Ironwood Wealth Management, Llc. Portfolio Holdings

Ironwood Wealth Management, Llc.

  • $330 Million
  • Q3 2024

Ironwood Wealth Management, Llc. has filed its 13F form on October 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $330 Million distributed in 44 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Long Term Treasury Et with a value of $50.4M, Ishares Tr with a value of $48.7M, Ishares Barclays with a value of $46.9M, Ishares Core S&P 500 ETF with a value of $40.3M, and Ishares Inc with a value of $26.5M.

Examining the 13F form we can see an increase of $24.2M in the current position value, from $306M to 330M.

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

Portfolio value $330 Million
ETFs: $330 Million
Healthcare: $10,000

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$50.4 Million 15.26% of portfolio
819,614
Q3 2024 Added 4.02%
$0
$48.7 Million 14.74% of portfolio
624,209
Q3 2024 Added 3.68%
$0
$46.9 Million 14.2% of portfolio
478,306
Q3 2024 Added 3.39%
$0
$40.3 Million 12.18% of portfolio
69,786
Q3 2024 Added 2.08%
$0
$26.5 Million 8.01% of portfolio
493,565
Q3 2024 Added 4.43%
$0
$22.4 Million 6.78% of portfolio
1,085,083
Q3 2024 Added 4.3%
$0
$13.8 Million 4.17% of portfolio
220,897
Q3 2024 Added 2.87%
$0
$12.5 Million 3.79% of portfolio
107,132
Q3 2024 Added 4.89%
$0
$10 Million 3.04% of portfolio
267,433
Q3 2024 Reduced 0.92%
$0
$8.09 Million 2.45% of portfolio
74,433
Q3 2024 Added 0.64%
$0
$7.46 Million 2.26% of portfolio
109,978
Q3 2024 Reduced 1.25%
$0
$5.86 Million 1.77% of portfolio
128,863
Q3 2024 Reduced 0.4%
$0
$4.3 Million 1.3% of portfolio
104,092
Q3 2024 Reduced 0.87%
$0
$3.8 Million 1.15% of portfolio
57,121
Q3 2024 Reduced 1.79%
$0
$3.73 Million 1.13% of portfolio
35,095
Q3 2024 Reduced 1.71%
$0
$3.59 Million 1.09% of portfolio
111,096
Q3 2024 Added 0.23%
$0
$2.82 Million 0.85% of portfolio
33,713
Q3 2024 Reduced 0.37%
$0
$2.57 Million 0.78% of portfolio
4,480
Q3 2024 Reduced 3.39%
$0
$1.97 Million 0.6% of portfolio
67,425
Q3 2024 Reduced 0.58%
$0
$1.5 Million 0.45% of portfolio
18,034
Q3 2024 Added 0.03%
$0
$1.45 Million 0.44% of portfolio
28,189
Q3 2024 Reduced 1.06%
$0
$1.17 Million 0.35% of portfolio
3,586
Q2 2024 Reduced 6.49%
$0
$949,000 0.29% of portfolio
17,366
Q3 2024 Reduced 8.54%
$0
$894,000 0.27% of portfolio
10,763
Q3 2024 Reduced 17.07%
$0
$848,000 0.26% of portfolio
17,616
Q1 2024 Reduced 1.48%
$0
$777,000 0.24% of portfolio
26,748
Q3 2024 Reduced 33.96%
$0
$622,000 0.19% of portfolio
29,258
Q1 2024 Reduced 51.95%
$0
$571,000 0.17% of portfolio
2,018
Q3 2024 Added 0.15%
$0
$480,000 0.15% of portfolio
5,455
Q2 2024 Reduced 2.88%
$0
$353,000 0.11% of portfolio
3,490
Q3 2024 Reduced 32.53%
$0
$358,000 0.11% of portfolio
7,495
Q1 2024 Reduced 0.36%
$0
$283,000 0.09% of portfolio
1,074
Q1 2024 Added 0.19%
$0
$274,000 0.08% of portfolio
2,295
Q3 2024 Reduced 9.79%
$0
$273,000 0.08% of portfolio
518
Q2 2024 Reduced 15.64%
$0
$210,000 0.06% of portfolio
4,430
Q3 2024 Reduced 0.61%
$0
$156,000 0.05% of portfolio
7,417
Q3 2024 New
$0
$131,000 0.04% of portfolio
2,482
Q1 2024 Reduced 1.31%
$0
$43,000 0.01% of portfolio
221
Q2 2024 Reduced 46.62%
$0
$24,000 0.01% of portfolio
105
Q2 2024 Reduced 6.25%
$0
$21,000 0.01% of portfolio
1,026
Q2 2024 Reduced 76.17%
$0
$3,000 0.0% of portfolio
80
Q2 2024 Reduced 51.81%
$0
$9,000 0.0% of portfolio
145
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 44
  • Current Value $330 Million
  • Prior Value $306 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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