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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 32.43% of Ironwood Financial's stock portfolio.
Added to shares of these 10 stocks: SCHM, SCHX, SCHA, SCHB, RSP, SCHV, SCHF, IBDW, VTI, SPLG.
Started 8 new stock positions in SPLG, SCHK, BSJT, SPMD, SPYG, WFC, CHH, SPSM.
Reduced shares in these 10 stocks: IVV, EUSA, IVE, QQQ, AAPL, IJJ, IJS, DVY, IYE, IYF.
Sold out of its position in GSK.
Ironwood Financial was a net buyer of stock by $2.4M.
Ironwood Financial has $477M in assets under management (AUM), dropping by 0.17%.
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 158 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	12.0	$57M	-7%	97k	588.68	View chart
Apple (AAPL)	9.1	$43M		172k	250.42	View chart
Ishares Tr S&p 500 Val Etf (IVE)	3.9	$19M	-6%	98k	190.88	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.9	$19M		296k	62.31	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	3.6	$17M		171k	101.53	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.6	$13M		109k	115.22	View chart
Ishares Msci Equal Weite (EUSA)	2.4	$11M	-10%	119k	95.36	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	2.3	$11M		465k	23.27	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)	2.2	$11M		459k	23.07	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	2.1	$10M		512k	19.48	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	2.1	$10M		495k	20.13	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	2.0	$9.6M	-2%	466k	20.65	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	2.0	$9.4M		483k	19.43	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.8	$8.8M	+4%	30k	289.81	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	1.7	$8.1M	+3%	355k	22.80	View chart
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)	1.7	$7.9M	+2%	352k	22.40	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	1.6	$7.6M	+3%	355k	21.36	View chart
Amazon (AMZN)	1.5	$6.9M		32k	219.39	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.4	$6.9M	-3%	91k	75.61	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.4	$6.5M	-3%	51k	128.62	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	1.3	$6.2M	-5%	57k	108.61	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.3	$6.2M	+5%	23k	269.70	View chart
Microsoft Corporation (MSFT)	1.2	$5.8M		14k	421.51	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.1	$5.4M	+12%	31k	175.23	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	1.1	$5.3M	-7%	42k	124.96	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.0	$4.9M	-4%	51k	96.90	View chart
Ishares Tr Select Divid Etf (DVY)	1.0	$4.8M	-6%	36k	131.29	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.0	$4.6M	-15%	9.0k	511.26	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.9	$4.2M		54k	78.65	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.9	$4.1M	+6%	85k	47.82	View chart
Eli Lilly & Co. (LLY)	0.8	$4.1M		5.2k	772.00	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$3.8M		20k	189.30	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.8	$3.7M	+8%	147k	25.05	View chart
JPMorgan Chase & Co. (JPM)	0.8	$3.7M		15k	239.72	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$3.6M		19k	190.44	View chart
Costco Wholesale Corporation (COST)	0.7	$3.5M		3.9k	916.17	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.7	$3.4M	+12%	139k	24.07	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.7	$3.3M	+11%	28k	117.48	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$3.0M	-2%	5.2k	586.07	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.6	$2.8M	-2%	26k	106.84	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.6	$2.7M	-2%	30k	90.93	View chart
Intuit (INTU)	0.6	$2.7M		4.3k	628.50	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.6	$2.7M	+17%	133k	20.35	View chart
AmerisourceBergen (COR)	0.6	$2.7M		12k	224.68	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.5	$2.4M	+3%	131k	18.34	View chart
International Business Machines (IBM)	0.5	$2.3M		11k	219.83	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.5	$2.3M		35k	65.08	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.5	$2.3M	+18%	94k	23.96	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.5	$2.2M	+20%	89k	24.90	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.4	$1.9M	+12%	33k	57.41	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.4	$1.9M	+238%	68k	27.71	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$1.8M		7.0k	264.11	View chart
Ishares Tr Core High Dv Etf (HDV)	0.4	$1.8M	+5%	16k	112.26	View chart
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS)	0.4	$1.8M	+13%	85k	21.68	View chart
Lowe's Companies (LOW)	0.4	$1.8M		7.4k	246.80	View chart
Home Depot (HD)	0.4	$1.8M		4.5k	389.01	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.4	$1.7M	-4%	13k	135.37	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$1.7M	-5%	4.3k	401.55	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.4	$1.7M	-5%	5.9k	287.80	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$1.6M	+240%	69k	23.18	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$1.6M		6.6k	240.27	View chart
Ishares Tr Ibonds 25 Trm Hg (IBHE)	0.3	$1.5M	+13%	65k	23.20	View chart
Amgen (AMGN)	0.3	$1.5M		5.7k	260.64	View chart
Johnson & Johnson (JNJ)	0.3	$1.4M		9.9k	144.62	View chart
McDonald's Corporation (MCD)	0.3	$1.4M		4.8k	289.89	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	0.3	$1.4M	+15%	60k	23.15	View chart
Select Sector Spdr Tr Financial (XLF)	0.3	$1.4M	+8%	29k	48.33	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.3	$1.3M	+9%	79k	16.37	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$1.3M	+135%	49k	25.86	View chart
Raytheon Technologies Corp (RTX)	0.3	$1.2M	-2%	11k	115.72	View chart
Zions Bancorporation (ZION)	0.2	$1.1M		21k	54.25	View chart
Ishares Tr Ibonds 2027 Term (IBHG)	0.2	$1.1M	+17%	48k	22.24	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$1.0M	+16%	6.0k	169.29	View chart
Ishares U S Etf Tr U.s. Tech Indepd (IETC)	0.2	$941k		11k	85.32	View chart
