Ironwood Wealth Management as of Sept. 30, 2024
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 | 1.1M | 21.06 | |
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 10.7 | $22M | 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 | 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 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 6.8 | $14M | 71k | 196.65 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 6.3 | $13M | 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 | |
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 4.1 | $8.4M | 289k | 29.26 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 3.8 | $7.8M | 95k | 81.47 | |
| Spdr Ser Tr Bloomberg Sht Te (SJNK) | 3.8 | $7.7M | 302k | 25.54 | |
| Select Sector Spdr Tr Indl (XLI) | 2.3 | $4.7M | 34k | 135.51 | |
| Select Sector Spdr Tr Energy (XLE) | 2.2 | $4.4M | 48k | 93.18 | |
| Select Sector Spdr Tr Financial (XLF) | 2.1 | $4.3M | 95k | 45.65 | |
| American Express Company (AXP) | 0.1 | $104k | 377.00 | 275.97 | |
| Verizon Communications (VZ) | 0.0 | $66k | 1.5k | 44.18 | |
| Dupont De Nemours (DD) | 0.0 | $48k | 552.00 | 87.54 | |
| Dow (DOW) | 0.0 | $31k | 552.00 | 55.34 | |
| ConocoPhillips (COP) | 0.0 | $23k | 200.00 | 114.54 | |
| Corteva (CTVA) | 0.0 | $15k | 264.00 | 58.33 |
