Ironwood Investment Counsel
Latest statistics and disclosures from Ironwood Investment Counsel's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AAPL, FNDA, AMZN, GOOGL, and represent 16.87% of Ironwood Investment Counsel's stock portfolio.
- Added to shares of these 10 stocks: AFIF, QCOM, DG, FPE, WMT, FNDA, HSY, IJH, FNDX, BND.
- Started 11 new stock positions in ASML, ENR, VTEB, PNC, NFLX, ZBH, RSP, ORCL, VUG, IJT. XLY.
- Reduced shares in these 10 stocks: , IBM, USB, JMST, JPST, MSFT, TIP, PFF, WFC, PG.
- Sold out of its positions in BUD, COP, TIP, EMB, MBB, PFF, NVS.
- Ironwood Investment Counsel was a net buyer of stock by $1.7M.
- Ironwood Investment Counsel has $573M in assets under management (AUM), dropping by 7.18%.
- Central Index Key (CIK): 0001330463
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Portfolio Holdings for Ironwood Investment Counsel
Ironwood Investment Counsel holds 257 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 6.8 | $39M | -2% | 92k | 420.72 |
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| Apple (AAPL) | 4.1 | $23M | 136k | 171.48 |
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| Schwab Fundemental US Small Company ETF Schwab Fdt Us Sc (FNDA) | 2.2 | $13M | +12% | 221k | 57.03 |
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| Amazon (AMZN) | 2.0 | $11M | 62k | 180.38 |
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| Alphabet Inc Class A Cap Stk Cl A (GOOGL) | 1.9 | $11M | 73k | 150.93 |
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| Berkshire Hathaway Inc Class B Cl B New | 1.8 | $11M | 25k | 420.53 |
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| Accenture Sh Cl A (ACN) | 1.7 | $10M | 29k | 346.61 |
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| Merck & Co | 1.7 | $9.7M | 74k | 131.95 |
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| Johnson & Johnson (JNJ) | 1.7 | $9.7M | -2% | 62k | 158.19 |
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| iShares Barclays Aggregate Bond Core Us Aggbd Et (AGG) | 1.7 | $9.5M | 97k | 97.94 |
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| Charles Schwab Corporation (SCHW) | 1.6 | $9.3M | +2% | 129k | 72.34 |
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| American Express Company (AXP) | 1.6 | $9.3M | 41k | 227.69 |
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| SYSCO Corporation (SYY) | 1.6 | $9.3M | 114k | 81.18 |
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| First Trust Preferred Sec & Inc ETF Pfd Secs Inc Etf (FPE) | 1.5 | $8.7M | +27% | 501k | 17.32 |
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| Cisco Systems (CSCO) | 1.5 | $8.7M | 174k | 49.91 |
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| MasterCard Incorporated (MA) | 1.5 | $8.6M | 18k | 481.57 |
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| Pepsi (PEP) | 1.4 | $7.9M | 45k | 175.01 |
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| KLA Corporation Com New (KLAC) | 1.4 | $7.8M | 11k | 698.61 |
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| CVS Caremark Corporation (CVS) | 1.3 | $7.7M | 96k | 79.76 |
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| U.S. Bancorp (USB) | 1.2 | $7.1M | -17% | 159k | 44.70 |
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| Meta Platforms Inc Class A Cl A (META) | 1.2 | $6.8M | 14k | 485.60 |
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| Lockheed Martin Corporation (LMT) | 1.1 | $6.6M | +2% | 15k | 454.88 |
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| Cummins (CMI) | 1.1 | $6.5M | +2% | 22k | 294.66 |
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| Home Depot (HD) | 1.1 | $6.5M | 17k | 383.62 |
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| Fiserv (FI) | 1.1 | $6.3M | +2% | 40k | 159.82 |
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| Walt Disney Company (DIS) | 1.1 | $6.3M | +3% | 52k | 122.36 |
