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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
DFACDimensional Etf Trust
Recent Activity
Decreased -36.54%
0.05%
$223,866
6,472 shares@ $34.59 avg price
SLVIshares Silver Tr
Recent Activity
Decreased -5.32%
0.05%
$213,352
8,103 shares@ $26.34 avg price
VSSVanguard Intl Equity Index F
Recent Activity
Decreased -10.11%
0.05%
$200,340
1,750 shares@ $114.48 avg price
PBTPermian Basin Rty Tr
Recent Activity
Decreased -33.51%
0.03%
$136,284
12,300 shares@ $11.08 avg price