IF
RFV icon

Ironwood Financial’s Invesco S&P MidCap 400 Pure Value ETF RFV Stock Holding History

Ironwood Financial’s Portfolio RFV Stock Details RFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-85
Closed -$8K – 441
2021
Q3 		$8K Hold
85
– – ﹤0.01% 391
2021
Q2 		$8K Hold
85
– – ﹤0.01% 390
2021
Q1 		$8K Buy
+85
New +$7.08K ﹤0.01% 368

Other funds holding RFV

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ironwood Financial's RFV Position: Q4 2021 in Review

Ironwood Financial sold out of Invesco S&P MidCap 400 Pure Value ETF (RFV) in Q4 2021, closing a stake of 85 shares — an estimated $8K sold.

Ironwood Financial first reported a position in RFV in Q1 2021 and held it in 3 quarters. The position peaked at $8K in Q3 2021. 45 funds tracked by Wall St. Rank hold RFV as of Q4 2021.

  • Ironwood Financial reported no remaining Invesco S&P MidCap 400 Pure Value ETF position as of Q4 2021 after selling out during the quarter.
  • Ironwood Financial sold 85 Invesco S&P MidCap 400 Pure Value ETF shares in Q4 2021, an estimated $8K.
  • Ironwood Financial first reported a position in Invesco S&P MidCap 400 Pure Value ETF in Q1 2021 and held it in 3 quarters.
  • Ironwood Financial's Invesco S&P MidCap 400 Pure Value ETF position peaked at $8K in Q3 2021.
  • 45 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Value ETF as of Q4 2021.

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