- Added Positions: IVV, IVE, IVW, IJR, AXDX, BSJQ, SHY, BSCQ, BSCP, VTI, BSJO, VT, BSJP, IJH, VEA, BSCO, SCHV, EFA, ITOT, QQQ, RSP, IJT, VEU, IJK, HDV, BSJN, VNQ, IJJ, IJS, SCHB, XLY, IEV, BSCN, VO, DFAS, VB, TSLA, SPYX, SPY, GLD,
- Reduced Positions: BSCM, BSJM, IYE, AMGN, PEJ, IECS, IWO, VV, SCHM, SCHX, IETC, AMH, IWF, PFF, SOXX, INTU, IEDI, LMT, XLF, INTC, VZ,
- Sold Out: BSCL, IBDM, CSCO, BDX, OXY, IGV, SCHG, SLV, PSMT, TRV, WFC, BSJL, DIA, EIS, FDN, JKD, JKJ, VGT, FB, FTNT, REGN, C, CRM, PNM, SSD, IBHA, CRBN, FHLC, FLOT, IEFA, IUSV, IWB, IWD, IXJ, LIT, PDP, PPA, SLYV, VLUE, VXF, ICLN, VTRS, TXN, ULTA, A, AEP, AXP, CVX, DHR, DD, GIS, HPE, HPQ, MA, PG, SWK, T, V, WPC, ETB, DOW, CTVA, AVDV, AVUV, IBDN, SLQD, AVSF, DFAE, QPX, AOM, ARKW, CGW, DBO, DIG, DON, FBT, IDLV, IDU, IEMG, IHE, ITA, IUSG, IWV, IYK, IYT, JETS, JKE, JKH, KXI, LQD, PBD, PGX, PHO, SCHO, SPXU, TAN, UPRO, USMV, VBK, VIG, VOE, VOT, XLP, XLRE, XLU, XT, ADBE, CNMD, DOX, FFIV, HRTX, ORLY, QCOM, SNPS, SOCL, NLOK, TLT, ADM, AEE, AJG, BABA, BAC, BRK.B, CCI, CUZ, CXP, DE, DFS, DG, EMR, ESS, EXC, FCX, FSK, GE, HBM, HCA, HRC, KEYS, LDOS, LUV, MO, NVS, SPGI, ST, TGT, UA, URI, XOM, BFK, GIM, BYM, DBX, DELL, FIVG, QTUM, DIVB, IEFN, IEIH, THCX, CARR, OTIS, IBBJ, AVIG, DFAI, DFAU, QPT, ERTH, HOOD, GRC, SENS, ASXC, XPL, AGZ, AOA, AOK, ARKG, ARKK, ARKQ, BSV, IGIB, CMBS, COPX, CPER, DSI, EEM, EFAV, EMLP, EWC, EWJ, EWO, EWY, EWZ, FAS, FBND, FCOM, FDIS, FEU, FIDU, FSTA, FTEC, FXI, GDX, HACK, HYS, IAK, IAT, ICF, IEF, IEO, IEZ, ILF, IOO, IPO, ISTB, ITB, IWN, IWS, IXG, IXP, IYC, IYJ, IYM, JKF, LABU, MBB, MDY, MDYV, MGK, NANR, NOBL, OEF, PICK, PIN, PSLV, QQQE, QUAL, REM, RETL, RFV, RWK, RWR, SCHE, SCHZ, SDY, SGOL, SMDD, SPHD, SPLV, STIP, TIP, UDOW, URTY, USO, VBR, VGK, VOOG, VSS, VWO, XAR, XBI, XHB, XLG, XLI, XLK, XLV, XMLV, AAL, ARCT, AEZS, RIOT, ATVI, BPTH, BSQR, CERN, CHEK, CLNE, EGHT, EUFN, FINX, FTSM, GILD, OCGN, HTGM, IBB, IGF, IMGN, JD, JKI, KHC, LIFE, LLNW, LMBS, LULU, MAR, MVIS, NFLX, NTNX, NVDA, NWSA, OMEX, ONTX, PACW, BKNG, PDBC, RAVE, RMR, RUN, SBUX, STLD, STX, SWBI, TDIV, TQQQ, VCLT, VCSH, VCYT, VMBS, VTIP, IMUX, VXUS, WDC, WKHS, WPRT, ZYNE, ABB, ACN, AEG, AES, AIG, ALL, AOS, ARE, AA, ASIX, AUY, AZO, BAX, TFC, BCE, CAH, CAT, CCL, CHT, CL, CNC, CNP, TPR, COP, DXC, CVS, CYH, DAL, DDD, DEO, DIN, DUK, ENB, ES, FDX, GLW, GM, GME, GPC, GVA, WELL, HII, ITW, KMI, KO, LEG, MET, MFC, MGM, MS, MYOV, NAT, NAZ, NEM, NMM, OHI, OMC, PFG, PGR, PH, PM, PPG, PPL, PRU, PSX, RGR, RIG, RPM, SHW, WPM, SU, SYY, TEVA, TJX, UAL, UNP, UPS, USB, VFC, WAB, WSO, ACB, TLRY, TLRY, RMBL, TAK, ZOM, HWM, OKTA, SOS, RA, RDFN, MFGP, DBL, VYNE, BRSP, SPEM, SPSM, BLOK, EFAX, KARS, MJ, SPTL, DOCU, SPIB, NAKD, NIO, PLAN, REZI, TWST, HOTH, CTRM, IGLB, ALC, ARKF, ESPO, CNYA, IFRA, IZRL, PRNT, REGL, XSHD, GNLN, ZM, IDRV, BYND, UBER, IHAK, XMVM, XSVM, SNDL, SDC, PTON, PGNY, MOTO, VVNT, FNDF, ARNC, LEGN, NKLA, EBON, AOUT, USHY, IBDO, PLTR, VLDR, LAZR, SPAK, CHK, COIN, HNST, GTX, OGN, CMMB, CMMB, ME, MCW, LCID, VLTA,
For the details of Ironwood Financial, llc's stock buys and sells, go to https://www.gurufocus.com/guru/ironwood+financial%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Ironwood Financial, llc- Apple Inc (AAPL) - 239,588 shares, 11.65% of the total portfolio. Shares reduced by 0.01%
- iShares Core S&P 500 ETF (IVV) - 72,683 shares, 9.50% of the total portfolio. Shares added by 6.31%
- iShares S&P 500 Value ETF (IVE) - 96,072 shares, 4.12% of the total portfolio. Shares added by 6.23%
- iShares MSCI USA Equal Weighted ETF (EUSA) - 152,993 shares, 3.75% of the total portfolio. Shares reduced by 0.63%
- iShares S&P 500 Growth ETF (IVW) - 154,999 shares, 3.55% of the total portfolio. Shares added by 6.87%
