$143 Million is the total value of IRONWOOD WEALTH MANAGEMENT, INC.'s 24 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 9.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| USMV | Sell | ISHARES TRmsci usa min vol | $19,593,000 | +10.0% | 242,184 | -0.1% | 13.71% | +3.8% |
| ISTB | Buy | ISHARES TRcore 1 5 yr usd | $18,787,000 | -0.7% | 372,528 | +0.6% | 13.15% | -6.3% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $17,729,000 | +10.5% | 37,168 | -0.2% | 12.41% | +4.3% |
| IUSV | Buy | ISHARES TRcore s&p us vlu | $16,339,000 | +8.5% | 214,028 | +0.8% | 11.44% | +2.4% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $14,880,000 | +5.2% | 129,947 | +0.3% | 10.41% | -0.7% |
| IUSG | Sell | ISHARES TRcore s&p us gwt | $12,450,000 | +12.3% | 107,662 | -0.5% | 8.71% | +6.0% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $11,784,000 | +8.1% | 75,232 | +0.4% | 8.25% | +2.0% |
| IXUS | Buy | ISHARES TRcore msci total | $9,847,000 | +2.2% | 138,801 | +2.2% | 6.89% | -3.6% |
| IEFA | Buy | ISHARES TRcore msci eafe | $8,126,000 | +2.1% | 108,868 | +1.6% | 5.69% | -3.6% |
| SHYG | Buy | ISHARES TR0-5yr hi yl cp | $7,316,000 | +0.0% | 161,492 | +0.9% | 5.12% | -5.6% |
| IVLU | Buy | ISHARES TRmsci intl vlu ft | $5,645,000 | -0.3% | 221,914 | +0.8% | 3.95% | -5.9% |
| VZ | VERIZON COMMUNICATIONS INC | $112,000 | -4.3% | 2,163 | 0.0% | 0.08% | -10.3% | |
| AXP | AMERICAN EXPRESS CO | $62,000 | -1.6% | 377 | 0.0% | 0.04% | -8.5% | |
| DD | DUPONT DE NEMOURS INC | $45,000 | +18.4% | 552 | 0.0% | 0.03% | +10.7% | |
| OLN | OLIN CORP | $35,000 | +20.7% | 605 | 0.0% | 0.02% | +9.1% | |
| MPC | New | MARATHON PETE CORP | $34,000 | – | 539 | +100.0% | 0.02% | – |
| DOW | DOW INC | $31,000 | -3.1% | 552 | 0.0% | 0.02% | -8.3% | |
| CHCO | New | CITY HLDG CO | $23,000 | – | 281 | +100.0% | 0.02% | – |
| SLV | ISHARES SILVER TRishares | $16,000 | +6.7% | 750 | 0.0% | 0.01% | 0.0% | |
| COP | CONOCOPHILLIPS | $14,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% | |
| CTVA | CORTEVA INC | $12,000 | +9.1% | 264 | 0.0% | 0.01% | 0.0% | |
| ACWV | ISHARES INCmsci gbl min vol | $5,000 | 0.0% | 49 | 0.0% | 0.00% | -25.0% | |
| FLOT | ISHARES TRfltg rate nt etf | $5,000 | 0.0% | 97 | 0.0% | 0.00% | -25.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-18
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.