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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, IJH, IVE, IVW, and represent 30.48% of Ironwood Financial's stock portfolio.
Added to shares of these 10 stocks: IBDS, IBDR, IBDX, IBDW, IBHH, IBDU, IBDT, IBDV, IBHI, RSP.
Started 7 new stock positions in INTC, SPDW, YUMC, IBDY, AOR, MKL, NLR.
Reduced shares in these 10 stocks: AAPL, IVW, BSJQ, IVV, EUSA, BSJP, IVE, BSCQ, BSCP, EFA.
Sold out of its positions in FSCO, GBTC, BSJP, BSCP, IBDQ, VNQ, WNS.
Ironwood Financial was a net buyer of stock by $2.7M.
Ironwood Financial has $590M in assets under management (AUM), dropping by 4.47%.
Central Index Key (CIK): 0001630360

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Portfolio Holdings for Ironwood Financial

Ironwood Financial holds 166 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	12.5	$74M		106k	698.23	View chart
Apple (AAPL)	6.9	$41M	-4%	156k	260.25	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	4.3	$25M		367k	69.22	View chart
Ishares Tr S&p 500 Val Etf (IVE)	3.6	$21M	-3%	98k	217.23	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	3.2	$19M	-8%	149k	125.09	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.8	$17M	+2%	132k	126.54	View chart
Ishares Msci Equal Weite (EUSA)	2.2	$13M	-6%	121k	106.72	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	2.1	$13M	+7%	537k	23.41	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.1	$13M	+4%	37k	343.03	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	2.0	$12M	+7%	533k	22.06	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	2.0	$12M	+10%	545k	21.14	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	1.8	$11M		512k	20.59	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	1.8	$10M		524k	19.74	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	1.7	$10M	-9%	427k	23.34	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.5	$9.1M	+8%	46k	197.78	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.5	$9.1M	+3%	28k	320.62	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	1.5	$9.1M	+15%	356k	25.52	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	1.5	$8.8M	-6%	451k	19.58	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.4	$8.4M	-4%	85k	99.41	View chart
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)	1.4	$8.4M		370k	22.66	View chart
Ishares Tr Ibonds 28 Tr Hi (IBHH)	1.4	$8.2M	+13%	346k	23.74	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	1.4	$8.2M	+21%	337k	24.24	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.3	$7.8M	-2%	51k	152.06	View chart
Amazon (AMZN)	1.3	$7.7M		31k	246.47	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$6.7M		20k	331.86	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	1.1	$6.6M	-3%	55k	119.96	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.1	$6.5M	+2%	101k	64.92	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	1.1	$6.3M	+30%	261k	24.28	View chart
Alphabet Cap Stk Cl C (GOOG)	1.1	$6.3M		19k	332.72	View chart
Microsoft Corporation (MSFT)	1.0	$6.1M		13k	477.19	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	1.0	$5.7M	+17%	225k	25.45	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	1.0	$5.7M	+10%	39k	145.24	View chart
Eli Lilly & Co. (LLY)	1.0	$5.6M		5.2k	1081.00	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	1.0	$5.6M	-4%	41k	137.48	View chart
Ishares Tr Select Divid Etf (DVY)	0.9	$5.1M	-3%	35k	145.29	View chart
JPMorgan Chase & Co. (JPM)	0.9	$5.1M		16k	324.50	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.8	$4.5M	-6%	45k	100.11	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$4.3M	-8%	6.9k	627.13	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.7	$4.1M	-3%	51k	81.04	View chart
AmerisourceBergen (COR)	0.7	$4.1M		12k	342.16	View chart
Costco Wholesale Corporation (COST)	0.6	$3.6M		3.8k	943.03	View chart
Ishares Tr Ibonds 2027 Term (IBHG)	0.6	$3.5M	+18%	155k	22.34	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.6	$3.4M		33k	101.85	View chart
International Business Machines (IBM)	0.6	$3.3M		11k	312.18	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.5	$3.2M	+2%	41k	76.67	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$3.2M	+8%	6.4k	492.49	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$3.1M	-7%	4.5k	695.15	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$3.0M	+21%	15k	196.90	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	0.5	$2.9M	+13%	125k	23.09	View chart