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| Medtronic | 1.1 | $6.2M | +3% | 71k | 87.15 |
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| Adobe Systems Incorporated (ADBE) | 1.1 | $6.0M | +2% | 12k | 504.60 |
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| iShares S&P 500 Index S&P 500 Index (IVV) | 1.0 | $6.0M | +6% | 11k | 525.76 |
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| Market Vectors High-Yield Muni ETF High Yld Munietf (HYD) | 1.0 | $6.0M | -6% | 114k | 52.26 |
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| United Parcel Service (UPS) | 1.0 | $5.9M | 40k | 148.63 |
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| Lowe's Companies (LOW) | 1.0 | $5.7M | 23k | 254.74 |
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| Starbucks Corporation (SBUX) | 1.0 | $5.7M | +3% | 62k | 91.39 |
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| JPMorgan Chase & Co. (JPM) | 1.0 | $5.5M | -2% | 28k | 200.30 |
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| Qualcomm (QCOM) | 0.9 | $5.4M | +84% | 32k | 169.30 |
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| Schwab Fundamental US Large Company ETF Schwab Fdt Us Lg (FNDX) | 0.9 | $5.4M | +10% | 81k | 67.39 |
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| International Business Machines (IBM) | 0.9 | $5.3M | -33% | 28k | 190.96 |
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| Two RDS Shared Tr Anfield Unlv Etf (AFIF) | 0.9 | $5.3M | +385% | 87k | 60.78 |
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| Comcast Corp New Cl A Cl A (CMCSA) | 0.9 | $5.2M | +3% | 119k | 43.35 |
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| Procter & Gamble Company (PG) | 0.9 | $5.1M | -8% | 31k | 162.25 |
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| Teradyne (TER) | 0.8 | $4.8M | +5% | 43k | 112.83 |
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| McKesson Corporation (MCK) | 0.8 | $4.4M | 8.2k | 536.88 |
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| Cardinal Health (CAH) | 0.7 | $4.2M | 38k | 111.90 |
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| Broadcom (AVGO) | 0.7 | $3.9M | 3.0k | 1325.78 |
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| Exxon Mobil Corporation (XOM) | 0.7 | $3.9M | -4% | 33k | 116.24 |
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| Hershey Company (HSY) | 0.6 | $3.6M | +49% | 19k | 194.50 |
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| Costco Wholesale Corporation (COST) | 0.6 | $3.6M | 4.9k | 732.69 |
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| Laboratory Corp of America Holdings Com New (LH) | 0.6 | $3.6M | 16k | 218.47 |
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| Vanguard Small Cap ETF Small Cp Etf (VB) | 0.6 | $3.6M | -4% | 16k | 228.60 |
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| Brown & Brown (BRO) | 0.6 | $3.5M | 40k | 87.54 |
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| Corteva (CTVA) | 0.6 | $3.5M | +9% | 61k | 57.67 |
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| Dollar General (DG) | 0.6 | $3.5M | +133% | 22k | 156.06 |
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| NVIDIA Corporation (NVDA) | 0.6 | $3.5M | -3% | 3.8k | 903.56 |
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| Oge Energy Corp (OGE) | 0.6 | $3.4M | 100k | 34.30 |
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| Spdr S&p 500 Etf Tr Unit (SPY) | 0.6 | $3.4M | 6.6k | 523.14 |
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| McDonald's Corporation (MCD) | 0.6 | $3.2M | 11k | 281.97 |
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| Verizon Communications (VZ) | 0.5 | $3.0M | -3% | 72k | 41.96 |
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| Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO) | 0.5 | $2.8M | +5% | 5.7k | 480.78 |
