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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
VBVanguard Index Fds
Recent Activity
Decreased -0.48%
0.34%
$1.583M
6,588 shares@ $240.28 avg price
IBHEIshares Tr
Recent Activity
Increased 13.02%
0.32%
$1.498M
64,551 shares@ $23.21 avg price
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
MCDMcdonalds Corp
Recent Activity
0.3%
$1.402M
4,838 shares@ $289.9 avg price
IBHFIshares Tr
Recent Activity
Increased 15.72%
0.3%
$1.392M
60,122 shares@ $23.15 avg price
XLFSelect Sector Spdr Tr
Recent Activity
Increased 8.8%
0.3%
$1.386M
28,676 shares@ $48.33 avg price
BSCUInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 9.52%
0.28%
$1.3M
79,426 shares@ $16.38 avg price
SCHASchwab Strategic Tr
Recent Activity
Increased 135.12%
0.27%
$1.258M
48,635 shares@ $25.87 avg price
RTXRtx Corporation
Recent Activity
Decreased -2.78%
0.26%
$1.211M
10,463 shares@ $115.73 avg price