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  Name: IRONWOOD WEALTH MANAGEMENT INC.
  City: HURRICANE
  State: WV
  Zip: 25526
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $190,741,000
  Total Value Change : $7,958,000
  Securities Held Change : 0
   
All Securities Held : 22
  New Positions : 0
  Closed Positions : 0
  Increased Positions : 13
  Unchanged Positions : 4
  Decreased Positions : 5

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Holdings Found : 5     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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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
   (IWW)1 Year Chart         IWW iShares Russell 3000 Value 4 - $90.09 $17,926,000 204,374 9.4% 644,000 -1,413 0.023    Closed - End Fund - E...
   (USMV)1 Year Chart         USMV iShares MSCI USA Minimum Vo... 5 - $0.00 $16,283,000 200,180 8.54% 547,000 -453 0.004    N/A
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 7 - $532.48 $14,855,000 28,535 7.79% 1,085,000 -240 0    Closed - End Fund - E...
   (IVE)1 Year Chart         IVE iShares S&P 500/BARRA Value 8 - $186.05 $12,923,000 71,321 6.78% 483,000 -427 0.051    Closed - End Fund - E...
   (IWZ)1 Year Chart         IWZ iShares Russell 3000 Growth 9 - $120.11 $11,484,000 97,531 6.02% 1,192,000 -913 0.011    Closed - End Fund - E...

      5 Records Found
  1    
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