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Ironwood Financial’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Ironwood Financial’s Portfolio VTWG Stock Details VTWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-388
Closed -$85K – 586
2021
Q1 		$85K Hold
388
– – 0.03% 139
2020
Q4 		$81K Buy
+388
New +$72K 0.03% 140

Other funds holding VTWG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
CAM
Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ironwood Financial's VTWG Position: Q2 2021 in Review

Ironwood Financial sold out of Vanguard Russell 2000 Growth ETF (VTWG) in Q2 2021, closing a stake of 388 shares — an estimated $85K sold.

Ironwood Financial first reported a position in VTWG in Q4 2020 and held it in 2 quarters. The position peaked at $85K in Q1 2021. 101 funds tracked by Wall St. Rank hold VTWG as of Q2 2021.

  • Ironwood Financial reported no remaining Vanguard Russell 2000 Growth ETF position as of Q2 2021 after selling out during the quarter.
  • Ironwood Financial sold 388 Vanguard Russell 2000 Growth ETF shares in Q2 2021, an estimated $85K.
  • Ironwood Financial first reported a position in Vanguard Russell 2000 Growth ETF in Q4 2020 and held it in 2 quarters.
  • Ironwood Financial's Vanguard Russell 2000 Growth ETF position peaked at $85K in Q1 2021.
  • 101 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q2 2021.

Based on Ironwood Financial's 13F filing for Q2 2021, filed 29 Jul 2021.