Ironwood Financial’s ProShares UltraPro Russell2000 URTY Stock Holding History

Ironwood Financial’s Portfolio URTY Stock Details URTY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-159	Closed	-$16K	–	513
2021 Q3	$16K	Hold	159	–	–	﹤0.01%	310
2021 Q2	$19K	Sell	159 -75	-32%	-$8.32K	0.01%	284
2021 Q1	$25K	Buy	234 +204	+680%	+$21.7K	0.01%	237
2020 Q4	$2K	Hold	30	–	–	﹤0.01%	450
2020 Q3	$1K	Hold	30	–	–	﹤0.01%	423
2020 Q2	$1K	Buy	+30	New	+$809	﹤0.01%	394

Other funds holding URTY

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Ironwood Financial's URTY Position: Q4 2021 in Review

Ironwood Financial sold out of ProShares UltraPro Russell2000 (URTY) in Q4 2021, closing a stake of 159 shares — an estimated $16K sold.

Ironwood Financial first reported a position in URTY in Q2 2020 and held it in 6 quarters. The position peaked at $25K in Q1 2021. 30 funds tracked by Wall St. Rank hold URTY as of Q4 2021.

Ironwood Financial reported no remaining ProShares UltraPro Russell2000 position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 159 ProShares UltraPro Russell2000 shares in Q4 2021, an estimated $16K.
Ironwood Financial first reported a position in ProShares UltraPro Russell2000 in Q2 2020 and held it in 6 quarters.
Ironwood Financial's ProShares UltraPro Russell2000 position peaked at $25K in Q1 2021.
30 funds tracked by Wall St. Rank held ProShares UltraPro Russell2000 as of Q4 2021.

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