
2015 Q2	$7K	Hold	192	–	–	﹤0.01%	217
2015 Q1	$7K	Buy	+192	New	+$6.76K	﹤0.01%	221

Other funds holding IYC

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Ironwood Financial's IYC Position: Q4 2021 in Review

Ironwood Financial sold out of iShares US Consumer Discretionary ETF (IYC) in Q4 2021, closing a stake of 192 shares — an estimated $15K sold.

Ironwood Financial first reported a position in IYC in Q1 2015 and held it in 26 quarters. The position peaked at $15K in Q3 2021. 227 funds tracked by Wall St. Rank hold IYC as of Q4 2021.

Ironwood Financial reported no remaining iShares US Consumer Discretionary ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 192 iShares US Consumer Discretionary ETF shares in Q4 2021, an estimated $15K.
Ironwood Financial first reported a position in iShares US Consumer Discretionary ETF in Q1 2015 and held it in 26 quarters.
Ironwood Financial's iShares US Consumer Discretionary ETF position peaked at $15K in Q3 2021.
227 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q4 2021.

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