Ironwood Financial’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Ironwood Financial’s Portfolio REGL Stock Details REGL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-100	Closed	-$7K	–	436
2021 Q3	$7K	Hold	100	–	–	﹤0.01%	407
2021 Q2	$7K	Hold	100	–	–	﹤0.01%	405
2021 Q1	$7K	Hold	100	–	–	﹤0.01%	386
2020 Q4	$6K	Hold	100	–	–	﹤0.01%	370
2020 Q3	$5K	Buy	+100	New	+$5.43K	﹤0.01%	333

Other funds holding REGL

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IMOV

Investment Management of Virginia Richmond, Virginia $526M AUM 3.23% 1-Year Est. Return

Ironwood Financial's REGL Position: Q4 2021 in Review

Ironwood Financial sold out of ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q4 2021, closing a stake of 100 shares — an estimated $7K sold.

Ironwood Financial first reported a position in REGL in Q3 2020 and held it in 5 quarters. The position peaked at $7K in Q3 2021. 148 funds tracked by Wall St. Rank hold REGL as of Q4 2021.

Ironwood Financial reported no remaining ProShares S&P MidCap 400 Dividend Aristocrats ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 100 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q4 2021, an estimated $7K.
Ironwood Financial first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q3 2020 and held it in 5 quarters.
Ironwood Financial's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $7K in Q3 2021.
148 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q4 2021.

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