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| Alphabet Inc Class C Cap Stk Cl C (GOOG) | 0.5 | $2.8M | 18k | 152.26 |
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| JPMorgan Ultra-Short Income ETF Ultra Shrt Inc (JPST) | 0.5 | $2.7M | -26% | 54k | 50.45 |
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| Lilly Eli & Co Com Cl A (LLY) | 0.5 | $2.7M | 3.4k | 777.96 |
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| Omni (OMC) | 0.5 | $2.7M | 28k | 96.76 |
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| Chevron Corporation (CVX) | 0.5 | $2.6M | -7% | 17k | 157.74 |
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| iShares Russell 1000 Value Index Rus 1000 Val Etf (IWD) | 0.4 | $2.3M | 13k | 179.12 |
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| iShares MSCI EAFE Value Index Eafe Value Etf (EFV) | 0.4 | $2.2M | 41k | 54.40 |
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| Vanguard Interm-Tm Corp Bd Idx ETF Int-term Corp (VCIT) | 0.4 | $2.2M | +3% | 28k | 80.51 |
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| At&t (T) | 0.4 | $2.2M | +2% | 124k | 17.60 |
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| Wal-Mart Stores (WMT) | 0.4 | $2.1M | +191% | 35k | 60.17 |
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| Paychex (PAYX) | 0.4 | $2.1M | 17k | 122.81 |
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| Mondelez International Cl A (MDLZ) | 0.4 | $2.0M | 29k | 70.00 |
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| Vanguard MSCI EAFE ETF Van Ftse Dev Mkt (VEA) | 0.3 | $2.0M | 40k | 50.17 |
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| T. Rowe Price (TROW) | 0.3 | $2.0M | 16k | 121.92 |
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| Tesla Motors (TSLA) | 0.3 | $1.9M | -8% | 11k | 175.79 |
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| Vanguard Div Apprciation Div App Etf (VIG) | 0.3 | $1.9M | -13% | 10k | 182.61 |
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| Hubbell (HUBB) | 0.3 | $1.9M | 4.5k | 415.09 |
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| iShares Core 1-5 Year USD Bond ETF Core 1 5 Yr Usd (ISTB) | 0.3 | $1.9M | -2% | 40k | 47.44 |
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| Emerson Electric (EMR) | 0.3 | $1.9M | 17k | 113.43 |
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| iShares Barclays 1-3 Yr Treas 1 3 Yr Treas Bd (SHY) | 0.3 | $1.9M | -12% | 23k | 81.78 |
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| Abbvie (ABBV) | 0.3 | $1.8M | -3% | 10k | 182.10 |
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| General Mills (GIS) | 0.3 | $1.8M | 26k | 69.97 |
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| Automatic Data Processing (ADP) | 0.3 | $1.8M | -2% | 7.1k | 249.74 |
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| Intuit (INTU) | 0.3 | $1.7M | -3% | 2.7k | 650.00 |
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| UnitedHealth (UNH) | 0.3 | $1.7M | +11% | 3.5k | 494.72 |
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| JPMorgan Ultra-Short Municipal Inc ETF Ultra Sht Muncpl (JMST) | 0.3 | $1.7M | -40% | 33k | 50.74 |
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| Visa Com Cl A (V) | 0.3 | $1.7M | 5.9k | 279.11 |
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| Waste Management (WM) | 0.3 | $1.6M | 7.5k | 213.17 |
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| iShares iBoxx High Yield Corporate Bond ETF Iboxx Hi Yd Etf (HYG) | 0.3 | $1.6M | +3% | 20k | 77.73 |
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| Abbott Laboratories | 0.3 | $1.5M | -4% | 14k | 113.66 |
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| Coca-Cola Company (KO) | 0.3 | $1.5M | 25k | 61.18 |
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| Morgan Stanley Com New (MS) | 0.3 | $1.5M | +3% | 16k | 94.16 |
