Ironwood Wealth Management

Ironwood Financial as of Dec. 31, 2024

Portfolio Holdings for Ironwood Financial

Ironwood Financial holds 158 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 12.0 $57M 97k 588.68
Apple (AAPL) 9.1 $43M 172k 250.42
Ishares Tr S&p 500 Val Etf (IVE) 3.9 $19M 98k 190.88
Ishares Tr Core S&p Mcp Etf (IJH) 3.9 $19M 296k 62.31
Ishares Tr S&p 500 Grwt Etf (IVW) 3.6 $17M 171k 101.53
Ishares Tr Core S&p Scp Etf (IJR) 2.6 $13M 109k 115.22
Ishares Msci Equal Weite (EUSA) 2.4 $11M 119k 95.36
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) 2.3 $11M 465k 23.27
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 2.2 $11M 459k 23.07
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 2.1 $10M 512k 19.48
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 2.1 $10M 495k 20.13
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 2.0 $9.6M 466k 20.65
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 2.0 $9.4M 483k 19.43
Vanguard Index Fds Total Stk Mkt (VTI) 1.8 $8.8M 30k 289.81
Ishares Tr Ibonds Dec 29 (IBDU) 1.7 $8.1M 355k 22.80
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) 1.7 $7.9M 352k 22.40
Ishares Tr Ibonds Dec 2030 (IBDV) 1.6 $7.6M 355k 21.36
Amazon (AMZN) 1.5 $6.9M 32k 219.39
Ishares Tr Msci Eafe Etf (EFA) 1.4 $6.9M 91k 75.61
Ishares Tr Core S&p Ttl Stk (ITOT) 1.4 $6.5M 51k 128.62
Ishares Tr Sp Smcp600vl Etf (IJS) 1.3 $6.2M 57k 108.61
Vanguard Index Fds Large Cap Etf (VV) 1.3 $6.2M 23k 269.70
Microsoft Corporation (MSFT) 1.2 $5.8M 14k 421.51
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.1 $5.4M 31k 175.23
Ishares Tr S&p Mc 400vl Etf (IJJ) 1.1 $5.3M 42k 124.96
Ishares Tr Core Us Aggbd Et (AGG) 1.0 $4.9M 51k 96.90
Ishares Tr Select Divid Etf (DVY) 1.0 $4.8M 36k 131.29
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.0 $4.6M 9.0k 511.26
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.9 $4.2M 54k 78.65
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.9 $4.1M 85k 47.82
Eli Lilly & Co. (LLY) 0.8 $4.1M 5.2k 772.00
Alphabet Cap Stk Cl A (GOOGL) 0.8 $3.8M 20k 189.30
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.8 $3.7M 147k 25.05
JPMorgan Chase & Co. (JPM) 0.8 $3.7M 15k 239.72
Alphabet Cap Stk Cl C (GOOG) 0.8 $3.6M 19k 190.44
Costco Wholesale Corporation (COST) 0.7 $3.5M 3.9k 916.17
Ishares Tr Ibonds Dec2026 (IBDR) 0.7 $3.4M 139k 24.07
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.7 $3.3M 28k 117.48
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $3.0M 5.2k 586.07
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.6 $2.8M 26k 106.84
Ishares Tr S&p Mc 400gr Etf (IJK) 0.6 $2.7M 30k 90.93
Intuit (INTU) 0.6 $2.7M 4.3k 628.50
Ishares Tr Ibonds Dec 2031 (IBDW) 0.6 $2.7M 133k 20.35
AmerisourceBergen (COR) 0.6 $2.7M 12k 224.68
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.5 $2.4M 131k 18.34
International Business Machines (IBM) 0.5 $2.3M 11k 219.83
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.5 $2.3M 35k 65.08
Ishares Tr Ibonds 27 Etf (IBDS) 0.5 $2.3M 94k 23.96
Ishares Tr Ibds Dec28 Etf (IBDT) 0.5 $2.2M 89k 24.90
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.4 $1.9M 33k 57.41
