Long-term investor

Ironwood Wealth Management, Llc. @ironwoodwealthmanagementbxcg

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001692820).

Record

  • Tracked since 2025-06-30 (486 days), 39 trades recorded
  • Returns: week n/a · month n/a · 90 days n/a · 6 months +10.2% · 1 year +14.4% · all +14.4%
  • Max drawdown n/a · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 46432F842 · 17.2% · long · since 2025-09-30
  • 25434V575 · 13.1% · long · since 2026-06-30
  • 464287200 · 10.9% · long · since 2025-09-30
  • 464287440 · 9.8% · long · since 2025-09-30
  • 46434G103 · 9.8% · long · since 2025-09-30
  • 92206C870 · 7.6% · long · since 2026-06-30
  • 92206C102 · 4.9% · long · since 2026-06-30
  • 92206C409 · 4.6% · long · since 2026-06-30
  • 464287507 · 3.4% · long · since 2025-09-30
  • 464287804 · 2.3% · long · since 2025-09-30
  • 025072802 · 2.0% · long · since 2026-06-30
  • 78463X889 · 1.8% · long · since 2025-09-30

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