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| Vanguard Short-Term Corp Bd Idx ETF Shrt Trm Corp Bd (VCSH) | 0.3 | $1.5M | +5% | 19k | 77.31 |
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| iShares MSCI EAFE Growth Index Eafe Grwth Etf (EFG) | 0.3 | $1.4M | 14k | 103.80 |
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| Vanguard Intl Divdend Intl Dvd Etf (VIGI) | 0.2 | $1.4M | 17k | 81.53 |
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| PowerShares Variable Rate Preferred Var Rate Pfd (VRP) | 0.2 | $1.4M | -13% | 59k | 23.77 |
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| Clorox Company (CLX) | 0.2 | $1.3M | -4% | 8.8k | 153.11 |
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| Intel Corporation (INTC) | 0.2 | $1.3M | -6% | 30k | 44.17 |
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| Air Products & Chemicals (APD) | 0.2 | $1.3M | +9% | 5.5k | 242.27 |
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| BlackRock (BLK) | 0.2 | $1.3M | -3% | 1.6k | 834.13 |
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| Amgen (AMGN) | 0.2 | $1.3M | +5% | 4.6k | 284.35 |
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| Berkshire Hathaway Inc Class A Cl A (BRK.A) | 0.2 | $1.3M | 2.00 | 634440.00 |
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| Honeywell International (HON) | 0.2 | $1.2M | -3% | 6.0k | 205.25 |
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| Crown Castle Intl (CCI) | 0.2 | $1.2M | +8% | 12k | 105.83 |
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| Moody's Corporation (MCO) | 0.2 | $1.2M | 3.1k | 393.03 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $1.2M | -3% | 3.0k | 399.09 |
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| McCormick & Company, Incorporated (MKC) | 0.2 | $1.2M | -2% | 16k | 76.81 |
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| Powershares QQQ Unit Ser 1 (QQQ) | 0.2 | $1.2M | +12% | 2.7k | 444.16 |
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| Vanguard Mid-Cap ETF Mid Cap Etf (VO) | 0.2 | $1.2M | +3% | 4.7k | 249.91 |
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| Marsh & McLennan Companies (MMC) | 0.2 | $1.2M | 5.7k | 205.98 |
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| Stryker Corporation (SYK) | 0.2 | $1.2M | 3.3k | 357.87 |
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| Capital One Financial (COF) | 0.2 | $1.1M | -7% | 7.6k | 148.89 |
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| Caterpillar (CAT) | 0.2 | $1.1M | 2.9k | 366.49 |
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| salesforce (CRM) | 0.2 | $1.0M | -5% | 3.4k | 301.18 |
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| BancFirst Corporation (BANF) | 0.2 | $1.0M | 11k | 88.03 |
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| Corning Incorporated (GLW) | 0.2 | $1.0M | +11% | 30k | 32.96 |
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| Booking Holdings (BKNG) | 0.2 | $994k | -5% | 274.00 | 3627.88 |
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| Franklin Resources (BEN) | 0.2 | $987k | 35k | 28.11 |
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| Zoetis Cl A (ZTS) | 0.2 | $975k | -3% | 5.8k | 169.22 |
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| Edwards Lifesciences (EW) | 0.2 | $970k | -4% | 10k | 95.56 |
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| Ecolab (ECL) | 0.2 | $946k | -3% | 4.1k | 230.90 |
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| iShares 1-5 Year invmt Grd Corp Bd ETF Ishs 1-5yr Invs (IGSB) | 0.2 | $933k | -31% | 18k | 51.28 |
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| iShares MSCI EAFE Index Msci Eafe Etf (EFA) | 0.2 | $919k | 12k | 79.86 |
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| Advanced Micro Devices (AMD) | 0.2 | $917k | +8% | 5.1k | 180.49 |
