Ironwood Financial, LLC Portfolio Holdings
Ironwood Financial, LLC
- $445 Million
- Q2 2024
Ironwood Financial, LLC has filed its 13F form on July 19, 2024 for Q2 2024 where it was disclosed a total value porftolio of $445 Million distributed in 148 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 $56.5M, Apple Inc. with a value of $41.6M, Ishares S&P 500 Value ETF with a value of $18.8M, Ishares Core S&P Mid Cap ETF with a value of $16.6M, and Ishares S&P 500 Growth ETF with a value of $15.9M.
Examining the 13F form we can see an increase of $11.3M in the current position value, from $434M to 445M.
Below you can find more details about Ironwood Financial, LLC portfolio as well as his latest detailed transactions.