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Home > Institutional Investor > Ironwood Financial, Llc > 13F Holdings

Instuitional Investor - Ironwood Financial, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 96,884 $57,033,434 11.96%
2.
Apple Inc.
 AAPL 172,385 $43,168,734 9.05%
3.
Ishares Trust
 IEF 97,722 $18,653,157 3.91%
4.
Ishares Trust
 IEF 296,194 $18,455,836 3.87%
5.
Ishares Trust
 IEF 170,456 $17,306,363 3.63%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)