$146 Million is the total value of IRONWOOD WEALTH MANAGEMENT, INC.'s 22 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 14.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JPST | New | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $20,867,000 | – | 417,008 | +100.0% | 14.32% | – |
| PULS | New | PGIM ETF TRpgim ultra sh bd | $18,231,000 | – | 372,396 | +100.0% | 12.52% | – |
| IUSV | Buy | ISHARES TRcore s&p us vlu | $14,597,000 | -10.6% | 215,712 | +0.3% | 10.02% | -14.9% |
| USMV | Buy | ISHARES TRmsci usa min vol | $14,579,000 | -7.5% | 203,963 | +0.4% | 10.01% | -12.0% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $12,553,000 | -12.0% | 133,918 | +1.3% | 8.62% | -16.3% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $11,407,000 | -12.9% | 29,198 | +1.2% | 7.83% | -17.1% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $10,466,000 | -10.8% | 75,254 | -0.1% | 7.18% | -15.1% |
| IUSG | Buy | ISHARES TRcore s&p us gwt | $8,446,000 | -15.6% | 96,269 | +1.6% | 5.80% | -19.7% |
| IXUS | Buy | ISHARES TRcore msci total | $8,271,000 | -12.9% | 145,263 | +1.8% | 5.68% | -17.1% |
| SHYG | Buy | ISHARES TR0-5yr hi yl cp | $6,789,000 | -5.9% | 165,789 | +1.0% | 4.66% | -10.5% |
| IEFA | Buy | ISHARES TRcore msci eafe | $6,597,000 | -14.7% | 112,249 | +0.9% | 4.53% | -18.8% |
| IVLU | Buy | ISHARES TRmsci intl vlu ft | $6,304,000 | -13.3% | 287,461 | +0.6% | 4.33% | -17.5% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $3,495,000 | -8.8% | 49,254 | -1.7% | 2.40% | -13.2% |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $2,771,000 | -14.6% | 86,386 | +2.1% | 1.90% | -18.7% |
| VZ | VERIZON COMMUNICATIONS INC | $109,000 | -0.9% | 2,163 | 0.0% | 0.08% | -5.1% | |
| AXP | AMERICAN EXPRESS CO | $53,000 | -24.3% | 377 | 0.0% | 0.04% | -29.4% | |
| DD | DUPONT DE NEMOURS INC | $31,000 | -24.4% | 552 | 0.0% | 0.02% | -30.0% | |
| OLN | OLIN CORP | $29,000 | -9.4% | 605 | 0.0% | 0.02% | -13.0% | |
| DOW | DOW INC | $28,000 | -20.0% | 552 | 0.0% | 0.02% | -24.0% | |
| COP | CONOCOPHILLIPS | $17,000 | -15.0% | 200 | 0.0% | 0.01% | -14.3% | |
| CTVA | CORTEVA INC | $14,000 | -6.7% | 264 | 0.0% | 0.01% | -9.1% | |
| SLV | ISHARES SILVER TRishares | $13,000 | -23.5% | 750 | 0.0% | 0.01% | -25.0% | |
| ISTB | Exit | ISHARES TRcore 1 5 yr usd | $0 | – | -377,437 | -100.0% | -13.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-21
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.