Ironwood Financial’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Ironwood Financial’s Portfolio VLUE Stock Details VLUE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-778	Closed	-$78K	–	529
2021 Q3	$78K	Hold	778	–	–	0.02%	158
2021 Q2	$82K	Buy	778 +198	+34%	+$20.9K	0.02%	148
2021 Q1	$59K	Buy	+580	New	+$55.9K	0.02%	167

Other funds holding VLUE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Ironwood Financial's VLUE Position: Q4 2021 in Review

Ironwood Financial sold out of iShares MSCI USA Value Factor ETF (VLUE) in Q4 2021, closing a stake of 778 shares — an estimated $78K sold.

Ironwood Financial first reported a position in VLUE in Q1 2021 and held it in 3 quarters. The position peaked at $82K in Q2 2021. 578 funds tracked by Wall St. Rank hold VLUE as of Q4 2021.

Ironwood Financial reported no remaining iShares MSCI USA Value Factor ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 778 iShares MSCI USA Value Factor ETF shares in Q4 2021, an estimated $78K.
Ironwood Financial first reported a position in iShares MSCI USA Value Factor ETF in Q1 2021 and held it in 3 quarters.
Ironwood Financial's iShares MSCI USA Value Factor ETF position peaked at $82K in Q2 2021.
578 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q4 2021.

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