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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.04B
$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
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