Ironwood Wealth Management, Llc. Portfolio Holdings

Ironwood Wealth Management, Llc.

  • $323 Million
  • Q4 2024

Ironwood Wealth Management, Llc. has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $323 Million distributed in 45 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $48.8M, Vanguard Long Term Treasury Et with a value of $47.7M, Ishares Barclays with a value of $44.7M, Ishares Core S&P 500 ETF with a value of $38.9M, and Ishares Inc with a value of $27.8M.

Examining the 13F form we can see an decrease of $7.38M in the current position value, from $330M to 323M.

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

Portfolio value $323 Million
ETFs: $323 Million
Healthcare: $7,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.52B
$7,000 0.0% of portfolio
390
Q2 2020 New

Summary

  • Portfolio
  • No. of Stocks 45
  • Current Value $323 Million
  • Prior Value $330 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 04, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
Track This Portfolio

Track Ironwood Wealth Management, Llc. Portfolio

Follow Ironwood Wealth Management, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ironwood Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Ironwood Wealth Management, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email