$139 Million is the total value of IRONWOOD WEALTH MANAGEMENT, INC.'s 42 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IVLU | New | ISHARES TRmsci intl vlu ft | $5,800,000 | – | 224,633 | +100.0% | 4.16% | – |
XYL | New | XYLEM INC | $57,000 | – | 472 | +100.0% | 0.04% | – |
MAR | New | MARRIOTT INTL INC NEWcl a | $40,000 | – | 291 | +100.0% | 0.03% | – |
HIG | New | HARTFORD FINL SVCS GROUP INC | $29,000 | – | 472 | +100.0% | 0.02% | – |
ITT | New | ITT INC | $22,000 | – | 236 | +100.0% | 0.02% | – |
LHX | New | L3HARRIS TECHNOLOGIES INC | $11,000 | – | 49 | +100.0% | 0.01% | – |
RYN | New | RAYONIER INC | $8,000 | – | 235 | +100.0% | 0.01% | – |
HST | New | HOST HOTELS & RESORTS INC | $4,000 | – | 228 | +100.0% | 0.00% | – |
MET | New | METLIFE INC | $1,000 | – | 10 | +100.0% | 0.00% | – |
VEC | New | VECTRUS INC | $1,000 | – | 26 | +100.0% | 0.00% | – |
RYAM | New | RAYONIER ADVANCED MATLS INC | $1,000 | – | 78 | +100.0% | 0.00% | – |
BHF | New | BRIGHTHOUSE FINL INC | $0 | – | 1 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-07-19
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 12 | Q3 2023 | 20.7% |
ISHARES TR | 12 | Q3 2023 | 13.7% |
ISHARES TR | 12 | Q3 2023 | 14.1% |
ISHARES TR | 12 | Q3 2023 | 9.0% |
ISHARES TR | 12 | Q3 2023 | 10.2% |
VERIZON COMMUNICATIONS INC | 12 | Q3 2023 | 0.1% |
AMERICAN EXPRESS CO | 12 | Q3 2023 | 0.1% |
DUPONT DE NEMOURS INC | 12 | Q3 2023 | 0.1% |
DOW INC | 12 | Q3 2023 | 0.0% |
CONOCOPHILLIPS | 12 | Q3 2023 | 0.0% |
View IRONWOOD WEALTH MANAGEMENT, INC.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-04-21 |
13F-HR | 2022-01-18 |
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.