$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 25.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JPST | Sell | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $20,609,000 | -1.2% | 411,600 | -1.3% | 14.81% | +3.4% |
| PULS | Sell | PGIM ETF TRpgim ultra sh bd | $18,048,000 | -1.0% | 368,634 | -1.0% | 12.97% | +3.6% |
| USMV | Sell | ISHARES TRmsci usa min vol | $13,459,000 | -7.7% | 202,883 | -0.5% | 9.67% | -3.3% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $9,872,000 | -5.7% | 75,188 | -0.1% | 7.10% | -1.3% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $4,012,000 | +14.8% | 49,052 | -0.4% | 2.88% | +20.2% |
| IEFA | Sell | ISHARES TRcore msci eafe | $967,000 | -85.3% | 18,084 | -83.9% | 0.70% | -84.7% |
| SHYG | Exit | ISHARES TR0-5yr hi yl cp | $0 | – | -165,789 | -100.0% | -4.66% | – |
| IXUS | Exit | ISHARES TRcore msci total | $0 | – | -145,263 | -100.0% | -5.68% | – |
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.