Ironwood Wealth Management »

Truist Financial Corp equities shares owned by Ironwood Wealth Management

Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Ironwood Wealth Management from 13F filings

Historical chart of Ironwood Wealth Management investment in Truist Financial Corp equities

Tip: Access up to 7 years of quarterly data

All positions including Truist Financial Corp equities held by Ironwood Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Truist Financial Corp equities by Ironwood Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $19k 370 50.48

More positions owned by Ironwood Wealth Management

Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Select Sector Spdr Tr State Street Tec (XLK)
Spdr Series Trust State Street Spd (SJNK)
Select Sector Spdr Tr State Street Ind (XLI)
Select Sector Spdr Tr State Street Ene (XLE)

View all positions for Ironwood Wealth Management

Top funds holding Truist Financial Corp equities

Vanguard Group
BlackRock
Capital Research and Management Company - Division 3
Vanguard Capital Management
State Street Corporation
Bank of America Corporation
Victory Capital Management
Geode Capital Management
Vanguard Portfolio Management
Morgan Stanley
FMR
Charles Schwab Investment Management
Invesco
Northern Trust
Wellington Management Company

View all funds holding Truist Financial Corp equities