Ishares Tr Global Tech Etf (IXN)	0.2	$915k		11k	84.75	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$899k	+8%	1.7k	538.90	View chart
Pfizer (PFE)	0.2	$893k		34k	26.53	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$878k	+50%	9.1k	96.53	View chart
NVIDIA Corporation (NVDA)	0.2	$871k		6.5k	134.29	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$863k	+345%	38k	22.70	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$857k	+127%	46k	18.50	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$853k	-4%	3.9k	220.96	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$852k		9.6k	88.40	View chart
Honeywell International (HON)	0.2	$849k		3.8k	225.89	View chart
Wal-Mart Stores (WMT)	0.2	$818k		9.0k	90.35	View chart
Invesco Exchange Traded Fd T Leisure And Ente (PEJ)	0.2	$805k		15k	52.20	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.2	$783k	+62%	15k	51.14	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$762k	+201%	29k	26.07	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$755k		3.5k	215.49	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.2	$742k	-8%	27k	27.38	View chart
Charles Schwab Corporation (SCHW)	0.2	$725k		9.8k	74.01	View chart
Oracle Corporation (ORCL)	0.1	$712k		4.3k	166.64	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$686k	+42%	2.4k	280.06	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$658k	+47%	4.1k	161.76	View chart
Yum! Brands (YUM)	0.1	$651k		4.9k	134.16	View chart
Lockheed Martin Corporation (LMT)	0.1	$637k		1.3k	485.94	View chart
Snap-on Incorporated (SNA)	0.1	$636k		1.9k	339.48	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$595k	+44%	2.3k	253.75	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$587k		9.2k	63.75	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$583k	+6%	1.4k	410.30	View chart
Merck & Co (MRK)	0.1	$575k		5.8k	99.49	View chart
Comcast Corp Cl A (CMCSA)	0.1	$568k		15k	37.53	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.1	$543k		7.1k	76.06	View chart
Biogen Idec (BIIB)	0.1	$541k		3.5k	152.92	View chart
Abbvie (ABBV)	0.1	$514k		2.9k	177.70	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$512k		14k	35.48	View chart
Bristol Myers Squibb (BMY)	0.1	$511k		9.0k	56.56	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$481k		6.8k	70.28	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$478k	+306%	17k	27.87	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$448k	+413%	16k	27.32	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$444k	+65%	5.2k	85.66	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.1	$426k		4.0k	106.04	View chart
Boeing Company (BA)	0.1	$408k		2.3k	177.00	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.1	$395k	NEW	5.7k	68.94	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$387k	-41%	3.5k	110.58	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$379k		9.3k	40.92	View chart
Maplebear (CART)	0.1	$374k		9.0k	41.42	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.1	$368k	-48%	8.1k	45.57	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.1	$363k	+32%	23k	16.05	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$360k	NEW	4.1k	87.90	View chart
Walt Disney Company (DIS)	0.1	$359k		3.2k	111.35	View chart
American Homes 4 Rent Cl A (AMH)	0.1	$357k		9.5k	37.42	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$348k	+6%	8.3k	41.82	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$341k		3.4k	100.12	View chart
Stryker Corporation (SYK)	0.1	$338k		939.00	360.05	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$336k		540.00	621.80	View chart
Tesla Motors (TSLA)	0.1	$315k		781.00	403.84	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$310k		1.4k	224.35	View chart
Abbott Laboratories (ABT)	0.1	$309k		2.7k	113.11	View chart
Cigna Corp (CI)	0.1	$307k		1.1k	276.14	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$305k	-6%	3.4k	89.07	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$300k	-5%	11k	26.63	View chart
Spdr Ser Tr Spdr S&p 500 Etf (SPYX)	0.1	$300k	-33%	6.2k	48.15	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$288k	+8%	1.2k	242.13	View chart
Meta Platforms Cl A (META)	0.1	$287k		489.00	585.81	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$281k	-33%	8.9k	31.44	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT)	0.1	$273k	NEW	13k	21.39	View chart
Pepsi (PEP)	0.1	$272k		1.8k	152.06	View chart
Occidental Petroleum Corporation (OXY)	0.1	$269k	+3%	5.4k	49.41	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$269k	NEW	4.9k	54.69	View chart
Visa Com Cl A (V)	0.1	$264k		835.00	316.03	View chart
Ishares U S Etf Tr Us Consumer Foc (IEDI)	0.1	$261k	-31%	4.9k	53.42	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.1	$249k		3.2k	79.13	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$247k		2.6k	96.81	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.0	$237k	NEW	8.4k	28.31	View chart
Ishares Tr Europe Etf (IEV)	0.0	$232k		4.5k	52.06	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.0	$231k	NEW	5.1k	44.92	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.0	$224k	-36%	6.5k	34.59	View chart
Wells Fargo & Company (WFC)	0.0	$221k	NEW	3.1k	70.24	View chart
Travelers Companies (TRV)	0.0	$220k		911.00	240.89	View chart
Choice Hotels International (CHH)	0.0	$216k	NEW	1.5k	141.98	View chart
Yum China Holdings (YUMC)	0.0	$216k		4.5k	48.17	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$213k	-5%	8.1k	26.33	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$203k		3.7k	55.66	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$200k	-10%	1.8k	114.48	View chart
Permian Basin Rty Tr Unit Ben Int (PBT)	0.0	$136k	-33%	12k	11.08	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$96k		14k	6.82	View chart
Accelerate Diagnostics Com New (AXDX)	0.0	$24k		20k	1.20	View chart

Past Filings by Ironwood Financial

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

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
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

View all past filings

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