Latest IRONWOOD WEALTH MANAGEMENT, INC. Stock Portfolio
About IRONWOOD WEALTH MANAGEMENT, INC. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, IRONWOOD WEALTH MANAGEMENT, INC. reported an equity portfolio of $204.1 Millions as of 30 Sep, 2024.
The top stock holdings of IRONWOOD WEALTH MANAGEMENT, INC. are BAB, BBAX, IJR. The fund has invested 10.8% of it's portfolio in INVESCO EXCH TRADED FD TR II and 10.7% of portfolio in J P MORGAN EXCHANGE TRADED F.
The fund managers got completely rid off ISHARES SILVER TR (SLV) stocks. They significantly reduced their stock positions in ISHARES TR (AMPS), ISHARES TR (IJR) and SELECT SECTOR SPDR TR (XLB). IRONWOOD WEALTH MANAGEMENT, INC. opened new stock positions in SELECT SECTOR SPDR TR (XLB). The fund showed a lot of confidence in some stocks as they added substantially to J P MORGAN EXCHANGE TRADED F (BBAX), INVESCO EXCH TRADED FD TR II (BAB) and PGIM ETF TR (PAB).
The top stock holdings of IRONWOOD WEALTH MANAGEMENT, INC. are BAB, BBAX, IJR. The fund has invested 10.8% of it's portfolio in INVESCO EXCH TRADED FD TR II and 10.7% of portfolio in J P MORGAN EXCHANGE TRADED F.
The fund managers got completely rid off ISHARES SILVER TR (SLV) stocks. They significantly reduced their stock positions in ISHARES TR (AMPS), ISHARES TR (IJR) and SELECT SECTOR SPDR TR (XLB). IRONWOOD WEALTH MANAGEMENT, INC. opened new stock positions in SELECT SECTOR SPDR TR (XLB). The fund showed a lot of confidence in some stocks as they added substantially to J P MORGAN EXCHANGE TRADED F (BBAX), INVESCO EXCH TRADED FD TR II (BAB) and PGIM ETF TR (PAB).
IRONWOOD WEALTH MANAGEMENT, INC. Annual Return Estimates Vs S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| select sector spdr tr | 4,655,040 |
New stocks bought by IRONWOOD WEALTH MANAGEMENT, INC.
Additions
| Ticker | % Inc. |
|---|---|
| j p morgan exchange traded f | 2.54 |
| invesco exch traded fd tr ii | 2.14 |
| pgim etf tr | 2.11 |
| spdr ser tr | 2.1 |
| select sector spdr tr | 0.00 |
Additions to existing portfolio by IRONWOOD WEALTH MANAGEMENT, INC.
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -29.78 |
| ishares tr | -1.93 |
| ishares tr | -1.64 |
| ishares tr | -1.1 |
| select sector spdr tr | -0.88 |
| ishares tr | -0.84 |
| ishares tr | -0.49 |
| select sector spdr tr | -0.28 |
IRONWOOD WEALTH MANAGEMENT, INC. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ishares silver tr | -21,510 |
IRONWOOD WEALTH MANAGEMENT, INC. got rid off the above stocks
Sector Distribution
| Sector | % |
|---|---|
| Others | 93.5 |
| Utilities | 6.3 |
Market Cap. Distribution
| Category | % |
|---|---|
| UNALLOCATED | 93.5 |
| SMALL-CAP | 6.3 |
Stocks belong to which Index?
| Index | % |
|---|---|
| Others | 93.5 |
| RUSSELL 2000 | 6.3 |
IRONWOOD WEALTH MANAGEMENT, INC. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of IRONWOOD WEALTH MANAGEMENT, INC.
Last Reported on: 07 Oct, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AGT | ishares tr | 4.14 | 288,708 | 8,447,600 | reduced | -0.16 | ||
| AMPS | ishares tr | 6.31 | 141,380 | 12,879,700 | reduced | -29.78 | ||
| AXP | american express co | 0.05 | 377 | 104,041 | unchanged | 0.00 | ||
| BAB | invesco exch traded fd tr ii | 10.84 | 1,050,380 | 22,121,100 | added | 2.14 | ||
| BBAX | j p morgan exchange traded f | 10.65 | 430,656 | 21,739,500 | added | 2.54 | ||
| BIL | spdr ser tr | 5.80 | 84,017 | 11,834,600 | reduced | -0.25 | ||
| BIL | spdr ser tr | 3.78 | 301,785 | 7,707,590 | added | 2.1 | ||
| COP | conocophillips | 0.01 | 200 | 22,908 | unchanged | 0.00 | ||
| CTVA | corteva inc | 0.01 | 264 | 15,400 | unchanged | 0.00 | ||
| DD | dupont de nemours inc | 0.02 | 552 | 48,323 | unchanged | 0.00 | ||
| DOW | dow inc | 0.01 | 552 | 30,548 | unchanged | 0.00 | ||
| IJR | ishares tr | 9.48 | 203,391 | 19,348,600 | reduced | -0.84 | ||
| IJR | ishares tr | 8.31 | 146,406 | 16,950,900 | reduced | -0.49 | ||
| IJR | ishares tr | 7.88 | 27,925 | 16,076,100 | reduced | -1.64 | ||
| IJR | ishares tr | 6.81 | 70,711 | 13,905,300 | reduced | -1.1 | ||
| IJR | ishares tr | 6.13 | 94,966 | 12,506,100 | reduced | -1.93 | ||
| PAB | pgim etf tr | 9.34 | 384,264 | 19,055,700 | added | 2.11 | ||
| SLV | ishares silver tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| VZ | verizon communications inc | 0.03 | 1,501 | 66,315 | unchanged | 0.00 | ||
| XLB | select sector spdr tr | 3.81 | 95,437 | 7,775,250 | reduced | -0.28 | ||