Ironwood Financial’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Ironwood Financial’s Portfolio SPLV Stock Details SPLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-233	Closed	-$14K	–	475
2021 Q3	$14K	Hold	233	–	–	﹤0.01%	329
2021 Q2	$14K	Hold	233	–	–	﹤0.01%	326
2021 Q1	$14K	Hold	233	–	–	﹤0.01%	306
2020 Q4	$13K	Sell	233 -217	-48%	-$11.9K	﹤0.01%	294
2020 Q3	$24K	Buy	+450	New	+$23.9K	0.01%	176
2018 Q2	–	Sell	-475	Closed	-$22K	–	293
2018 Q1	$22K	Hold	475	–	–	0.02%	130
2017 Q4	$23K	Hold	475	–	–	0.01%	131
2017 Q3	$22K	Hold	475	–	–	0.01%	139
2017 Q2	$21K	Hold	475	–	–	0.01%	135
2017 Q1	$21K	Hold	475	–	–	0.01%	133
2016 Q4	$20K	Hold	475	–	–	0.01%	136
2016 Q3	$20K	Hold	475	–	–	0.01%	134
2016 Q2	$20K	Hold	475	–	–	0.01%	134
2016 Q1	$19K	Buy	+475	New	+$18.1K	0.01%	139
2015 Q3	$44K	Hold	1,235	–	–	0.02%	120
2015 Q2	$45K	Sell	1,235 -75	-6%	-$2.81K	0.02%	119
2015 Q1	$50K	Hold	1,310	–	–	0.02%	112
2014 Q4	$50K	Buy	+1,310	New	+$48K	0.03%	104

Other funds holding SPLV

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Ironwood Financial's SPLV Position: Q4 2021 in Review

Ironwood Financial sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q4 2021, closing a stake of 233 shares — an estimated $14K sold.

Ironwood Financial first reported a position in SPLV in Q4 2014 and held it in 18 quarters. The position peaked at $50K in Q1 2015. 664 funds tracked by Wall St. Rank hold SPLV as of Q4 2021.

Ironwood Financial reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 233 Invesco S&P 500 Low Volatility ETF shares in Q4 2021, an estimated $14K.
Ironwood Financial first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2014 and held it in 18 quarters.
Ironwood Financial's Invesco S&P 500 Low Volatility ETF position peaked at $50K in Q1 2015.
664 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2021.

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