Portfolio (Quarterly)
Guide ↗
IRONWOOD WEALTH MANAGEMENT, INC.
· CIK 0001844821| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | CTVA | CORTEVA INC | Basic Materials | 264.0 | $18K | 0.01% | NEW | — | $68.65 | +17.1% |
| 22 | DOW | DOW INC | Basic Materials | 552.0 | $15K | 0.01% | NEW | — | $26.33 | +30.8% |
| 23 | MET | METLIFE INC | Financial Services | 14.0 | $1K | — | NEW | — | $79.43 | +3.2% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
37.6%
Basic Materials
31.1%
Communication Services
20.7%
Energy
10.7%