IRONWOOD WEALTH MANAGEMENT, INC.

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Hurricane, WV
CIK
0001844821
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 22 204,082 BKLN, JPST, IUSV, PULS 13F-HR 10/7/2024 000184482124000005
Q2 2024 22 197,596 BKLN, JPST, PULS, IUSV 13F-HR 7/15/2024 000184482124000003
Q1 2024 22 190,740 BKLN, JPST, PULS, IUSV 13F-HR 4/12/2024 000184482124000002
Q4 2023 22 182,782 BKLN, JPST, PULS, IUSV 13F-HR 1/22/2024 000184482124000001
Q3 2023 22 167,460 JPST, BKLN, PULS, IUSV 13F-HR 10/18/2023 000184482123000004
Q2 2023 23 171,741 JPST, BKLN, PULS, IUSV 13F-HR 7/10/2023 000184482123000003
Q1 2023 24 167,737 JPST, BKLN, PULS, IUSV 13F-HR 4/10/2023 000184482123000002
Q4 2022 24 170,804 JPST, BKLN, PULS, IUSV 13F-HR 1/23/2023 000184482123000001
Q3 2022 23 139,138 JPST, PULS, IUSV, USMV 13F-HR 10/18/2022 000184482122000004
Q2 2022 22 145,667 JPST, PULS, IUSV, USMV 13F-HR 7/20/2022 000184482122000003
Q1 2022 21 138,604 ISTB, IUSV, USMV, IJR 13F-HR 4/20/2022 000184482122000002
Q4 2021 23 142,890 USMV, ISTB, IVV, IUSV 13F-HR 1/18/2022 000184482122000001
Q3 2021 21 134,862 ISTB, USMV, IVV, IUSV RESTATEMENT 11/5/2021 000184482121000005
Q2 2021 42 139,386 USMV, IVV, IJR, ISTB 13F-HR 7/19/2021 000184482121000003
Q1 2021 30 126,437 IJR, USMV, IVV, ISTB 13F-HR 4/12/2021 000184482121000002
Q4 2020 30 111,018 USMV, IVV, ISTB, IJR 13F-HR 2/9/2021 000184482121000001
Additional filings from Ironwood Wealth Management, Inc. that have since been restated