Ironwood Financial’s Invesco S&P SmallCap High Dividend Low Volatility ETF XSHD Stock Holding History

Ironwood Financial’s Portfolio XSHD Stock Details XSHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-395	Closed	-$9K	–	564
2021 Q3	$9K	Hold	395	–	–	﹤0.01%	381
2021 Q2	$9K	Hold	395	–	–	﹤0.01%	381
2021 Q1	$9K	Buy	+395	New	+$8.68K	﹤0.01%	352

Other funds holding XSHD

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

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

TRCT

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FCT

First Community Trust Dubuque, Iowa $221M AUM 48.25% 1-Year Est. Return

CWM

Consultiva Wealth Management San Juan, Puerto Rico $34.5M AUM 31.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return

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

Ironwood Financial's XSHD Position: Q4 2021 in Review

Ironwood Financial sold out of Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) in Q4 2021, closing a stake of 395 shares — an estimated $9K sold.

Ironwood Financial first reported a position in XSHD in Q1 2021 and held it in 3 quarters. The position peaked at $9K in Q3 2021. 13 funds tracked by Wall St. Rank hold XSHD as of Q4 2021.

Ironwood Financial reported no remaining Invesco S&P SmallCap High Dividend Low Volatility ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 395 Invesco S&P SmallCap High Dividend Low Volatility ETF shares in Q4 2021, an estimated $9K.
Ironwood Financial first reported a position in Invesco S&P SmallCap High Dividend Low Volatility ETF in Q1 2021 and held it in 3 quarters.
Ironwood Financial's Invesco S&P SmallCap High Dividend Low Volatility ETF position peaked at $9K in Q3 2021.
13 funds tracked by Wall St. Rank held Invesco S&P SmallCap High Dividend Low Volatility ETF as of Q4 2021.

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