Ironwood Wealth Management
Latest statistics and disclosures from Ironwood Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BKLN, JPST, IUSV, PULS, IJR, and represent 48.62% of Ironwood Wealth Management's stock portfolio.
- Added to shares of these 6 stocks: XLI, JPST, BKLN, PULS, SJNK, XLE.
- Started 1 new stock position in XLI.
- Reduced shares in these 10 stocks: USMV (-$5.5M), IVV, IUSG, IUSV, IVE, IJR, XLF, SDY, XLP, .
- Sold out of its position in SLV.
- Ironwood Wealth Management was a net seller of stock by $-293k.
- Ironwood Wealth Management has $204M in assets under management (AUM), dropping by 3.28%.
- Central Index Key (CIK): 0001844821
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Portfolio Holdings for Ironwood Wealth Management
Ironwood Wealth Management holds 22 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 10.8 | $22M | +2% | 1.1M | 21.06 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 10.7 | $22M | +2% | 431k | 50.48 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 9.5 | $19M | 203k | 95.13 |
|
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 9.3 | $19M | +2% | 384k | 49.59 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 8.3 | $17M | 146k | 115.78 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 7.9 | $16M | 28k | 575.69 |
|
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| Ishares Tr S&p 500 Val Etf (IVE) | 6.8 | $14M | 71k | 196.65 |
|
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| Ishares Tr Msci Usa Min Vol (USMV) | 6.3 | $13M | -29% | 141k | 91.10 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 6.1 | $13M | 95k | 131.69 |
|
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 5.8 | $12M | 84k | 140.86 |
|
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| Ishares Tr Msci Intl Vlu Ft (IVLU) | 4.1 | $8.4M | 289k | 29.26 |
|
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 3.8 | $7.8M | 95k | 81.47 |
|
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| Spdr Ser Tr Bloomberg Sht Te (SJNK) | 3.8 | $7.7M | +2% | 302k | 25.54 |
|
| Select Sector Spdr Tr Indl (XLI) | 2.3 | $4.7M | NEW | 34k | 135.51 |
|
| Select Sector Spdr Tr Energy (XLE) | 2.2 | $4.4M | 48k | 93.18 |
|
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| Select Sector Spdr Tr Financial (XLF) | 2.1 | $4.3M | 95k | 45.65 |
|
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| American Express Company (AXP) | 0.1 | $104k | 377.00 | 275.97 |
|
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| Verizon Communications (VZ) | 0.0 | $66k | 1.5k | 44.18 |
|
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| Dupont De Nemours (DD) | 0.0 | $48k | 552.00 | 87.54 |
|
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| Dow (DOW) | 0.0 | $31k | 552.00 | 55.34 |
|
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| ConocoPhillips (COP) | 0.0 | $23k | 200.00 | 114.54 |
|
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| Corteva (CTVA) | 0.0 | $15k | 264.00 | 58.33 |
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Past Filings by Ironwood Wealth Management
SEC 13F filings are viewable for Ironwood Wealth Management going back to 2020
- Ironwood Wealth Management 2024 Q3 filed Oct. 7, 2024
- Ironwood Wealth Management 2024 Q2 filed July 15, 2024
- Ironwood Wealth Management 2024 Q1 filed April 12, 2024
- Ironwood Wealth Management 2023 Q4 filed Jan. 23, 2024
- Ironwood Wealth Management 2023 Q3 filed Oct. 18, 2023
- Ironwood Wealth Management 2023 Q2 filed July 10, 2023
- Ironwood Wealth Management 2023 Q1 filed April 10, 2023
- Ironwood Wealth Management 2022 Q4 filed Jan. 23, 2023
- Ironwood Wealth Management 2022 Q3 filed Oct. 19, 2022
- Ironwood Wealth Management 2022 Q2 filed July 21, 2022
- Ironwood Wealth Management 2022 Q1 filed April 21, 2022
- Ironwood Wealth Management 2021 Q4 filed Jan. 18, 2022
- Ironwood Wealth Management 2021 Q3 restated filed Nov. 5, 2021
- Ironwood Wealth Management 2021 Q3 filed Oct. 21, 2021
- Ironwood Wealth Management 2021 Q2 filed July 19, 2021
- Ironwood Wealth Management 2021 Q1 filed April 12, 2021