Ironwood Wealth Management (West Virginia)’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Ironwood Wealth Management (West Virginia)’s Portfolio ONEQ Stock Details ONEQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-150	Closed	-$8K	–	36
2021 Q2	$8K	Hold	150	–	–	0.01%	31
2021 Q1	$8K	Hold	150	–	–	0.01%	25
2020 Q4	$8K	Buy	+150	New	+$6.97K	0.01%	25

Other funds holding ONEQ

FIG

Freed Investment Group Boston, Massachusetts $131M AUM 30.59% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

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

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

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

DWA

Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return

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

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FWA

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

Ironwood Wealth Management (West Virginia)'s ONEQ Position: Q3 2021 in Review

Ironwood Wealth Management (West Virginia) sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q3 2021, closing a stake of 150 shares — an estimated $8K sold.

Ironwood Wealth Management (West Virginia) first reported a position in ONEQ in Q4 2020 and held it in 3 quarters. The position peaked at $8K in Q2 2021. 195 funds tracked by Wall St. Rank hold ONEQ as of Q3 2021.

Ironwood Wealth Management (West Virginia) reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q3 2021 after selling out during the quarter.
Ironwood Wealth Management (West Virginia) sold 150 Fidelity Nasdaq Composite Index ETF shares in Q3 2021, an estimated $8K.
Ironwood Wealth Management (West Virginia) first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2020 and held it in 3 quarters.
Ironwood Wealth Management (West Virginia)'s Fidelity Nasdaq Composite Index ETF position peaked at $8K in Q2 2021.
195 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q3 2021.

Based on Ironwood Wealth Management (West Virginia)'s 13F filing for Q3 2021, filed 21 Oct 2021.