$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 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IJR | Sell | ISHARES TRcore s&p scp etf | $17,610,000 | +1.7% | 155,868 | -2.3% | 12.63% | -7.8% |
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.