Ironwood Wealth Management, Inc. Portfolio Holdings

Ironwood Wealth Management, Inc.

  • $204 Million
  • Q3 2024

Ironwood Wealth Management, Inc. has filed its 13F form on October 07, 2024 for Q3 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 $22.1M, Jp Morgan ETF Tr Ultra Short I with a value of $21.9M, Ishares Core S&P U.S. Value Et with a value of $19.4M, Pgim ETF Tr with a value of $19.1M, and Ishares Core S&P Sm Cap ETF with a value of $17.1M.

Examining the 13F form we can see an increase of $8.97M in the current position value, from $195M 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: $102,000
Basic Materials: $94,000
Communication Services: $67,000
Energy: $21,000

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$22.1 Million 10.82% of portfolio
1,050,384
Q3 2024 Added 2.14%
$0
$21.9 Million 10.71% of portfolio
430,656
Q3 2024 Added 2.54%
$0
$19.4 Million 9.52% of portfolio
203,391
Q3 2024 Reduced 0.84%
$0
$19.1 Million 9.38% of portfolio
384,264
Q3 2024 Added 2.11%
$0
$17.1 Million 8.39% of portfolio
146,406
Q3 2024 Reduced 0.49%
$0
$16.1 Million 7.9% of portfolio
27,925
Q3 2024 Reduced 1.64%
$0
$13.9 Million 6.83% of portfolio
70,711
Q3 2024 Reduced 1.1%
$0
$12.9 Million 6.33% of portfolio
141,380
Q3 2024 Reduced 29.78%
$0
$12.5 Million 6.14% of portfolio
94,966
Q3 2024 Reduced 1.93%
$0
$11.9 Million 5.85% of portfolio
84,017
Q3 2024 Reduced 0.25%
$0
$8.53 Million 4.18% of portfolio
288,708
Q3 2024 Reduced 0.16%
$0
$7.77 Million 3.81% of portfolio
301,785
Q3 2024 Added 2.1%
$0
$7.26 Million 3.56% of portfolio
95,437
Q3 2024 Reduced 0.28%
$0
$4.65 Million 2.28% of portfolio
34,352
Q3 2024 New
$0
$4.32 Million 2.12% of portfolio
95,214
Q3 2024 Reduced 0.88%
$0
$4.19 Million 2.05% of portfolio
47,704
Q3 2024 Added 0.0%

Summary

  • Portfolio
  • No. of Stocks 22
  • Current Value $204 Million
  • Prior Value $195 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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