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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
IVVIshares Tr
Recent Activity
Decreased -7.64%
11.97%
$57.033M
96,884 shares@ $588.68 avg price
AAPLApple Inc
Recent Activity
Decreased -1.15%
9.06%
$43.169M
172,385 shares@ $250.43 avg price
IVEIshares Tr
Recent Activity
Decreased -6.03%
3.92%
$18.653M
97,722 shares@ $190.88 avg price
IJHIshares Tr
Recent Activity
Decreased -0.27%
3.88%
$18.456M
296,194 shares@ $62.31 avg price
IVWIshares Tr
Recent Activity
Decreased -1.2%
3.64%
$17.306M
170,456 shares@ $101.53 avg price
IJRIshares Tr
Recent Activity
Decreased -0.39%
2.64%
$12.551M
108,934 shares@ $115.23 avg price
EUSAIshares Inc
Recent Activity
Decreased -10.21%
2.38%
$11.319M
118,696 shares@ $95.37 avg price
BSJQInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 1.55%
2.28%
$10.825M
465,102 shares@ $23.28 avg price
BSJPInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 0.72%
2.22%
$10.578M
458,538 shares@ $23.07 avg price
BSCRInvesco Exch Trd Slf Idx Fd
Recent Activity
Decreased -0.31%
2.1%
$9.971M
511,863 shares@ $19.48 avg price