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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 29.70% of Ironwood Financial's stock portfolio.
Added to shares of these 10 stocks: VUG (+$5.2M), IBDY, IBDT, BIV, SPHY, IBHI, HDV, IBDX, IBDV, VO.
Started 15 new stock positions in SPHY, VNQ, FTNT, JAAA, AOR, BIV, DELL, HONA, CSCO, SPWR. IBHJ, LRCX, SCHE, HON, BND.
Reduced shares in these 10 stocks: AAPL, BSCQ, BSJQ, IBDR, IVV, HYG, IVW, IBHF, Honeywell International, IVE.
Sold out of its positions in Honeywell International, PFF, NB, YUMC.
Ironwood Financial was a net buyer of stock by $20M.
Ironwood Financial has $639M in assets under management (AUM), dropping by 11.53%.
Central Index Key (CIK): 0001630360

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Portfolio Holdings for Ironwood Financial

Ironwood Financial holds 179 positions in its portfolio as reported in the June 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	$77M	-3%	103k	752.58	View chart
Apple (AAPL)	6.7	$43M	-9%	136k	317.31	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	4.4	$28M		372k	75.24	View chart
Ishares Tr S&p 500 Val Etf (IVE)	3.4	$22M	-3%	94k	230.88	View chart
Ishares Tr Core S&p Scp Etf (IJR)	3.1	$20M		137k	144.99	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.8	$18M	-8%	133k	136.46	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.4	$15M	+5%	41k	369.78	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	2.3	$15M	+13%	637k	23.01	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	2.2	$14M	+15%	645k	21.60	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	2.1	$14M	+16%	661k	20.62	View chart
Ishares Msci Equal Weite (EUSA)	2.1	$13M	-3%	115k	114.62	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	1.8	$12M	+22%	465k	24.86	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.7	$11M	+4%	51k	214.23	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	1.7	$11M		518k	20.33	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	1.6	$10M	+64%	400k	25.13	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	1.6	$10M		512k	19.64	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.6	$9.9M	-2%	29k	344.99	View chart
Ishares Tr Ibonds 28 Tr Hi (IBHH)	1.5	$9.7M	+14%	417k	23.35	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	1.3	$8.5M	+24%	351k	24.14	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.3	$8.5M	-2%	82k	103.24	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.3	$8.3M		50k	164.20	View chart
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)	1.3	$8.0M	-2%	359k	22.38	View chart
Amazon (AMZN)	1.2	$7.7M		31k	247.31	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.2	$7.6M	+3%	109k	69.76	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	1.1	$7.2M	+9%	46k	155.81	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$7.1M		20k	352.51	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	1.1	$7.1M	-3%	52k	135.17	View chart
Alphabet Cap Stk Cl C (GOOG)	1.0	$6.6M		19k	350.66	View chart
Vanguard Index Fds Growth Etf (VUG)	1.0	$6.3M	+438%	74k	86.15	View chart
Eli Lilly & Co. (LLY)	1.0	$6.2M		5.2k	1181.87	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.9	$5.6M	-4%	38k	146.39	View chart
Ishares Tr Select Divid Etf (DVY)	0.8	$5.3M	-2%	33k	160.49	View chart
Ishares Tr Ibonds Dec 2033 (IBDY)	0.8	$5.3M	+1158%	210k	25.40	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.8	$5.3M	-42%	231k	22.94	View chart
JPMorgan Chase & Co. (JPM)	0.8	$5.2M		16k	334.54	View chart
Ishares Tr Ibonds 29 Tr Hi (IBHI)	0.8	$5.2M	+114%	223k	23.24	View chart
Microsoft Corporation (MSFT)	0.8	$5.0M		13k	391.00	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$4.7M	-3%	6.6k	711.75	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$4.4M	+15%	20k	219.36	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.7	$4.4M	+3%	45k	97.71	View chart
Ishares Tr Ibon 2027 Te Etf (IBHG)	0.7	$4.4M	+20%	199k	21.95	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.7	$4.3M	-45%	178k	24.19	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.6	$3.9M	+5%	48k	82.00	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.6	$3.8M		34k	112.90	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.6	$3.6M	NEW	48k	75.72	View chart
AmerisourceBergen (COR)	0.6	$3.6M		12k	306.13	View chart
Costco Wholesale Corporation (COST)	0.5	$3.5M		3.8k	926.41	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$3.3M		4.4k	749.20	View chart
International Business Machines (IBM)	0.5	$3.1M		11k	290.23	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.5	$3.1M	-56%	158k	19.55	View chart
