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

Ironwood Financial holds 117 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 10.6 $33M 241k 136.72
Ishares Tr Core S&p500 Etf (IVV) 9.6 $30M +2% 79k 379.15
Ishares Tr S&p 500 Val Etf (IVE) 4.5 $14M 101k 137.46
Ishares Tr S&p 500 Grwt Etf (IVW) 3.5 $11M 183k 60.35
Ishares Tr Core S&p Mcp Etf (IJH) 3.4 $11M +2% 47k 226.22
Ishares Msci Equal Weite (EUSA) 3.2 $10M -2% 143k 70.64
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 3.2 $9.8M 475k 20.74
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 3.0 $9.3M +6% 457k 20.44
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO) 3.0 $9.2M +5% 423k 21.79
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 2.8 $8.8M +4% 402k 21.95
Invesco Exch Trd Slf Idx Bulshs 2023 Hy (BSJN) 2.8 $8.7M +2% 380k 22.94
Ishares Tr Core S&p Scp Etf (IJR) 2.7 $8.3M +13% 89k 92.42
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 2.6 $8.0M +2% 414k 19.27
Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) 2.5 $7.8M +2% 371k 20.95

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Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) 2.4 $7.3M 330k 22.21
Ishares Tr Msci Eafe Etf (EFA) 1.8 $5.7M +5% 92k 62.49
Ishares Tr Sp Smcp600vl Etf (IJS) 1.8 $5.7M 64k 89.03
Ishares Tr Select Divid Etf (DVY) 1.6 $5.0M 43k 117.66
Ishares Tr S&p Mc 400vl Etf (IJJ) 1.4 $4.4M 47k 94.42
Ishares Tr Core S&p Ttl Stk (ITOT) 1.4 $4.4M +145% 52k 83.79
Ishares Tr U.s. Finls Etf (IYF) 1.3 $4.0M +3% 57k 69.98
Invesco Exch Trd Slf Idx Bulshs 2022 Hy (BSJM) 1.2 $3.8M -12% 174k 22.05
Amazon (AMZN) 1.2 $3.8M +1884% 36k 106.22
Microsoft Corporation (MSFT) 1.1 $3.3M 13k 256.87
Ishares Tr U.s. Energy Etf (IYE) 1.0 $3.2M -49% 84k 38.12
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.9 $2.9M NEW 60k 48.00
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.9 $2.9M +85% 10k 280.27
Alphabet Cap Stk Cl A (GOOGL) 0.8 $2.6M 1.2k 2179.27
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $2.5M +3% 13k 188.65
Invesco Exch Trd Slf Idx Bulshs 2022 Cb (BSCM) 0.7 $2.3M -15% 108k 21.19
Alphabet Cap Stk Cl C (GOOG) 0.7 $2.2M 987.00 2187.44
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.7 $2.1M -47% 25k 82.78
Ishares Tr S&p Mc 400gr Etf (IJK) 0.6 $1.9M 30k 63.72
Pfizer (PFE) 0.6 $1.9M 36k 52.44
Intuit (INTU) 0.6 $1.9M 4.8k 385.40
Johnson & Johnson (JNJ) 0.6 $1.8M 10k 177.47
Costco Wholesale Corporation (COST) 0.6 $1.8M 3.7k 479.17
Eli Lilly & Co. (LLY) 0.6 $1.8M 5.5k 324.28
JPMorgan Chase & Co. (JPM) 0.6 $1.8M 16k 112.63
Vanguard Index Fds Large Cap Etf (VV) 0.6 $1.8M +18% 10k 172.33
AmerisourceBergen (ABC) 0.6 $1.7M 12k 141.49
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $1.6M +3% 4.3k 377.22
Ishares Tr Rus 2000 Grw Etf (IWO) 0.5 $1.5M 7.4k 206.33
Ishares Tr S&P SML 600 GWT (IJT) 0.5 $1.5M 14k 105.30
Ishares Tr Core High Dv Etf (HDV) 0.5 $1.5M 15k 100.43
International Business Machines (IBM) 0.5 $1.5M 11k 141.22
Amgen (AMGN) 0.5 $1.4M 5.8k 243.28
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $1.4M +21% 10k 134.26
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.4 $1.4M 22k 62.74
Lowe's Companies (LOW) 0.4 $1.3M 7.6k 174.71
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 0.4 $1.3M +22% 32k 40.80
Home Depot (HD) 0.4 $1.2M 4.4k 274.26
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.4 $1.2M +5% 14k 85.37
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $1.1M 5.2k 218.78
Zions Bancorporation (ZION) 0.4 $1.1M 22k 50.88
Bristol Myers Squibb (BMY) 0.3 $1.1M 14k 76.97
Raytheon Technologies Corp (RTX) 0.3 $1.0M 11k 96.09
