13F-HR filed by IRONWOOD WEALTH MANAGEMENT, INC.
IRONWOOD WEALTH MANAGEMENT, INC. filed this 13F-HR for the quarter ended 2021-03-31, filed 2021-04-12, with 30 holding rows worth $126,437,000.
- Accession
- 0001844821-21-000002
- Filer
- CIK 1844821
- Filed
- 2021-04-12
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2021
A holdings report, 30 entries on the cover page, a total value of $126,437,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $126,437,000 with VALUE read as thousands by filing date, 13F file number 028-20617. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 159,564 | $17,317,000 | thousands by filing date | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 242,339 | $16,767,000 | thousands by filing date | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 41,745 | $16,607,000 | thousands by filing date | |
| ISHARES TR | 46432F859 | CORE 1 5 YR USD | 300,200 | $15,397,000 | thousands by filing date | |
| iShares Core S&P U.S. Value ETF | 464287663 | SHS | 199,126 | $13,720,000 | thousands by filing date | |
| ISHARES CORE S&P U.S. GROWTH ETF | 464287671 | ETF | 127,863 | $11,609,000 | thousands by filing date | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 80,858 | $11,420,000 | thousands by filing date | |
| ISHARES TR | 46432F834 | COM | 130,818 | $9,194,000 | thousands by filing date | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 106,873 | $7,700,000 | thousands by filing date | |
| iShares 0-5 Year High Yield Corporate Bond ETF | 46434V407 | COM | 135,953 | $6,228,000 | thousands by filing date | |
| Verizon Communications Inc | 92343V104 | COM | 2,163 | $126,000 | thousands by filing date | |
| iShares Core S&P Total U.S. Stock Market ETF | 464287150 | SHS | 650 | $60,000 | thousands by filing date | |
| American Express Company | 025816109 | COM | 377 | $53,000 | thousands by filing date | |
| DUPONT DE NEMOURS INC COM | 26614N102 | Stock | 552 | $43,000 | thousands by filing date | |
| DOW HLDGS INC COM | 260557103 | Stock | 552 | $35,000 | thousands by filing date | |
| OLIN CORP | 680665205 | COM PAR $1 | 605 | $23,000 | thousands by filing date | |
| VWO | 922042858 | SHS | 400 | $21,000 | thousands by filing date | |
| iShares Silver Trust | 46428Q109 | COM | 750 | $17,000 | thousands by filing date | |
| iShares S&P Small-Cap 600 Value ETF | 464287879 | SHS | 150 | $15,000 | thousands by filing date | |
| Fidelity MSCI Energy Index ETF | 316092402 | SHS | 1,000 | $13,000 | thousands by filing date | |
| CORTEVA INC COM | 22052L104 | Stock | 264 | $12,000 | thousands by filing date | |
| ConocoPhillips | 20825C104 | COM | 200 | $11,000 | thousands by filing date | |
| FIDELITY COVINGTON TRUST | 316092709 | MSCI INDL INDX | 200 | $10,000 | thousands by filing date | |
| ISHARES TR | 464288778 | US REGNL BKS ETF | 150 | $9,000 | thousands by filing date | |
| FIDELITY COMWLTH TR | 315912808 | COM | 15 | $8,000 | thousands by filing date | |
| FIDELITY COVINGTON TRUST | 316092501 | MSCI FINLS IDX | 125 | $6,000 | thousands by filing date | |
| ISHARES INC | 464286525 | MSCI GBL MIN VOL | 57 | $6,000 | thousands by filing date | |
| iShares Floating Rate Bond ETF | 46429B655 | SHS | 97 | $5,000 | thousands by filing date | |
| SELECT SECTOR SPDR TR | 81369Y100 | SBI MATERIALS | 50 | $4,000 | thousands by filing date | |
| ISHARES TR | 464288844 | US OIL EQ&SV ETF | 100 | $1,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001844821-21-000002 | this filing | 2021-04-12 | acceptance time not in the bulk data set |