Intuit (INTU)	0.5	$2.8M		4.3k	635.44	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.5	$2.7M		145k	18.84	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.4	$2.7M	-5%	24k	110.51	View chart
Ishares Tr Core High Dv Etf (HDV)	0.4	$2.5M	+3%	20k	123.97	View chart
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS)	0.4	$2.4M		107k	22.07	View chart
Raytheon Technologies Corp (RTX)	0.4	$2.3M		12k	193.86	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$2.2M	+7%	7.5k	299.18	View chart
Ishares Tr Ibonds 29 Tr Hi (IBHI)	0.4	$2.1M	+59%	89k	23.73	View chart
Johnson & Johnson (JNJ)	0.4	$2.1M		9.9k	209.72	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.4	$2.1M		65k	31.72	View chart
Lowe's Companies (LOW)	0.3	$2.0M		7.4k	270.89	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$2.0M	+10%	7.2k	272.20	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$1.9M	-7%	4.0k	477.24	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.3	$1.9M	+8%	17k	106.86	View chart
Amgen (AMGN)	0.3	$1.9M		5.7k	325.54	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.3	$1.8M	-5%	12k	148.16	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.3	$1.8M	-11%	5.1k	344.53	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$1.7M	-3%	62k	27.47	View chart
Home Depot (HD)	0.3	$1.7M		4.5k	374.91	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$1.6M	+9%	8.8k	183.30	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.3	$1.6M	-12%	29k	55.29	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.3	$1.5M		91k	16.91	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$1.5M	+10%	4.8k	321.91	View chart
McDonald's Corporation (MCD)	0.3	$1.5M		4.9k	306.75	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$1.3M	-3%	45k	30.16	View chart
NVIDIA Corporation (NVDA)	0.2	$1.3M		7.1k	184.94	View chart
Zions Bancorporation (ZION)	0.2	$1.2M		21k	59.36	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$1.2M	+8%	4.1k	286.48	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.2	$1.1M	+127%	25k	46.34	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$1.1M		15k	73.50	View chart
Wal-Mart Stores (WMT)	0.2	$1.1M		9.1k	117.97	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$1.1M		43k	25.02	View chart
Ishares U S Etf Tr U.s. Tech Indepd (IETC)	0.2	$1.1M	-3%	10k	103.53	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$1.1M	-2%	3.2k	330.35	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$1.0M		38k	26.84	View chart
Charles Schwab Corporation (SCHW)	0.2	$999k		9.8k	101.90	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$914k	+9%	32k	28.50	View chart
Spdr Series Trust State Street Spd (SPYV)	0.2	$906k		16k	58.17	View chart
Ishares Tr Global Tech Etf (IXN)	0.2	$891k	-6%	8.3k	107.78	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$870k		1.4k	639.16	View chart
Oracle Corporation (ORCL)	0.1	$862k		4.2k	204.68	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$850k	-3%	28k	30.67	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$835k		8.3k	100.12	View chart
Pfizer (PFE)	0.1	$827k		33k	25.27	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$799k	-13%	3.1k	261.47	View chart
Honeywell International (HON)	0.1	$784k		3.8k	208.60	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$781k		1.6k	498.56	View chart
Yum! Brands (YUM)	0.1	$761k		4.9k	156.92	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$742k	-9%	5.7k	131.07	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.1	$740k	-2%	15k	49.07	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$728k		14k	51.14	View chart
Lockheed Martin Corporation (LMT)	0.1	$722k		1.3k	551.24	View chart
Boeing Company (BA)	0.1	$688k		2.9k	239.81	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$675k	-25%	17k	39.94	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$674k		8.9k	75.79	View chart
Abbvie (ABBV)	0.1	$671k		3.1k	220.04	View chart
Snap-on Incorporated (SNA)	0.1	$670k		1.9k	358.14	View chart
Biogen Idec (BIIB)	0.1	$656k		3.5k	185.63	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$609k		6.6k	92.68	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$597k	-5%	7.7k	77.23	View chart
Merck & Co (MRK)	0.1	$589k	-2%	5.4k	109.20	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.1	$529k		32k	16.69	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$517k	-5%	16k	32.91	View chart