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| Wells Fargo & Company (WFC) | 0.2 | $911k | -34% | 16k | 57.96 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $900k | 5.2k | 174.24 |
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| Eaton Corp SHS (ETN) | 0.2 | $897k | 2.9k | 312.77 |
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| iShares Russell 2000 Growth Index Rus 2000 Grw Etf (IWO) | 0.2 | $894k | 3.3k | 270.80 |
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| Illinois Tool Works (ITW) | 0.2 | $885k | -4% | 3.3k | 268.33 |
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| NetApp (NTAP) | 0.2 | $868k | +8% | 8.3k | 104.97 |
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| TJX Companies (TJX) | 0.2 | $863k | -4% | 8.5k | 101.42 |
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| Deere & Company (DE) | 0.1 | $854k | +3% | 2.1k | 410.74 |
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| Donaldson Company (DCI) | 0.1 | $844k | -4% | 11k | 74.68 |
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| Union Pacific Corporation (UNP) | 0.1 | $834k | 3.4k | 245.96 |
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| Willis Towers Watson (WTW) | 0.1 | $811k | 2.9k | 275.00 |
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| Walgreen Boots Alliance (WBA) | 0.1 | $785k | -4% | 36k | 21.69 |
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| Vanguard Total Stock Market ETF Total Stk Mkt (VTI) | 0.1 | $779k | 3.0k | 259.93 |
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| Schwab U.S. Dividend Equity ETF Us Dividend Eq (SCHD) | 0.1 | $760k | +78% | 9.4k | 80.64 |
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| Monster Beverage Corp (MNST) | 0.1 | $739k | -6% | 13k | 59.28 |
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| iShares S&P MidCap 400 Index Core S&p Mcp Etf (IJH) | 0.1 | $733k | +389% | 12k | 60.74 |
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| Target Corporation (TGT) | 0.1 | $712k | 4.0k | 177.23 |
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| Xylem (XYL) | 0.1 | $706k | -6% | 5.5k | 129.24 |
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| Cigna Corp (CI) | 0.1 | $703k | 1.9k | 363.20 |
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| Schwab U.S. Large-Cap ETF Us Lrg Cap Etf (SCHX) | 0.1 | $699k | 11k | 62.06 |
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| FedEx Corporation (FDX) | 0.1 | $681k | -5% | 2.3k | 289.74 |
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| Nike CL B (NKE) | 0.1 | $674k | -2% | 7.2k | 93.99 |
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| S&p Global (SPGI) | 0.1 | $669k | -3% | 1.6k | 425.60 |
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| HEICO Corporation (HEI) | 0.1 | $668k | 3.5k | 191.00 |
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| Schwab U.S. Broad Market ETF Us Brd Mkt Etf (SCHB) | 0.1 | $667k | 11k | 61.05 |
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| iShares Russell 1000 Growth Index Rus 1000 Grw Etf (IWF) | 0.1 | $666k | 2.0k | 337.09 |
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| iShares S&P 500 Grwth S&p 500 Grwt Etf (IVW) | 0.1 | $663k | 7.9k | 84.44 |
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| Pinnacle West Capital Corporation (PNW) | 0.1 | $649k | +3% | 8.7k | 74.73 |
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| Colgate-Palmolive Company (CL) | 0.1 | $639k | -7% | 7.1k | 90.05 |
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| Pfizer (PFE) | 0.1 | $631k | -28% | 23k | 27.75 |
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| Molson Coors Brewing Co B CL B (TAP) | 0.1 | $621k | -3% | 9.2k | 67.25 |
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| Vanguard Total Bond Market Total Bnd Mrkt (BND) | 0.1 | $617k | +193% | 8.5k | 72.64 |
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| Communication Services Sel Sect SPDR ETF Communication (XLC) | 0.1 | $609k | -6% | 7.5k | 81.67 |
