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Ironwood Financial’s iShares Future Exponential Technologies ETF XT Stock Holding History

Ironwood Financial’s Portfolio XT Stock Details XT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-577
Closed -$36K – 566
2021
Q3 		$36K Buy
+577
New +$37.2K 0.01% 226

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Ironwood Financial's XT Position: Q4 2021 in Review

Ironwood Financial sold out of iShares Future Exponential Technologies ETF (XT) in Q4 2021, closing a stake of 577 shares — an estimated $36K sold.

Ironwood Financial first reported a position in XT in Q3 2021 and held it in 1 quarter. The position peaked at $36K in Q3 2021. 250 funds tracked by Wall St. Rank hold XT as of Q4 2021.

  • Ironwood Financial reported no remaining iShares Future Exponential Technologies ETF position as of Q4 2021 after selling out during the quarter.
  • Ironwood Financial sold 577 iShares Future Exponential Technologies ETF shares in Q4 2021, an estimated $36K.
  • Ironwood Financial first reported a position in iShares Future Exponential Technologies ETF in Q3 2021 and held it in 1 quarter.
  • Ironwood Financial's iShares Future Exponential Technologies ETF position peaked at $36K in Q3 2021.
  • 250 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q4 2021.

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