$139 Million is the total value of IRONWOOD WEALTH MANAGEMENT, INC.'s 21 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 57.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| USMV | Sell | ISHARES TRmsci usa min vol | $15,763,000 | -19.5% | 203,210 | -16.1% | 11.37% | -17.1% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $13,089,000 | -26.2% | 28,850 | -22.4% | 9.44% | -23.9% |
| IUSG | Sell | ISHARES TRcore s&p us gwt | $10,007,000 | -19.6% | 94,708 | -12.0% | 7.22% | -17.1% |
| FLOT | Exit | ISHARES TRfltg rate nt etf | $0 | – | -97 | -100.0% | -0.00% | – |
| ACWV | Exit | ISHARES INCmsci gbl min vol | $0 | – | -49 | -100.0% | -0.00% | – |
| CHCO | Exit | CITY HLDG CO | $0 | – | -281 | -100.0% | -0.02% | – |
| MPC | Exit | MARATHON PETE CORP | $0 | – | -539 | -100.0% | -0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-21
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.