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| iShares MSCI ACWI ex US Index Msci Acwi Ex Us (ACWX) | 0.1 | $606k | 11k | 53.39 |
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| Church & Dwight (CHD) | 0.1 | $595k | -4% | 5.7k | 104.31 |
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| Sherwin-Williams Company (SHW) | 0.1 | $587k | -9% | 1.7k | 347.33 |
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| Clarivate Ord Shs (CLVT) | 0.1 | $566k | +3% | 76k | 7.43 |
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| Roper Industries (ROP) | 0.1 | $556k | -6% | 992.00 | 560.84 |
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| Vanguard REIT ETF Reit Etf (VNQ) | 0.1 | $543k | -2% | 6.3k | 86.48 |
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| Lpl Financial Holdings (LPLA) | 0.1 | $540k | 2.0k | 264.20 |
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| General Electric Com New (GE) | 0.1 | $533k | 3.0k | 175.53 |
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| Heico Corporation Class A Cl A (HEI.A) | 0.1 | $531k | 3.5k | 153.94 |
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| Vanguard Emerging Markets ETF Ftse Emr Mkt Etf (VWO) | 0.1 | $523k | -22% | 13k | 41.77 |
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| Boeing Company (BA) | 0.1 | $507k | 2.6k | 193.01 |
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| Schwab International Equity ETF Intl Eqty Etf (SCHF) | 0.1 | $491k | -13% | 13k | 39.02 |
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| Post Holdings Inc Common (POST) | 0.1 | $491k | 4.6k | 106.28 |
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| Us Foods Hldg Corp call (USFD) | 0.1 | $483k | -5% | 9.0k | 53.97 |
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| iShares Russell 2000 Index Russell 2000 Etf (IWM) | 0.1 | $474k | +9% | 2.3k | 210.36 |
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| Taiwan Semiconductr Adrf Sponsored Ads (TSM) | 0.1 | $471k | 3.5k | 136.05 |
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| Constellation Brands Cl A (STZ) | 0.1 | $466k | -12% | 1.7k | 271.76 |
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| Lam Research Corporation (LRCX) | 0.1 | $465k | +2% | 479.00 | 971.69 |
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| Vanguard Value ETF Value Etf (VTV) | 0.1 | $457k | +36% | 2.8k | 162.86 |
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| American Electric Power Company (AEP) | 0.1 | $452k | 5.3k | 86.10 |
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| Equifax (EFX) | 0.1 | $441k | 1.7k | 267.52 |
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| iShares S&P 600 Small Cap Index Core S&p Scp Etf (IJR) | 0.1 | $441k | +2% | 4.0k | 110.52 |
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| Stericycle (SRCL) | 0.1 | $441k | -7% | 8.4k | 52.75 |
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| Chubb (CB) | 0.1 | $437k | 1.7k | 259.13 |
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| State Street Corporation (STT) | 0.1 | $429k | +7% | 5.5k | 77.33 |
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| PowerShares Nasdaq Internet ETF Nasdaq Internt (PNQI) | 0.1 | $426k | +8% | 11k | 39.89 |
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| Microchip Technology (MCHP) | 0.1 | $423k | 4.7k | 89.71 |
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| Affiliated Managers (AMG) | 0.1 | $421k | -23% | 2.5k | 167.47 |
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| Novo-Nordisk A-S Adr (NVO) | 0.1 | $411k | 3.2k | 128.40 |
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| Gilead Sciences (GILD) | 0.1 | $388k | 5.3k | 73.26 |
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| AmerisourceBergen (COR) | 0.1 | $386k | 1.6k | 242.99 |