Ishares Tr Intl Sel Div Etf (IDV) 0.3 $1.0M 38k 27.15
Ishares Tr Pfd And Incm Sec (PFF) 0.3 $996k 30k 32.89
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $975k +4% 20k 49.97
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $942k +7% 21k 44.67
McDonald's Corporation (MCD) 0.3 $931k 3.8k 246.95
Ishares Tr Russell 2000 Etf (IWM) 0.3 $878k 5.2k 169.43
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $876k -3% 23k 39.00
Ishares U S Etf Tr Consumer Stpls (IECS) 0.3 $872k 27k 32.68
Select Sector Spdr Tr Financial (XLF) 0.3 $847k 27k 31.46
Invesco Exchange Traded Fd T Dynmc Leisure (PEJ) 0.3 $787k 22k 36.27
Biogen Idec (BIIB) 0.2 $778k 3.8k 203.99
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $722k 23k 31.45
Honeywell International (HON) 0.2 $625k 3.6k 173.71
Comcast Corp Cl A (CMCSA) 0.2 $607k 16k 39.27
Lockheed Martin Corporation (LMT) 0.2 $606k 1.4k 429.79
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $606k +28% 9.7k 62.47
Charles Schwab Corporation (SCHW) 0.2 $576k 9.1k 63.22
Yum! Brands (YUM) 0.2 $567k 5.0k 113.47
Ishares Tr Global Tech Etf (IXN) 0.2 $557k 12k 45.73
Ishares U S Etf Tr Technology (IETC) 0.2 $487k 12k 42.25
Merck & Co (MRK) 0.2 $473k 5.2k 91.14
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $460k NEW 16k 28.91
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $456k -2% 1.3k 349.43
Abbvie (ABBV) 0.1 $446k 2.9k 153.21
Walt Disney Company (DIS) 0.1 $428k 4.5k 94.46
American Homes 4 Rent Cl A (AMH) 0.1 $423k -4% 12k 35.48
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $418k +40% 2.1k 196.89
Dimensional Etf Trust Us Equity Etf (DFUS) 0.1 $416k NEW 10k 40.76
Snap-on Incorporated (SNA) 0.1 $409k 2.1k 197.20
Wal-Mart Stores (WMT) 0.1 $405k 3.3k 121.51
Boeing Company (BA) 0.1 $371k +14% 2.7k 136.85
Occidental Petroleum Corporation (OXY) 0.1 $347k 5.9k 58.95
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $345k 3.8k 91.03
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 0.1 $343k 3.7k 92.33
Abbott Laboratories (ABT) 0.1 $338k 3.1k 108.54
Vanguard Index Fds Small Cp Etf (VB) 0.1 $333k +29% 1.9k 176.28
Intel Corporation (INTC) 0.1 $331k 8.8k 37.46
Pepsi (PEP) 0.1 $315k 1.9k 166.49
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $313k NEW 9.9k 31.56
Zimmer Holdings (ZBH) 0.1 $313k 3.0k 105.14
Oracle Corporation (ORCL) 0.1 $313k 4.5k 69.80
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.1 $312k +53% 7.2k 43.11
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $300k 12k 25.35
Cigna Corp (CI) 0.1 $300k 1.1k 263.39
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $297k +12% 6.7k 44.18
Ishares U S Etf Tr Discretionary (IEDI) 0.1 $284k 8.2k 34.73
3M Company (MMM) 0.1 $259k 2.0k 129.31
WNS HLDGS Spon Adr (WNS) 0.1 $253k 3.4k 74.57
Spdr Gold Tr Gold Shs (GLD) 0.1 $248k -12% 1.5k 168.59
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $248k +18% 3.8k 64.58
Ishares Tr Europe Etf (IEV) 0.1 $243k +4% 5.7k 42.79
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $241k NEW 10k 23.29
Dimensional Etf Trust World Ex Us Core (DFAX) 0.1 $239k NEW 11k 21.47
Vanguard Index Fds Value Etf (VTV) 0.1 $233k +3% 1.8k 132.01
Yum China Holdings (YUMC) 0.1 $233k NEW 4.8k 48.57
Verizon Communications (VZ) 0.1 $209k 4.1k 50.72
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $208k 2.0k 103.12
Linde SHS (LIN) 0.1 $201k 699.00 287.55
Accelr8 Technology (AXDX) 0.0 $12k -90% 13k 0.96
T2 Biosystems (TTOO) 0.0 $4.0k 22k 0.18

Past Filings by Ironwood Financial

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

View all past filings