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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
IEFAIshares Tr
Recent Activity
Decreased -0.58%
0.11%
$480,745
6,840 shares@ $70.29 avg price
IYFIshares Tr
Recent Activity
Decreased -41.61%
0.09%
$387,142
3,501 shares@ $110.59 avg price
IYEIshares Tr
Recent Activity
Decreased -48.36%
0.08%
$367,704
8,069 shares@ $45.57 avg price
ABTAbbott Labs
Recent Activity
Decreased -0.18%
0.07%
$309,017
2,732 shares@ $113.12 avg price
VNQVanguard Index Fds
Recent Activity
Decreased -6.75%
0.07%
$304,901
3,423 shares@ $89.08 avg price
SCHESchwab Strategic Tr
Recent Activity
Decreased -5.21%
0.07%
$300,413
11,281 shares@ $26.63 avg price
SPYXSpdr Ser Tr
Recent Activity
Decreased -33.43%
0.07%
$299,734
6,225 shares@ $48.16 avg price
PFFIshares Tr
Recent Activity
Decreased -33.32%
0.06%
$281,274
8,946 shares@ $31.45 avg price
IEDIIshares U S Etf Tr
Recent Activity
Decreased -31.06%
0.06%
$260,713
4,880 shares@ $53.43 avg price
TQQQProshares Tr
Recent Activity
Decreased -1.47%
0.06%
$249,260
3,150 shares@ $79.14 avg price