Ironwood Wealth Management, Inc. Portfolio Holdings

Ironwood Wealth Management, Inc.

  • $204 Million
  • Q4 2024

Ironwood Wealth Management, Inc. has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $204 Million distributed in 22 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco ETF Tr Ii Sr Ln ETF with a value of $22.8M, Jp Morgan ETF Tr Ultra Short I with a value of $22.4M, Pgim ETF Tr with a value of $19.8M, Ishares Core S&P U.S. Value Et with a value of $18.8M, and Ishares Core S&P Sm Cap ETF with a value of $16.8M.

Examining the 13F form we can see an decrease of $51K in the current position value, from $204M to 204M.

Below you can find more details about Ironwood Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $204 Million
ETFs: $204 Million
Financial Services: $111,000
Basic Materials: $79,000
Communication Services: $37,000
Energy: $19,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$22.8 Million 11.2% of portfolio
1,084,338
Q4 2024 Added 3.23%
$0
$22.4 Million 10.97% of portfolio
444,147
Q4 2024 Added 3.13%
$0
$19.8 Million 9.71% of portfolio
399,608
Q4 2024 Added 3.99%
$0
$18.8 Million 9.24% of portfolio
203,387
Q4 2024 Reduced -0.0%
$0
$16.8 Million 8.23% of portfolio
145,637
Q4 2024 Reduced 0.53%
$0
$16.2 Million 7.92% of portfolio
27,453
Q4 2024 Reduced 1.69%
$0
$13.5 Million 6.6% of portfolio
70,558
Q4 2024 Reduced 0.22%
$0
$12.9 Million 6.31% of portfolio
92,318
Q4 2024 Reduced 2.79%
$0
$12.7 Million 6.21% of portfolio
142,733
Q4 2024 Added 0.96%
$0
$11.3 Million 5.55% of portfolio
88,739
Q4 2024 New
$0
$8 Million 3.92% of portfolio
295,112
Q4 2024 Added 2.22%
$0
$7.89 Million 3.87% of portfolio
312,586
Q4 2024 Added 3.58%
$0
$7.44 Million 3.65% of portfolio
97,860
Q4 2024 Added 2.54%
$0
$4.55 Million 2.23% of portfolio
34,524
Q4 2024 Added 0.5%
$0
$4.54 Million 2.23% of portfolio
93,970
Q4 2024 Reduced 1.31%
$0
$4.16 Million 2.04% of portfolio
48,510
Q4 2024 Added 1.69%
$42.2B
$42,000 0.02% of portfolio
552
Q2 2024 Reduced 34.44%
$173B
$37,000 0.02% of portfolio
936
Q4 2024 Reduced 37.64%
$28B
$22,000 0.01% of portfolio
552
Q2 2024 Reduced 58.02%
$46.3B
$15,000 0.01% of portfolio
264
Q2 2024 Reduced 51.47%
$124B
$19,000 0.01% of portfolio
200
Q4 2020 New

Summary

  • Portfolio
  • No. of Stocks 22
  • Current Value $204 Million
  • Prior Value $204 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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