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Ironwood Wealth Management, Inc. Buys iShares Core 1-5 Year USD Bond ETF, Sells iShares Core S&P Total U.S. Stock Market ETF, Xylem Inc, Marriott International Inc

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Nov 05, 2021
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Investment company Ironwood Wealth Management, Inc. (Current Portfolio) buys iShares Core 1-5 Year USD Bond ETF, sells iShares Core S&P Total U.S. Stock Market ETF, Xylem Inc, Marriott International Inc, The Hartford Financial Services Group Inc, ITT Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Ironwood Wealth Management, Inc.. As of 2021Q3, Ironwood Wealth Management, Inc. owns 21 stocks with a total value of $135 million. These are the details of the buys and sells.

For the details of IRONWOOD WEALTH MANAGEMENT, INC.'s stock buys and sells, go to https://www.gurufocus.com/guru/ironwood+wealth+management%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of IRONWOOD WEALTH MANAGEMENT, INC.
  1. iShares Core 1-5 Year USD Bond ETF (ISTB) - 370,479 shares, 14.03% of the total portfolio. Shares added by 21.68%
  2. BTC iShares MSCI USA Min Vol Factor ETF (USMV) - 242,387 shares, 13.21% of the total portfolio. Shares reduced by 1.01%
  3. iShares Core S&P 500 ETF (IVV) - 37,237 shares, 11.90% of the total portfolio. Shares reduced by 11.06%
  4. ISHARES TRUST (IUSV) - 212,395 shares, 11.16% of the total portfolio. Shares added by 5.78%
  5. iShares Core S&P Small-Cap ETF (IJR) - 129,544 shares, 10.49% of the total portfolio. Shares reduced by 16.89%
Added: iShares Core 1-5 Year USD Bond ETF (ISTB)

Ironwood Wealth Management, Inc. added to a holding in iShares Core 1-5 Year USD Bond ETF by 21.68%. The purchase prices were between $50.97 and $51.21, with an estimated average price of $51.11. The stock is now traded at around $50.830000. The impact to a portfolio due to this purchase was 2.5%. The holding were 370,479 shares as of 2021-09-30.

Sold Out: iShares Core S&P Total U.S. Stock Market ETF (ITOT)

Ironwood Wealth Management, Inc. sold out a holding in iShares Core S&P Total U.S. Stock Market ETF. The sale prices were between $96.98 and $103.59, with an estimated average price of $100.78.

Sold Out: Xylem Inc (XYL)

Ironwood Wealth Management, Inc. sold out a holding in Xylem Inc. The sale prices were between $117.23 and $138.03, with an estimated average price of $128.7.

Sold Out: Marriott International Inc (MAR)

Ironwood Wealth Management, Inc. sold out a holding in Marriott International Inc. The sale prices were between $130 and $154.32, with an estimated average price of $139.53.

Sold Out: The Hartford Financial Services Group Inc (HIG)

Ironwood Wealth Management, Inc. sold out a holding in The Hartford Financial Services Group Inc. The sale prices were between $60.09 and $71.68, with an estimated average price of $66.08.

Sold Out: Vanguard FTSE Emerging Markets ETF (VWO)

Ironwood Wealth Management, Inc. sold out a holding in Vanguard FTSE Emerging Markets ETF. The sale prices were between $48.9 and $53.52, with an estimated average price of $51.26.

Sold Out: ITT Inc (ITT)

Ironwood Wealth Management, Inc. sold out a holding in ITT Inc. The sale prices were between $84.67 and $99.48, with an estimated average price of $93.82.



Here is the complete portfolio of IRONWOOD WEALTH MANAGEMENT, INC.. Also check out:

1. IRONWOOD WEALTH MANAGEMENT, INC.'s Undervalued Stocks
2. IRONWOOD WEALTH MANAGEMENT, INC.'s Top Growth Companies, and
3. IRONWOOD WEALTH MANAGEMENT, INC.'s High Yield stocks
4. Stocks that IRONWOOD WEALTH MANAGEMENT, INC. keeps buying
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