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Ironwood Financial’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Ironwood Financial’s Portfolio RWK Stock Details RWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-95
Closed -$8K – 449
2021
Q3 		$8K Hold
95
– – ﹤0.01% 393
2021
Q2 		$8K Hold
95
– – ﹤0.01% 391
2021
Q1 		$8K Buy
+95
New +$7.51K ﹤0.01% 369

Other funds holding RWK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ironwood Financial's RWK Position: Q4 2021 in Review

Ironwood Financial sold out of Invesco S&P MidCap 400 Revenue ETF (RWK) in Q4 2021, closing a stake of 95 shares — an estimated $8K sold.

Ironwood Financial first reported a position in RWK in Q1 2021 and held it in 3 quarters. The position peaked at $8K in Q3 2021. 80 funds tracked by Wall St. Rank hold RWK as of Q4 2021.

  • Ironwood Financial reported no remaining Invesco S&P MidCap 400 Revenue ETF position as of Q4 2021 after selling out during the quarter.
  • Ironwood Financial sold 95 Invesco S&P MidCap 400 Revenue ETF shares in Q4 2021, an estimated $8K.
  • Ironwood Financial first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q1 2021 and held it in 3 quarters.
  • Ironwood Financial's Invesco S&P MidCap 400 Revenue ETF position peaked at $8K in Q3 2021.
  • 80 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q4 2021.

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