Equal-WT
WhaleScore 2.0
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Ironwood Wealth Management is based out of Phoenix. Ironwood Wealth Management is a large advisory firm with 439 clients and discretionary assets under management (AUM) of $536,141,503 (Form ADV from 2023-11-06). Their last reported 13F filing for Q4 2023 included $299,710,322 in managed 13F securities
and a top 10 holdings concentration of 83.94%. Ironwood Wealth Management's largest holding is VANGUARD LONG-TERM TREASURY INDEX FUND-ETF Shares with shares held of 712,279. Whalewisdom has at least 25 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
VGLT VANGUARD LONG-TERM T | 8.45% |
BSCP Invesco BulletShares | 1.86% |
MUB iShares National Mun | 1.23% |
IJR iShares Core S&P Sma | 0.35% |
IEFA iShares Core MSCI EA | 0.1% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
BSCO Invesco BulletShares | 2.8% |
VEA VANGUARD DEVELOPED M | 1.49% |
EBND SPDR(R) Bloomberg Em | 0.98% |
SCHA Schwab U.S. Small-Ca | 0.81% |
SHM SPDR(R) Nuveen Bloom | 0.79% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
VGLT VANGUARD LONG-TERM T | 14.62% |
IEFA iShares Core MSCI EA | 14.52% |
IEF iShares 7-10 Year Tr | 13.34% |
IVV iShares Core S&P 500 | 12.21% |
IEMG iShares Core MSCI Em | 8.22% |
2023-12-31
13F Activity
Market Value | $300m, Prior: $245m |
New Purchases | 0 stocks |
Added To | 17 stocks |
Sold out of | 2 stocks |
Reduced holdings in | 20 stocks |
Top 10 Holdings % | 83.94% |
Turnover %[1] | 4.55% |
Turnover Alt %[2] | 6.03% |
Time Held Top 20 | 9.65 quarters |
Time Held Top 10 | 10.1 quarters |
Time Held All | 17.34 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.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31