IRONWOOD WEALTH MANAGEMENT, INC. XLI Holdings History
IRONWOOD WEALTH MANAGEMENT, INC.'s Industrial Select Sector SPDR Holding Summary
As of 2025-06-30, IRONWOOD WEALTH MANAGEMENT, INC. held 34,425.00 shares of Industrial Select Sector SPDR(XLI), totaling $5.12 Mil. This investment constitutes 2.42% of their stock portfolio, and IRONWOOD WEALTH MANAGEMENT, INC. now holds 0.02% of the outstanding Industrial Select Sector SPDR(XLI) stock.
The initial trade took place in 2024Q3. And since then IRONWOOD WEALTH MANAGEMENT, INC. has made 3 purchases of XLI, at an average price of $127.20, for a total of 34,667.00 shares. In addition, there have been 1 sales at an average price of $136.33 for 242.00 shares. Based on historical transaction data and XLI's current price of $151.02, IRONWOOD WEALTH MANAGEMENT, INC.'s estimated gain on his XLI holdings is $822,331.97, reflecting a 18.65% gain to date.
IRONWOOD WEALTH MANAGEMENT, INC. XLI ($151.02) Holding Chart
IRONWOOD WEALTH MANAGEMENT, INC. XLI ($151.02) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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