Ironwood Wealth Management

Ironwood Financial as of March 31, 2025

Portfolio Holdings for Ironwood Financial

Ironwood Financial holds 160 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 11.7 $55M 97k 561.90
Apple (AAPL) 8.2 $38M 172k 222.13
Ishares Tr S&p 500 Val Etf (IVE) 4.0 $19M 97k 190.58
Ishares Tr Core S&p Mcp Etf (IJH) 3.8 $18M 303k 58.35
Ishares Tr S&p 500 Grwt Etf (IVW) 3.4 $16M 171k 92.83
Ishares Tr Core S&p Scp Etf (IJR) 2.5 $11M 109k 104.57
Ishares Msci Equal Weite (EUSA) 2.4 $11M 119k 93.59
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) 2.3 $11M 466k 23.19
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 2.2 $10M 502k 20.35
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 2.2 $10M 515k 19.59
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 2.1 $9.9M 431k 23.05
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 2.0 $9.4M 483k 19.48
Ishares Tr Ibonds Dec 29 (IBDU) 1.9 $8.7M 377k 23.13
Vanguard Index Fds Total Stk Mkt (VTI) 1.8 $8.4M 31k 274.84
Ishares Tr Ibonds Dec 2030 (IBDV) 1.8 $8.2M 378k 21.72
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 1.7 $8.1M 390k 20.68
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) 1.7 $8.0M 358k 22.40
Ishares Tr Msci Eafe Etf (EFA) 1.6 $7.3M 89k 81.73
Ishares Tr Core S&p Ttl Stk (ITOT) 1.4 $6.4M 52k 122.01
Amazon (AMZN) 1.3 $6.0M 32k 190.26
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.3 $6.0M 35k 173.23
Vanguard Index Fds Large Cap Etf (VV) 1.2 $5.8M 23k 257.02
Ishares Tr Sp Smcp600vl Etf (IJS) 1.2 $5.5M 56k 97.48
Ishares Tr S&p Mc 400vl Etf (IJJ) 1.1 $5.0M 42k 119.73
Ishares Tr Core Us Aggbd Et (AGG) 1.0 $4.9M 49k 98.92
Ishares Tr Select Divid Etf (DVY) 1.0 $4.8M 36k 134.29
Microsoft Corporation (MSFT) 1.0 $4.7M 13k 375.39
Eli Lilly & Co. (LLY) 0.9 $4.3M 5.2k 825.91
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.9 $4.2M 54k 78.89
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.9 $4.2M 82k 50.83
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.9 $4.1M 8.8k 468.95
Ishares Tr Ibonds Dec2026 (IBDR) 0.8 $3.8M 158k 24.21
JPMorgan Chase & Co. (JPM) 0.8 $3.8M 15k 245.31
Costco Wholesale Corporation (COST) 0.8 $3.6M 3.8k 945.81
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.7 $3.5M 139k 25.15
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.7 $3.4M 30k 115.95
Ishares Tr Ibonds Dec 2031 (IBDW) 0.7 $3.4M 165k 20.75
AmerisourceBergen (COR) 0.7 $3.3M 12k 278.09
Alphabet Cap Stk Cl A (GOOGL) 0.7 $3.1M 20k 154.64
Alphabet Cap Stk Cl C (GOOG) 0.6 $3.0M 19k 156.23
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $2.8M 5.0k 559.38
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.6 $2.8M 26k 108.69
Ishares Tr Ibds Dec28 Etf (IBDT) 0.6 $2.7M 107k 25.26
Ishares Tr Ibonds 27 Etf (IBDS) 0.6 $2.7M 111k 24.18
Intuit (INTU) 0.6 $2.7M 4.3k 613.99
International Business Machines (IBM) 0.6 $2.6M 11k 248.66
Ishares Tr S&p Mc 400gr Etf (IJK) 0.5 $2.6M 31k 83.28
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.5 $2.4M 131k 18.53
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.5 $2.1M 35k 60.66
Ishares Tr Core High Dv Etf (HDV) 0.4 $2.1M 17k 121.12
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.4 $2.1M 35k 59.75
