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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
GOOGLAlphabet Inc
Recent Activity
0.81%
$3.837M
20,271 shares@ $189.3 avg price
IBDQIshares Tr
Recent Activity
Increased 8.17%
0.78%
$3.689M
147,273 shares@ $25.05 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -0.05%
0.77%
$3.666M
15,293 shares@ $239.72 avg price
GOOGAlphabet Inc
Recent Activity
0.76%
$3.603M
18,918 shares@ $190.44 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 0.58%
0.75%
$3.529M
3,852 shares@ $916.17 avg price
IBDRIshares Tr
Recent Activity
Increased 12.76%
0.71%
$3.354M
139,356 shares@ $24.08 avg price
VTVanguard Intl Equity Index F
Recent Activity
Increased 11.17%
0.69%
$3.276M
27,886 shares@ $117.48 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