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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
IJSIshares Tr
Recent Activity
Decreased -5.46%
1.31%
$6.225M
57,318 shares@ $108.62 avg price
VVVanguard Index Fds
Recent Activity
Increased 5.81%
1.31%
$6.2M
22,988 shares@ $269.7 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -0.21%
1.23%
$5.829M
13,828 shares@ $421.52 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Increased 12.72%
1.15%
$5.438M
31,036 shares@ $175.23 avg price
IJJIshares Tr
Recent Activity
Decreased -7.96%
1.11%
$5.262M
42,106 shares@ $124.96 avg price
AGGIshares Tr
Recent Activity
Decreased -4.06%
1.04%
$4.944M
51,024 shares@ $96.9 avg price
DVYIshares Tr
Recent Activity
Decreased -6.96%
1%
$4.754M
36,210 shares@ $131.29 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -15.27%
0.97%
$4.578M
8,955 shares@ $511.26 avg price
HYGIshares Tr
Recent Activity
Decreased -0.21%
0.9%
$4.243M
53,949 shares@ $78.66 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 6.33%
0.86%
$4.075M
85,211 shares@ $47.83 avg price