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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, IJR, and represent 29.62% of Ironwood Financial's stock portfolio.
Added to shares of these 10 stocks: VUG, VTI, IBDX, FIDU, IBDU, IBDW, IBDV, RSP, IBDS, IBDT.
Started 4 new stock positions in NB, FIDU, XOM, CVX.
Reduced shares in these 10 stocks: BSCQ, AAPL, BSJQ, IVW, IBDR, IVE, SCHE, AOR, BSCR, DVY.
Sold out of its positions in AOR, SCHE.
Ironwood Financial was a net buyer of stock by $7.0M.
Ironwood Financial has $573M in assets under management (AUM), dropping by -2.86%.
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 168 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	12.1	$69M		106k	653.21	View chart
Apple (AAPL)	6.7	$38M	-3%	151k	253.79	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	4.4	$25M		370k	67.53	View chart
Ishares Tr S&p 500 Val Etf (IVE)	3.6	$21M		97k	211.15	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.9	$17M		135k	124.31	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.9	$17M		146k	113.11	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	2.3	$13M	+4%	559k	23.26	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.2	$12M	+5%	39k	320.81	View chart
Ishares Msci Equal Weite (EUSA)	2.1	$12M		120k	101.77	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	2.1	$12M	+4%	556k	21.89	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	2.1	$12M	+4%	569k	20.93	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	1.8	$11M		513k	20.42	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	1.8	$10M		517k	19.62	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	1.7	$9.6M	+6%	380k	25.27	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.6	$9.3M	+5%	49k	191.92	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	1.6	$9.3M	-6%	399k	23.18	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.5	$8.8M	+4%	30k	298.85	View chart
Ishares Tr Ibonds 28 Tr Hi (IBHH)	1.5	$8.6M	+5%	365k	23.47	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.4	$8.2M		84k	97.13	View chart
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)	1.4	$8.2M		366k	22.36	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	1.4	$7.9M	-3%	326k	24.24	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.3	$7.3M		51k	142.43	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	1.2	$7.1M	-19%	364k	19.53	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	1.2	$6.8M	+7%	281k	24.24	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.2	$6.8M	+5%	106k	64.08	View chart
Amazon (AMZN)	1.1	$6.5M		31k	208.27	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	1.1	$6.4M		54k	118.45	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	1.1	$6.2M	+8%	244k	25.33	View chart
Vanguard Index Fds Growth Etf (VUG)	1.0	$6.0M	+112%	14k	436.79	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	1.0	$5.8M	+7%	42k	138.32	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$5.8M		20k	287.57	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$5.4M		19k	286.86	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.9	$5.3M		40k	132.50	View chart
Ishares Tr Select Divid Etf (DVY)	0.9	$5.2M	-2%	34k	151.41	View chart
Eli Lilly & Co. (LLY)	0.8	$4.8M		5.2k	919.77	View chart
Microsoft Corporation (MSFT)	0.8	$4.7M		13k	370.18	View chart
JPMorgan Chase & Co. (JPM)	0.8	$4.6M		16k	294.15	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.8	$4.3M		44k	99.27	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.7	$4.0M		50k	79.56	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$4.0M		6.9k	577.14	View chart
Costco Wholesale Corporation (COST)	0.7	$3.8M		3.8k	996.39	View chart
AmerisourceBergen (COR)	0.7	$3.7M		12k	314.14	View chart
Ishares Tr Ibonds 2027 Term (IBHG)	0.6	$3.7M	+7%	166k	22.13	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$3.4M	+14%	17k	196.19	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.6	$3.4M		34k	100.62	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.6	$3.4M	+9%	45k	75.10	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	0.5	$3.0M	+4%	131k	22.95	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$2.9M		4.4k	650.35	View chart