Vanguard Index Fds Growth Etf (VUG) 0.4 $2.0M 5.5k 370.79
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS) 0.4 $1.9M 89k 21.64
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $1.8M 6.9k 258.62
Amgen (AMGN) 0.4 $1.8M 5.7k 311.55
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.4 $1.8M 68k 26.20
Lowe's Companies (LOW) 0.4 $1.7M 7.4k 233.23
Raytheon Technologies Corp (RTX) 0.4 $1.7M 13k 132.46
Home Depot (HD) 0.4 $1.7M 4.6k 366.45
Johnson & Johnson (JNJ) 0.4 $1.6M 9.9k 165.84
Ishares Tr S&P SML 600 GWT (IJT) 0.3 $1.6M 13k 124.50
Ishares Tr Ibonds 2026 Term (IBHF) 0.3 $1.5M 66k 23.22
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $1.5M 4.3k 361.07
Select Sector Spdr Tr Financial (XLF) 0.3 $1.5M 31k 49.81
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $1.5M 69k 22.08
McDonald's Corporation (MCD) 0.3 $1.5M 4.8k 312.37
Ishares Tr Ibonds 25 Trm Hg (IBHE) 0.3 $1.5M 64k 23.24
Ishares Tr Rus 2000 Grw Etf (IWO) 0.3 $1.5M 5.8k 255.52
Vanguard Index Fds Small Cp Etf (VB) 0.3 $1.4M 6.4k 221.75
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.3 $1.3M 81k 16.59
Ishares Tr Ibonds 2027 Term (IBHG) 0.3 $1.2M 54k 22.33
Vanguard Index Fds Value Etf (VTV) 0.3 $1.2M 7.0k 172.73
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $1.1M 48k 23.43
Zions Bancorporation (ZION) 0.2 $1.0M 21k 49.86
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.2 $978k 11k 87.17
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $908k 46k 19.78
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $855k 5.3k 160.55
Pfizer (PFE) 0.2 $842k 33k 25.34
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $836k 39k 21.53
NVIDIA Corporation (NVDA) 0.2 $834k 7.7k 108.38
Ishares U S Etf Tr U.s. Tech Indepd (IETC) 0.2 $826k 11k 74.94
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $820k 9.6k 85.07
Ishares Tr Intl Sel Div Etf (IDV) 0.2 $815k 26k 31.02
Ishares Tr Global Tech Etf (IXN) 0.2 $814k 11k 75.74
Wal-Mart Stores (WMT) 0.2 $798k 9.1k 87.79
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.2 $797k 16k 51.07
Honeywell International (HON) 0.2 $796k 3.8k 211.75
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $770k 29k 26.58
Charles Schwab Corporation (SCHW) 0.2 $767k 9.8k 78.28
Yum! Brands (YUM) 0.2 $763k 4.9k 157.36
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $762k 3.0k 251.77
Invesco Exchange Traded Fd T Leisure And Ente (PEJ) 0.2 $736k 15k 48.65
Ishares Tr Russell 2000 Etf (IWM) 0.2 $733k 3.7k 199.50
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $686k 2.8k 244.65
Select Sector Spdr Tr Energy (XLE) 0.1 $675k 7.2k 93.45
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $658k 3.5k 188.17
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $651k 1.3k 513.94
Snap-on Incorporated (SNA) 0.1 $631k 1.9k 337.01
Ishares Tr Ibonds Dec 2032 (IBDX) 0.1 $610k 24k 24.99
Abbvie (ABBV) 0.1 $609k 2.9k 209.52
Oracle Corporation (ORCL) 0.1 $597k 4.3k 139.81
Lockheed Martin Corporation (LMT) 0.1 $587k 1.3k 446.71
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $573k 21k 27.96
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $560k 14k 39.36
Bristol Myers Squibb (BMY) 0.1 $551k 9.0k 60.99
