S&P 500   4,981.80
DOW   38,612.24
QQQ   425.61
Palo Alto Networks, Keysight fall; Garmin, Toll Brothers rise, Wednesday, 2/21/2024
Better Than Oil Stocks (Ad)
Applied Materials stock is Ray Dalio's favorite in this new cycle
Palo Alto Networks aims at cyber security leadership
Free Stock Analysis Report: See The True Value of Any Stock (Ad)
Spotify sounding better to analysts as company tunes into profits
3 Reasons the Capital One-Discover merger is a big deal
Tech insider: "Watch your mailbox" (Ad)
How major US stock indexes fared Wednesday, 2/21/2024
Bears covered shorts on this ETF, 3 stocks to pop on the shift
S&P 500   4,981.80
DOW   38,612.24
QQQ   425.61
Palo Alto Networks, Keysight fall; Garmin, Toll Brothers rise, Wednesday, 2/21/2024
Better Than Oil Stocks (Ad)
Applied Materials stock is Ray Dalio's favorite in this new cycle
Palo Alto Networks aims at cyber security leadership
Free Stock Analysis Report: See The True Value of Any Stock (Ad)
Spotify sounding better to analysts as company tunes into profits
3 Reasons the Capital One-Discover merger is a big deal
Tech insider: "Watch your mailbox" (Ad)
How major US stock indexes fared Wednesday, 2/21/2024
Bears covered shorts on this ETF, 3 stocks to pop on the shift
S&P 500   4,981.80
DOW   38,612.24
QQQ   425.61
Palo Alto Networks, Keysight fall; Garmin, Toll Brothers rise, Wednesday, 2/21/2024
Better Than Oil Stocks (Ad)
Applied Materials stock is Ray Dalio's favorite in this new cycle
Palo Alto Networks aims at cyber security leadership
Free Stock Analysis Report: See The True Value of Any Stock (Ad)
Spotify sounding better to analysts as company tunes into profits
3 Reasons the Capital One-Discover merger is a big deal
Tech insider: "Watch your mailbox" (Ad)
How major US stock indexes fared Wednesday, 2/21/2024
Bears covered shorts on this ETF, 3 stocks to pop on the shift
S&P 500   4,981.80
DOW   38,612.24
QQQ   425.61
Palo Alto Networks, Keysight fall; Garmin, Toll Brothers rise, Wednesday, 2/21/2024
Better Than Oil Stocks (Ad)
Applied Materials stock is Ray Dalio's favorite in this new cycle
Palo Alto Networks aims at cyber security leadership
Free Stock Analysis Report: See The True Value of Any Stock (Ad)
Spotify sounding better to analysts as company tunes into profits
3 Reasons the Capital One-Discover merger is a big deal
Tech insider: "Watch your mailbox" (Ad)
How major US stock indexes fared Wednesday, 2/21/2024
Bears covered shorts on this ETF, 3 stocks to pop on the shift

Ironwood Wealth Management, Inc. Top Holdings and 13F Report (2024)

About Ironwood Wealth Management, Inc.

Investment Activity

  • Ironwood Wealth Management, Inc. has $182.78 million in total holdings as of December 31, 2023.
  • Ironwood Wealth Management, Inc. owns shares of 22 different stocks, but just 10 companies or ETFs make up 80% of its holdings.
  • Approximately 1.90% of the portfolio was purchased this quarter.
  • About 0.28% of the portfolio was sold this quarter.
  • This quarter, Ironwood Wealth Management, Inc. has purchased 22 new stocks and bought additional shares in 9 stocks.
  • Ironwood Wealth Management, Inc. sold shares of 7 stocks and completely divested from 0 stocks this quarter.

Largest Purchases this Quarter

iShares Core S&P Small-Cap ETF
8,321 shares (about $870.21K)
SPDR S&P Dividend ETF
5,825 shares (about $723.17K)
Invesco Senior Loan ETF
23,709 shares (about $502.39K)
Consumer Staples Select Sector SPDR Fund
6,418 shares (about $465.75K)
JPMorgan Ultra-Short Income ETF
6,728 shares (about $338.62K)

Largest Sales this Quarter

iShares S&P 500 Value ETF
1,128 shares (about $195.58K)
iShares Core S&P U.S. Value ETF
1,594 shares (about $133.86K)
iShares Core S&P 500 ETF
251 shares (about $120.12K)
iShares MSCI USA Min Vol Factor ETF
356 shares (about $27.92K)
Verizon Communications
662 shares (about $25.09K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofIronwood Wealth Management, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Invesco Senior Loan ETF stock logo
BKLN
Invesco Senior Loan ETF
$20,524,423$502,394 2.5%968,59011.2%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$20,350,231$338,620 1.7%404,33611.1%ETF
PGIM Ultra Short Bond ETF stock logo
PULS
PGIM Ultra Short Bond ETF
$17,987,607$325,067 1.8%363,3869.8%ETF
iShares Core S&P U.S. Value ETF stock logo
IUSV
iShares Core S&P U.S. Value ETF
$17,281,993$133,864 -0.8%205,7879.5%Manufacturing
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$15,735,647$27,921 -0.2%200,6338.6%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$15,104,699$870,210 6.1%144,4328.3%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$13,770,277$120,116 -0.9%28,7757.5%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$12,440,386$195,584 -1.5%71,7486.8%ETF
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$10,292,321$19,760 0.2%98,4445.6%Manufacturing
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$10,169,251$723,174 7.7%81,9115.6%ETF
iShares MSCI Intl Value Factor ETF stock logo
IVLU
iShares MSCI Intl Value Factor ETF
$7,582,095$6,603 -0.1%285,9014.1%ETF
SPDR Bloomberg Short Term High Yield Bond ETF stock logo
SJNK
SPDR Bloomberg Short Term High Yield Bond ETF
$7,179,803$117,092 1.7%284,5743.9%ETF
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$6,679,851$465,754 7.5%92,0473.7%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$3,848,035$6,623 -0.2%47,0652.1%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$3,587,729$102,764 2.9%95,2412.0%ETF
American Express stock logo
AXP
American Express
$69,7570.0%3770.0%Finance
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$56,888$25,090 -30.6%1,5010.0%Computer and Technology
DuPont de Nemours, Inc. stock logo
DD
DuPont de Nemours
$41,8200.0%5520.0%Basic Materials
Dow Inc. stock logo
DOW
DOW
$29,6100.0%5520.0%Basic Materials
ConocoPhillips stock logo
COP
ConocoPhillips
$22,2000.0%2000.0%Oils/Energy
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$15,6150.0%7500.0%ETF
Corteva, Inc. stock logo
CTVA
Corteva
$12,1520.0%2640.0%Consumer Staples

Showing largest 100 holdings. View all holdings.