Ishares Tr Core High Dv Etf (HDV)	0.5	$2.8M	+2%	21k	135.72	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.5	$2.7M		145k	18.66	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.5	$2.6M		24k	108.99	View chart
International Business Machines (IBM)	0.4	$2.6M		11k	242.39	View chart
Johnson & Johnson (JNJ)	0.4	$2.4M		9.9k	244.44	View chart
Ishares Tr Ibonds 29 Tr Hi (IBHI)	0.4	$2.4M	+17%	104k	23.28	View chart
Raytheon Technologies Corp (RTX)	0.4	$2.3M		12k	192.91	View chart
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS)	0.4	$2.3M		106k	21.68	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$2.2M	+3%	7.7k	287.17	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.4	$2.0M	+4%	18k	110.47	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.4	$2.0M		65k	30.96	View chart
Amgen (AMGN)	0.3	$2.0M		5.7k	351.85	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$1.9M	+2%	7.4k	261.92	View chart
Intuit (INTU)	0.3	$1.9M		4.3k	432.38	View chart
Lowe's Companies (LOW)	0.3	$1.8M		7.4k	236.28	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.3	$1.7M	-2%	12k	144.71	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$1.7M	+3%	9.1k	184.27	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.3	$1.7M	+9%	27k	61.26	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$1.7M	-2%	3.9k	426.40	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.3	$1.6M	-3%	5.0k	313.82	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$1.6M		61k	25.64	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.3	$1.5M		91k	16.72	View chart
McDonald's Corporation (MCD)	0.3	$1.5M		4.9k	310.79	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$1.5M	+4%	4.9k	302.26	View chart
Home Depot (HD)	0.3	$1.5M		4.5k	328.86	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.2	$1.3M	-8%	27k	49.37	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$1.3M		45k	29.08	View chart
NVIDIA Corporation (NVDA)	0.2	$1.3M	+2%	7.3k	174.39	View chart
Zions Bancorporation (ZION)	0.2	$1.2M		21k	57.62	View chart
Wal-Mart Stores (WMT)	0.2	$1.1M		9.1k	124.28	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$1.1M	+5%	4.3k	257.37	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$1.1M	+10%	35k	30.68	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$1.1M		15k	71.13	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$1.1M		43k	24.75	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$1.1M		3.2k	328.66	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.2	$976k		15k	64.77	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$942k		38k	25.10	View chart
Charles Schwab Corporation (SCHW)	0.2	$921k		9.8k	93.98	View chart
Pfizer (PFE)	0.2	$914k		33k	28.08	View chart
Ishares U S Etf Tr U.s. Tech Indepd (IETC)	0.2	$907k		10k	88.38	View chart
Spdr Series Trust State Street Spd (SPYV)	0.2	$882k		16k	56.58	View chart
Honeywell International (HON)	0.1	$850k		3.8k	226.03	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$827k		8.3k	99.97	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$813k		1.4k	597.42	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$811k		8.3k	97.23	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$801k	-5%	26k	30.50	View chart
Lockheed Martin Corporation (LMT)	0.1	$792k		1.3k	604.39	View chart
Yum! Brands (YUM)	0.1	$754k		4.9k	155.48	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$751k		14k	52.78	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$742k		1.5k	479.09	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$740k	-2%	3.0k	247.98	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$690k	-4%	16k	42.56	View chart
Snap-on Incorporated (SNA)	0.1	$680k		1.9k	363.22	View chart
Abbvie (ABBV)	0.1	$652k		3.0k	217.48	View chart
Merck & Co (MRK)	0.1	$649k		5.4k	120.30	View chart
Biogen Idec (BIIB)	0.1	$648k		3.5k	183.33	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$647k	-2%	5.5k	117.65	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$631k		8.9k	70.91	View chart
Oracle Corporation (ORCL)	0.1	$619k		4.2k	147.11	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$590k		6.5k	90.54	View chart
Boeing Company (BA)	0.1	$571k		2.9k	199.03	View chart
Bristol Myers Squibb (BMY)	0.1	$554k		9.1k	60.65	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.1	$534k	+2%	32k	16.46	View chart
