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CIK: 0001844821
Total reported value
$236.5M
$236.5M
22 檔
42.3%
According to the latest 13F quarterly dataset, Ironwood Wealth Management, Inc. managed an equity portfolio of $236.5M at the end of Q4 2024, spanning 22 distinct U.S. exchange-listed positions.
During Q4 2024, Ironwood Wealth Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BKLN | Invesco Senior Loan ETF | ETF-Other | 11.29% | +0.12% | +3.23% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 11.05% | -0.04% | +3.13% | |
| 3 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 9.78% | -0.12% | +3.99% | |
| 4 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 9.16% | — | -0.00% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 8.13% | -0.08% | -0.53% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.90% | +0.19% | -1.69% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 6.55% | — | -0.22% | |
| 8 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 6.31% | +0.39% | -2.79% | |
| 9 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 6.17% | +0.07% | +0.96% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 5.52% | -0.07% | — | |
| 11 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 3.89% | +0.04% | +3.58% | |
| 12 | IVLU | Ishares Msci International V | ETF-Other | 3.89% | -0.66% | +2.22% | |
| 13 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 3.69% | — | +2.54% | |
| 14 | XLI | Ss Industrial Select Sector | ETF-Other | 2.24% | -0.17% | +0.50% | |
| 15 | XLF | Ss Financial Select Sector | ETF-Other | 2.19% | +0.08% | -1.31% | |
| 16 | XLE | Ss Energy Select Sector | ETF-Other | 2.12% | -0.44% | +1.69% | |
| 17 | AXP | American Express Co | Stock-Financials | 0.05% | -0.03% | EXIT | |
| 18 | 6D8 | Dupont De Nemours Inc | Stock-Other | 0.02% | -0.01% | EXIT | |
| 19 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.02% | — | -37.64% | |
| 20 | DOW | Dow Inc | Stock-Materials | 0.01% | — | — | |
| 21 | COP | Conocophillips | Stock-Energy | 0.01% | — | — | |
| 22 | CTVA | Corteva Inc | Stock-Materials | 0.01% | — | — |
According to official SEC Form 13F filings, Ironwood Wealth Management, Inc. reported a total U.S. public equity portfolio value of $236.5M across 22 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including BKLN, JPST, PULS) accounted for 42.3% of total reported equity market value during Q4 2024.
During Q4 2024, Ironwood Wealth Management, Inc.'s top holdings by market value included BKLN (11.3%)、JPST (11.1%)、PULS (9.8%). The largest single position, BKLN, represented 11.3% of total portfolio value.
In Q4 2024, Ironwood Wealth Management, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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