Ironwood Investment Counsel, LLC Incresed Positions in Q4 2024

Ironwood Investment Counsel, LLC

  • $554 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FNDA
Schwab Fundamental U S Small C

ETFs
543K
+ 122.76%
$29.26 - $59.11 $15.9M - $32.1M
985K $29.3M
WDAY
Workday, Inc.

Technology
1.84K
+ 11.36%
$233.85 - $279.91 $429K - $514K
18K $4.64M
MS
Morgan Stanley

Financial Services
388
+ 2.37%
$104.42 - $134.99 $40.5K - $52.4K
16.8K $2.11M
FNDX
Schwab Fundamental U S Large C

ETFs
238K
+ 217.76%
$23.49 - $71.77 $5.6M - $17.1M
348K $8.23M
IVV
Ishares Core S&P 500 ETF

ETFs
89
+ 0.79%
$570.51 - $610.59 $50.8K - $54.3K
11.4K $6.7M
LH
Laboratory Corp Of America Holdings

Healthcare
162
+ 0.79%
$212.02 - $246.22 $34.3K - $39.9K
20.6K $4.73M
COST
Costco Wholesale Corp

Consumer Defensive
5
+ 0.11%
$873.59 - $994.69 $4.37K - $4.97K
4.62K $4.23M
GLW
Corning Inc

Technology
657
+ 1.65%
$44.11 - $49.76 $29K - $32.7K
40.4K $1.92M
PAYX
Paychex Inc

Industrials
104
+ 0.63%
$135.86 - $148.73 $14.1K - $15.5K
16.7K $2.34M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
85
+ 2.46%
$172.07 - $207.36 $14.6K - $17.6K
3.55K $700K
BA
Boeing CO

Industrials
46
+ 2.62%
$138.14 - $180.72 $6.35K - $8.31K
1.8K $319K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
2K
+ 17.62%
$52.1 - $57.26 $104K - $115K
13.3K $696K
XLC
Select Sector Spdr Tr Communic

ETFs
8
+ 0.15%
$89.66 - $102.16 $717 - $817
5.42K $525K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
80
+ 2.42%
$278.19 - $315.36 $22.3K - $25.2K
3.38K $973K
GILD
Gilead Sciences, Inc.

Healthcare
50
+ 1.61%
$83.95 - $97.9 $4.2K - $4.9K
3.16K $291K
BEN
Franklin Resources Inc

Financial Services
1.03K
+ 2.84%
$19.35 - $22.76 $20K - $23.5K
37.5K $760K
JCI
Johnson Controls International PLC

Industrials
255
+ 7.1%
$74.23 - $86.6 $18.9K - $22.1K
3.85K $303K
APD
Air Products & Chemicals, Inc.

Basic Materials
218
+ 4.11%
$285.5 - $335.62 $62.2K - $73.2K
5.52K $1.6M
IVE
Ishares S&P 500 Value ETF

ETFs
165
+ 8.27%
$189.5 - $206.17 $31.3K - $34K
2.16K $412K
DE
Deere & CO

Industrials
13
+ 0.65%
$389.45 - $466.0 $5.06K - $6.06K
2K $847K
DOX
Amdocs LTD

Technology
454
+ 5.1%
$82.94 - $92.86 $37.7K - $42.2K
9.36K $796K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
21.2K
+ 200.0%
$22.01 - $66.82 $467K - $1.42M
31.8K $722K
XLK
Technology Sector Spdr

ETFs
34
+ 2.6%
$220.26 - $241.44 $7.49K - $8.21K
1.34K $312K
XLF
Financial Sector Spdr

ETFs
2
+ 0.04%
$44.89 - $51.34 $89.8 - $103
5.06K $244K
VO
Vanguard Mid Cap ETF

ETFs
38
+ 0.85%
$261.5 - $284.63 $9.94K - $10.8K
4.49K $1.18M
MO
Altria Group, Inc.

Consumer Defensive
53
+ 1.18%
$49.06 - $57.74 $2.6K - $3.06K
4.53K $237K
SYK
Stryker Corp

Healthcare
30
+ 0.91%
$345.14 - $392.15 $10.4K - $11.8K
3.32K $1.2M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
439
+ 2.2%
$77.86 - $79.27 $34.2K - $34.8K
20.4K $1.59M
IBM
International Business Machines Corp

Technology
150
+ 0.57%
$204.9 - $238.04 $30.7K - $35.7K
26.6K $5.84M
PM
Philip Morris International Inc.

Consumer Defensive
3
+ 0.12%
$118.38 - $133.06 $355 - $399
2.41K $289K
CVX
Chevron Corp

Energy
262
+ 1.54%
$141.15 - $162.53 $37K - $42.6K
17.3K $2.51M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
25
+ 0.64%
$113.92 - $127.38 $2.85K - $3.18K
3.91K $450K
RSP
Invesco S&P 500 Equal Weight E

ETFs
6
+ 0.29%
$174.22 - $187.62 $1.05K - $1.13K
2.06K $361K
RC
Ready Capital Corp

Real Estate
765
+ 3.58%
$6.71 - $7.57 $5.13K - $5.79K
22.1K $150K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
366
+ 1.12%
$47.58 - $48.56 $17.4K - $17.8K
32.9K $1.57M
VTV
Vanguard Value ETF

ETFs
2
+ 0.08%
$168.32 - $181.87 $337 - $364
2.5K $423K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
9
+ 0.37%
$99.2 - $108.47 $893 - $976
2.42K $240K
WM
Waste Management Inc

Industrials
84
+ 1.12%
$201.79 - $228.46 $17K - $19.2K
7.57K $1.53M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
34.4K
+ 202.66%
$26.93 - $84.95 $927K - $2.92M
51.4K $1.4M
IWD
Ishares Russell 1000 Val ETF

ETFs
157
+ 1.19%
$183.23 - $199.79 $28.8K - $31.4K
13.4K $2.48M
NTAP
Net App, Inc.

Technology
352
+ 3.47%
$115.31 - $131.11 $40.6K - $46.2K
10.5K $1.22M
UNP
Union Pacific Corp

Industrials
46
+ 1.35%
$223.15 - $249.32 $10.3K - $11.5K
3.46K $788K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
8.63K
+ 89.43%
$18.41 - $40.87 $159K - $353K
18.3K $338K
VCIT
Vanguard Intermediate Term Cor

ETFs
507
+ 1.79%
$80.13 - $83.77 $40.6K - $42.5K
28.9K $2.32M
LRCX
Lam Research Corp

Technology
4.52K
+ 862.21%
$70.05 - $814.09 $316K - $3.68M
5.04K $364K
CAT
Caterpillar Inc

Industrials
44
+ 1.53%
$360.37 - $416.88 $15.9K - $18.3K
2.92K $1.06M
TGT
Target Corp

Consumer Defensive
50
+ 1.28%
$121.59 - $160.69 $6.08K - $8.03K
3.94K $533K
SCHX
Schwab Strategic Tr Us Large C

ETFs
17.9K
+ 158.67%
$22.4 - $68.28 $401K - $1.22M
29.2K $676K
CLVT
Clarivate PLC

Technology
1.49K
+ 2.07%
$4.33 - $6.83 $6.45K - $10.2K
73.4K $373K
Activity Summary
Buys All Purchases 64 New Holdings 7 Increased Positions 57 Sells All Sells 150 Reductions 150 Sold out 0 Options Calls 0 Puts 0
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