Ironwood-Wealth-Management-Inc

AI_NATIVE detailed information: This accession holds the following tickers:[
  "AXP",
  null,
  "IJR",
  null,
  "IVV",
  "DOW",
  "VZ",
  null,
  null,
  null,
  null,
  null,
  "VYM",
  "DD",
  "IVE",
  "IUSG",
  null,
  "IUSV",
  "COP",
  "CTVA",
  "USMV",
  "XLK"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-14
Total Holdings: 22
Total Value: 191849321
Accession Number: 0001844821-25-000002
Form Type: 13F-HR
CIK: ironwood-wealth-management-inc
Manager Name: Ironwood-Wealth-Management-Inc

Data Enrichment

64% identified

14 identified8 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

22 positions • $191.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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46138G508

Shares:1.1M

Value:$22.7M

% of Portfolio:11.9% ($22.7M/$191.8M)

46641Q837

Shares:434.8K

Value:$21.9M

% of Portfolio:11.4% ($21.9M/$191.8M)

69344A107

Shares:393.1K

Value:$19.4M

% of Portfolio:10.1% ($19.4M/$191.8M)

464287663

IUSV|464287663

Shares:197.2K

Value:$16.8M

% of Portfolio:8.7% ($16.8M/$191.8M)

464287804

IJR|464287804

Shares:166.4K

Value:$15.7M

% of Portfolio:8.2% ($15.7M/$191.8M)

464287200

IVV|464287200

Shares:26.5K

Value:$14.0M

% of Portfolio:7.3% ($14.0M/$191.8M)

46429B697

USMV|46429B697

Shares:132.9K

Value:$11.8M

% of Portfolio:6.1% ($11.8M/$191.8M)

464287408

IVE|464287408

Shares:66.9K

Value:$11.7M

% of Portfolio:6.1% ($11.7M/$191.8M)

921946406

VYM|921946406

Shares:94.0K

Value:$11.2M

% of Portfolio:5.8% ($11.2M/$191.8M)

464287671

IUSG|464287671

Shares:90.5K

Value:$11.0M

% of Portfolio:5.7% ($11.0M/$191.8M)

81369Y803

XLK|81369Y803

Shares:41.2K

Value:$8.0M

% of Portfolio:4.2% ($8.0M/$191.8M)

78468R408

Shares:322.9K

Value:$7.9M

% of Portfolio:4.1% ($7.9M/$191.8M)

46435G409

Shares:279.0K

Value:$7.8M

% of Portfolio:4.1% ($7.8M/$191.8M)

81369Y704

Shares:34.7K

Value:$4.3M

% of Portfolio:2.2% ($4.3M/$191.8M)

81369Y605

Shares:84.1K

Value:$3.9M

% of Portfolio:2.0% ($3.9M/$191.8M)

81369Y506

Shares:47.4K

Value:$3.6M

% of Portfolio:1.9% ($3.6M/$191.8M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:377

Value:$93.1K

% of Portfolio:0.0% ($93.1K/$191.8M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:936

Value:$40.2K

% of Portfolio:0.0% ($40.2K/$191.8M)

DuPont de Nemours, Inc.

DD|26614N102

Shares:552

Value:$31.8K

% of Portfolio:0.0% ($31.8K/$191.8M)

