$168 Million is the total value of IRONWOOD WEALTH MANAGEMENT, INC.'s 24 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JPST | Sell | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $20,064,215 | -2.0% | 399,129 | -2.1% | 11.96% | -0.2% |
| BKLN | Sell | INVESCO EXCH TRADED FD TR IIsr ln etf | $19,371,410 | -1.9% | 928,639 | -0.6% | 11.55% | -0.1% |
| PULS | Sell | PGIM ETF TRpgim ultra sh bd | $17,584,160 | -2.1% | 357,838 | -1.9% | 10.48% | -0.3% |
| IUSV | Sell | ISHARES TRcore s&p us vlu | $15,398,473 | -3.3% | 210,046 | -1.7% | 9.18% | -1.6% |
| USMV | Sell | ISHARES TRmsci usa min vol | $14,771,442 | -0.8% | 200,890 | -0.8% | 8.81% | +1.0% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $12,657,484 | -6.8% | 134,411 | -0.3% | 7.55% | -5.1% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $12,061,089 | +2.4% | 29,345 | -0.6% | 7.19% | +4.3% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $11,159,709 | -2.5% | 73,876 | -1.4% | 6.65% | -0.7% |
| IUSG | Buy | ISHARES TRcore s&p us gwt | $8,757,846 | +6.7% | 98,447 | +0.2% | 5.22% | +8.7% |
| SDY | Buy | SPDR SER TRs&p divid etf | $8,317,136 | -4.1% | 67,663 | +0.9% | 4.96% | -2.4% |
| IVLU | Sell | ISHARES TRmsci intl vlu ft | $7,216,073 | +0.7% | 288,874 | -0.7% | 4.30% | +2.5% |
| SJNK | Sell | SPDR SER TRbloomberg sht te | $6,828,790 | -2.5% | 277,932 | -0.8% | 4.07% | -0.7% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $5,766,774 | +2.9% | 76,523 | +1.6% | 3.44% | +4.8% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $4,009,357 | -5.9% | 47,180 | -0.6% | 2.39% | -4.2% |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $2,844,391 | -9.5% | 88,915 | +1.4% | 1.70% | -7.9% |
| IEFA | ISHARES TRcore msci eafe | $627,167 | +2.1% | 9,337 | 0.0% | 0.37% | +3.9% | |
| VZ | VERIZON COMMUNICATIONS INC | $85,396 | -5.6% | 2,163 | 0.0% | 0.05% | -3.8% | |
| AXP | AMERICAN EXPRESS CO | $59,879 | +2.5% | 377 | 0.0% | 0.04% | +5.9% | |
| DD | DUPONT DE NEMOURS INC | $38,442 | -6.8% | 552 | 0.0% | 0.02% | -4.2% | |
| OLN | OLIN CORP | $34,183 | -0.5% | 605 | 0.0% | 0.02% | 0.0% | |
| DOW | DOW INC | $30,173 | -6.6% | 552 | 0.0% | 0.02% | -5.3% | |
| COP | CONOCOPHILLIPS | $21,252 | -11.6% | 200 | 0.0% | 0.01% | -7.1% | |
| SLV | ISHARES SILVER TRishares | $17,168 | +4.6% | 750 | 0.0% | 0.01% | 0.0% | |
| CTVA | CORTEVA INC | $15,788 | -4.4% | 264 | 0.0% | 0.01% | -10.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-10
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.