IRONWOOD WEALTH MANAGEMENT, INC. Portfolio Holdings
Q3 2025•22 long positions•$218.2M portfolio value
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Holding22 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $24.5M 11.23% | +$1.4M Bought | — 1.2M shares | 1.1M → 1.2M +$1.4M | +5.88% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $23.7M 10.88% | +$1.7M Bought | — 468.7K shares | 435.9K → 468.7K +$1.7M | +7.54% | — — | Q2 2022 Held for 3y 5m | |
Unknown Unknown | $21.1M 9.66% | +$1.5M Bought | — 424.2K shares | 393.8K → 424.2K +$1.5M | +7.72% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $19.5M 8.93% | +$179.4K Bought | — 198.8K shares | 197.0K → 198.8K +$179.4K | +0.93% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $18.7M 8.56% | -$220.5K Sold | — 163.4K shares | 165.3K → 163.4K −$220.5K | -1.17% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $17.1M 7.84% | -$138.5K Sold | — 26.1K shares | 26.3K → 26.1K −$138.5K | -0.8% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $13.7M 6.28% | +$167.9K Bought | — 67.7K shares | 66.8K → 67.7K +$167.9K | +1.24% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $13.1M 5.99% | +$166.2K Bought | — 95.1K shares | 93.8K → 95.1K +$166.2K | +1.29% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $13.0M 5.94% | +$451.4K Bought | — 137.9K shares | 133.1K → 137.9K +$451.4K | +3.61% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $12.6M 5.79% | -$1.6M Sold | — 78.4K shares | 88.5K → 78.4K −$1.6M | -11.41% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $9.6M 4.39% | -$42.1K Sold | — 275.9K shares | 277.2K → 275.9K −$42.1K | -0.44% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $9.4M 4.32% | -$1.7M Sold | — 33.9K shares | 40.0K → 33.9K −$1.7M | -15.24% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $8.3M 3.79% | +$131.9K Bought | — 328.1K shares | 322.9K → 328.1K +$131.9K | +1.62% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $5.1M 2.34% | -$55.3K Sold | — 34.1K shares | 34.4K → 34.1K −$55.3K | -1.07% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $4.4M 2.04% | +$71.1K Bought | — 85.2K shares | 83.9K → 85.2K +$71.1K | +1.62% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $4.1M 1.89% | +$88.1K Bought | — 48.5K shares | 47.5K → 48.5K +$88.1K | +2.18% | — — | Q1 2022 Held for 3y 8m | |
Financial - Credit Services Financial Services | $119.2K 0.055% | — | 0.0% 377.0 shares | — | — | $231.14B Mega Cap | Q4 2020 Held for 4y 11m | |
Chemicals - Specialty Basic Materials | $40.7K 0.019% | — | 0.0% 552.0 shares | — | — | $32.6B Large Cap | Q4 2020 Held for 4y 11m | |
Telecommunications Services Communication Services | $37.3K 0.017% | — | 0.0% 936.0 shares | — | — | $185.31B Large Cap | Q4 2020 Held for 4y 11m | |
Oil & Gas Exploration & Production Energy | $17.5K 0.008% | — | 0.0% 200.0 shares | — | — | $118.14B Large Cap | Q4 2020 Held for 4y 11m | |
Agricultural Inputs Basic Materials | $16.3K 0.007% | — | 0.0% 264.0 shares | — | — | $45.9B Large Cap | Q4 2020 Held for 4y 11m | |
Chemicals Basic Materials | $11.4K 0.005% | — | 0.0% 552.0 shares | — | — | $16.3B Large Cap | Q4 2020 Held for 4y 11m |
