Ironwood Wealth Management

Latest statistics and disclosures from Ironwood Financial's latest quarterly 13F-HR filing:

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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

Companies in the Ironwood Financial portfolio as of the March 2021 quarterly 13F filing

Ironwood Financial has 579 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 10.2 $31M +18% 256k 122.15
Ishares Tr Core S&p500 Etf (IVV) 7.5 $23M 58k 397.82
Ishares Msci Equal Weite (EUSA) 3.7 $11M +50% 144k 78.36
Invesco Exch Trd Slf Idx Bulshs 2022 Cb (BSCM) 3.4 $10M -24% 475k 21.64
Ishares Tr Core S&p Mcp Etf (IJH) 3.3 $10M +32% 39k 260.28
Ishares Tr S&p 500 Val Etf (IVE) 3.2 $9.9M +18% 70k 141.24
Ishares Tr S&p 500 Grwt Etf (IVW) 3.0 $9.3M -7% 144k 65.11
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 2.8 $8.7M +570% 391k 22.17
Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) 2.8 $8.6M +150% 396k 21.77
Invesco Exch Trd Slf Idx Bulshs 2023 Hy (BSJN) 2.8 $8.6M +57% 340k 25.30
Invesco Exch Trd Slf Idx Bulshs 2022 Hy (BSJM) 2.8 $8.6M +21% 366k 23.35
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO) 2.7 $8.2M +1584% 328k 24.98
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 2.7 $8.2M +1628% 368k 22.15
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 2.7 $8.1M +1217% 331k 24.55
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 2.3 $7.1M +17783% 335k 21.31
Ishares Tr Core S&p Scp Etf (IJR) 2.2 $6.8M +21% 63k 108.54
Ishares Tr U.s. Energy Etf (IYE) 2.2 $6.7M 256k 26.23
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) 2.1 $6.6M +41864% 257k 25.59
Ishares Tr Sp Smcp600vl Etf (IJS) 2.0 $6.3M 62k 100.74
Amazon (AMZN) 1.8 $5.5M +40% 1.8k 3094.01
Ishares Tr Msci Eafe Etf (EFA) 1.6 $4.8M +4% 64k 75.87
Ishares Tr Select Divid Etf (DVY) 1.5 $4.5M +199% 39k 114.10
Ishares Tr S&p Mc 400vl Etf (IJJ) 1.4 $4.3M 42k 101.93
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.0 $3.2M -63% 37k 86.24
Microsoft Corporation (MSFT) 0.9 $2.7M +5% 12k 235.80
Ishares Tr U.s. Finls Etf (IYF) 0.9 $2.7M +52% 36k 74.88
Ishares U S Etf Tr Technology (IETC) 0.8 $2.5M -4% 51k 48.54
Ishares Tr Rus 2000 Grw Etf (IWO) 0.8 $2.4M -2% 8.1k 300.72
JPMorgan Chase & Co. (JPM) 0.7 $2.2M +12% 14k 152.26
Alphabet Cap Stk Cl A (GOOGL) 0.7 $2.1M +12% 1.0k 2062.13
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.6 $1.8M 24k 74.44
Alphabet Cap Stk Cl C (GOOG) 0.6 $1.7M +13% 834.00 2068.35
Intuit (INTU) 0.6 $1.7M +27% 4.5k 383.06
Johnson & Johnson (JNJ) 0.5 $1.7M +37% 10k 164.35
Amgen (AMGN) 0.5 $1.6M +35% 6.4k 248.75
Lowe's Companies (LOW) 0.5 $1.5M +20% 8.1k 190.13
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $1.5M 4.6k 319.08
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $1.5M +4% 3.7k 396.40
International Business Machines (IBM) 0.5 $1.4M +2% 11k 133.29
Ishares Tr S&P SML 600 GWT (IJT) 0.5 $1.4M +5% 11k 128.22
Ishares Tr S&p Mc 400gr Etf (IJK) 0.5 $1.4M +5% 18k 78.40
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $1.3M 5.5k 243.12
