Ironwood Wealth Management
Latest statistics and disclosures from Ironwood Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BKLN, JPST, PULS, IUSV, USMV, and represent 49.52% of Ironwood Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: BKLN, PULS, JPST, SDY, XLP, SJNK, DOW, IJR, XLE, DD.
- Reduced shares in these 5 stocks: IVV, IUSV, IUSG, IVE, USMV.
- Ironwood Wealth Management was a net buyer of stock by $1.6M.
- Ironwood Wealth Management has $191M in assets under management (AUM), dropping by 4.35%.
- Central Index Key (CIK): 0001844821
Tip: Access up to 7 years of quarterly data
Positions held by Ironwood Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Ironwood Wealth Management
Ironwood Wealth Management holds 22 positions in its portfolio as reported in the March 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) | 11.1 | $21M | +3% | 1.0M | 21.11 |
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 10.9 | $21M | 412k | 50.29 |
|
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 9.6 | $18M | +2% | 371k | 49.55 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 9.4 | $18M | 204k | 87.71 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 8.5 | $16M | 200k | 81.34 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 8.1 | $15M | 145k | 106.11 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 7.8 | $15M | 29k | 520.59 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 6.8 | $13M | 71k | 181.20 |
|
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 6.0 | $12M | 98k | 117.75 |
|
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 5.6 | $11M | 83k | 127.42 |
|
|
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 4.2 | $8.0M | 287k | 28.05 |
|
|
| Spdr Ser Tr Bloomberg Sht Te (SJNK) | 3.8 | $7.2M | 290k | 24.86 |
|
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 3.7 | $7.0M | +2% | 94k | 74.13 |
|
| Select Sector Spdr Tr Energy (XLE) | 2.4 | $4.6M | 47k | 97.72 |
|
|
| Select Sector Spdr Tr Financial (XLF) | 2.0 | $3.9M | 96k | 40.60 |
|
|
| American Express Company (AXP) | 0.0 | $82k | 377.00 | 218.20 |
|
|
| Dow (DOW) | 0.0 | $77k | +138% | 1.3k | 58.46 |
|
| Dupont De Nemours (DD) | 0.0 | $64k | +52% | 842.00 | 76.24 |
|
| Verizon Communications (VZ) | 0.0 | $60k | 1.5k | 40.16 |
|
|
| Corteva (CTVA) | 0.0 | $31k | +106% | 544.00 | 56.46 |
|
| ConocoPhillips (COP) | 0.0 | $27k | 200.00 | 132.92 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $20k | 750.00 | 26.01 |
|
Past Filings by Ironwood Wealth Management
SEC 13F filings are viewable for Ironwood Wealth Management going back to 2020
- 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
- Ironwood Wealth Management 2020 Q4 filed Feb. 9, 2021