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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 31.44% of Ironwood Financial's stock portfolio.
Added to shares of these 10 stocks: IBDX (+$7.2M), IBDW (+$7.0M), IBHH (+$6.9M), IVV (+$6.9M), IJH, IBDR, IBDU, IBDV, IJR, IBDT.
Started 12 new stock positions in QQQM, BRK.B, TQQQ, GBTC, VNQ, DFAT, PSMT, IBHI, GSK, ITA. AMD, VIG.
Reduced shares in these 10 stocks: BSJP (-$9.1M), BSCP (-$7.6M), IBDQ, AAPL, IBHE, DFAS, IVW, QQQ, PEJ, YUMC.
Sold out of its positions in CHH, XOM, Global Medical Reit, IBHE, YUMC.
Ironwood Financial was a net buyer of stock by $41M.
Ironwood Financial has $564M in assets under management (AUM), dropping by 21.03%.
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 September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	12.7	$72M	+10%	107k	669.30	View chart
Apple (AAPL)	7.4	$42M	-4%	164k	254.63	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	4.2	$24M	+19%	362k	65.26	View chart
Ishares Tr S&p 500 Val Etf (IVE)	3.7	$21M	+3%	101k	206.51	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	3.5	$20M	-5%	162k	120.72	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.7	$15M	+17%	129k	118.83	View chart
Ishares Msci Equal Weite (EUSA)	2.4	$13M	+8%	129k	102.97	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	2.1	$12M	+32%	500k	23.47	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.0	$12M	+14%	35k	328.17	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	2.0	$11M		472k	23.41	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	1.9	$11M	+31%	496k	22.15	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	1.9	$11M	+2%	517k	20.57	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	1.9	$11M	+3%	532k	19.71	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	1.9	$11M	+199%	494k	21.22	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	1.7	$9.5M		484k	19.56	View chart
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)	1.5	$8.6M	+5%	378k	22.74	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.5	$8.5M	+22%	28k	307.86	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.5	$8.3M		89k	93.37	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.4	$8.1M	+22%	43k	189.70	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	1.4	$7.9M	+1158%	307k	25.62	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.3	$7.6M		52k	145.65	View chart
Ishares Tr Ibonds 28 Tr Hi (IBHH)	1.3	$7.3M	+1945%	306k	23.86	View chart
Amazon (AMZN)	1.2	$6.9M		31k	219.57	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	1.2	$6.7M	+74%	276k	24.30	View chart
Microsoft Corporation (MSFT)	1.2	$6.6M		13k	517.96	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	1.1	$6.3M		57k	110.59	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.0	$5.9M	+19%	98k	59.92	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	1.0	$5.6M	+3%	43k	129.72	View chart
Ishares Tr Select Divid Etf (DVY)	0.9	$5.2M		36k	142.10	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$4.9M		20k	243.10	View chart
JPMorgan Chase & Co. (JPM)	0.9	$4.9M		16k	315.44	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.9	$4.9M	+19%	36k	137.80	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.9	$4.9M	+80%	192k	25.52	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.9	$4.9M	+80%	200k	24.34	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.8	$4.8M	-3%	48k	100.25	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$4.6M		19k	243.54	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$4.5M	-14%	7.5k	600.37	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.8	$4.3M		53k	81.19	View chart
Eli Lilly & Co. (LLY)	0.7	$4.0M		5.2k	763.00	View chart
AmerisourceBergen (COR)	0.7	$3.7M		12k	312.53	View chart
Costco Wholesale Corporation (COST)	0.6	$3.5M		3.8k	925.57	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$3.2M	-3%	4.9k	666.17	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.6	$3.2M	+9%	34k	95.89	View chart
International Business Machines (IBM)	0.5	$3.0M		11k	282.16	View chart
Intuit (INTU)	0.5	$3.0M		4.3k	682.91	View chart
