IRONWOOD WEALTH MANAGEMENT, INC.

13F Filings History

Latest 13F report
Q3 2024 - Oct 7, 2024
Value $
$204M
Signature - Title
John Williams - Chief Compliance Officer
Location
Hurricane, WV
Summary
This page shows a list of all the recent 13F filings made by IRONWOOD WEALTH MANAGEMENT, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. IRONWOOD WEALTH MANAGEMENT, INC. reported 22 stock holdings with total value $204M as of Q3 2024. Top holdings included BKLN, JPST, IUSV, PULS, and IJR.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 22 $204M +$6.21M -$6.5M -$293K BKLN, JPST, IUSV, PULS, IJR 13F-HR 10/7/2024, 03:41 PM
Q2 2024 22 $198M +$2.24M -$250K +$1.99M BKLN, JPST, PULS, IUSV, USMV 13F-HR 7/15/2024, 01:34 PM
Q1 2024 22 $191M +$2.06M -$471K +$1.59M BKLN, JPST, PULS, IUSV, USMV 13F-HR 4/12/2024, 04:53 PM
Q4 2023 22 $183M +$3.46M -$516K +$2.95M BKLN, JPST, PULS, IUSV, USMV 13F-HR 1/22/2024, 07:51 PM
Q3 2023 22 $167M +$1.28M -$1.05M +$229K JPST, BKLN, PULS, IUSV, USMV 13F-HR 10/18/2023, 03:07 PM
Q2 2023 23 $172M +$1.06M -$349K +$709K JPST, BKLN, PULS, IUSV, USMV 13F-HR 7/10/2023, 03:10 PM
Q1 2023 24 $168M +$219K -$1.67M -$1.45M JPST, BKLN, PULS, IUSV, USMV 13F-HR 4/10/2023, 03:51 PM
Q4 2022 24 $171M +$20.4M -$1.33M +$19M JPST, BKLN, PULS, IUSV, USMV 13F-HR 1/20/2023, 05:45 PM
Q3 2022 23 $139M +$19.2M -$20.6M -$1.44M JPST, PULS, IUSV, USMV, IJR 13F-HR 10/18/2022, 06:45 PM
Q2 2022 22 $146M +$40M -$18.4M +$21.6M JPST, PULS, IUSV, USMV, IJR 13F-HR 7/20/2022, 06:34 PM
Q1 2022 21 $139M +$9.82M -$8.23M +$1.59M ISTB, IUSV, USMV, IJR, IVV 13F-HR 4/20/2022, 06:55 PM
Q4 2021 23 $143M +$823K -$113K +$710K USMV, ISTB, IVV, IUSV, IJR 13F-HR 1/18/2022, 01:38 PM
Q3 2021 21 $135M +$5.36M -$8.56M -$3.2M ISTB, USMV, IVV, IUSV, IJR Restatement 11/5/2021, 04:57 PM
Q2 2021 41 $139M +$7.07M -$418K +$6.65M USMV, IVV, IJR, ISTB, IUSV 13F-HR 7/19/2021, 04:25 PM
Q1 2021 30 $126M +$29M -$19.2M +$9.75M IJR, USMV, IVV, ISTB, IUSV 13F-HR 4/12/2021, 03:24 PM
Q4 2020 30 $111M $0 $0 USMV, IVV, ISTB, IJR, IUSG 13F-HR 2/8/2021, 08:53 PM