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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
AMGNAmgen Inc
Recent Activity
Decreased -0.52%
0.32%
$1.48M
5,680 shares@ $260.64 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -0.02%
0.31%
$1.438M
9,943 shares@ $144.63 avg price
RTXRtx Corporation
Recent Activity
Decreased -2.78%
0.26%
$1.211M
10,463 shares@ $115.73 avg price
IXNIshares Tr
Recent Activity
Decreased -0.07%
0.2%
$914,792
10,794 shares@ $84.76 avg price
IWMIshares Tr
Recent Activity
Decreased -4.12%
0.18%
$852,678
3,859 shares@ $220.96 avg price
PEJInvesco Exchange Traded Fd T
Recent Activity
Decreased -1.1%
0.17%
$804,674
15,415 shares@ $52.21 avg price
SOXXIshares Tr
Recent Activity
Decreased -0.68%
0.16%
$755,077
3,504 shares@ $215.5 avg price
IDVIshares Tr
Recent Activity
Decreased -8.95%
0.16%
$741,885
27,096 shares@ $27.38 avg price
SCHWSchwab Charles Corp
Recent Activity
Decreased -1.99%
0.16%
$725,431
9,802 shares@ $74.01 avg price
DFIVDimensional Etf Trust
Recent Activity
Decreased -0.03%
0.11%
$511,870
14,427 shares@ $35.49 avg price