- Added Positions: UCI, SCHF, IJR, SCHA, IEMG, IWV, SCHM, SCHX, VO, IJH, AGG, LEMB, MUB, IVV, SCHB, SPSM, IAU, VB, SPAB,
- Reduced Positions: SUB, IEFA, IWR, EFA, RWO, RYU, IDU, VEA,
- Sold Out: GOOGL, GOOG,
For the details of Ironwood Wealth Management, LLC.'s stock buys and sells, go to https://www.gurufocus.com/guru/ironwood+wealth+management%2C+llc./current-portfolio/portfolio
These are the top 5 holdings of Ironwood Wealth Management, LLC.- Schwab International Equity (SCHF) - 425,622 shares, 16.16% of the total portfolio. Shares added by 6.07%
- Schwab U.S. Large-Cap (SCHX) - 149,364 shares, 12.24% of the total portfolio. Shares added by 1.13%
- Schwab U.S. Mid Cap (SCHM) - 162,394 shares, 10.90% of the total portfolio. Shares added by 1.37%
- Schwab Emerging Markets Equity (SCHE) - 303,923 shares, 9.58% of the total portfolio. Shares added by 0.48%
- iShares Core MSCI EAFE (IEFA) - 89,637 shares, 6.60% of the total portfolio. Shares reduced by 1.63%
Ironwood Wealth Management, LLC. added to a holding in E-TRACS USB Bloomberg Commodity Index Exchange Tra by 310.49%. The purchase prices were between $13.5 and $15.16, with an estimated average price of $14.58. The stock is now traded at around $14.41. The impact to a portfolio due to this purchase was 1.07%. The holding were 78,806 shares as of .
Added: iShares Core S&P Small-Cap (IJR)Ironwood Wealth Management, LLC. added to a holding in iShares Core S&P Small-Cap by 20.42%. The purchase prices were between $68.11 and $80.91, with an estimated average price of $76.57. The stock is now traded at around $79.06. The impact to a portfolio due to this purchase was 0.45%. The holding were 28,301 shares as of .
Added: Vanguard Mid-Cap (VO)Ironwood Wealth Management, LLC. added to a holding in Vanguard Mid-Cap by 39.23%. The purchase prices were between $135.03 and $161.84, with an estimated average price of $153.61. The stock is now traded at around $163.11. The impact to a portfolio due to this purchase was 0.12%. The holding were 2,087 shares as of .
Added: iShares J.P. Morgan EM Local Currency Bond (LEMB)Ironwood Wealth Management, LLC. added to a holding in iShares J.P. Morgan EM Local Currency Bond by 31.18%. The purchase prices were between $43.08 and $45.44, with an estimated average price of $44.52. The stock is now traded at around $43.33. The impact to a portfolio due to this purchase was 0.08%. The holding were 6,037 shares as of .
Added: iShares Core U.S. Aggregate Bond (AGG)Ironwood Wealth Management, LLC. added to a holding in iShares Core U.S. Aggregate Bond by 203.62%. The purchase prices were between $105.31 and $108.56, with an estimated average price of $106.45. The stock is now traded at around $108.65. The impact to a portfolio due to this purchase was 0.08%. The holding were 923 shares as of .
Added: ishares Gold Trust (IAU)Ironwood Wealth Management, LLC. added to a holding in ishares Gold Trust by 25.52%. The purchase prices were between $12.26 and $12.84, with an estimated average price of $12.49. The stock is now traded at around $12.30. The impact to a portfolio due to this purchase was 0.01%. The holding were 3,861 shares as of .
Sold Out: Alphabet Inc (GOOGL)Ironwood Wealth Management, LLC. sold out a holding in Alphabet Inc. The sale prices were between $1025.47 and $1236.13, with an estimated average price of $1127.35.
Sold Out: Alphabet Inc (GOOG)Ironwood Wealth Management, LLC. sold out a holding in Alphabet Inc. The sale prices were between $1016.06 and $1231.54, with an estimated average price of $1120.29.
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