IRONWOOD WEALTH MANAGEMENT, INC. Portfolio Analytics
Investment Analysis & Holdings Breakdown
Comprehensive portfolio analytics for IRONWOOD WEALTH MANAGEMENT, INC. with $218.2M in long positions as of Q3 2025, 90% allocated to ETF, and 81% concentrated in top 10 positions.
- Portfolio Value
- $218.2M
- Top 10 Concentration
- 81%
- Top Sector
- ETF (90%)
- US Exposure
- 100%
- Market Cap Focus
- N/A
- Countries
- 1
Composition Analysis
Portfolio breakdown by sector, industry, and market capitalization
Sector Allocation
Industry Breakdown
7 industries across all sectors
Filter by Sector
Select a sector to filter industries
Market Cap Distribution
Portfolio Concentration
Geographic Exposure
Portfolio breakdown by country of incorporation
Domestic (US)
International
Countries
Holding Behavior
Investment patterns and position management analysis
Portfolio Stability & Commitment
- Avg. Top 10
- 15.1 quarters
- Avg. Top 20
- 14.2 quarters
- Avg. All Positions
- 14.6 quarters
- Median Holding Period
- 18.5 quarters
- Persistence Rate
- 90.91%
- Persistent Holdings Weight
- 89.69%
- Persistent Positions
- 20
- Longest Held
iShares MSCI USA Min Vol Factor ETFUSMV - 19 quarters
Position Sizing & Influence
Current Quarter
- Avg. New Position
- 0.000%
- Avg. Position Weight
- 4.55%
- Largest Position
Invesco Senior Loan ETFBKLN - 11.23%
Historical (Since Q4 2020)
- Avg. New Position
- 3.26%
- Largest Position
- iShares MSCI USA Min Vol Factor ETFUSMV - 20.66% (Q4 2020)
Portfolio Turnover
No data available