$167 Million is the total value of IRONWOOD WEALTH MANAGEMENT, INC.'s 22 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VZ | VERIZON COMMUNICATIONS INC | $68,827 | -14.3% | 2,163 | 0.0% | 0.04% | -12.8% | |
| AXP | AMERICAN EXPRESS CO | $55,453 | -14.0% | 377 | 0.0% | 0.03% | -13.2% | |
| DD | DUPONT DE NEMOURS INC | $40,655 | +5.9% | 552 | 0.0% | 0.02% | +9.1% | |
| DOW | DOW INC | $27,523 | -5.5% | 552 | 0.0% | 0.02% | -5.9% | |
| COP | CONOCOPHILLIPS | $22,684 | +13.0% | 200 | 0.0% | 0.01% | +16.7% | |
| SLV | ISHARES SILVER TRishares | $14,438 | -7.6% | 750 | 0.0% | 0.01% | 0.0% | |
| CTVA | CORTEVA INC | $13,156 | -12.0% | 264 | 0.0% | 0.01% | -11.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-18
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.