Ironwood Financial, llc added to a holding in Accelerate Diagnostics Inc by 1570.58%. The purchase prices were between $4.27 and $6.97, with an estimated average price of $5.55. The stock is now traded at around $2.860000. The impact to a portfolio due to this purchase was 0.17%. The holding were 125,678 shares as of 2021-12-31.
Added: Vanguard Total Stock Market ETF (VTI)Ironwood Financial, llc added to a holding in Vanguard Total Stock Market ETF by 20.29%. The purchase prices were between $220.94 and $242.96, with an estimated average price of $235.47. The stock is now traded at around $216.750000. The impact to a portfolio due to this purchase was 0.13%. The holding were 12,027 shares as of 2021-12-31.
Added: Vanguard Total World Stock ETF (VT)Ironwood Financial, llc added to a holding in Vanguard Total World Stock ETF by 47.55%. The purchase prices were between $100.69 and $108.41, with an estimated average price of $105.63. The stock is now traded at around $98.780000. The impact to a portfolio due to this purchase was 0.12%. The holding were 12,195 shares as of 2021-12-31.
Added: Vanguard FTSE Developed Markets ETF (VEA)Ironwood Financial, llc added to a holding in Vanguard FTSE Developed Markets ETF by 102.36%. The purchase prices were between $48.69 and $52.14, with an estimated average price of $50.68. The stock is now traded at around $48.100000. The impact to a portfolio due to this purchase was 0.11%. The holding were 15,460 shares as of 2021-12-31.
Added: Schwab U.S. Large-Cap Value ETF (SCHV)Ironwood Financial, llc added to a holding in Schwab U.S. Large-Cap Value ETF by 230.15%. The purchase prices were between $67.51 and $73.29, with an estimated average price of $70.8. The stock is now traded at around $69.320000. The impact to a portfolio due to this purchase was 0.09%. The holding were 6,560 shares as of 2021-12-31.
Added: Invesco S&P 500 Equal Weight ETF (RSP)Ironwood Financial, llc added to a holding in Invesco S&P 500 Equal Weight ETF by 36.81%. The purchase prices were between $150.44 and $163.01, with an estimated average price of $157.71. The stock is now traded at around $150.700000. The impact to a portfolio due to this purchase was 0.06%. The holding were 5,378 shares as of 2021-12-31.
Sold Out: Invesco BulletShares 2021 Corporate Bond ETF (BSCL)Ironwood Financial, llc sold out a holding in Invesco BulletShares 2021 Corporate Bond ETF. The sale prices were between $21.04 and $21.09, with an estimated average price of $21.07.
Sold Out: iShares iBonds Dec 2021 Term Corporate ETF (IBDM)Ironwood Financial, llc sold out a holding in iShares iBonds Dec 2021 Term Corporate ETF. The sale prices were between $24.7 and $24.74, with an estimated average price of $24.72.
Sold Out: Becton, Dickinson and Co (BDX)Ironwood Financial, llc sold out a holding in Becton, Dickinson and Co. The sale prices were between $235.83 and $257.21, with an estimated average price of $245.62.
Sold Out: Occidental Petroleum Corp (OXY)Ironwood Financial, llc sold out a holding in Occidental Petroleum Corp. The sale prices were between $26.98 and $35.36, with an estimated average price of $31.36.
Sold Out: Cisco Systems Inc (CSCO)Ironwood Financial, llc sold out a holding in Cisco Systems Inc. The sale prices were between $53.25 and $63.96, with an estimated average price of $57.22.
Sold Out: The Travelers Companies Inc (TRV)Ironwood Financial, llc sold out a holding in The Travelers Companies Inc. The sale prices were between $145.48 and $162.37, with an estimated average price of $156.33.
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