Ishares Tr Core High Dv Etf (HDV)	0.5	$3.0M	+410%	106k	27.93	View chart
Spdr Series Trust St Port High Etf (SPHY)	0.5	$3.0M	NEW	127k	23.28	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.4	$2.8M	+4%	151k	18.52	View chart
Johnson & Johnson (JNJ)	0.4	$2.6M		9.9k	257.77	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.4	$2.5M		24k	106.96	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$2.5M	+303%	31k	80.84	View chart
Raytheon Technologies Corp (RTX)	0.4	$2.4M		12k	196.40	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.4	$2.3M	+3%	19k	123.97	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.4	$2.3M		64k	35.38	View chart
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS)	0.4	$2.3M		104k	21.76	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$2.2M	+2%	7.5k	296.18	View chart
Amgen (AMGN)	0.3	$2.1M		5.7k	360.45	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.3	$2.0M		12k	172.55	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$1.9M	+3%	9.5k	202.28	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.3	$1.8M	-53%	23k	79.52	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$1.8M	+290%	15k	121.59	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.3	$1.8M	-2%	4.9k	378.98	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$1.8M	+3%	5.1k	349.20	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.3	$1.8M		3.2k	553.61	View chart
Ishares Tr Ibon 2026 Te Etf (IBHF)	0.3	$1.7M	-41%	77k	22.52	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$1.7M	-3%	58k	29.53	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.3	$1.6M	+6%	29k	56.74	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.3	$1.6M	+6%	97k	16.55	View chart
Lowe's Companies (LOW)	0.2	$1.5M		7.4k	207.70	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$1.5M		44k	34.32	View chart
Home Depot (HD)	0.2	$1.5M		4.5k	337.08	View chart
Zions Bancorporation (ZION)	0.2	$1.4M		21k	70.36	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$1.4M	+18%	42k	32.56	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$1.4M	+5%	4.5k	299.55	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.2	$1.3M	-9%	24k	56.07	View chart
McDonald's Corporation (MCD)	0.2	$1.3M		4.9k	272.61	View chart
NVIDIA Corporation (NVDA)	0.2	$1.3M	-12%	6.4k	203.52	View chart
Ishares Tr Ibon 2030 Te Etf (IBHJ)	0.2	$1.3M	NEW	49k	26.29	View chart
Intuit (INTU)	0.2	$1.3M		4.3k	289.76	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$1.2M		15k	80.71	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$1.1M		42k	27.07	View chart
Ishares Tr Global Tech Etf (IXN)	0.2	$1.1M		8.3k	136.67	View chart
Ishares U S Etf Tr U.s. Tech Indepd (IETC)	0.2	$1.1M		10k	105.37	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$1.1M		37k	28.96	View chart
Wal-Mart Stores (WMT)	0.2	$1.0M		9.1k	114.78	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$1.0M	+10%	1.5k	688.67	View chart
Charles Schwab Corporation (SCHW)	0.2	$1.0M		9.8k	102.38	View chart
Spdr Series Trust St Str P500val (SPYV)	0.1	$949k		15k	61.84	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$915k		8.3k	109.78	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$901k		26k	34.22	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.1	$867k	-4%	14k	60.27	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$861k		2.9k	293.47	View chart
Pfizer (PFE)	0.1	$790k		32k	24.48	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$787k		14k	55.32	View chart
Yum! Brands (YUM)	0.1	$784k		4.9k	161.68	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$771k		1.6k	496.74	View chart
Fidelity Covington Trust Msci Indl Indx (FIDU)	0.1	$751k	+27%	7.8k	95.85	View chart
Snap-on Incorporated (SNA)	0.1	$751k		1.9k	401.11	View chart
Abbvie (ABBV)	0.1	$748k		3.0k	248.00	View chart
Biogen Idec (BIIB)	0.1	$739k		3.5k	209.03	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.1	$729k		8.9k	81.89	View chart
Lockheed Martin Corporation (LMT)	0.1	$682k		1.3k	520.68	View chart
Intel Corporation (INTC)	0.1	$679k	+12%	6.6k	103.12	View chart
Merck & Co (MRK)	0.1	$669k		5.4k	124.04	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$638k	-6%	15k	42.16	View chart
Boeing Company (BA)	0.1	$636k	+2%	3.0k	215.51	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$603k	-3%	6.3k	96.16	View chart
Advanced Micro Devices (AMD)	0.1	$573k	-7%	1.1k	534.39	View chart
Oracle Corporation (ORCL)	0.1	$554k		4.2k	131.54	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.1	$540k		4.0k	134.42	View chart
