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| Name: |
IRONWOOD WEALTH MANAGEMENT INC. |
| City: |
HURRICANE |
| State: |
WV |
| Zip: |
25526 |
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data |
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| Holdings
Found :
22 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
BKLN |
Powershares Senior Loan Por... |
1 |
- |
$21.08 |
$21,128,000 |
1,000,871 |
11.08% |
604,000 |
32,281 |
0.323 |
N/A |
|
|
JPST |
Jp Morgan Ultra Short Incom... |
2 |
- |
$0.00 |
$20,723,000 |
412,069 |
10.86% |
373,000 |
7,733 |
0.046 |
N/A |
|
|
PULS |
Pgim Ultra Short Bond Etf |
3 |
- |
$49.62 |
$18,403,000 |
371,373 |
9.65% |
415,000 |
7,987 |
0.093 |
N/A |
|
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IWW |
iShares Russell 3000 Value |
4 |
- |
$87.12 |
$17,926,000 |
204,374 |
9.4% |
644,000 |
-1,413 |
0.023 |
Closed - End Fund - E... |
|
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USMV |
iShares MSCI USA Minimum Vo... |
5 |
- |
$0.00 |
$16,283,000 |
200,180 |
8.54% |
547,000 |
-453 |
0.004 |
N/A |
|
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IJR |
iShares Core S&P Small-Cap |
6 |
- |
$105.65 |
$15,361,000 |
144,766 |
8.05% |
256,000 |
334 |
0.025 |
Closed - End Fund - E... |
|
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IVV |
iShares Core S&P 500 Etf |
7 |
- |
$510.77 |
$14,855,000 |
28,535 |
7.79% |
1,085,000 |
-240 |
0 |
Closed - End Fund - E... |
|
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IVE |
iShares S&P 500/BARRA Value |
8 |
- |
$180.15 |
$12,923,000 |
71,321 |
6.78% |
483,000 |
-427 |
0.051 |
Closed - End Fund - E... |
|
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IWZ |
iShares Russell 3000 Growth |
9 |
- |
$114.38 |
$11,484,000 |
97,531 |
6.02% |
1,192,000 |
-913 |
0.011 |
Closed - End Fund - E... |
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SDY |
streetTRACKS Series Trust -... |
10 |
- |
$127.49 |
$10,587,000 |
83,084 |
5.55% |
418,000 |
1,173 |
0.052 |
Closed - End Fund - E... |
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IVLU |
Ishares Edge Msci Intl Valu... |
11 |
- |
$28.00 |
$8,038,000 |
286,561 |
4.21% |
456,000 |
660 |
0.118 |
N/A |
|
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SJNK |
Spdr Barclays Capital Short... |
12 |
- |
$24.91 |
$7,198,000 |
289,554 |
3.77% |
18,000 |
4,980 |
0.219 |
N/A |
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XLP |
SPDR Consmr Stpls Sector |
13 |
- |
$75.59 |
$6,970,000 |
94,018 |
3.65% |
290,000 |
1,971 |
0.005 |
Closed - End Fund - E... |
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XLE |
SPDR Energy Sector |
14 |
- |
$95.74 |
$4,625,000 |
47,330 |
2.42% |
777,000 |
265 |
0.002 |
Closed - End Fund - E... |
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XLF |
SPDR Financial Sector |
15 |
- |
$40.82 |
$3,876,000 |
95,463 |
2.03% |
288,000 |
222 |
0.001 |
Closed - End Fund - E... |
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AXP |
American Express Co |
16 |
- |
$235.64 |
$82,000 |
377 |
0.04% |
12,000 |
0 |
0 |
Credit Services |
|
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DOW |
DOW Inc |
17 |
- |
$57.29 |
$77,000 |
1,315 |
0.04% |
47,000 |
763 |
0 |
Diversified Chemicals |
|
|
DD |
DuPont de Nemours Inc |
18 |
- |
$73.71 |
$64,000 |
842 |
0.03% |
22,000 |
290 |
0 |
Diversified Chemicals |
|
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VZ |
Verizon Communications Inc |
19 |
- |
$39.68 |
$60,000 |
1,501 |
0.03% |
3,000 |
0 |
0 |
Telecom Services - Do... |
|
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CTVA |
Corteva, Inc. |
20 |
- |
$54.92 |
$31,000 |
544 |
0.02% |
19,000 |
280 |
0 |
N/A |
|
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COP |
ConocoPhillips |
21 |
- |
$130.24 |
$27,000 |
200 |
0.01% |
5,000 |
0 |
0 |
Integrated Oil & Gas |
|
|
SLV |
iShares Silver Trust ETF |
22 |
- |
$24.89 |
$20,000 |
750 |
0.01% |
4,000 |
0 |
0 |
Closed - End Fund - E... |
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