13F-HR filed by IRONWOOD WEALTH MANAGEMENT, INC.
IRONWOOD WEALTH MANAGEMENT, INC. filed this 13F-HR for the quarter ended 2023-12-31, filed 2024-01-23, with 22 holding rows worth $182,782,390.
- Accession
- 0001844821-24-000001
- Filer
- CIK 1844821
- Filed
- 2024-01-23
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2023
A holdings report, 22 entries on the cover page, a total value of $182,782,390 stated on the cover page (in dollars after the unit check, H1), rows summing to $182,782,390 with VALUE read as dollars as filed, 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 |
|---|---|---|---|---|---|---|
| INVESCO EXCH TRADED FD TR II | 46138G508 | SR LN ETF | 968,590 | $20,524,423 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 404,336 | $20,350,231 | dollars as filed | |
| PGIM ETF TR | 69344A107 | PGIM ULTRA SH BD | 363,386 | $17,987,607 | dollars as filed | |
| iShares Core S&P U.S. Value ETF | 464287663 | SHS | 205,787 | $17,281,993 | dollars as filed | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 200,633 | $15,735,647 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 144,432 | $15,104,699 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 28,775 | $13,770,277 | dollars as filed | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 71,748 | $12,440,386 | dollars as filed | |
| ISHARES CORE S&P U.S. GROWTH ETF | 464287671 | ETF | 98,444 | $10,292,321 | dollars as filed | |
| SPDR S&P Dividend ETF | 78464A763 | SHS | 81,911 | $10,169,251 | dollars as filed | |
| IVLU | 46435G409 | COM | 285,901 | $7,582,095 | dollars as filed | |
| SPDR SERIES TRUST | 78468R408 | ST TERM HIGH ETF | 284,574 | $7,179,803 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y308 | STATE STREET CON | 92,047 | $6,679,851 | dollars as filed | |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 47,065 | $3,848,035 | dollars as filed | |
| Financial Select Sector SPDR Fund | 81369Y605 | SHS | 95,241 | $3,587,729 | dollars as filed | |
| American Express Company | 025816109 | COM | 377 | $69,757 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 1,501 | $56,888 | dollars as filed | |
| DUPONT DE NEMOURS INC COM | 26614N102 | Stock | 552 | $41,820 | dollars as filed | |
| DOW HLDGS INC COM | 260557103 | Stock | 552 | $29,610 | dollars as filed | |
| ConocoPhillips | 20825C104 | COM | 200 | $22,200 | dollars as filed | |
| iShares Silver Trust | 46428Q109 | COM | 750 | $15,615 | dollars as filed | |
| CORTEVA INC COM | 22052L104 | Stock | 264 | $12,152 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001844821-24-000001 | this filing | 2024-01-23 | acceptance time not in the bulk data set |