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Ironwood Wealth Management

Latest statistics and disclosures from Ironwood Financial's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, AAPL, IVE, IJH, IVW, and represent 32.36% of Ironwood Financial's stock portfolio.
Added to shares of these 10 stocks: IJH (+$14M), IBDU, IBDV, AGG, HYG, IVV, LQD, VTI, RSP, SOXX.
Started 9 new stock positions in META, SSD, XLC, AXDX, CHH, TRV, Summit Hotel Properties, CART, Vishay Intertechnology convertible security.
Reduced shares in these 10 stocks: BSCP, BSCQ, BSCO, BSJO, BSJP, BSJQ, BSCS, AAPL, BSCR, DFAS.
Sold out of its positions in WNS, YUMC.
Ironwood Financial was a net buyer of stock by $19M.
Ironwood Financial has $435M in assets under management (AUM), dropping by 5.37%.
Central Index Key (CIK): 0001630360

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Positions held by Ironwood Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Ironwood Financial

Ironwood Financial holds 151 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
Ishares Tr Core S&p500 Etf (IVV)	12.4	$54M		103k	525.73	View chart
Apple (AAPL)	8.3	$36M	-2%	212k	171.48	View chart
Ishares Tr S&p 500 Val Etf (IVE)	4.4	$19M		103k	186.81	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.8	$17M	+408%	276k	60.74	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	3.3	$15M		172k	84.44	View chart
Ishares Msci Equal Weite (EUSA)	2.7	$12M		130k	90.99	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.5	$11M		100k	110.52	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)	2.1	$9.3M	-13%	405k	22.95	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	2.1	$9.1M	-11%	391k	23.18	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	2.0	$8.5M	-18%	419k	20.43	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	1.9	$8.5M	-10%	438k	19.29	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO)	1.9	$8.4M	-17%	368k	22.73	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	1.9	$8.1M	-11%	406k	20.07	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	1.8	$7.9M	-19%	414k	19.21	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.8	$7.7M		96k	79.86	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)	1.7	$7.5M	-18%	359k	20.97	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.5	$6.5M	+12%	25k	259.90	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	1.5	$6.4M		62k	102.76	View chart
Amazon (AMZN)	1.3	$5.7M		32k	180.38	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	1.3	$5.6M	+149%	245k	22.82	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.3	$5.6M		48k	115.30	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	1.3	$5.5M		46k	118.29	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	1.3	$5.5M	+138%	256k	21.40	View chart
Microsoft Corporation (MSFT)	1.2	$5.3M		13k	420.73	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.1	$5.0M	+168%	51k	97.94	View chart
Ishares Tr Select Divid Etf (DVY)	1.1	$4.8M		39k	123.18	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.1	$4.6M	-3%	10k	444.01	View chart
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)	1.0	$4.5M	+3%	203k	22.25	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.0	$4.5M		19k	239.76	View chart
Eli Lilly & Co. (LLY)	1.0	$4.1M		5.3k	777.96	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.9	$4.0M	+129%	52k	77.73	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.9	$3.7M	+18%	22k	169.37	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.8	$3.5M	+10%	70k	50.17	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$3.3M		22k	150.93	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.7	$3.2M	+40%	30k	108.92	View chart
JPMorgan Chase & Co. (JPM)	0.7	$3.2M		16k	200.30	View chart
AmerisourceBergen (COR)	0.7	$2.9M		12k	242.99	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$2.9M		19k	152.26	View chart
Intuit (INTU)	0.7	$2.9M		4.4k	650.00	View chart
Costco Wholesale Corporation (COST)	0.6	$2.8M		3.8k	732.71	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$2.7M		5.2k	523.06	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.6	$2.7M		30k	91.25	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.5	$2.4M	+8%	22k	110.50	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.5	$2.3M	-21%	37k	62.34	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.5	$2.2M	+6%	90k	24.81	View chart
