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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
IJKIshares Tr
Recent Activity
Decreased -2.66%
0.58%
$2.733M
30,054 shares@ $90.94 avg price
INTUIntuit
Recent Activity
0.58%
$2.725M
4,336 shares@ $628.5 avg price
IBDWIshares Tr
Recent Activity
Increased 17.88%
0.57%
$2.699M
132,644 shares@ $20.35 avg price
CORCencora Inc
Recent Activity
Decreased -0.73%
0.57%
$2.672M
11,891 shares@ $224.69 avg price
BSCTInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 3.76%
0.51%
$2.399M
130,829 shares@ $18.35 avg price
IBMInternational Business Machs
Recent Activity
0.49%
$2.326M
10,582 shares@ $219.83 avg price
DFASDimensional Etf Trust
Recent Activity
0.48%
$2.272M
34,917 shares@ $65.08 avg price
IBDSIshares Tr
Recent Activity
Increased 18.51%
0.48%
$2.259M
94,287 shares@ $23.97 avg price
IBDTIshares Tr
Recent Activity
Increased 20.44%
0.47%
$2.212M
88,845 shares@ $24.9 avg price
VEUVanguard Intl Equity Index F
Recent Activity
Increased 12.47%
0.4%
$1.892M
32,962 shares@ $57.41 avg price