Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| IRONWOOD FINANCIAL LLC | 01-19-2024 | 12-31-2023 | 144 | 412,769,066 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $48,110,175 | 100,727 | 0.01 | 0.01 | 8,559 | 9.29 | 12-31-2023 |
| APPLE INC | COM | 2 | $41,905,650 | 217,658 | 0.01 | 0.01 | -2,963 | -1.34 | 12-31-2023 |
| ISHARES TR | S&P 500 VAL ETF | 3 | $17,843,044 | 102,611 | 0.00 | 0.00 | -1,922 | -1.84 | 12-31-2023 |
| ISHARES TR | CORE S&P MCP ETF | 4 | $15,010,648 | 54,161 | 0.00 | 0.00 | 1,571 | 2.99 | 12-31-2023 |