International Business Machines (IBM)	0.5	$2.0M		10k	190.96	View chart
Lowe's Companies (LOW)	0.4	$1.9M		7.6k	254.73	View chart
Ishares Tr Ibonds Dec24 Etf (IBDP)	0.4	$1.9M	+2%	74k	25.05	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.4	$1.8M	-2%	99k	18.30	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.4	$1.7M		13k	130.73	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.4	$1.7M	+5%	73k	23.85	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.4	$1.7M	-2%	6.3k	270.80	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$1.7M		6.9k	249.87	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.4	$1.7M		21k	81.43	View chart
Home Depot (HD)	0.4	$1.7M		4.3k	383.56	View chart
Amgen (AMGN)	0.4	$1.7M		5.8k	284.32	View chart
Johnson & Johnson (JNJ)	0.4	$1.6M		10k	158.18	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$1.6M		4.6k	337.01	View chart
Ishares Tr Core High Dv Etf (HDV)	0.3	$1.5M	-2%	14k	110.21	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$1.5M	+2%	6.5k	228.59	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.3	$1.4M	+56%	70k	20.49	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$1.4M		24k	58.65	View chart
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS)	0.3	$1.4M	+12%	63k	21.66	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$1.3M		21k	62.06	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.3	$1.1M	+11%	48k	23.80	View chart
McDonald's Corporation (MCD)	0.3	$1.1M		4.0k	281.95	View chart
Raytheon Technologies Corp (RTX)	0.2	$1.1M		11k	97.53	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$1.1M		22k	49.24	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.2	$1.0M	+18%	41k	24.91	View chart
Ishares Tr Ibonds 25 Trm Hg (IBHE)	0.2	$1.0M	+2%	44k	23.38	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$1.0M	-2%	24k	42.12	View chart
Ishares Tr Ibonds 24 Trm Hg (IBHD)	0.2	$992k	-5%	43k	23.32	View chart
Pfizer (PFE)	0.2	$953k		34k	27.75	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.2	$947k		58k	16.39	View chart
Zions Bancorporation (ZION)	0.2	$932k		22k	43.40	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.2	$895k	-2%	32k	28.04	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$879k	-3%	4.2k	210.29	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$835k		9.9k	84.09	View chart
Ishares Tr Global Tech Etf (IXN)	0.2	$822k		11k	74.81	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$821k	+197%	3.6k	225.92	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$807k	-4%	21k	39.02	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$804k	+21%	4.9k	162.86	View chart
Ishares U S Etf Tr U.s. Tech Indepd (IETC)	0.2	$792k		11k	70.80	View chart
Biogen Idec (BIIB)	0.2	$779k		3.6k	215.63	View chart
Honeywell International (HON)	0.2	$767k		3.7k	205.25	View chart
Bristol Myers Squibb (BMY)	0.2	$758k		14k	54.23	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$749k	-6%	9.9k	75.98	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.2	$747k		15k	49.40	View chart
Merck & Co (MRK)	0.2	$745k		5.6k	131.95	View chart
Invesco Exchange Traded Fd T Leisure And Ente (PEJ)	0.2	$743k		16k	46.18	View chart
Charles Schwab Corporation (SCHW)	0.2	$737k		10k	72.34	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	0.2	$735k		32k	23.06	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$694k		1.4k	480.58	View chart
Yum! Brands (YUM)	0.2	$687k		5.0k	138.65	View chart
Comcast Corp Cl A (CMCSA)	0.2	$683k		16k	43.35	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$663k		11k	61.05	View chart
Lockheed Martin Corporation (LMT)	0.1	$631k		1.4k	454.87	View chart
Snap-on Incorporated (SNA)	0.1	$586k		2.0k	296.22	View chart
NVIDIA Corporation (NVDA)	0.1	$574k		635.00	903.56	View chart
Wal-Mart Stores (WMT)	0.1	$570k	+200%	9.5k	60.17	View chart
Oracle Corporation (ORCL)	0.1	$564k		4.5k	125.61	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$559k		15k	36.75	View chart
