Ironwood Financial’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Ironwood Financial’s Portfolio LIT Stock Details LIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-990	Closed	-$81K	–	362
2021 Q3	$81K	Buy	990 +324	+49%	+$26.6K	0.02%	154
2021 Q2	$48K	Hold	666	–	–	0.01%	192
2021 Q1	$39K	Hold	666	–	–	0.01%	193
2020 Q4	$41K	Hold	666	–	–	0.02%	178
2020 Q3	$27K	Hold	666	–	–	0.01%	164
2020 Q2	$21K	Hold	666	–	–	0.01%	177
2020 Q1	$14K	Hold	666	–	–	0.01%	191
2019 Q4	$18K	Hold	666	–	–	0.01%	219
2019 Q3	$16K	Hold	666	–	–	0.01%	227
2019 Q2	$17K	Hold	666	–	–	0.01%	223
2019 Q1	$19K	Hold	666	–	–	0.01%	205
2018 Q4	$18K	Hold	666	–	–	0.01%	191
2018 Q3	$22K	Hold	666	–	–	0.01%	185
2018 Q2	$22K	Hold	666	–	–	0.01%	152
2018 Q1	$22K	Hold	666	–	–	0.02%	126
2017 Q4	$26K	Buy	666 +653	+5,023%	+$25.7K	0.02%	118
2017 Q3	$0	Hold	13	–	–	﹤0.01%	268
2017 Q2	$0	Hold	13	–	–	﹤0.01%	268
2017 Q1	$0	Hold	13	–	–	﹤0.01%	269
2016 Q4	$0	Hold	13	–	–	﹤0.01%	273
2016 Q3	$0	Hold	13	–	–	﹤0.01%	272
2016 Q2	$0	Hold	13	–	–	﹤0.01%	280
2016 Q1	$0	Buy	+13	New	+$249	﹤0.01%	283
2015 Q3	$0	Hold	13	–	–	﹤0.01%	375
2015 Q2	$0	Hold	13	–	–	﹤0.01%	333
2015 Q1	$0	Hold	13	–	–	﹤0.01%	390
2014 Q4	$0	Buy	+13	New	+$306	﹤0.01%	359

Other funds holding LIT

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

Ironwood Financial's LIT Position: Q4 2021 in Review

Ironwood Financial sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2021, closing a stake of 990 shares — an estimated $81K sold.

Ironwood Financial first reported a position in LIT in Q4 2014 and held it in 27 quarters. The position peaked at $81K in Q3 2021. 460 funds tracked by Wall St. Rank hold LIT as of Q4 2021.

Ironwood Financial reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 990 Global X Lithium & Battery Tech ETF shares in Q4 2021, an estimated $81K.
Ironwood Financial first reported a position in Global X Lithium & Battery Tech ETF in Q4 2014 and held it in 27 quarters.
Ironwood Financial's Global X Lithium & Battery Tech ETF position peaked at $81K in Q3 2021.
460 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2021.

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