Ironwood Financial’s iShares US Technology ETF IYW Stock Holding History

Ironwood Financial’s Portfolio IYW Stock Details IYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-2,668	Closed	-$155K	–	376
2019 Q4	$155K	Hold	2,668	–	–	0.07%	62
2019 Q3	$136K	Hold	2,668	–	–	0.07%	65
2019 Q2	$132K	Hold	2,668	–	–	0.06%	64
2019 Q1	$127K	Hold	2,668	–	–	0.07%	67
2018 Q4	$107K	Hold	2,668	–	–	0.06%	69
2018 Q3	$129K	Hold	2,668	–	–	0.07%	65
2018 Q2	$119K	Hold	2,668	–	–	0.07%	59
2018 Q1	$112K	Hold	2,668	–	–	0.12%	48
2017 Q4	$109K	Hold	2,668	–	–	0.07%	58
2017 Q3	$100K	Hold	2,668	–	–	0.06%	66
2017 Q2	$93K	Hold	2,668	–	–	0.06%	63
2017 Q1	$90K	Hold	2,668	–	–	0.06%	64
2016 Q4	$80K	Hold	2,668	–	–	0.06%	71
2016 Q3	$79K	Hold	2,668	–	–	0.06%	71
2016 Q2	$70K	Hold	2,668	–	–	0.05%	79
2016 Q1	$72K	Buy	+2,668	New	+$67.4K	0.06%	75
2015 Q3	$66K	Hold	2,668	–	–	0.03%	100
2015 Q2	$70K	Hold	2,668	–	–	0.03%	98
2015 Q1	$70K	Hold	2,668	–	–	0.03%	98
2014 Q4	$70K	Buy	+2,668	New	+$68K	0.04%	92

Other funds holding IYW

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

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

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

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

Ironwood Financial's IYW Position: Q1 2020 in Review

Ironwood Financial sold out of iShares US Technology ETF (IYW) in Q1 2020, closing a stake of 2,668 shares — an estimated $155K sold.

Ironwood Financial first reported a position in IYW in Q4 2014 and held it in 20 quarters. The position peaked at $155K in Q4 2019. 422 funds tracked by Wall St. Rank hold IYW as of Q1 2020.

Ironwood Financial reported no remaining iShares US Technology ETF position as of Q1 2020 after selling out during the quarter.
Ironwood Financial sold 2,668 iShares US Technology ETF shares in Q1 2020, an estimated $155K.
Ironwood Financial first reported a position in iShares US Technology ETF in Q4 2014 and held it in 20 quarters.
Ironwood Financial's iShares US Technology ETF position peaked at $155K in Q4 2019.
422 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2020.

Based on Ironwood Financial's 13F filing for Q1 2020, filed 27 Apr 2020.