Ishares Tr Ibonds 2027 Term (IBHG)	0.5	$2.9M	+141%	131k	22.49	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.5	$2.9M	+13%	40k	71.37	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.5	$2.8M		26k	111.47	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$2.8M	+8%	5.9k	479.57	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.5	$2.7M	+10%	145k	18.81	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	0.5	$2.6M	+67%	111k	23.39	View chart
Ishares Tr Core High Dv Etf (HDV)	0.4	$2.4M	+13%	20k	122.45	View chart
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS)	0.4	$2.4M	+20%	107k	22.08	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$2.3M	+77%	12k	186.49	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$2.0M		7.0k	293.76	View chart
Raytheon Technologies Corp (RTX)	0.4	$2.0M	-4%	12k	167.34	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$2.0M		4.3k	468.40	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$2.0M	-2%	66k	29.64	View chart
Lowe's Companies (LOW)	0.3	$1.9M		7.4k	251.31	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.3	$1.9M		5.8k	320.03	View chart
Johnson & Johnson (JNJ)	0.3	$1.8M		9.9k	185.42	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.3	$1.8M	+2%	13k	141.50	View chart
Home Depot (HD)	0.3	$1.8M		4.5k	405.15	View chart
Select Sector Spdr Tr Financial (XLF)	0.3	$1.8M	+8%	33k	53.87	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$1.7M	-6%	64k	26.34	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$1.7M		6.5k	254.29	View chart
Amgen (AMGN)	0.3	$1.6M		5.7k	282.20	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.3	$1.6M	+43%	16k	99.53	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.3	$1.5M	+11%	90k	16.90	View chart
McDonald's Corporation (MCD)	0.3	$1.5M		4.9k	303.89	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$1.4M	+50%	8.0k	174.58	View chart
Ishares Tr Ibonds 29 Tr Hi (IBHI)	0.2	$1.3M	NEW	56k	23.85	View chart
NVIDIA Corporation (NVDA)	0.2	$1.3M	-7%	7.1k	186.58	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$1.3M	-3%	46k	27.90	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$1.3M	+42%	4.3k	297.63	View chart
Oracle Corporation (ORCL)	0.2	$1.2M		4.3k	281.24	View chart
Zions Bancorporation (ZION)	0.2	$1.2M		21k	56.58	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$1.1M	+34%	3.8k	293.80	View chart
Ishares U S Etf Tr U.s. Tech Indepd (IETC)	0.2	$1.1M	-3%	11k	101.93	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$1.0M	-56%	15k	68.46	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$999k	-6%	43k	23.28	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$996k		39k	25.71	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$970k	+50%	11k	89.34	View chart
Wal-Mart Stores (WMT)	0.2	$937k		9.1k	103.05	View chart
Charles Schwab Corporation (SCHW)	0.2	$936k		9.8k	95.47	View chart
Ishares Tr Global Tech Etf (IXN)	0.2	$908k	-18%	8.8k	103.21	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$884k	-6%	3.3k	271.12	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.2	$863k		16k	55.33	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)	0.2	$861k	-91%	37k	23.06	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$854k	-3%	3.5k	241.99	View chart
Pfizer (PFE)	0.1	$839k		33k	25.48	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$838k	+8%	1.4k	612.40	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$836k		29k	29.11	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$834k	-13%	23k	36.55	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$811k	-12%	8.4k	96.55	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$803k	+43%	29k	27.30	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$793k	+62%	6.3k	126.64	View chart
Honeywell International (HON)	0.1	$792k		3.8k	210.50	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$787k	NEW	1.6k	502.63	View chart
Yum! Brands (YUM)	0.1	$737k		4.9k	152.00	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.1	$732k	+82%	15k	47.52	View chart
Abbvie (ABBV)	0.1	$706k	+4%	3.1k	231.54	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$656k		14k	46.12	View chart
Lockheed Martin Corporation (LMT)	0.1	$654k		1.3k	499.21	View chart
Snap-on Incorporated (SNA)	0.1	$649k		1.9k	346.53	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$635k		8.8k	72.44	View chart
Boeing Company (BA)	0.1	$619k		2.9k	215.83	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$578k	-6%	6.6k	87.32	View chart
