Ironwood Financial, LLC has filed its 13F form on April 17, 2024 for Q1 2024 where it was disclosed a total value porftolio of $434 Million distributed in 151 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $54M, Apple Inc. with a value of $36.3M, Ishares S&P 500 Value ETF with a value of $19.2M, Ishares Core S&P Mid Cap ETF with a value of $16.7M, and Ishares S&P 500 Growth ETF with a value of $14.5M.
Examining the 13F form we can see an increase of $21.3M in the current position value, from $412M to 434M.
Below you can find more details about Ironwood Financial, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$434 Million
ETFs: $330 Million
Technology: $47.9 Million
Healthcare: $14.9 Million
Consumer Cyclical: $11.3 Million
Communication Services: $7.75 Million
Financial Services: $5.04 Million
Consumer Defensive: $3.9 Million
Industrials: $3.51 Million
Other: $936,000
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions