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Ironsides Asset Advisors Comparing Fund Holdings in Q3 2022 vs. Q4 2022

Ava Hoppe | 4 May, 2023

In the world of investing, quarterly financial reporting is a crucial part of understanding the performance of a company or fund. One such report, the 13F, provides valuable insights for investors to gain an understanding of the fund's holdings and investment decisions. In this article, we'll be analyzing the Ironsides Asset Advisors' Q3 2022 vs. Q4 2022 13F holdings to help you, our readers, understand their investment decisions.

Ironsides Asset Advisors is a financial management company that specializes in long-term investments with a focus on undervalued stocks. They've managed to provide steady returns to investors over the years by investing in undervalued and under-covered stocks that have a strong growth potential.

According to their Q3 2022 vs. Q4 2022 13F holdings report, Ironsides Asset Advisors made significant changes to their portfolio. Let’s take a closer look at their top holdings.

Top Holdings:

1. LOWES COS INC - Lowes Cos Inc is a home improvement retailer that provides an array of products and services that cater to consumers' needs. The company's shares dropped by 4.2% since Q3 2022, and Ironsides has reduced their position slightly.

2. SPDR S&P 500 ETF TR - Ironsides bought into the S&P 500 ETF at an opportune time as the value rose by 48.9% since Q3 2022.

3. ISHARES TR - iShares TR suffered a significant dip of 30.2% in Q4 2022 as Ironsides reduced their holdings.

4. VANGUARD INDEX FDS - Ironsides slightly reduced its holdings in Q4 2022, but the value increased by 8%.

Other Holdings:

5. ISHARES INC - Ironsides took a new position in the iShares Inc and helped raise its value considerably in Q4 2022.

6. VANGUARD INDEX FDS - VUG - Ironsides' position in the VUG remained relatively the same, with a minor decrease of 0.6% in value.

7. VANGUARD INDEX FDS - VOO - Ironsides reduced its position in VOO, which resulted in a loss of 3% in Q4 2022.

8. VANGUARD WHITEHALL FDS INC - VYM -VYM's value increased to 10.6%, which helped increase Ironsides' position in Q4 2022.

9. VANGUARD INDEX FDS - VTV - Ironsides increased their holdings in VTV, which helped gain 12.9% in value in Q4 2022.

10. VANGUARD INDEX FDS - VTI - Ironsides' position in VTI decreased by 59.5% after selling off most of their shares.

11. VANGUARD INDEX FDS - VOE - Ironsides increased their holdings in VOE, helping to increase its value by 8% in Q4 2022.

12. INVESCO EXCHANGE TRADED FD T - RSP - Ironsides sold off its position in the RSP, resulting in the fund's value decreasing by 56.3%.

13. ISHARES TR - IWD - Ironsides held on to its shares of IWD and helped increase its value by 11.5%.

14. ISHARES TR - IVV - IVV's value increased by 7.1%, and Ironsides' position remained relatively consistent.

15. VANGUARD SCOTTSDALE FDS - VCSH - Ironsides sold off most of its shares, resulting in the value decreasing by 59.3% in Q4 2022.


Ironsides’ Q3 2022 vs. Q4 2022 13F holdings report suggests that the company has made some significant investment decisions. They have invested in some ETFs and decreased their holdings in several other shares. As a result, some share prices went up or down during this time. Ironsides Asset Advisors maintains its position as a reliable and steady financial firm that has continued to provide excellent returns over the years with some clever investment decisions. This review showcases the value that can come with carefully analyzing an Investment report and paying attention to fund management firms' investment decisions.

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