Walt Disney Company (DIS)	0.1	$548k		4.5k	122.36	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$544k	+9%	7.3k	74.22	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$541k		5.7k	95.66	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.1	$532k		9.3k	56.98	View chart
Ishares Tr Ibonds 2027 Term (IBHG)	0.1	$525k	+6%	24k	22.26	View chart
Abbvie (ABBV)	0.1	$494k		2.7k	182.10	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$473k		9.4k	50.10	View chart
Boeing Company (BA)	0.1	$470k		2.4k	192.99	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$469k	+16%	1.4k	344.07	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.1	$459k		7.1k	64.40	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.1	$443k		4.4k	101.50	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$437k	-7%	14k	32.23	View chart
Cigna Corp (CI)	0.1	$414k		1.1k	363.19	View chart
Spdr Ser Tr Spdr S&p 500 Etf (SPYX)	0.1	$413k		9.7k	42.80	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$396k		4.3k	92.72	View chart
Occidental Petroleum Corporation (OXY)	0.1	$383k		5.9k	64.99	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$379k		9.3k	40.90	View chart
Zimmer Holdings (ZBH)	0.1	$367k		2.8k	131.98	View chart
Ishares U S Etf Tr Us Consumer Foc (IEDI)	0.1	$351k		7.1k	49.70	View chart
American Homes 4 Rent Cl A (AMH)	0.1	$350k		9.5k	36.78	View chart
Maplebear (CART)	0.1	$337k	NEW	9.0k	37.29	View chart
Stryker Corporation (SYK)	0.1	$336k		939.00	357.87	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$331k		10k	31.95	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$329k		8.0k	41.08	View chart
Pepsi (PEP)	0.1	$328k		1.9k	174.98	View chart
Abbott Laboratories (ABT)	0.1	$326k		2.9k	113.66	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$326k		3.8k	86.49	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$311k		12k	25.25	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$290k	+400%	3.4k	85.27	View chart
Intel Corporation (INTC)	0.1	$289k	+5%	6.5k	44.17	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$283k		540.00	524.34	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$282k		11k	25.44	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$267k		1.3k	205.72	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$261k		4.8k	54.43	View chart
Ishares Tr Europe Etf (IEV)	0.1	$255k	-8%	4.6k	55.67	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$255k	+3%	3.6k	70.00	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$252k		1.4k	183.89	View chart
Meta Platforms Cl A (META)	0.1	$250k	NEW	515.00	485.64	View chart
GSK Sponsored Adr (GSK)	0.1	$246k		5.7k	42.87	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$228k		1.9k	116.84	View chart
Travelers Companies (TRV)	0.0	$216k	NEW	938.00	230.14	View chart
Simpson Manufacturing (SSD)	0.0	$205k	NEW	1.0k	205.18	View chart
Choice Hotels International (CHH)	0.0	$204k	NEW	1.6k	126.35	View chart
Select Sector Spdr Tr Communication (XLC)	0.0	$202k	NEW	2.5k	81.66	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.0	$186k	+4%	12k	16.12	View chart
Haleon Spon Ads (HLN)	0.0	$98k		12k	8.49	View chart
Accelerate Diagnostics Com New (AXDX)	0.0	$20k	NEW	20k	0.99	View chart
Summit Hotel Pptys Note 1.500% 2/1 (Principal)	0.0	$18k	NEW	20k	0.89	View chart
Vishay Intertechnology Note 2.250% 6/1 (Principal)	0.0	$15k	NEW	15k	0.99	View chart

Past Filings by Ironwood Financial

SEC 13F filings are viewable for Ironwood Financial going back to 2014

Ironwood Financial 2024 Q1 filed April 18, 2024
Ironwood Financial 2023 Q4 filed Jan. 19, 2024
Ironwood Financial 2023 Q3 filed Oct. 25, 2023
Ironwood Financial 2023 Q2 filed July 20, 2023
Ironwood Financial 2023 Q1 filed April 14, 2023
Ironwood Financial 2022 Q4 filed Feb. 14, 2023
Ironwood Financial 2022 Q3 filed Oct. 26, 2022
Ironwood Financial 2022 Q2 filed July 29, 2022
Ironwood Financial 2022 Q1 filed April 20, 2022
Ironwood Financial 2021 Q4 filed Jan. 28, 2022
Ironwood Financial 2021 Q3 filed Nov. 2, 2021
Ironwood Financial 2021 Q2 filed July 29, 2021
Ironwood Financial 2021 Q1 filed April 28, 2021
Ironwood Financial 2020 Q4 filed Jan. 26, 2021
Ironwood Financial 2020 Q3 filed Nov. 3, 2020
Ironwood Financial 2020 Q2 filed July 28, 2020

View all past filings

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