IRONWOOD FINANCIAL, LLC

TUCSON, AZ Investment Advisor How do I update this listing?

Ironwood Financial is based out of Tucson. Ironwood Financial is a registered investment advisory firm with discretionary assets under management (AUM) of $3,500,000 (Form ADV from 2014-03-07). Their last reported 13F filing for Q2 2020 included $185,143,000 in managed 13F securities and a top 10 holdings concentration of 68.39%. Ironwood Financial's largest holding is Invesco BulletShares 2021 Corporate Bd E with shares held of 1,713,459. Ironwood Financial has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 23 13F filings

Subscription Required

Equal-WT
WhaleScore 2.0

?

83

S&P 500
WhaleScore

?

Subscription Required

Original
WhaleScore

?
Download 13F Summary to Excel Create Email Alert

06/30/2020

13F Activity

  • Market Value $185.143 Million
  • Prior Market Value $146.023 Million
  • New Purchases76 stocks
  • Additional Purchases86 stocks
  • Sold out of17 stocks
  • Reduced holdings in35 stocks
  • Top 10 Holdings % 68.39 %
  • Turnover % [1]:21.83%
  • Turnover Alt % [2]: 26.90 %
  • Time Held Top20:5.35 quarters
  • Time Held Top10:6.10 quarters
  • Time Held All:9.76 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 18.82%
Performance Last 4 Quarters: -3.57%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Security Types:

Refresh
*Shares are split adjusted

View Last Form Adv Compilation Report on Record

IRONWOOD WEALTH MANAGEMENT LLC

  

Business Phone: (602)-317-7871
Fax: (936)-582-2241
Professional Investment Advisor Data
SEC Registration as :
Form of Organization: Limited Liability Company
Organized in: TX
Number of employees: 1
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 0
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

Sign in to see

Form 4 - Recent Insider Transactions

Loading...

WhaleScore history for IRONWOOD FINANCIAL, LLC

You must have a subscription to view WhaleScore histories

Elevate your investments