$212 Million is the total value of Ironwood Wealth Management, LLC.'s 58 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2021 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2021-10-21
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
Ishares TRUST Core Msci Eafe Etf | 23 | Q3 2023 | 20.5% |
iShares S&P 500 Index (ETF) | 23 | Q3 2023 | 19.5% |
Ishares Inc Core Msci Emerging Mkts Etf | 23 | Q3 2023 | 11.2% |
Schwab US Large Cap Etf | 23 | Q3 2023 | 14.1% |
iShares Core S&P Mid-Cap ETF | 23 | Q3 2023 | 8.4% |
Schwab International Equity ETF | 23 | Q3 2023 | 12.7% |
iShares S&P SmallCap 600 Index (ETF) | 23 | Q3 2023 | 5.5% |
Schwab Emerging Market Equity Etf | 23 | Q3 2023 | 7.8% |
Schwab US Mid-Cap Etf | 23 | Q3 2023 | 8.0% |
Schwab US Broad Market Etf | 23 | Q3 2023 | 5.4% |
View Ironwood Wealth Management, LLC.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-17 |
13F-HR | 2024-01-29 |
13F-HR | 2023-10-26 |
13F-HR | 2023-08-08 |
13F-HR | 2023-04-27 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-18 |
13F-HR | 2022-07-22 |
13F-HR | 2022-05-12 |
13F-HR | 2022-02-01 |
View Ironwood Wealth Management, LLC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.