Invesco Exchange Traded Fd T Leisure And Ente (PEJ)	0.1	$554k	-39%	9.1k	60.58	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$532k	-4%	17k	31.91	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.1	$524k	+34%	31k	16.68	View chart
Biogen Idec (BIIB)	0.1	$496k		3.5k	140.08	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.1	$482k	-94%	23k	20.69	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.1	$468k		6.0k	78.34	View chart
Merck & Co (MRK)	0.1	$466k		5.6k	83.94	View chart
Comcast Corp Cl A (CMCSA)	0.1	$463k		15k	31.42	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.1	$443k		4.0k	110.47	View chart
Tesla Motors (TSLA)	0.1	$430k	-2%	966.00	444.72	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$424k	-3%	7.9k	53.40	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$412k	+2%	552.00	746.25	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.1	$410k	-35%	4.6k	89.14	View chart
Bristol Myers Squibb (BMY)	0.1	$407k		9.0k	45.10	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$405k		9.1k	44.69	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$404k	-3%	1.1k	355.47	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$392k		3.4k	115.01	View chart
Abbott Laboratories (ABT)	0.1	$369k		2.8k	133.94	View chart
Walt Disney Company (DIS)	0.1	$366k		3.2k	114.50	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.1	$366k	-17%	3.5k	104.51	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT)	0.1	$360k	+24%	17k	21.57	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.1	$355k	NEW	3.4k	103.40	View chart
Meta Platforms Cl A (META)	0.1	$352k	-2%	479.00	734.91	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$348k	+3%	8.2k	42.37	View chart
Stryker Corporation (SYK)	0.1	$347k		939.00	369.67	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$347k	NEW	1.6k	215.74	View chart
Maplebear (CART)	0.1	$332k		9.0k	36.76	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$331k		1.4k	239.64	View chart
Ishares U S Etf Tr Us Consumer Foc (IEDI)	0.1	$324k	+19%	5.8k	56.30	View chart
Cigna Corp (CI)	0.1	$321k		1.1k	288.25	View chart
Spdr Series Trust Spdr S&p 500 Etf (SPYX)	0.1	$320k	-7%	5.8k	54.85	View chart
Occidental Petroleum Corporation (OXY)	0.1	$319k	+26%	6.7k	47.25	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$319k	+14%	10k	31.62	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$312k	NEW	1.5k	209.29	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$302k		2.5k	118.37	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.1	$295k		5.2k	57.19	View chart
Ishares Tr Europe Etf (IEV)	0.1	$283k		4.3k	65.47	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.0	$281k		8.8k	32.12	View chart
Visa Com Cl A (V)	0.0	$275k	-3%	804.00	341.38	View chart
American Homes 4 Rent Cl A (AMH)	0.0	$270k	-14%	8.1k	33.25	View chart
WNS HLDGS Com Shs (WNS)	0.0	$259k		3.4k	76.27	View chart
Travelers Companies (TRV)	0.0	$254k		911.00	279.22	View chart
Pepsi (PEP)	0.0	$253k		1.8k	140.44	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.0	$251k		6.5k	38.57	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.0	$250k		5.4k	46.32	View chart
Wells Fargo & Company (WFC)	0.0	$249k	-5%	3.0k	83.82	View chart
Omega Healthcare Investors (OHI)	0.0	$235k		5.6k	42.22	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$225k	-12%	6.7k	33.37	View chart
Permian Basin Rty Tr Unit Ben Int (PBT)	0.0	$225k		12k	18.26	View chart
GSK Sponsored Adr (GSK)	0.0	$215k	NEW	5.0k	43.16	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.0	$215k	NEW	2.4k	89.77	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$214k	NEW	864.00	247.10	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$213k	NEW	3.7k	58.21	View chart
Advanced Micro Devices (AMD)	0.0	$211k	NEW	1.3k	161.79	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$203k	NEW	2.2k	91.41	View chart
PriceSmart (PSMT)	0.0	$202k	NEW	1.7k	121.19	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.0	$201k	-94%	8.0k	25.19	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$133k	+28%	19k	6.91	View chart

Past Filings by Ironwood Financial

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

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
Ironwood Financial 2021 Q4 filed Jan. 28, 2022

View all past filings

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