Ironwood Wealth Management (Arizona)’s iShares US Utilities ETF IDU Stock Holding History

Ironwood Wealth Management (Arizona)’s Portfolio IDU Stock Details IDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-432	Closed	-$30K	–	47
2020 Q1	$30K	Hold	432	–	–	0.03%	35
2019 Q4	$35K	Sell	432 -1,516	-78%	-$121K	0.02%	41
2019 Q3	$159K	Buy	1,948 +80	+4%	+$6.22K	0.12%	32
2019 Q2	$141K	Sell	1,868 -552	-23%	-$41K	0.11%	35
2019 Q1	$178K	Sell	2,420 -146	-6%	-$10.3K	0.15%	34
2018 Q4	$172K	Sell	2,566 -18	-0.7%	-$1.24K	0.17%	33
2018 Q3	$173K	Hold	2,584	–	–	0.15%	27
2018 Q2	$170K	Buy	+2,584	New	+$165K	0.16%	29
2017 Q3	$176K	Buy	+2,648	New	+$178K	0.16%	30

Other funds holding IDU

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

KFS

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Ironwood Wealth Management (Arizona)'s IDU Position: Q2 2020 in Review

Ironwood Wealth Management (Arizona) sold out of iShares US Utilities ETF (IDU) in Q2 2020, closing a stake of 432 shares — an estimated $30K sold.

Ironwood Wealth Management (Arizona) first reported a position in IDU in Q3 2017 and held it in 9 quarters. The position peaked at $178K in Q1 2019. 184 funds tracked by Wall St. Rank hold IDU as of Q2 2020.

Ironwood Wealth Management (Arizona) reported no remaining iShares US Utilities ETF position as of Q2 2020 after selling out during the quarter.
Ironwood Wealth Management (Arizona) sold 432 iShares US Utilities ETF shares in Q2 2020, an estimated $30K.
Ironwood Wealth Management (Arizona) first reported a position in iShares US Utilities ETF in Q3 2017 and held it in 9 quarters.
Ironwood Wealth Management (Arizona)'s iShares US Utilities ETF position peaked at $178K in Q1 2019.
184 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2020.

Based on Ironwood Wealth Management (Arizona)'s 13F filing for Q2 2020, filed 28 Jul 2020.