Ironwood Investment Counsel’s International Bancshares IBOC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-3,115	Closed	-$1.16M	–	260
2023 Q3	$1.16M	Hold	3,115	–	–	0.24%	94
2023 Q2	$248K	Buy	3,115 +9	+0.3%	+$391	0.06%	182
2023 Q1	$286K	Buy	3,106 +7	+0.2%	+$318	0.07%	168
2022 Q4	$325K	Buy	3,099 +8	+0.3%	+$385	0.08%	160
2022 Q3	$280K	Buy	3,091 +6	+0.2%	+$256	0.08%	150
2022 Q2	$367K	Buy	3,085 +6	+0.2%	+$245	0.1%	136
2022 Q1	$404K	Buy	3,079 +5	+0.2%	+$215	0.1%	141
2021 Q4	$463K	Buy	3,074 +5	+0.2%	+$215	0.11%	136
2021 Q3	$410K	Buy	3,069 +5	+0.2%	+$204	0.11%	137
2021 Q2	$457K	Buy	3,064 +4	+0.1%	+$187	0.12%	131
2021 Q1	$427K	Hold	3,060	–	–	0.12%	133
2020 Q4	$333K	Hold	3,060	–	–	0.08%	164
2020 Q3	$374K	Hold	3,060	–	–	0.1%	134
2020 Q2	$374K	Buy	+3,060	New	+$88K	0.11%	130

Other funds holding IBOC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ironwood Investment Counsel's IBOC Position: Q4 2023 in Review

Ironwood Investment Counsel sold out of International Bancshares (IBOC) in Q4 2023, closing a stake of 3,115 shares — an estimated $1.16M sold.

Ironwood Investment Counsel first reported a position in IBOC in Q2 2020 and held it in 14 quarters. The position peaked at $1.16M in Q3 2023. 200 funds tracked by Wall St. Rank hold IBOC as of Q4 2023.

Ironwood Investment Counsel reported no remaining International Bancshares position as of Q4 2023 after selling out during the quarter.
Ironwood Investment Counsel sold 3,115 International Bancshares shares in Q4 2023, an estimated $1.16M.
Ironwood Investment Counsel first reported a position in International Bancshares in Q2 2020 and held it in 14 quarters.
Ironwood Investment Counsel's International Bancshares position peaked at $1.16M in Q3 2023.
200 funds tracked by Wall St. Rank held International Bancshares as of Q4 2023.

Based on Ironwood Investment Counsel's 13F filing for Q4 2023, filed 8 Feb 2024.