Ironwood Financial, LLC Portfolio Holdings
Ironwood Financial, LLC
- $434 Million
- Q1 2024
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.
Stock Holdings Table Market Cap. of Under $50 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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