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.4 $1.9M 68k 27.71
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $1.8M 7.0k 264.11
Ishares Tr Core High Dv Etf (HDV) 0.4 $1.8M 16k 112.26
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS) 0.4 $1.8M 85k 21.68
Lowe's Companies (LOW) 0.4 $1.8M 7.4k 246.80
Home Depot (HD) 0.4 $1.8M 4.5k 389.01
Ishares Tr S&P SML 600 GWT (IJT) 0.4 $1.7M 13k 135.37
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $1.7M 4.3k 401.55
Ishares Tr Rus 2000 Grw Etf (IWO) 0.4 $1.7M 5.9k 287.80
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $1.6M 69k 23.18
Vanguard Index Fds Small Cp Etf (VB) 0.3 $1.6M 6.6k 240.27
Ishares Tr Ibonds 25 Trm Hg (IBHE) 0.3 $1.5M 65k 23.20
Amgen (AMGN) 0.3 $1.5M 5.7k 260.64
Johnson & Johnson (JNJ) 0.3 $1.4M 9.9k 144.62
McDonald's Corporation (MCD) 0.3 $1.4M 4.8k 289.89
Ishares Tr Ibonds 2026 Term (IBHF) 0.3 $1.4M 60k 23.15
Select Sector Spdr Tr Financial (XLF) 0.3 $1.4M 29k 48.33
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.3 $1.3M 79k 16.37
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $1.3M 49k 25.86
Raytheon Technologies Corp (RTX) 0.3 $1.2M 11k 115.72
Zions Bancorporation (ZION) 0.2 $1.1M 21k 54.25
Ishares Tr Ibonds 2027 Term (IBHG) 0.2 $1.1M 48k 22.24
Vanguard Index Fds Value Etf (VTV) 0.2 $1.0M 6.0k 169.29
Ishares U S Etf Tr U.s. Tech Indepd (IETC) 0.2 $941k 11k 85.32
Ishares Tr Global Tech Etf (IXN) 0.2 $915k 11k 84.75
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $899k 1.7k 538.90
Pfizer (PFE) 0.2 $893k 34k 26.53
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.2 $878k 9.1k 96.53
NVIDIA Corporation (NVDA) 0.2 $871k 6.5k 134.29
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $863k 38k 22.70
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $857k 46k 18.50
Ishares Tr Russell 2000 Etf (IWM) 0.2 $853k 3.9k 220.96
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $852k 9.6k 88.40
Honeywell International (HON) 0.2 $849k 3.8k 225.89
Wal-Mart Stores (WMT) 0.2 $818k 9.0k 90.35
Invesco Exchange Traded Fd T Leisure And Ente (PEJ) 0.2 $805k 15k 52.20
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.2 $783k 15k 51.14
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $762k 29k 26.07
Ishares Tr Ishares Semicdtr (SOXX) 0.2 $755k 3.5k 215.49
Ishares Tr Intl Sel Div Etf (IDV) 0.2 $742k 27k 27.38
Charles Schwab Corporation (SCHW) 0.2 $725k 9.8k 74.01
Oracle Corporation (ORCL) 0.1 $712k 4.3k 166.64
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $686k 2.4k 280.06
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $658k 4.1k 161.76
Yum! Brands (YUM) 0.1 $651k 4.9k 134.16
Lockheed Martin Corporation (LMT) 0.1 $637k 1.3k 485.94
Snap-on Incorporated (SNA) 0.1 $636k 1.9k 339.48
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $595k 2.3k 253.75
Dimensional Etf Trust Us Equity Market (DFUS) 0.1 $587k 9.2k 63.75
Vanguard Index Fds Growth Etf (VUG) 0.1 $583k 1.4k 410.30
Merck & Co (MRK) 0.1 $575k 5.8k 99.49
Comcast Corp Cl A (CMCSA) 0.1 $568k 15k 37.53
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.1 $543k 7.1k 76.06
Biogen Idec (BIIB) 0.1 $541k 3.5k 152.92
Abbvie (ABBV) 0.1 $514k 2.9k 177.70
