Ironwood Financial’s iShares US Industrials ETF IYJ Stock Holding History

Ironwood Financial’s Portfolio IYJ Stock Details IYJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-30	Closed	-$3K	–	343
2021 Q3	$3K	Hold	30	–	–	﹤0.01%	475
2021 Q2	$3K	Hold	30	–	–	﹤0.01%	473
2021 Q1	$3K	Hold	30	–	–	﹤0.01%	455
2020 Q4	$3K	Hold	30	–	–	﹤0.01%	415
2020 Q3	$3K	Buy	+30	New	+$2.44K	﹤0.01%	365
2017 Q1	–	Sell	-130	Closed	-$8K	–	268
2016 Q4	$8K	Hold	130	–	–	0.01%	177
2016 Q3	$7K	Hold	130	–	–	0.01%	184
2016 Q2	$7K	Hold	130	–	–	0.01%	185
2016 Q1	$7K	Buy	+130	New	+$6.46K	0.01%	186
2015 Q3	$6K	Hold	130	–	–	﹤0.01%	245
2015 Q2	$7K	Hold	130	–	–	﹤0.01%	218
2015 Q1	$7K	Hold	130	–	–	﹤0.01%	222
2014 Q4	$7K	Buy	+130	New	+$6.76K	﹤0.01%	190

Other funds holding IYJ

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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NWM

NEIRG Wealth Management North Andover, Massachusetts $542M AUM 10.92% 1-Year Est. Return

RJFSA

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

Ironwood Financial's IYJ Position: Q4 2021 in Review

Ironwood Financial sold out of iShares US Industrials ETF (IYJ) in Q4 2021, closing a stake of 30 shares — an estimated $3K sold.

Ironwood Financial first reported a position in IYJ in Q4 2014 and held it in 13 quarters. The position peaked at $8K in Q4 2016. 263 funds tracked by Wall St. Rank hold IYJ as of Q4 2021.

Ironwood Financial reported no remaining iShares US Industrials ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 30 iShares US Industrials ETF shares in Q4 2021, an estimated $3K.
Ironwood Financial first reported a position in iShares US Industrials ETF in Q4 2014 and held it in 13 quarters.
Ironwood Financial's iShares US Industrials ETF position peaked at $8K in Q4 2016.
263 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2021.

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