Fidelity Covington Trust Msci Indl Indx (FIDU)	0.1	$531k	NEW	6.1k	86.51	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$484k		1.1k	430.33	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.1	$461k		4.0k	114.84	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$460k		16k	29.13	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$458k		6.0k	76.54	View chart
Invesco Exchange Traded Fd T Leisure And Ente (PEJ)	0.1	$451k		7.8k	57.98	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$448k	-14%	6.6k	68.14	View chart
Occidental Petroleum Corporation (OXY)	0.1	$445k		6.8k	65.00	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$440k		9.1k	48.46	View chart
Ishares Tr Ibonds Dec 2033 (IBDY)	0.1	$432k	+102%	17k	25.85	View chart
Comcast Corp Cl A (CMCSA)	0.1	$428k		15k	28.71	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$417k		7.3k	56.79	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.1	$391k		4.6k	84.92	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$377k		540.00	697.72	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$356k	+3%	1.7k	215.02	View chart
Tesla Motors (TSLA)	0.1	$348k		936.00	371.75	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT)	0.1	$347k	-6%	17k	21.03	View chart
Spdr Series Trust State Street Spd (SPYG)	0.1	$342k		3.5k	97.91	View chart
Maplebear (CART)	0.1	$339k	-5%	9.0k	37.46	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.1	$333k	+41%	2.5k	133.19	View chart
Spdr Series Trust State Street Spd (SPYX)	0.1	$311k		5.9k	53.03	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$311k	+13%	3.9k	80.05	View chart
Stryker Corporation (SYK)	0.1	$309k		939.00	328.59	View chart
Walt Disney Company (DIS)	0.1	$308k		3.2k	96.38	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$307k	-6%	1.4k	218.79	View chart
Spdr Series Trust State Street Spd (SPMD)	0.1	$305k		5.2k	59.22	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.1	$299k	+6%	7.2k	41.68	View chart
Cigna Corp (CI)	0.1	$297k		1.1k	266.75	View chart
Abbott Laboratories (ABT)	0.1	$288k		2.8k	102.67	View chart
Exxon Mobil Corporation (XOM)	0.1	$288k	NEW	1.7k	169.66	View chart
Pepsi (PEP)	0.1	$287k	+2%	1.9k	155.29	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$287k		2.6k	108.98	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.0	$279k		2.5k	110.86	View chart
Meta Platforms Cl A (META)	0.0	$276k		482.00	572.60	View chart
GSK Sponsored Adr (GSK)	0.0	$275k		5.0k	55.19	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.0	$274k		8.8k	31.33	View chart
Permian Basin Rty Tr Unit Ben Int (PBT)	0.0	$265k		12k	21.52	View chart
Ishares U S Etf Tr Us Consumer Foc (IEDI)	0.0	$264k		4.9k	54.09	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$263k	-12%	8.7k	30.32	View chart
Spdr Series Trust State Street Spd (SPSM)	0.0	$261k		5.4k	48.32	View chart
Intel Corporation (INTC)	0.0	$259k		5.9k	44.13	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.0	$253k		6.5k	38.86	View chart
Ishares Tr Europe Etf (IEV)	0.0	$252k	-5%	3.7k	67.93	View chart
Travelers Companies (TRV)	0.0	$251k		860.00	291.68	View chart
PriceSmart (PSMT)	0.0	$250k		1.7k	150.50	View chart
Omega Healthcare Investors (OHI)	0.0	$244k		5.6k	43.82	View chart
Wells Fargo & Company (WFC)	0.0	$238k		3.0k	79.62	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$237k		999.00	237.60	View chart
Advanced Micro Devices (AMD)	0.0	$235k	-11%	1.2k	203.43	View chart
Visa Com Cl A (V)	0.0	$231k		765.00	302.43	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$228k		3.7k	62.45	View chart
Chevron Corporation (CVX)	0.0	$222k	NEW	1.1k	206.84	View chart
Yum China Holdings (YUMC)	0.0	$218k		4.5k	48.78	View chart
Markel Corporation (MKL)	0.0	$218k		114.00	1914.07	View chart
American Homes 4 Rent Cl A (AMH)	0.0	$218k		7.8k	27.92	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.0	$206k		4.5k	45.65	View chart
Niocorp Devs Com New (NB)	0.0	$49k	NEW	11k	4.46	View chart

Past Filings by Ironwood Financial

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

Ironwood Financial 2026 Q1 filed April 16, 2026
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

View all past filings

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