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 Market Cap. of Under $50 Millions

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

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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