IIM
COWZ icon

Ironwood Investment Management’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Ironwood Investment Management’s Portfolio COWZ Stock Details COWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-9,500
Closed -$549K – 171
2024
Q3 		$549K Hold
9,500
– – 0.27% 98
2024
Q2 		$518K Buy
9,500
+2,000
+27% +$111K 0.28% 98
2024
Q1 		$436K Buy
+7,500
New +$401K 0.21% 110

Other funds holding COWZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ironwood Investment Management's COWZ Position: Q4 2024 in Review

Ironwood Investment Management sold out of Pacer US Cash Cows 100 ETF (COWZ) in Q4 2024, closing a stake of 9,500 shares — an estimated $549K sold.

Ironwood Investment Management first reported a position in COWZ in Q1 2024 and held it in 3 quarters. The position peaked at $549K in Q3 2024. 855 funds tracked by Wall St. Rank hold COWZ as of Q4 2024.

  • Ironwood Investment Management reported no remaining Pacer US Cash Cows 100 ETF position as of Q4 2024 after selling out during the quarter.
  • Ironwood Investment Management sold 9,500 Pacer US Cash Cows 100 ETF shares in Q4 2024, an estimated $549K.
  • Ironwood Investment Management first reported a position in Pacer US Cash Cows 100 ETF in Q1 2024 and held it in 3 quarters.
  • Ironwood Investment Management's Pacer US Cash Cows 100 ETF position peaked at $549K in Q3 2024.
  • 855 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q4 2024.

Based on Ironwood Investment Management's 13F filing for Q4 2024, filed 10 Feb 2025.