Ironwood Wealth Management

Ironwood Financial as of Dec. 31, 2022

Portfolio Holdings for Ironwood Financial

Ironwood Financial holds 137 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 10.1 $32M 84k 384.21
Apple (AAPL) 9.6 $31M 237k 129.93
Ishares Tr S&p 500 Val Etf (IVE) 4.7 $15M 104k 145.07
Ishares Tr Core S&p Mcp Etf (IJH) 3.6 $12M 48k 241.89
Ishares Tr S&p 500 Grwt Etf (IVW) 3.2 $10M 176k 58.50
Ishares Msci Equal Weite (EUSA) 3.0 $9.7M 134k 72.94
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 2.8 $9.1M 453k 20.14
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 2.8 $9.1M 442k 20.49
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 2.8 $9.0M 405k 22.11
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO) 2.7 $8.8M 397k 22.12
Ishares Tr Core S&p Scp Etf (IJR) 2.7 $8.6M 91k 94.64
Invesco Exch Trd Slf Idx Bulshs 2023 Hy 2.6 $8.3M 358k 23.31
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) 2.6 $8.3M 367k 22.52
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 2.6 $8.2M 434k 18.93
Invesco Exch Trd Slf Idx Bulshs 2023 Cb 2.5 $8.0M 383k 20.98
Ishares Tr Sp Smcp600vl Etf (IJS) 1.8 $5.7M 63k 91.31
Ishares Tr Msci Eafe Etf (EFA) 1.8 $5.7M 87k 65.64
Ishares Tr Select Divid Etf (DVY) 1.6 $5.1M 42k 120.60
Ishares Tr S&p Mc 400vl Etf (IJJ) 1.5 $4.7M 47k 100.80
Ishares Tr U.s. Finls Etf (IYF) 1.3 $4.1M 55k 75.47
Ishares Tr Core S&p Ttl Stk (ITOT) 1.3 $4.1M 49k 84.80
Ishares Tr U.s. Energy Etf (IYE) 1.1 $3.5M 76k 46.49
Microsoft Corporation (MSFT) 1.0 $3.2M 13k 239.81
Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.0 $3.1M 60k 51.15
Amazon (AMZN) 0.9 $3.0M 36k 84.00
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $2.8M 15k 191.19
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $2.6M 9.9k 266.29
Vanguard Index Fds Large Cap Etf (VV) 0.7 $2.2M 13k 174.20
JPMorgan Chase & Co. (JPM) 0.7 $2.2M 16k 134.10
Alphabet Cap Stk Cl A (GOOGL) 0.6 $2.0M 23k 88.23
AmerisourceBergen (COR) 0.6 $2.0M 12k 165.71
Ishares Tr S&p Mc 400gr Etf (IJK) 0.6 $2.0M 30k 68.30
Eli Lilly & Co. (LLY) 0.6 $2.0M 5.5k 365.84
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $1.9M 5.1k 382.42
Intuit (INTU) 0.6 $1.9M 4.8k 389.22
Pfizer (PFE) 0.6 $1.8M 36k 51.24
Johnson & Johnson (JNJ) 0.6 $1.8M 10k 176.65
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.6 $1.8M 13k 141.25
Alphabet Cap Stk Cl C (GOOG) 0.5 $1.7M 19k 88.73
Costco Wholesale Corporation (COST) 0.5 $1.7M 3.7k 456.52
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $1.6M 39k 41.97
Ishares Tr Core High Dv Etf (HDV) 0.5 $1.6M 15k 104.24
Lowe's Companies (LOW) 0.5 $1.5M 7.6k 199.24
Amgen (AMGN) 0.5 $1.5M 5.8k 262.64
International Business Machines (IBM) 0.5 $1.5M 11k 140.89
Ishares Tr Rus 2000 Grw Etf (IWO) 0.5 $1.5M 6.9k 214.52
Ishares Tr S&P SML 600 GWT (IJT) 0.5 $1.5M 14k 108.07
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.4 $1.4M 21k 65.61
Home Depot (HD) 0.4 $1.4M 4.4k 315.83
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.4 $1.3M 68k 19.00
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) 0.4 $1.3M 60k 21.38
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.4 $1.3M 16k 81.17
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.4 $1.1M 13k 86.19
Raytheon Technologies Corp (RTX) 0.3 $1.1M 11k 100.92
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $1.1M 5.0k 214.24
Biogen Idec (BIIB) 0.3 $1.1M 3.8k 276.92
Zions Bancorporation (ZION) 0.3 $1.1M 22k 49.16
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $1.0M 20k 50.14
Bristol Myers Squibb (BMY) 0.3 $995k 14k 71.95
McDonald's Corporation (MCD) 0.3 $994k 3.8k 263.53
Ishares Tr Intl Sel Div Etf (IDV) 0.3 $988k 36k 27.16
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $909k 20k 45.15
Select Sector Spdr Tr Financial (XLF) 0.3 $908k 27k 34.20
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $845k 21k 40.51
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.3 $844k 35k 24.32
Ishares Tr Ibonds Dec24 Etf (IBDP) 0.3 $815k 33k 24.42
