Ironwood Investment Counsel’s Cornerstone Total Return Fund CRF Stock Holding History

Ironwood Investment Counsel’s Portfolio CRF Stock Details CRF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-11,679	Closed	-$157K	–	215
2021 Q4	$157K	Buy	+11,679	New	+$152K	0.04%	211
2021 Q3	–	Sell	-12,694	Closed	-$141K	–	204
2021 Q2	$141K	Hold	12,694	–	–	0.04%	198
2021 Q1	$164K	Hold	12,694	–	–	0.05%	196
2020 Q4	$141K	Hold	12,694	–	–	0.03%	206
2020 Q3	$136K	Hold	12,694	–	–	0.04%	185
2020 Q2	$125K	Buy	+12,694	New	+$116K	0.04%	184

Other funds holding CRF

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

FFG

Ford Financial Group Fresno, California $2.36M AUM 7.29% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Ironwood Investment Counsel's CRF Position: Q1 2022 in Review

Ironwood Investment Counsel sold out of Cornerstone Total Return Fund (CRF) in Q1 2022, closing a stake of 11,679 shares — an estimated $157K sold.

Ironwood Investment Counsel first reported a position in CRF in Q2 2020 and held it in 6 quarters. The position peaked at $164K in Q1 2021. 45 funds tracked by Wall St. Rank hold CRF as of Q1 2022.

Ironwood Investment Counsel reported no remaining Cornerstone Total Return Fund position as of Q1 2022 after selling out during the quarter.
Ironwood Investment Counsel sold 11,679 Cornerstone Total Return Fund shares in Q1 2022, an estimated $157K.
Ironwood Investment Counsel first reported a position in Cornerstone Total Return Fund in Q2 2020 and held it in 6 quarters.
Ironwood Investment Counsel's Cornerstone Total Return Fund position peaked at $164K in Q1 2021.
45 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q1 2022.

Based on Ironwood Investment Counsel's 13F filing for Q1 2022, filed 9 May 2022.