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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
SCHMSchwab Strategic Tr
Recent Activity
Increased 238.48%
0.4%
$1.892M
68,273 shares@ $27.71 avg price
VOVanguard Index Fds
Recent Activity
0.39%
$1.844M
6,982 shares@ $264.12 avg price
HDVIshares Tr
Recent Activity
Increased 5.94%
0.39%
$1.839M
16,385 shares@ $112.26 avg price
BSJSInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 13.46%
0.39%
$1.834M
84,590 shares@ $21.69 avg price
LOWLowes Cos Inc
Recent Activity
0.39%
$1.834M
7,430 shares@ $246.81 avg price
HDHome Depot Inc
Recent Activity
Increased 0.72%
0.38%
$1.765M
4,537 shares@ $389.02 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
SCHXSchwab Strategic Tr
Recent Activity
Increased 240.66%
0.34%
$1.597M
68,898 shares@ $23.18 avg price