Comcast Corp Cl A (CMCSA) 0.1 $544k 15k 36.90
Ishares Tr Core Msci Eafe (IEFA) 0.1 $535k 7.1k 75.65
Dimensional Etf Trust Us Equity Market (DFUS) 0.1 $530k 8.8k 60.48
Merck & Co (MRK) 0.1 $502k 5.6k 89.77
Boeing Company (BA) 0.1 $493k 2.9k 170.55
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.1 $486k 7.1k 68.07
Biogen Idec (BIIB) 0.1 $484k 3.5k 136.84
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $439k 18k 25.04
Ishares Tr U.s. Finls Etf (IYF) 0.1 $435k 3.9k 112.86
Ishares Tr U.s. Energy Etf (IYE) 0.1 $416k 8.4k 49.30
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.1 $393k 6.0k 65.76
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.1 $387k 4.0k 96.51
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) 0.1 $381k 23k 16.31
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $374k 9.1k 41.21
Cigna Corp (CI) 0.1 $366k 1.1k 329.00
Abbott Laboratories (ABT) 0.1 $366k 2.8k 132.65
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $361k 8.3k 43.70
Maplebear (CART) 0.1 $360k 9.0k 39.89
American Homes 4 Rent Cl A (AMH) 0.1 $360k 9.5k 37.81
Ishares Tr Ibonds 28 Tr Hi (IBHH) 0.1 $350k 15k 23.36
Stryker Corporation (SYK) 0.1 $350k 939.00 372.25
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.1 $342k 4.3k 80.37
Spdr Gold Tr Gold Shs (GLD) 0.1 $340k 1.2k 288.14
Walt Disney Company (DIS) 0.1 $316k 3.2k 98.70
Ishares Tr Expanded Tech (IGV) 0.1 $303k 3.4k 88.99
Vanguard World Inf Tech Etf (VGT) 0.1 $293k 540.00 542.38
Visa Com Cl A (V) 0.1 $293k 835.00 350.47
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 0.1 $288k 6.3k 45.75
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT) 0.1 $283k 13k 21.08
Meta Platforms Cl A (META) 0.1 $282k 489.00 576.72
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $272k 1.4k 197.46
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $270k 8.8k 30.73
Pepsi (PEP) 0.1 $270k 1.8k 149.94
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.1 $264k 5.2k 51.18
Occidental Petroleum Corporation (OXY) 0.1 $262k 5.3k 49.36
Tesla Motors (TSLA) 0.1 $257k 992.00 259.16
Ishares Tr Europe Etf (IEV) 0.1 $255k 4.4k 58.20
Ishares U S Etf Tr Us Consumer Foc (IEDI) 0.1 $246k 4.8k 51.08
Ishares Silver Tr Ishares (SLV) 0.1 $246k 7.9k 30.99
Select Sector Spdr Tr Communication (XLC) 0.1 $246k 2.6k 96.45
Travelers Companies (TRV) 0.1 $241k 911.00 264.46
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.1 $236k 8.8k 26.92
Yum China Holdings (YUMC) 0.0 $233k 4.5k 52.06
Wells Fargo & Company (WFC) 0.0 $226k 3.1k 71.79
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.0 $220k 5.4k 40.76
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $214k 6.5k 32.99
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $212k 7.7k 27.57
Omega Healthcare Investors (OHI) 0.0 $210k 5.5k 38.08
WNS HLDGS Com Shs (WNS) 0.0 $209k 3.4k 61.49
Choice Hotels International (CHH) 0.0 $202k 1.5k 132.78
Exxon Mobil Corporation (XOM) 0.0 $200k 1.7k 118.94
Global Med Reit Com New 0.0 $131k 15k 8.75
Permian Basin Rty Tr Unit Ben Int (PBT) 0.0 $122k 12k 9.91
Fs Credit Opportunities Corp Common Stock (FSCO) 0.0 $106k 15k 7.05
Accelerate Diagnostics Com New 0.0 $14k 20k 0.70