$111 Million is the total value of IRONWOOD WEALTH MANAGEMENT, INC.'s 30 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| USMV | New | ISHARES TRmsci usa min vol | $22,935,000 | – | 337,883 | +100.0% | 20.66% | – |
| IVV | New | ISHARES TRcore s&p500 etf | $15,672,000 | – | 41,749 | +100.0% | 14.12% | – |
| ISTB | New | ISHARES TRcore 1 5 yr usd | $15,258,000 | – | 295,475 | +100.0% | 13.74% | – |
| IJR | New | ISHARES TRcore s&p scp etf | $15,004,000 | – | 163,267 | +100.0% | 13.52% | – |
| IUSG | New | ISHARES TRcore s&p us gwt | $11,363,000 | – | 128,124 | +100.0% | 10.24% | – |
| SHYG | New | ISHARES TR0-5yr hi yl cp | $6,142,000 | – | 135,159 | +100.0% | 5.53% | – |
| IVW | New | ISHARES TRs&p 500 grwt etf | $5,911,000 | – | 92,612 | +100.0% | 5.32% | – |
| ACWV | New | ISHARES INCmsci gbl min vol | $5,697,000 | – | 58,787 | +100.0% | 5.13% | – |
| IEFA | New | ISHARES TRcore msci eafe | $4,638,000 | – | 67,130 | +100.0% | 4.18% | – |
| IVE | New | ISHARES TRs&p 500 val etf | $4,609,000 | – | 36,001 | +100.0% | 4.15% | – |
| IXUS | New | ISHARES TRcore msci total | $3,309,000 | – | 49,247 | +100.0% | 2.98% | – |
| VZ | New | VERIZON COMMUNICATIONS INC | $127,000 | – | 2,163 | +100.0% | 0.11% | – |
| DD | New | DUPONT DE NEMOURS INC | $61,000 | – | 852 | +100.0% | 0.06% | – |
| ITOT | New | ISHARES TRcore s&p ttl stk | $56,000 | – | 650 | +100.0% | 0.05% | – |
| DOW | New | DOW INC | $47,000 | – | 852 | +100.0% | 0.04% | – |
| AXP | New | AMERICAN EXPRESS CO | $46,000 | – | 377 | +100.0% | 0.04% | – |
| IJT | New | ISHARES TRs&p sml 600 gwt | $23,000 | – | 200 | +100.0% | 0.02% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $20,000 | – | 400 | +100.0% | 0.02% | – |
| SLV | New | ISHARES SILVER TRishares | $18,000 | – | 750 | +100.0% | 0.02% | – |
| OLN | New | OLIN CORP | $15,000 | – | 605 | +100.0% | 0.01% | – |
| FLOT | New | ISHARES TRfltg rate nt etf | $13,000 | – | 259 | +100.0% | 0.01% | – |
| CTVA | New | CORTEVA INC | $10,000 | – | 264 | +100.0% | 0.01% | – |
| COP | New | CONOCOPHILLIPS | $8,000 | – | 200 | +100.0% | 0.01% | – |
| ONEQ | New | FIDELITY COMWLTH TRndq cp idx trk | $8,000 | – | 15 | +100.0% | 0.01% | – |
| FENY | New | FIDELITY COVINGTON TRUSTmsci energy idx | $8,000 | – | 800 | +100.0% | 0.01% | – |
| FIDU | New | FIDELITY COVINGTON TRUSTmsci indl indx | $5,000 | – | 100 | +100.0% | 0.01% | – |
| FNCL | New | FIDELITY COVINGTON TRUSTmsci finls idx | $5,000 | – | 125 | +100.0% | 0.01% | – |
| FHLC | New | FIDELITY COVINGTON TRUSTmsci hlth care i | $4,000 | – | 75 | +100.0% | 0.00% | – |
| FSTA | New | FIDELITY COVINGTON TRUSTconsmr staples | $4,000 | – | 100 | +100.0% | 0.00% | – |
| IAT | New | ISHARES TRus regnl bks etf | $2,000 | – | 50 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 15 | Q2 2024 | 20.7% |
| ISHARES TR | 15 | Q2 2024 | 13.7% |
| ISHARES TR | 15 | Q2 2024 | 14.1% |
| ISHARES TR | 15 | Q2 2024 | 9.0% |
| ISHARES TR | 15 | Q2 2024 | 10.2% |
| VERIZON COMMUNICATIONS INC | 15 | Q2 2024 | 0.1% |
| AMERICAN EXPRESS CO | 15 | Q2 2024 | 0.1% |
| DUPONT DE NEMOURS INC | 15 | Q2 2024 | 0.1% |
| DOW INC | 15 | Q2 2024 | 0.0% |
| CONOCOPHILLIPS | 15 | Q2 2024 | 0.0% |
View IRONWOOD WEALTH MANAGEMENT, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-26 |
| 13F-HR | 2024-07-15 |
| 13F-HR | 2024-04-12 |
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-07-10 |
| 13F-HR | 2023-04-10 |
| 13F-HR | 2023-01-23 |
| 13F-HR | 2022-10-19 |
| 13F-HR | 2022-07-21 |
View IRONWOOD WEALTH MANAGEMENT, INC.'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.