$139 Million is the total value of IRONWOOD WEALTH MANAGEMENT, INC.'s 23 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 50.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IUSV | Buy | ISHARES TRcore s&p us vlu | $13,802,000 | -5.4% | 215,784 | +0.0% | 9.92% | -1.0% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $12,016,000 | -4.3% | 134,346 | +0.3% | 8.64% | +0.2% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $10,669,000 | -6.5% | 29,285 | +0.3% | 7.67% | -2.1% |
| IUSG | Buy | ISHARES TRcore s&p us gwt | $7,847,000 | -7.1% | 96,633 | +0.4% | 5.64% | -2.7% |
| SDY | New | SPDR SER TRs&p divid etf | $7,464,000 | – | 66,026 | +100.0% | 5.36% | – |
| SJNK | New | SPDR SER TRbloomberg sht te | $6,648,000 | – | 277,790 | +100.0% | 4.78% | – |
| IVLU | Buy | ISHARES TRmsci intl vlu ft | $5,845,000 | -7.3% | 289,658 | +0.8% | 4.20% | -2.9% |
| XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $4,920,000 | – | 73,990 | +100.0% | 3.54% | – |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $2,692,000 | -2.9% | 87,153 | +0.9% | 1.94% | +1.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-19
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.