Invesco Exchange Traded Fd T Dynmc Leisure (PEJ) 0.2 $777k 21k 36.41
Honeywell International (HON) 0.2 $771k 3.6k 214.30
Charles Schwab Corporation (SCHW) 0.2 $759k 9.1k 83.26
Ishares Tr Russell 2000 Etf (IWM) 0.2 $745k 4.3k 174.34
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS) 0.2 $731k 35k 20.68
Lockheed Martin Corporation (LMT) 0.2 $686k 1.4k 486.49
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $682k 21k 32.21
Ishares Tr Ibonds 24 Trm Hg (IBHD) 0.2 $680k 30k 22.71
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $669k 9.9k 67.45
Ishares Tr Ibonds Dec2026 (IBDR) 0.2 $650k 28k 23.35
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $645k 3.2k 203.79
Yum! Brands (YUM) 0.2 $640k 5.0k 128.08
Ishares Tr Ibonds 25 Trm Hg (IBHE) 0.2 $639k 28k 22.51
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.2 $630k 32k 19.61
Ishares Tr Ibonds Dec23 Etf 0.2 $585k 23k 25.03
Merck & Co (MRK) 0.2 $580k 5.2k 110.96
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $579k 8.8k 66.02
Vanguard Index Fds Small Cp Etf (VB) 0.2 $545k 3.0k 183.54
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $543k 18k 30.53
Comcast Corp Cl A (CMCSA) 0.2 $541k 16k 34.97
Ishares Tr Global Tech Etf (IXN) 0.2 $531k 12k 44.83
Ishares Tr Ibonds 27 Etf (IBDS) 0.2 $506k 22k 23.37
Boeing Company (BA) 0.2 $486k 2.6k 190.49
Dimensional Etf Trust Internatnal Val (DFIV) 0.2 $484k 16k 30.40
Wal-Mart Stores (WMT) 0.1 $473k 3.3k 141.78
Abbvie (ABBV) 0.1 $470k 2.9k 161.61
Ishares U S Etf Tr U.s. Tech Indepd (IETC) 0.1 $468k 12k 40.79
Ishares Tr Ibonds 2026 Term (IBHF) 0.1 $467k 21k 22.36
Snap-on Incorporated (SNA) 0.1 $452k 2.0k 228.49
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $446k 1.3k 347.98
Dimensional Etf Trust Us Equity Etf (DFUS) 0.1 $425k 10k 41.61
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $412k 9.2k 44.81
Walt Disney Company (DIS) 0.1 $395k 4.5k 86.88
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.1 $378k 2.2k 173.34
Cigna Corp (CI) 0.1 $377k 1.1k 331.34
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $374k 1.1k 351.35
Occidental Petroleum Corporation (OXY) 0.1 $371k 5.9k 62.99
Oracle Corporation (ORCL) 0.1 $367k 4.5k 81.74
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 0.1 $356k 3.8k 93.35
Zimmer Holdings (ZBH) 0.1 $354k 2.8k 127.50
American Homes 4 Rent Cl A (AMH) 0.1 $351k 12k 30.14
Ishares Tr Ibonds 23 Trm Hg 0.1 $347k 15k 23.47
Ishares Tr Ibonds 2027 Term (IBHG) 0.1 $347k 16k 21.36
Pepsi (PEP) 0.1 $345k 1.9k 180.65
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.1 $344k 8.8k 38.89
Abbott Laboratories (ABT) 0.1 $342k 3.1k 109.79
Ishares Tr Core Msci Eafe (IEFA) 0.1 $335k 5.4k 61.63
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $332k 9.9k 33.48
GSK Sponsored Adr (GSK) 0.1 $323k 9.2k 35.14
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $310k 3.8k 82.48
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.1 $297k 7.2k 40.97
Ishares U S Etf Tr Us Consumer Foc (IEDI) 0.1 $291k 8.1k 35.97
Spdr Gold Tr Gold Shs (GLD) 0.1 $285k 1.7k 169.64
Vanguard Index Fds Value Etf (VTV) 0.1 $279k 2.0k 140.38
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $272k 12k 23.67
WNS HLDGS Spon Adr 0.1 $271k 3.4k 79.99
Yum China Holdings (YUMC) 0.1 $262k 4.8k 54.65
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $251k 10k 24.28
3M Company (MMM) 0.1 $243k 2.0k 119.92
Dimensional Etf Trust World Ex Us Core (DFAX) 0.1 $241k 11k 21.60
Ishares Tr Europe Etf (IEV) 0.1 $238k 5.3k 45.29
Stryker Corporation (SYK) 0.1 $230k 939.00 244.49
Linde SHS 0.1 $228k 699.00 326.18
Mondelez Intl Cl A (MDLZ) 0.1 $227k 3.4k 66.64
Intel Corporation (INTC) 0.1 $226k 8.5k 26.43
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $225k 5.9k 37.90
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $223k 4.0k 55.56
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $211k 4.8k 43.95
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $207k 2.0k 102.81
Haleon Spon Ads (HLN) 0.0 $92k 12k 8.00
Accelr8 Technology 0.0 $8.8k 13k 0.71