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Ironwood Financial’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Ironwood Financial’s Portfolio MGK Stock Details MGK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-75
Closed -$4K – 376
2021
Q3 		$4K Hold
75
– – ﹤0.01% 454
2021
Q2 		$3K Hold
75
– – ﹤0.01% 477
2021
Q1 		$3K Hold
75
– – ﹤0.01% 461
2020
Q4 		$3K Buy
+75
New +$2.9K ﹤0.01% 419

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CC
Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ironwood Financial's MGK Position: Q4 2021 in Review

Ironwood Financial sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q4 2021, closing a stake of 75 shares — an estimated $4K sold.

Ironwood Financial first reported a position in MGK in Q4 2020 and held it in 4 quarters. The position peaked at $4K in Q3 2021. 543 funds tracked by Wall St. Rank hold MGK as of Q4 2021.

  • Ironwood Financial reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q4 2021 after selling out during the quarter.
  • Ironwood Financial sold 75 Vanguard Morningstar Mega Cap Growth ETF shares in Q4 2021, an estimated $4K.
  • Ironwood Financial first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2020 and held it in 4 quarters.
  • Ironwood Financial's Vanguard Morningstar Mega Cap Growth ETF position peaked at $4K in Q3 2021.
  • 543 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q4 2021.

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