AmerisourceBergen (ABC) 0.4 $1.3M +12% 11k 118.11
Invesco Exchange Traded Fd T Dynmc Leisure (PEJ) 0.4 $1.3M -5% 29k 45.96
Ishares Tr Russell 2000 Etf (IWM) 0.4 $1.3M +1047% 5.9k 221.03
Pfizer (PFE) 0.4 $1.3M 35k 36.23
Ishares Tr Pfd And Incm Sec (PFF) 0.4 $1.3M -3% 33k 38.39
Home Depot (HD) 0.4 $1.3M +23% 4.1k 305.22
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.4 $1.2M 12k 99.70
Zions Bancorporation (ZION) 0.4 $1.2M +2% 22k 54.98
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $1.2M +444% 5.7k 206.72
Costco Wholesale Corporation (COST) 0.4 $1.2M +18% 3.3k 352.42
Ishares Tr Intl Sel Div Etf (IDV) 0.4 $1.1M 36k 31.48
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $1.1M +45% 12k 91.61
Ishares U S Etf Tr Consumer Stpls (IECS) 0.3 $1.0M -2% 33k 31.65
Ishares Tr Core High Dv Etf (HDV) 0.3 $997k +7% 11k 94.89
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.3 $974k 29k 34.03
Biogen Idec (BIIB) 0.3 $970k +2% 3.5k 279.86
Amplify Etf Tr Blockchain Ldr (BLOK) 0.3 $953k NEW 17k 55.83
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $953k +4% 9.9k 95.98
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $915k 24k 37.63
Eli Lilly & Co. (LLY) 0.3 $876k +2% 4.7k 186.78
Vanguard Index Fds Large Cap Etf (VV) 0.3 $817k 4.4k 185.26
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.3 $809k -5% 4.8k 167.98
Bristol Myers Squibb (BMY) 0.2 $764k 12k 63.11
Honeywell International (HON) 0.2 $759k +2% 3.5k 216.98
Comcast Corp Cl A (CMCSA) 0.2 $755k 14k 54.11
McDonald's Corporation (MCD) 0.2 $731k +17% 3.3k 224.16
Raytheon Technologies Corp (RTX) 0.2 $727k 9.4k 77.27
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $726k +5% 12k 60.71
Walt Disney Company (DIS) 0.2 $724k +18% 3.9k 184.41
Ishares Tr Phlx Semicnd Etf (SOXX) 0.2 $721k -52% 1.7k 424.12
Ishares Tr Global Tech Etf (IXN) 0.2 $702k -48% 2.3k 307.76
Invesco Exch Trd Slf Idx Bulshs 2021 Cb (BSCL) 0.2 $617k -97% 29k 21.12
Charles Schwab Corporation (SCHW) 0.2 $594k NEW 9.1k 65.20
Yum! Brands (YUM) 0.2 $541k +2% 5.0k 108.27
Intel Corporation (INTC) 0.2 $530k +7% 8.3k 64.02
Boeing Company (BA) 0.2 $514k +7% 2.0k 254.83
American Homes 4 Rent Cl A (AMH) 0.2 $513k -54% 15k 33.37
Ishares Tr Ibonds Dec21 Etf (IBDM) 0.2 $469k -81% 19k 24.87
Wal-Mart Stores (WMT) 0.1 $450k +31% 3.3k 135.71
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $447k +14% 3.2k 141.68
Lockheed Martin Corporation (LMT) 0.1 $446k +9% 1.2k 369.51
Zimmer Holdings (ZBH) 0.1 $434k +10% 2.7k 159.91
Ishares U S Etf Tr Discretionary (IEDI) 0.1 $422k 10k 41.70
Snap-on Incorporated (SNA) 0.1 $414k +20% 1.8k 230.51
Merck & Co (MRK) 0.1 $390k 5.1k 77.18
Glaxosmithkline Sponsored Adr (GSK) 0.1 $366k 10k 35.66
Abbott Laboratories (ABT) 0.1 $348k 2.9k 119.67
3M Company (MMM) 0.1 $327k 1.7k 192.58
Oracle Corporation (ORCL) 0.1 $315k -3% 4.5k 70.25
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 0.1 $297k +20% 3.0k 98.28
Abbvie (ABBV) 0.1 $292k 2.7k 108.31
Yum China Holdings (YUMC) 0.1 $284k +2% 4.8k 59.20
