Ironwood Wealth Management, Inc. Portfolio Holdings

Ironwood Wealth Management, Inc.

  • $204 Million
  • Q3 2024

Ironwood Wealth Management, Inc. has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $204 Million distributed in 22 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco ETF Tr Ii Sr Ln ETF with a value of $22.1M, Jp Morgan ETF Tr Ultra Short I with a value of $21.9M, Ishares Core S&P U.S. Value Et with a value of $19.4M, Pgim ETF Tr with a value of $19.1M, and Ishares Core S&P Sm Cap ETF with a value of $17.1M.

Examining the 13F form we can see an increase of $8.97M in the current position value, from $195M to 204M.

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

Portfolio value $204 Million
ETFs: $204 Million
Financial Services: $102,000
Basic Materials: $94,000
Communication Services: $67,000
Energy: $21,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 22
  • Current Value $204 Million
  • Prior Value $195 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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