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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
LLYEli Lilly & Co
Recent Activity
Decreased -0.54%
0.85%
$4.051M
5,248 shares@ $772.0 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -0.05%
0.77%
$3.666M
15,293 shares@ $239.72 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -2.12%
0.64%
$3.024M
5,160 shares@ $586.08 avg price
LQDIshares Tr
Recent Activity
Decreased -2.2%
0.59%
$2.781M
26,029 shares@ $106.85 avg price
IJKIshares Tr
Recent Activity
Decreased -2.66%
0.58%
$2.733M
30,054 shares@ $90.94 avg price
CORCencora Inc
Recent Activity
Decreased -0.73%
0.57%
$2.672M
11,891 shares@ $224.69 avg price
IJTIshares Tr
Recent Activity
Decreased -4.69%
0.37%
$1.732M
12,796 shares@ $135.37 avg price
IWFIshares Tr
Recent Activity
Decreased -5.52%
0.37%
$1.725M
4,296 shares@ $401.56 avg price
IWOIshares Tr
Recent Activity
Decreased -5.95%
0.36%
$1.687M
5,863 shares@ $287.8 avg price
VBVanguard Index Fds
Recent Activity
Decreased -0.48%
0.34%
$1.583M
6,588 shares@ $240.28 avg price