Ironwood Financial’s iShares US Transportation ETF IYT Stock Holding History

Ironwood Financial’s Portfolio IYT Stock Details IYT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-340	Closed	-$21K	–	346
2021 Q3	$21K	Hold	340	–	–	0.01%	279
2021 Q2	$22K	Hold	340	–	–	0.01%	266
2021 Q1	$22K	Buy	+340	New	+$20K	0.01%	255
2019 Q1	–	Sell	-376	Closed	-$16K	–	376
2018 Q4	$16K	Hold	376	–	–	0.01%	204
2018 Q3	$19K	Hold	376	–	–	0.01%	195
2018 Q2	$18K	Hold	376	–	–	0.01%	163
2018 Q1	$18K	Hold	376	–	–	0.02%	142
2017 Q4	$18K	Hold	376	–	–	0.01%	147
2017 Q3	$17K	Hold	376	–	–	0.01%	154
2017 Q2	$16K	Hold	376	–	–	0.01%	152
2017 Q1	$15K	Hold	376	–	–	0.01%	153
2016 Q4	$15K	Hold	376	–	–	0.01%	150
2016 Q3	$14K	Hold	376	–	–	0.01%	151
2016 Q2	$13K	Hold	376	–	–	0.01%	157
2016 Q1	$13K	Buy	+376	New	+$12.3K	0.01%	160
2015 Q3	$13K	Hold	376	–	–	0.01%	193
2015 Q2	$14K	Hold	376	–	–	0.01%	186
2015 Q1	$15K	Hold	376	–	–	0.01%	182
2014 Q4	$15K	Buy	+376	New	+$14.8K	0.01%	157

Other funds holding IYT

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RBA

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

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

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

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

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

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Ironwood Financial's IYT Position: Q4 2021 in Review

Ironwood Financial sold out of iShares US Transportation ETF (IYT) in Q4 2021, closing a stake of 340 shares — an estimated $21K sold.

Ironwood Financial first reported a position in IYT in Q4 2014 and held it in 19 quarters. The position peaked at $22K in Q2 2021. 240 funds tracked by Wall St. Rank hold IYT as of Q4 2021.

Ironwood Financial reported no remaining iShares US Transportation ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 340 iShares US Transportation ETF shares in Q4 2021, an estimated $21K.
Ironwood Financial first reported a position in iShares US Transportation ETF in Q4 2014 and held it in 19 quarters.
Ironwood Financial's iShares US Transportation ETF position peaked at $22K in Q2 2021.
240 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q4 2021.

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