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Ishares Tr shares owned by Ironwood Wealth Management

Quarter-by-quarter ownership of Ishares Tr (IBDW) shares owned by Ironwood Wealth Management from 13F filings

Historical chart of Ironwood Wealth Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Ironwood Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Ironwood Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.4M 70k 20.49
2023-12-31 $927k 45k 20.77

More positions owned by Ironwood Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Msci Equal Weite (EUSA)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Ishares Tr Msci Eafe Etf (EFA)

View all positions for Ironwood Wealth Management

Top funds holding Ishares Tr

Bank of America Corporation
Capital Investment Advisors
Gateway Advisory
Venture Visionary Partners
Sigma Investment Counselors
Raymond James Financial Services Advisors
Golub Group
Lido Advisors
UBS Group
Wells Fargo & Company
Arrow Financial Corp.
Buffington Mohr McNeal
Envision Financial Planning
Klingman & Associates
Rockefeller Capital Management

View all funds holding Ishares Tr