Ironwood Financial’s iShares Dow Jones US ETF IYY Stock Holding History

Ironwood Financial’s Portfolio IYY Stock Details IYY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-1,270	Closed	-$101K	–	377
2019 Q4	$101K	Hold	1,270	–	–	0.05%	77
2019 Q3	$94K	Hold	1,270	–	–	0.05%	78
2019 Q2	$93K	Hold	1,270	–	–	0.05%	79
2019 Q1	$90K	Hold	1,270	–	–	0.05%	80
2018 Q4	$79K	Hold	1,270	–	–	0.04%	80
2018 Q3	$92K	Hold	1,270	–	–	0.05%	80
2018 Q2	$87K	Hold	1,270	–	–	0.05%	67
2018 Q1	$84K	Hold	1,270	–	–	0.09%	57
2017 Q4	$85K	Hold	1,270	–	–	0.05%	66
2017 Q3	$80K	Hold	1,270	–	–	0.05%	71
2017 Q2	$77K	Hold	1,270	–	–	0.05%	68
2017 Q1	$75K	Sell	1,270 -160	-11%	-$9.33K	0.05%	72
2016 Q4	$80K	Sell	1,430 -80	-5%	-$4.38K	0.06%	72
2016 Q3	$82K	Hold	1,510	–	–	0.06%	69
2016 Q2	$79K	Hold	1,510	–	–	0.06%	72
2016 Q1	$77K	Buy	+1,510	New	+$73.3K	0.06%	73
2015 Q3	$27K	Hold	560	–	–	0.01%	149
2015 Q2	$29K	Buy	560 +230	+70%	+$12.2K	0.01%	142
2015 Q1	$17K	Hold	330	–	–	0.01%	174
2014 Q4	$17K	Buy	+330	New	+$16.7K	0.01%	148

Other funds holding IYY

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Ironwood Financial's IYY Position: Q1 2020 in Review

Ironwood Financial sold out of iShares Dow Jones US ETF (IYY) in Q1 2020, closing a stake of 1,270 shares — an estimated $101K sold.

Ironwood Financial first reported a position in IYY in Q4 2014 and held it in 20 quarters. The position peaked at $101K in Q4 2019. 147 funds tracked by Wall St. Rank hold IYY as of Q1 2020.

Ironwood Financial reported no remaining iShares Dow Jones US ETF position as of Q1 2020 after selling out during the quarter.
Ironwood Financial sold 1,270 iShares Dow Jones US ETF shares in Q1 2020, an estimated $101K.
Ironwood Financial first reported a position in iShares Dow Jones US ETF in Q4 2014 and held it in 20 quarters.
Ironwood Financial's iShares Dow Jones US ETF position peaked at $101K in Q4 2019.
147 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2020.

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