Ironwood Financial’s iShares US Consumer Staples ETF IYK Stock Holding History

Ironwood Financial’s Portfolio IYK Stock Details IYK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-300	Closed	-$18K	–	344
2021 Q3	$18K	Hold	300	–	–	0.01%	293
2021 Q2	$18K	Hold	300	–	–	0.01%	293
2021 Q1	$18K	Sell	300 -405	-57%	-$23.7K	0.01%	277
2020 Q4	$41K	Hold	705	–	–	0.02%	177
2020 Q3	$35K	Hold	705	–	–	0.02%	139
2020 Q2	$30K	Hold	705	–	–	0.02%	140
2020 Q1	$25K	Hold	705	–	–	0.02%	126
2019 Q4	$31K	Hold	705	–	–	0.01%	160
2019 Q3	$30K	Hold	705	–	–	0.01%	160
2019 Q2	$29K	Hold	705	–	–	0.01%	165
2019 Q1	$28K	Hold	705	–	–	0.01%	163
2018 Q4	$25K	Buy	705 +405	+135%	+$15.5K	0.01%	162
2018 Q3	$12K	Hold	300	–	–	0.01%	230
2018 Q2	$12K	Hold	300	–	–	0.01%	179
2018 Q1	$12K	Hold	300	–	–	0.01%	156
2017 Q4	$13K	Hold	300	–	–	0.01%	160
2017 Q3	$12K	Hold	300	–	–	0.01%	168
2017 Q2	$12K	Hold	300	–	–	0.01%	161
2017 Q1	$12K	Hold	300	–	–	0.01%	159
2016 Q4	$11K	Hold	300	–	–	0.01%	163
2016 Q3	$11K	Hold	300	–	–	0.01%	162
2016 Q2	$12K	Hold	300	–	–	0.01%	159
2016 Q1	$11K	Buy	+300	New	+$10.7K	0.01%	166

Other funds holding IYK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Ironwood Financial's IYK Position: Q4 2021 in Review

Ironwood Financial sold out of iShares US Consumer Staples ETF (IYK) in Q4 2021, closing a stake of 300 shares — an estimated $18K sold.

Ironwood Financial first reported a position in IYK in Q1 2016 and held it in 23 quarters. The position peaked at $41K in Q4 2020. 165 funds tracked by Wall St. Rank hold IYK as of Q4 2021.

Ironwood Financial reported no remaining iShares US Consumer Staples ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 300 iShares US Consumer Staples ETF shares in Q4 2021, an estimated $18K.
Ironwood Financial first reported a position in iShares US Consumer Staples ETF in Q1 2016 and held it in 23 quarters.
Ironwood Financial's iShares US Consumer Staples ETF position peaked at $41K in Q4 2020.
165 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q4 2021.

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