Bristol Myers Squibb (BMY)	0.1	$537k		9.1k	59.34	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.1	$535k		33k	16.27	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$532k	-2%	16k	34.37	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.1	$521k		7.2k	72.64	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$499k	+700%	4.3k	115.58	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$499k		9.1k	55.02	View chart
Invesco Exchange Traded Fd T Leisu Entmt Etf (PEJ)	0.1	$487k	-5%	7.4k	65.94	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.1	$480k	-9%	5.4k	88.18	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.1	$469k		4.6k	101.91	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$461k	-2%	7.1k	64.50	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$458k	-37%	3.4k	133.30	View chart
Maplebear (CART)	0.1	$436k		9.0k	48.28	View chart
Honeywell International (HON)	0.1	$417k	NEW	1.9k	222.25	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$410k		1.1k	367.13	View chart
Honeywell Aerospace (HONA)	0.1	$400k	NEW	1.9k	213.05	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$395k		1.7k	238.43	View chart
Occidental Petroleum Corporation (OXY)	0.1	$390k	+3%	7.1k	54.81	View chart
Comcast Corp Cl A (CMCSA)	0.1	$378k	+5%	16k	23.97	View chart
Tesla Motors (TSLA)	0.1	$375k		951.00	394.76	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$375k	+4%	4.0k	92.70	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.1	$374k	-9%	3.2k	118.10	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT)	0.1	$367k	+5%	17k	21.11	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$353k	+6%	1.5k	235.11	View chart
Permian Basin Rty Tr Unit Ben Int (PBT)	0.1	$345k		12k	28.06	View chart
Spdr Series Trust ST STR SP500FF (SPYX)	0.1	$343k	-4%	5.6k	61.45	View chart
Cigna Corp (CI)	0.1	$339k		1.1k	304.50	View chart
Stryker Corporation (SYK)	0.1	$332k	+6%	1.0k	331.45	View chart
PriceSmart (PSMT)	0.0	$318k		1.7k	191.13	View chart
Meta Platforms Cl A (META)	0.0	$317k		482.00	657.26	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.0	$316k	-6%	4.8k	65.92	View chart
Cisco Systems (CSCO)	0.0	$313k	NEW	2.6k	119.23	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.0	$309k	-2%	8.5k	36.12	View chart
Walt Disney Company (DIS)	0.0	$307k		3.2k	96.00	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.0	$296k	-2%	5.2k	56.37	View chart
Vaneck Etf Trust Urani Nucle Etf (NLR)	0.0	$295k	+7%	2.7k	109.48	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$292k		998.00	293.04	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.0	$292k	-4%	2.5k	116.04	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.0	$289k		6.5k	44.37	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.0	$281k		2.5k	111.59	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$278k	-18%	5.3k	52.16	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.0	$278k	NEW	5.5k	50.57	View chart
Omega Healthcare Investors (OHI)	0.0	$275k		5.7k	48.44	View chart
Visa Com Cl A (V)	0.0	$271k		756.00	357.75	View chart
Ishares Tr Europe Etf (IEV)	0.0	$265k		3.7k	72.21	View chart
Wells Fargo & Company (WFC)	0.0	$262k		3.0k	87.66	View chart
GSK Sponsored Adr (GSK)	0.0	$261k		5.0k	52.29	View chart
Abbott Laboratories (ABT)	0.0	$259k		2.8k	92.11	View chart
Exxon Mobil Corporation (XOM)	0.0	$257k	+5%	1.8k	144.47	View chart
Pepsi (PEP)	0.0	$256k		1.8k	138.49	View chart
Fortinet (FTNT)	0.0	$255k	NEW	1.6k	160.65	View chart
American Homes 4 Rent Cl A (AMH)	0.0	$251k	-4%	7.4k	33.80	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$250k	NEW	3.4k	72.50	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$249k	-2%	3.6k	69.69	View chart
Ishares U S Etf Tr Us Consumer Foc (IEDI)	0.0	$246k	-8%	4.5k	54.83	View chart
Lam Research Corp Com New (LRCX)	0.0	$243k	NEW	735.00	329.92	View chart
Markel Corporation (MKL)	0.0	$224k		114.00	1962.27	View chart
Travelers Companies (TRV)	0.0	$224k	-23%	655.00	341.51	View chart
Dell Technologies CL C (DELL)	0.0	$217k	NEW	509.00	427.11	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.0	$217k	-2%	4.4k	49.46	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$213k	NEW	5.9k	35.83	View chart
Chevron Corporation (CVX)	0.0	$213k	+8%	1.2k	182.23	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$210k	NEW	2.1k	97.81	View chart
Ishares Tr Core 60 Bala Etf (AOR)	0.0	$206k	NEW	3.0k	68.51	View chart
Complete Solaria (SPWR)	0.0	$6.5k	NEW	10k	0.65	View chart

Past Filings by Ironwood Financial

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

Ironwood Financial 2026 Q2 filed July 17, 2026
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

View all past filings

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