Bristol Myers Squibb (BMY)	0.1	$509k		9.1k	55.77	View chart
Invesco Exchange Traded Fd T Leisure And Ente (PEJ)	0.1	$491k	-13%	7.9k	61.81	View chart
Spdr Series Trust State Street Spd (SPLG)	0.1	$489k		6.0k	81.80	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$480k		1.1k	422.23	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.1	$469k		4.0k	116.76	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$438k		9.1k	48.28	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.1	$430k		4.6k	93.32	View chart
Comcast Corp Cl A (CMCSA)	0.1	$429k		15k	29.06	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$427k	-7%	7.4k	57.94	View chart
Tesla Motors (TSLA)	0.1	$420k	-3%	936.00	448.96	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$413k	-2%	540.00	765.51	View chart
Maplebear (CART)	0.1	$400k	+5%	9.5k	41.91	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT)	0.1	$382k	+5%	18k	21.61	View chart
Spdr Series Trust State Street Spd (SPYG)	0.1	$377k		3.5k	108.29	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.1	$375k	+95%	6.7k	55.89	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$362k		1.6k	225.56	View chart
Walt Disney Company (DIS)	0.1	$361k		3.2k	112.82	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$359k		3.4k	105.35	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$354k		1.5k	236.58	View chart
Abbott Laboratories (ABT)	0.1	$344k		2.8k	124.64	View chart
Stryker Corporation (SYK)	0.1	$339k		939.00	361.37	View chart
Spdr Series Trust State Street Spd (SPYX)	0.1	$336k		5.9k	57.25	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$329k	+90%	2.6k	124.52	View chart
Spdr Series Trust State Street Spd (SPMD)	0.1	$313k		5.2k	60.74	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$313k		9.9k	31.62	View chart
Meta Platforms Cl A (META)	0.1	$310k		482.00	642.49	View chart
Cigna Corp (CI)	0.1	$307k		1.1k	276.02	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$296k		2.5k	117.55	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.0	$293k		8.8k	33.51	View chart
Occidental Petroleum Corporation (OXY)	0.0	$289k		6.8k	42.72	View chart
Ishares U S Etf Tr Us Consumer Foc (IEDI)	0.0	$289k	-14%	4.9k	58.32	View chart
Wells Fargo & Company (WFC)	0.0	$282k		3.0k	94.96	View chart
Ishares Tr Europe Etf (IEV)	0.0	$277k	-9%	3.9k	70.66	View chart
Advanced Micro Devices (AMD)	0.0	$271k		1.3k	207.69	View chart
Spdr Series Trust State Street Spd (SPSM)	0.0	$266k		5.4k	49.28	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.0	$265k		6.5k	40.71	View chart
Visa Com Cl A (V)	0.0	$264k	-4%	768.00	343.20	View chart
Intel Corporation (INTC)	0.0	$258k	NEW	5.9k	44.06	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$258k	+15%	999.00	258.22	View chart
Pepsi (PEP)	0.0	$255k		1.8k	141.36	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.0	$253k	NEW	1.8k	143.06	View chart
GSK Sponsored Adr (GSK)	0.0	$251k		5.0k	50.39	View chart
Omega Healthcare Investors (OHI)	0.0	$248k		5.6k	44.44	View chart
American Homes 4 Rent Cl A (AMH)	0.0	$245k	-2%	7.9k	31.01	View chart
Markel Corporation (MKL)	0.0	$242k	NEW	114.00	2119.42	View chart
Travelers Companies (TRV)	0.0	$241k	-5%	860.00	280.49	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$228k		3.7k	62.37	View chart
PriceSmart (PSMT)	0.0	$226k		1.7k	135.64	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$218k	-5%	6.3k	34.36	View chart
Yum China Holdings (YUMC)	0.0	$218k	NEW	4.5k	48.64	View chart
Permian Basin Rty Tr Unit Ben Int (PBT)	0.0	$217k		12k	17.66	View chart
Ishares Tr Ibonds Dec 2033 (IBDY)	0.0	$216k	NEW	8.2k	26.15	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$208k	NEW	4.5k	46.16	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.0	$205k	NEW	3.1k	66.21	View chart

Past Filings by Ironwood Financial

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

Ironwood Financial 2025 Q4 filed Jan. 15, 2026
Ironwood Financial 2025 Q3 filed Oct. 22, 2025
Ironwood Financial 2025 Q2 filed July 23, 2025
Ironwood Financial 2025 Q1 filed April 15, 2025
Ironwood Financial 2024 Q4 filed Jan. 16, 2025
Ironwood Financial 2024 Q3 filed Oct. 16, 2024
Ironwood Financial 2024 Q2 filed July 19, 2024
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

View all past filings

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