Portfolio (Quarterly)
Guide ↗
IRONWOOD WEALTH MANAGEMENT, INC.
· CIK 0001844821| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | CTVA | CORTEVA INC | Basic Materials | 264.0 | $22K | 0.01% | — | — | $83.56 | -4.4% |
| 22 | DOW | DOW HLDGS INC | Basic Materials | 552.0 | $21K | 0.01% | — | — | $38.04 | -9.3% |
| 23 | IJH | ISHARES TR | — | 280.0 | $20K | 0.01% | NEW | — | $70.67 | +5.2% |
| 24 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 118.0 | $19K | 0.01% | NEW | — | $161.25 | +12.9% |
| 25 | TFC | TRUIST FINL CORP | Financial Services | 370.0 | $19K | 0.01% | NEW | — | $50.48 | -4.0% |
| 26 | SPTM | SPDR SERIES TRUST | — | 192.0 | $16K | 0.01% | NEW | — | $82.69 | +10.0% |
| 27 | MO | ALTRIA GROUP INC | Consumer Defensive | 142.0 | $10K | 0.00% | NEW | — | $67.46 | +6.9% |
| 28 | DUK | DUKE ENERGY CORP NEW | Utilities | 54.0 | $7K | 0.00% | NEW | — | $133.00 | -5.8% |
| 29 | ENB | ENBRIDGE INC | Energy | 96.0 | $5K | 0.00% | NEW | — | $54.50 | +3.0% |
| 30 | MDLZ | MONDELEZ INTL INC | Consumer Defensive | 66.0 | $4K | 0.00% | NEW | — | $59.09 | +5.3% |
| 31 | BIV | VANGUARD BD INDEX FDS | — | 18.0 | $1K | 0.00% | NEW | — | $77.33 | -0.9% |
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
29.2%
Basic Materials
26.7%
Communication Services
17.2%
Consumer Defensive
12.5%
Energy
11.5%
Utilities
2.8%