Pepsi (PEP) 0.1 $268k +38% 1.9k 141.65
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $256k 1.2k 221.45
Cigna Corp (CI) 0.1 $252k +9% 1.0k 241.38
WNS HLDGS Spon Adr (WNS) 0.1 $246k 3.4k 72.50
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.1 $241k 469.00 513.86
Vanguard Index Fds Small Cp Etf (VB) 0.1 $241k 1.1k 214.22
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $236k 3.2k 73.84
Spdr Gold Tr Gold Shs (GLD) 0.1 $229k 1.4k 160.14
Stryker Corporation (SYK) 0.1 $229k 939.00 243.88
Ishares Tr Mrgstr Md Cp Etf (IMCB) 0.1 $214k 853.00 250.88
Verizon Communications (VZ) 0.1 $208k 3.6k 58.10
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $203k -4% 2.1k 96.48
Linde SHS (LIN) 0.1 $196k 699.00 280.40
Ishares Tr Grwt Allocat Etf (AOR) 0.1 $189k 3.5k 53.42
Mondelez Intl Cl A (MDLZ) 0.1 $181k 3.1k 58.52
Choice Hotels International (CHH) 0.1 $174k 1.6k 107.54
PriceSmart (PSMT) 0.1 $173k +2% 1.8k 96.97
Vanguard Index Fds Value Etf (VTV) 0.1 $167k 1.3k 131.50
Ishares Silver Tr Ishares (SLV) 0.1 $167k +40% 7.4k 22.65
Cisco Systems (CSCO) 0.0 $152k -3% 2.9k 51.61
Xcel Energy (XEL) 0.0 $150k 2.3k 66.52
Becton, Dickinson and (BDX) 0.0 $149k 611.00 243.86
Vanguard Index Fds Growth Etf (VUG) 0.0 $136k 530.00 256.60
Invesco Exch Trd Slf Idx Bulshs 2021 Hy (BSJL) 0.0 $131k -98% 5.7k 23.03
Wells Fargo & Company (WFC) 0.0 $123k 3.2k 39.05
Travelers Companies (TRV) 0.0 $122k +92% 808.00 150.99
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $121k 931.00 129.97
Ishares Tr Expanded Tech (IGV) 0.0 $117k -12% 344.00 340.12
Ishares Tr Mrgstr Sm Cp Etf (ISCB) 0.0 $113k -2% 499.00 226.45
Occidental Petroleum Corporation (OXY) 0.0 $112k +5% 4.2k 26.54
PNM Resources (PNM) 0.0 $111k 2.3k 49.03
Simpson Manufacturing (SSD) 0.0 $104k 1.0k 104.00
At&t (T) 0.0 $103k 3.4k 30.37
Ishares Msci Israel Etf (EIS) 0.0 $99k 1.5k 64.33
First Tr Exchange-traded Dj Internt Idx (FDN) 0.0 $98k 450.00 217.78
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.0 $97k 1.4k 70.75
Ishares Tr Ibonds 21 Trm Hg (IBHA) 0.0 $97k 4.0k 24.25
Citigroup Com New (C) 0.0 $97k 1.3k 73.10
Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $97k +10% 4.0k 24.22
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.0 $96k 1.7k 56.30
Dupont De Nemours (DD) 0.0 $93k 1.2k 77.24
Ishares Tr Morningstr Us Eq (ILCB) 0.0 $90k 403.00 223.33
Vanguard World Fds Inf Tech Etf (VGT) 0.0 $90k 250.00 360.00
Ishares Tr Europe Etf (IEV) 0.0 $86k +155% 1.7k 50.15
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 0.0 $85k 388.00 219.07
salesforce (CRM) 0.0 $82k 389.00 210.80
Facebook Cl A (FB) 0.0 $80k 272.00 294.12
Visa Com Cl A (V) 0.0 $79k 371.00 212.94
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.0 $78k 1.1k 72.97
Dow (DOW) 0.0 $77k 1.2k 63.95
Corteva (CTVA) 0.0 $77k 1.7k 46.39
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.0 $75k 1.5k 50.51
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.0 $73k 895.00 81.56
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.0 $72k 1.2k 58.82
