Portfolio (Quarterly)
Guide ↗
Ironwood Wealth Management, LLC.
· CIK 0001692820| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | BLV | BLV | — | 1,978.0 | $136K | 0.03% | +1K | +301.2% | $68.92 | -3.2% |
| 42 | VTI | VTI | — | 358.0 | $132K | 0.03% | -430.0 | -54.6% | $370.04 | +2.2% |
| 43 | IWR | IWR | — | 1,046.0 | $115K | 0.03% | -3K | -74.6% | $110.32 | +2.6% |
| 44 | VB | VB | — | 342.0 | $104K | 0.02% | -21.0 | -5.8% | $303.12 | +0.3% |
| 45 | VEA | VEA | — | 1,215.0 | $87K | 0.02% | — | — | $71.25 | +3.1% |
| 46 | BKLN | BKLN | — | 2,521.0 | $51K | 0.01% | -1K | -34.7% | $20.37 | +0.8% |
| 47 | SHY | SHY | — | 602.0 | $49K | 0.01% | -10K | -94.2% | $82.11 | -0.1% |
| 48 | RWO | RWO | — | 847.0 | $42K | 0.01% | -65.0 | -7.1% | $49.71 | +1.8% |
| 49 | EMB | EMB | — | 428.0 | $41K | 0.01% | — | — | $96.44 | -1.2% |
| 50 | ACWI | ACWI | — | 130.0 | $20K | 0.01% | -2K | -94.3% | $157.48 | +2.2% |
| 51 | VWO | VWO | — | 289.0 | $17K | 0.00% | -7K | -95.9% | $59.78 | +1.5% |
| 52 | AGG | AGG | — | 60.0 | $6K | 0.00% | -66.0 | -52.4% | $98.98 | -1.1% |
| 53 | XRAY | XRAY | Healthcare | 390.0 | $4K | 0.00% | — | — | $10.61 | +3.0% |
| 54 | EEM | EEM | — | 59.0 | $4K | 0.00% | -14.0 | -19.2% | $68.41 | -1.8% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
100.0%
Healthcare
0.0%