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| Cintas Corporation (CTAS) | 0.1 | $386k | 562.00 | 687.03 |
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| Northern Trust Corporation (NTRS) | 0.1 | $385k | 4.3k | 88.92 |
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| PPG Industries (PPG) | 0.1 | $377k | 2.6k | 144.90 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $375k | +7% | 3.8k | 97.54 |
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| iShares S&P 500 Value Index S&p 500 Val Etf (IVE) | 0.1 | $373k | +2% | 2.0k | 186.81 |
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| Fastenal Company (FAST) | 0.1 | $368k | 4.8k | 77.14 |
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| Sprott Phys Silver Trust Tr Unit (PSLV) | 0.1 | $361k | 44k | 8.29 |
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| C.H. Robinson Worldwide (CHRW) | 0.1 | $356k | -13% | 4.7k | 76.15 |
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| Hillenbrand (HI) | 0.1 | $355k | -11% | 7.1k | 50.29 |
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| Oracle Corporation (ORCL) | 0.1 | $347k | NEW | 2.8k | 125.61 |
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| CSX Corporation (CSX) | 0.1 | $346k | 9.3k | 37.07 |
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| Ameren Corporation (AEE) | 0.1 | $345k | 4.7k | 73.96 |
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| Sprouts Fmrs Mkt (SFM) | 0.1 | $340k | +3% | 5.3k | 64.48 |
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| Toro Company (TTC) | 0.1 | $340k | -9% | 3.7k | 91.63 |
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| Vanguard Information Technology ETF Inf Tech Etf (VGT) | 0.1 | $338k | +52% | 644.00 | 524.45 |
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| Privia Health Group (PRVA) | 0.1 | $336k | -50% | 17k | 19.59 |
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| Nextera Energy (NEE) | 0.1 | $319k | -4% | 5.0k | 63.92 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $319k | 548.00 | 581.21 |
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| Vanguard FTSE All-World ex-US ETF Allwrld Ex Us (VEU) | 0.1 | $307k | +15% | 5.2k | 58.65 |
|
| Netflix (NFLX) | 0.1 | $306k | NEW | 504.00 | 607.33 |
|
| W.W. Grainger (GWW) | 0.1 | $305k | 300.00 | 1017.30 |
|
|
| iShares Dow Jones Select Dividend Index Select Divid Etf (DVY) | 0.1 | $301k | 2.4k | 123.18 |
|
|
| Martin Marietta Materials (MLM) | 0.1 | $301k | 490.00 | 613.94 |
|
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| SPDR S&P Biotech ETF S&p Biotech (XBI) | 0.1 | $301k | -13% | 3.2k | 94.89 |
|
| Consumer Discret Sel Sect SPDR Sbi Cons Discr (XLY) | 0.1 | $293k | NEW | 1.6k | 183.89 |
|
| Technology Select SPDR Technology (XLK) | 0.1 | $290k | -2% | 1.4k | 208.35 |
|
| Ss&c Technologies Holding (SSNC) | 0.1 | $290k | -8% | 4.5k | 64.37 |
|
| Proshares S&P 500 Div S&p 500 Dv Arist (NOBL) | 0.1 | $289k | 2.8k | 101.42 |
|
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| Weyerhaeuser Com New (WY) | 0.1 | $287k | 8.0k | 35.91 |
|
|
| Vanguard Growth ETF Growth Etf (VUG) | 0.0 | $286k | NEW | 831.00 | 344.49 |
|
| Financial Select Sector SPDR Financial (XLF) | 0.0 | $284k | -6% | 6.7k | 42.12 |
|
| Cabot Corporation (CBT) | 0.0 | $278k | 3.0k | 92.20 |
|
|
| Energy Transfer Partners Com Ut Ltd Ptn (ET) | 0.0 | $276k | 18k | 15.73 |
|
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| GFL Environmental Sub Vtg Shs (GFL) | 0.0 | $274k | 8.0k | 34.50 |
|
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| Marathon Petroleum Corp (MPC) | 0.0 | $272k | 1.4k | 201.50 |
|
|
| Guggenheim S&P 500 Equal Weight ETF S&p500 Eql Wgt (RSP) | 0.0 | $269k | NEW | 1.6k | 169.43 |
|
| International Flavors & Fragrances (IFF) | 0.0 | $268k | 3.1k | 86.00 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $267k | 4.9k | 54.23 |
|