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $71k 400.00 177.50
Tesla Motors (TSLA) 0.0 $71k -7% 106.00 669.81
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $71k 1.0k 69.34
General Mills (GIS) 0.0 $70k 1.1k 60.98
Wp Carey (WPC) 0.0 $68k 962.00 70.69
Stanley Black & Decker (SWK) 0.0 $68k 340.00 200.00
Invesco Exchange Traded Fd T Dwa Momentum (PDP) 0.0 $68k 800.00 85.00
American Electric Power Company (AEP) 0.0 $68k 808.00 84.16
Proshares Tr Ultrapro Short S (SPXU) 0.0 $65k NEW 2.7k 23.78
Ishares Tr Ibonds Dec22 Etf (IBDN) 0.0 $65k -67% 2.6k 25.44
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $64k +680% 195.00 328.21
Cimarex Energy (XEC) 0.0 $63k +112% 1.1k 59.49
Accelr8 Technology (AXDX) 0.0 $63k +417% 7.5k 8.37
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.0 $62k +289% 1.3k 49.01
Procter & Gamble Company (PG) 0.0 $62k 457.00 135.67
Ishares Tr Glob Hlthcre Etf (IXJ) 0.0 $62k -21% 800.00 77.50
Viatris (VTRS) 0.0 $61k 4.4k 13.90
Ishares Tr Msci Lw Crb Tg (CRBN) 0.0 $59k 376.00 156.91
Ishares Tr Msci Usa Value (VLUE) 0.0 $59k NEW 580.00 101.72
Fortinet (FTNT) 0.0 $58k 317.00 182.97
Chevron Corporation (CVX) 0.0 $57k 548.00 104.01
Eaton Vance Tax-Managed Buy-Write Income (ETB) 0.0 $57k 3.6k 15.83
Mastercard Incorporated Cl A (MA) 0.0 $56k +137% 157.00 356.69
General Electric Company (GE) 0.0 $55k 4.2k 13.10
Regeneron Pharmaceuticals (REGN) 0.0 $52k -53% 110.00 472.73
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $50k 732.00 68.31
Texas Instruments Incorporated (TXN) 0.0 $49k 258.00 189.92
American Express Company (AXP) 0.0 $49k 343.00 142.86
Nortonlifelock (NLOK) 0.0 $48k 2.3k 21.27
Altria (MO) 0.0 $48k 943.00 50.90
Heron Therapeutics (HRTX) 0.0 $47k 2.9k 16.06
Danaher Corporation (DHR) 0.0 $45k 200.00 225.00
Blackrock Mun Income Tr Sh Ben Int (BFK) 0.0 $45k 3.0k 15.00
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $45k 145.00 310.34
Under Armour CL C (UA) 0.0 $44k 2.4k 18.26
Hewlett Packard Enterprise (HPE) 0.0 $43k 2.7k 15.70
Novartis Sponsored Adr (NVS) 0.0 $41k -27% 477.00 85.95
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $41k 158.00 259.49
Ishares Tr Rus 1000 Etf (IWB) 0.0 $41k 182.00 225.27
Exelon Corporation (EXC) 0.0 $41k 936.00 43.80
Ishares Tr U.s. Utilits Etf (IDU) 0.0 $40k 504.00 79.37
Global X Fds Lithium Btry Etf (LIT) 0.0 $39k 666.00 58.56
Ameren Corporation (AEE) 0.0 $39k 481.00 81.08
Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV) 0.0 $39k 1.3k 30.28
Hp (HPQ) 0.0 $39k 1.2k 31.78
Invesco Exch Traded Fd Tr Ii Gbl Clean Enrg (PBD) 0.0 $38k +24% 1.2k 31.67
Etf Ser Solutions Defiance Quant (QTUM) 0.0 $38k +36% 818.00 46.45
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.0 $38k NEW 725.00 52.41
Deere & Company (DE) 0.0 $37k 100.00 370.00
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.0 $36k 725.00 49.66
Dell Technologies CL C (DELL) 0.0 $36k 406.00 88.67
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $36k 131.00 274.81