CONOCOPHILLIPS

COP|20825C104

Shares:200

Value:$16.7K

% of Portfolio:0.0% ($16.7K/$191.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46138G508)✕	1.1M	QoQ +2.62% (-28.5K) YoY +11.18% (+111.9K)	All Managers (Combined)	$22.7M	11.9% ($22.7M/$191.8M)	QoQ -0.63% (-$144.7K) YoY +7.60% (+$1.6M)
(cusip46641Q837)✕	434.8K	QoQ -2.11% (-9.4K) YoY +5.50% (+22.7K)	All Managers (Combined)	$21.9M	11.4% ($21.9M/$191.8M)	QoQ -2.23% (-$499.5K) YoY +5.65% (+$1.2M)
(cusip69344A107)✕	393.1K	QoQ -1.62% (-6.5K) YoY +5.85% (+21.8K)	All Managers (Combined)	$19.4M	10.1% ($19.4M/$191.8M)	QoQ -2.05% (-$407.7K) YoY +5.50% (+$1.0M)
(IUSVcusip464287663)	197.2K	QoQ -3.04% (-6.2K) YoY -3.51% (-7.2K)	All Managers (Combined)	$16.8M	8.7% ($16.8M/$191.8M)	QoQ -9.67% (-$1.8M) YoY -6.46% (-$1.2M)
(IJRcusip464287804)	166.4K	QoQ +14.24% (-20.7K) YoY +14.93% (+21.6K)	All Managers (Combined)	$15.7M	8.2% ($15.7M/$191.8M)	QoQ -4.80% (-$791.8K) YoY +2.05% (+$315.7K)
(IVVcusip464287200)	26.5K	QoQ -3.32% (-914) YoY -6.99% (-2.0K)	All Managers (Combined)	$14.0M	7.3% ($14.0M/$191.8M)	QoQ -12.65% (-$2.0M) YoY -5.83% (-$867.4K)
(USMVcusip46429B697)	132.9K	QoQ -6.90% (-9.9K) YoY -33.62% (-67.3K)	All Managers (Combined)	$11.8M	6.1% ($11.8M/$191.8M)	QoQ -5.91% (-$739.7K) YoY -27.68% (-$4.5M)
(IVEcusip464287408)	66.9K	QoQ -5.23% (-3.7K) YoY -6.24% (-4.5K)	All Managers (Combined)	$11.7M	6.1% ($11.7M/$191.8M)	QoQ -11.67% (-$1.6M) YoY -9.26% (-$1.2M)
(VYMcusip921946406)	94.0K	QoQ +5.88% (+5.2K) YoY NEW(+94.0K)	All Managers (Combined)	$11.2M	5.8% ($11.2M/$191.8M)	QoQ +0.05% (+$6.2K) YoY NEW(+$11.2M)
(IUSGcusip464287671)	90.5K	QoQ -2.01% (-1.9K) YoY -7.24% (-7.1K)	All Managers (Combined)	$11.0M	5.7% ($11.0M/$191.8M)	QoQ -13.97% (-$1.8M) YoY -4.16% (-$477.9K)
(XLKcusip81369Y803)	41.2K	QoQ NEW(+41.2K) YoY NEW(+41.2K)	All Managers (Combined)	$8.0M	4.2% ($8.0M/$191.8M)	QoQ NEW(+$8.0M) YoY NEW(+$8.0M)
(cusip78468R408)✕	322.9K	QoQ +3.28% (-10.3K) YoY +11.49% (+33.3K)	All Managers (Combined)	$7.9M	4.1% ($7.9M/$191.8M)	QoQ -0.35% (-$28.3K) YoY +9.16% (+$659.9K)
(cusip46435G409)✕	279.0K	QoQ -5.44% (-16.1K) YoY -2.62% (-7.5K)	All Managers (Combined)	$7.8M	4.1% ($7.8M/$191.8M)	QoQ -1.05% (-$83.4K) YoY -2.93% (-$236.1K)
(cusip81369Y704)✕	34.7K	QoQ +0.41% (-143) YoY NEW(+34.7K)	All Managers (Combined)	$4.3M	2.2% ($4.3M/$191.8M)	QoQ -5.58% (-$253.0K) YoY NEW(+$4.3M)
(cusip81369Y605)✕	84.1K	QoQ -10.51% (-9.9K) YoY -11.91% (-11.4K)	All Managers (Combined)	$3.9M	2.0% ($3.9M/$191.8M)	QoQ -13.18% (-$586.1K) YoY -0.39% (-$15.3K)
(cusip81369Y506)✕	47.4K	QoQ -2.36% (-1.1K) YoY +0.06% (-31)	All Managers (Combined)	$3.6M	1.9% ($3.6M/$191.8M)	QoQ -14.97% (-$641.9K) YoY -21.17% (-$979.2K)
AMERICAN EXPRESS CO(AXPcusip025816109)	377	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$93.1K	0.0% ($93.1K/$191.8M)	QoQ -15.82% (-$17.5K) YoY +13.14% (+$10.8K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	936	QoQ 0.00% (+0) YoY -37.64% (-565)	All Managers (Combined)	$40.2K	0.0% ($40.2K/$191.8M)	QoQ +13.51% (+$4.8K) YoY -33.35% (-$20.1K)
DuPont de Nemours, Inc.(DDcusip26614N102)	552	QoQ 0.00% (-0) YoY -34.44% (-290)	All Managers (Combined)	$31.8K	0.0% ($31.8K/$191.8M)	QoQ -20.68% (-$8.3K) YoY -50.41% (-$32.4K)
CONOCOPHILLIPS(COPcusip20825C104)	200	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$16.7K	0.0% ($16.7K/$191.8M)	QoQ -18.27% (-$3.7K) YoY -37.33% (-$9.9K)