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $512k 14k 35.48
Bristol Myers Squibb (BMY) 0.1 $511k 9.0k 56.56
Ishares Tr Core Msci Eafe (IEFA) 0.1 $481k 6.8k 70.28
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $478k 17k 27.87
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $448k 16k 27.32
Select Sector Spdr Tr Energy (XLE) 0.1 $444k 5.2k 85.66
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.1 $426k 4.0k 106.04
Boeing Company (BA) 0.1 $408k 2.3k 177.00
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.1 $395k 5.7k 68.94
Ishares Tr U.s. Finls Etf (IYF) 0.1 $387k 3.5k 110.58
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $379k 9.3k 40.92
Maplebear (CART) 0.1 $374k 9.0k 41.42
Ishares Tr U.s. Energy Etf (IYE) 0.1 $368k 8.1k 45.57
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) 0.1 $363k 23k 16.05
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.1 $360k 4.1k 87.90
Walt Disney Company (DIS) 0.1 $359k 3.2k 111.35
American Homes 4 Rent Cl A (AMH) 0.1 $357k 9.5k 37.42
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $348k 8.3k 41.82
Ishares Tr Expanded Tech (IGV) 0.1 $341k 3.4k 100.12
Stryker Corporation (SYK) 0.1 $338k 939.00 360.05
Vanguard World Inf Tech Etf (VGT) 0.1 $336k 540.00 621.80
Tesla Motors (TSLA) 0.1 $315k 781.00 403.84
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $310k 1.4k 224.35
Abbott Laboratories (ABT) 0.1 $309k 2.7k 113.11
Cigna Corp (CI) 0.1 $307k 1.1k 276.14
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $305k 3.4k 89.07
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $300k 11k 26.63
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 0.1 $300k 6.2k 48.15
Spdr Gold Tr Gold Shs (GLD) 0.1 $288k 1.2k 242.13
Meta Platforms Cl A (META) 0.1 $287k 489.00 585.81
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $281k 8.9k 31.44
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT) 0.1 $273k 13k 21.39
Pepsi (PEP) 0.1 $272k 1.8k 152.06
Occidental Petroleum Corporation (OXY) 0.1 $269k 5.4k 49.41
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.1 $269k 4.9k 54.69
Visa Com Cl A (V) 0.1 $264k 835.00 316.03
Ishares U S Etf Tr Us Consumer Foc (IEDI) 0.1 $261k 4.9k 53.42
Proshares Tr Ultrapro Qqq (TQQQ) 0.1 $249k 3.2k 79.13
Select Sector Spdr Tr Communication (XLC) 0.1 $247k 2.6k 96.81
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.0 $237k 8.4k 28.31
Ishares Tr Europe Etf (IEV) 0.0 $232k 4.5k 52.06
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.0 $231k 5.1k 44.92
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $224k 6.5k 34.59
Wells Fargo & Company (WFC) 0.0 $221k 3.1k 70.24
Travelers Companies (TRV) 0.0 $220k 911.00 240.89
Choice Hotels International (CHH) 0.0 $216k 1.5k 141.98
Yum China Holdings (YUMC) 0.0 $216k 4.5k 48.17
Ishares Silver Tr Ishares (SLV) 0.0 $213k 8.1k 26.33
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $203k 3.7k 55.66
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $200k 1.8k 114.48
Permian Basin Rty Tr Unit Ben Int (PBT) 0.0 $136k 12k 11.08
Fs Credit Opportunities Corp Common Stock (FSCO) 0.0 $96k 14k 6.82
Accelerate Diagnostics Com New 0.0 $24k 20k 1.20