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.0 $36k 95.00 378.95
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $36k 98.00 367.35
Etf Ser Solutions Defiance Next (FIVG) 0.0 $36k +35% 1.0k 35.61
Ishares Core Msci Emkt (IEMG) 0.0 $36k +45% 554.00 64.98
Spinnaker Etf Series Cannabis Etf (THCX) 0.0 $36k +30% 1.8k 19.97
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) 0.0 $35k 707.00 49.51
Ishares Tr Morningstar Grwt (ILCG) 0.0 $35k -25% 120.00 291.67
T2 Biosystems (TTOO) 0.0 $35k 22k 1.61
Dropbox Cl A (DBX) 0.0 $33k 1.2k 26.59
Carrier Global Corporation (CARR) 0.0 $33k 771.00 42.80
Etf Ser Solutions Dfianc Nq Jr Bt (IBBJ) 0.0 $33k +36% 980.00 33.67
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $33k 146.00 226.03
Qualcomm (QCOM) 0.0 $33k 250.00 132.00
Southwest Airlines (LUV) 0.0 $32k 530.00 60.38
Ishares Tr Core Msci Eafe (IEFA) 0.0 $32k 451.00 70.95
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.0 $32k 2.2k 14.88
Etf Ser Solutions Us Glb Jets (JETS) 0.0 $31k 1.2k 26.75
Bank of America Corporation (BAC) 0.0 $31k 800.00 38.75
Synopsys (SNPS) 0.0 $31k 125.00 248.00
United Rentals (URI) 0.0 $31k 94.00 329.79
Proshares Tr Pshs Ultra O&g (DIG) 0.0 $31k 264.00 117.42
First Tr Exchange-traded Ny Arca Biotech (FBT) 0.0 $30k 190.00 157.89
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $29k 454.00 63.88
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $29k 190.00 152.63
Otis Worldwide Corp (OTIS) 0.0 $28k 414.00 67.63
Essex Property Trust (ESS) 0.0 $28k 103.00 271.84
Adobe Systems Incorporated (ADBE) 0.0 $28k 58.00 482.76
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $28k 190.00 147.37
Archer Daniels Midland Company (ADM) 0.0 $28k 483.00 57.97
Freeport-mcmoran CL B (FCX) 0.0 $27k 829.00 32.57
Ishares U S Etf Tr Media Entrnmnt (IEME) 0.0 $27k -40% 750.00 36.00
Columbia Ppty Tr Com New (CXP) 0.0 $26k 1.5k 17.23
Ishares Tr Us Aer Def Etf (ITA) 0.0 $26k 250.00 104.00
Crown Castle Intl (CCI) 0.0 $26k 150.00 173.33
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.0 $25k 633.00 39.49
S&p Global (SPGI) 0.0 $25k 70.00 357.14
Agilent Technologies Inc C ommon (A) 0.0 $25k 200.00 125.00
Proshares Tr Ultr Russl2000 (URTY) 0.0 $25k +680% 234.00 106.84
Limelight Networks (LLNW) 0.0 $24k NEW 6.8k 3.52
HudBay Minerals (HBM) 0.0 $24k 3.5k 6.95
Wisdomtree Tr Us Midcap Divid (DON) 0.0 $24k 600.00 40.00
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $24k NEW 250.00 96.00
Leidos Holdings (LDOS) 0.0 $24k 250.00 96.00
F5 Networks (FFIV) 0.0 $24k 114.00 210.53
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $24k 110.00 218.18
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $24k 180.00 133.33
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $24k 362.00 66.30
Kraft Heinz (KHC) 0.0 $23k 584.00 39.38
Global X Fds Social Med Etf (SOCL) 0.0 $23k 350.00 65.71
Emerson Electric (EMR) 0.0 $23k 250.00 92.00

Past Filings by Ironwood Financial

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

View all past filings