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| Paypal Holdings (PYPL) | 0.0 | $266k | +6% | 4.0k | 66.99 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $262k | 2.3k | 115.35 |
|
|
| iShares Russell Midcap Growth Rus Md Cp Gr Etf (IWP) | 0.0 | $257k | 2.3k | 114.14 |
|
|
| Synopsys (SNPS) | 0.0 | $255k | 446.00 | 571.50 |
|
|
| iShares S&P MidCap 400 Growth S&p Mc 400gr Etf (IJK) | 0.0 | $249k | 2.7k | 91.25 |
|
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| Vanguard Tax-Exempt Bond ETF Tax Exempt Bd (VTEB) | 0.0 | $248k | NEW | 4.9k | 50.60 |
|
| Johnson Controls SHS (JCI) | 0.0 | $248k | -3% | 3.8k | 65.33 |
|
| iShares Russell Midcap Value Rus Mdcp Val Etf (IWS) | 0.0 | $247k | 2.0k | 125.33 |
|
|
| John Wiley & Sons Cl A (WLY) | 0.0 | $244k | -2% | 6.4k | 38.13 |
|
| Hormel Foods Corporation (HRL) | 0.0 | $241k | -17% | 6.9k | 34.89 |
|
| B O K Financial Cp Com New (BOKF) | 0.0 | $237k | 2.6k | 92.00 |
|
|
| Calvert International Responsible ETF Calvert Internat (CVIE) | 0.0 | $228k | 4.0k | 56.97 |
|
|
| American Tower Reit (AMT) | 0.0 | $226k | -14% | 1.1k | 197.64 |
|
| Wec Energy Group (WEC) | 0.0 | $222k | 2.7k | 82.12 |
|
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| Philip Morris International (PM) | 0.0 | $220k | 2.4k | 91.63 |
|
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| Carrier Global Corporation (CARR) | 0.0 | $218k | 3.7k | 58.13 |
|
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| Energizer Holdings (ENR) | 0.0 | $216k | NEW | 7.4k | 29.44 |
|
| Vanguard Short-Term Bond ETF Short Trm Bond (BSV) | 0.0 | $214k | -2% | 2.8k | 76.69 |
|
| Tyler Technologies (TYL) | 0.0 | $213k | 500.00 | 425.01 |
|
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| Zimmer Holdings (ZBH) | 0.0 | $212k | NEW | 1.6k | 132.03 |
|
| Vail Resorts (MTN) | 0.0 | $210k | -12% | 943.00 | 222.83 |
|
| Rockwell Automation (ROK) | 0.0 | $208k | 714.00 | 291.55 |
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| Essex Property Trust (ESS) | 0.0 | $208k | 850.00 | 244.81 |
|
|
| iShares S&P SmallCap 600 Grwth Idx S&P SML 600 GWT (IJT) | 0.0 | $204k | NEW | 1.6k | 130.73 |
|
| ASML Holding NV N Y Registry Shs (ASML) | 0.0 | $204k | NEW | 210.00 | 970.47 |
|
| Markel Corporation (MKL) | 0.0 | $202k | -28% | 133.00 | 1521.47 |
|
| Leslies (LESL) | 0.0 | $202k | 31k | 6.50 |
|
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| PNC Financial Services (PNC) | 0.0 | $202k | NEW | 1.2k | 161.65 |
|
| Ready Cap Corp Com reit (RC) | 0.0 | $183k | +3% | 20k | 9.13 |
|
| Altice USA Cl A (ATUS) | 0.0 | $109k | -2% | 42k | 2.61 |
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| Infinera (INFN) | 0.0 | $71k | 12k | 6.03 |
|
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| LightPath Technologies Com Cl A (LPTH) | 0.0 | $34k | +32% | 25k | 1.38 |
|
| Renalytix Ads (RNLX) | 0.0 | $10k | 12k | 0.86 |
|
Past Filings by Ironwood Investment Counsel
SEC 13F filings are viewable for Ironwood Investment Counsel going back to 2010
- Ironwood Investment Counsel 2024 Q1 filed May 10, 2024
- Ironwood Investment Counsel 2023 Q4 filed Feb. 8, 2024
- Ironwood Investment Counsel 2023 Q3 filed Nov. 14, 2023
- Ironwood Investment Counsel 2023 Q2 filed Aug. 8, 2023
- Ironwood Investment Counsel 2023 Q1 filed May 11, 2023
- Ironwood Investment Counsel 2022 Q4 filed Feb. 2, 2023
- Ironwood Investment Counsel 2022 Q3 filed Nov. 9, 2022
- Ironwood Investment Counsel 2022 Q2 filed Aug. 4, 2022
- Ironwood Investment Counsel 2022 Q1 filed May 9, 2022
- Ironwood Investment Counsel 2021 Q4 filed Feb. 4, 2022
- Ironwood Investment Counsel 2021 Q3 filed Nov. 4, 2021
- Ironwood Investment Counsel 2021 Q2 filed Aug. 6, 2021
- Ironwood Investment Counsel 2021 Q1 filed May 3, 2021
- Ironwood Investment Counsel 2020 Q4 filed Feb. 11, 2021
- Ironwood Investment Counsel 2020 Q3 restated filed Nov. 16, 2020
- Ironwood Investment Counsel 2020 Q3 filed Nov. 3, 2020