Ironwood Financial, LLC

CIK Number: 0001630360

476.7M
Market Value
155
# of Holdings
20 months
Avg. Holding Period
41.67%
Win Rate
15.07%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 IVV iShares Core S&...
547.01
+9.67% 96.88K -7.65% 57.03M 359.79 11.96%
2 AAPL Apple Inc.
199.00
+15.42% 172.38K -1.16% 43.17M 126.73 9.06%
3 IVE iShares S&P 500...
180.93
+7.48% 97.72K -6.04% 18.65M 126.55 3.91%
4 IJH iShares Core S&...
55.98
+9.42% 296.19K -0.27% 18.46M 45.25 3.87%
5 IVW iShares S&P 500...
92.50
+11.51% 170.46K -1.21% 17.31M 61.15 3.63%

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