Number of Shares
66,837.00
Current Holdings Value*
$13.19 Mil
% of Portfolio
6.23%
Total Estimate Gain
$5.35 Mil
% of Total Estimate Gain
51.33%

IRONWOOD WEALTH MANAGEMENT, INC.'s iShares S&P 500 Value ETF Holding Summary

As of 2025-06-30, IRONWOOD WEALTH MANAGEMENT, INC. held 66,837.00 shares of iShares S&P 500 Value ETF(IVE), totaling $13.19 Mil. This investment constitutes 6.23% of their stock portfolio, and IRONWOOD WEALTH MANAGEMENT, INC. now holds 0.03% of the outstanding iShares S&P 500 Value ETF(IVE) stock.

The initial trade took place in 2020Q4. And since then IRONWOOD WEALTH MANAGEMENT, INC. has made 5 purchases of IVE, at an average price of $127.97, for a total of 81,443.00 shares. In addition, there have been 13 sales at an average price of $165.01 for 14,606.00 shares. Based on historical transaction data and IVE's current price of $199.92, IRONWOOD WEALTH MANAGEMENT, INC.'s estimated gain on his IVE holdings is $5.35 Mil, reflecting a 51.33% gain to date.

IRONWOOD WEALTH MANAGEMENT, INC. IVE ($199.92) Holding Chart

IRONWOOD WEALTH MANAGEMENT, INC. IVE ($199.92) 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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