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Robin Dolezal

@Ironwood Financial, Llc

Latest period2024 - Q4ReportedManaged Assets$476.701MTotal holdings158
Assets growth rate0.18%Assets growth rate (2-Q avg)3.44%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Ironwood Financial, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 158 positions.

Assets under management

The assets under management (AUM) of Ironwood Financial, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 476.701M in assets, with a quarterly growth rate of 0.18% and a 2-quarter average growth rate of 3.44%. The portfolio is managed by Robin Dolezal, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BSJQInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 1.55%
2.28%
$10.825M
465,102 shares@ $23.28 avg price
BSJPInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 0.72%
2.22%
$10.578M
458,538 shares@ $23.07 avg price
BSCSInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 0.64%
2.09%
$9.954M
494,476 shares@ $20.13 avg price
VTIVanguard Index Fds
Recent Activity
Increased 4.8%
1.85%
$8.8M
30,365 shares@ $289.82 avg price
IBDUIshares Tr
Recent Activity
Increased 3.1%
1.7%
$8.097M
355,134 shares@ $22.81 avg price
BSJRInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 2.87%
1.66%
$7.877M
351,641 shares@ $22.41 avg price
IBDVIshares Tr
Recent Activity
Increased 3.3%
1.6%
$7.584M
355,057 shares@ $21.37 avg price
VVVanguard Index Fds
Recent Activity
Increased 5.81%
1.31%
$6.2M
22,988 shares@ $269.7 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Increased 12.72%
1.15%
$5.438M
31,036 shares@ $175.23 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 6.33%
0.86%
$4.075M
85,211 shares@ $47.83 avg price