IRONWOOD WEALTH MANAGEMENT, INC. XLK Holdings History
IRONWOOD WEALTH MANAGEMENT, INC.'s Technology Select Sector SPDR ETF Holding Summary
As of 2025-06-30, IRONWOOD WEALTH MANAGEMENT, INC. held 39,986.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $10.25 Mil. This investment constitutes 4.84% of their stock portfolio, and IRONWOOD WEALTH MANAGEMENT, INC. now holds 0.01% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.
The initial trade took place in 2025Q1. And since then IRONWOOD WEALTH MANAGEMENT, INC. has made 1 purchases of XLK, at an average price of $226.74, for a total of 41,202.00 shares. In addition, there have been 1 sales at an average price of $221.69 for 1,216.00 shares. Based on historical transaction data and XLK's current price of $260.29, IRONWOOD WEALTH MANAGEMENT, INC.'s estimated gain on his XLK holdings is $1.34 Mil, reflecting a 14.29% gain to date.
IRONWOOD WEALTH MANAGEMENT, INC. XLK ($260.29) Holding Chart
IRONWOOD WEALTH MANAGEMENT, INC. XLK ($260.29) 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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