Ironwood Wealth Management

Ironwood Financial as of Sept. 30, 2025

Portfolio Holdings for Ironwood Financial

Ironwood Financial holds 166 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 12.7 $72M 107k 669.30
Apple (AAPL) 7.4 $42M 164k 254.63
Ishares Tr Core S&p Mcp Etf (IJH) 4.2 $24M 362k 65.26
Ishares Tr S&p 500 Val Etf (IVE) 3.7 $21M 101k 206.51
Ishares Tr S&p 500 Grwt Etf (IVW) 3.5 $20M 162k 120.72
Ishares Tr Core S&p Scp Etf (IJR) 2.7 $15M 129k 118.83
Ishares Msci Equal Weite (EUSA) 2.4 $13M 129k 102.97
Ishares Tr Ibonds Dec 29 (IBDU) 2.1 $12M 500k 23.47
Vanguard Index Fds Total Stk Mkt (VTI) 2.0 $12M 35k 328.17
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) 2.0 $11M 472k 23.41
Ishares Tr Ibonds Dec 2030 (IBDV) 1.9 $11M 496k 22.15
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 1.9 $11M 517k 20.57
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 1.9 $11M 532k 19.71
Ishares Tr Ibonds Dec 2031 (IBDW) 1.9 $11M 494k 21.22
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 1.7 $9.5M 484k 19.56
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) 1.5 $8.6M 378k 22.74
Vanguard Index Fds Large Cap Etf (VV) 1.5 $8.5M 28k 307.86
Ishares Tr Msci Eafe Etf (EFA) 1.5 $8.3M 89k 93.37
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.4 $8.1M 43k 189.70
Ishares Tr Ibonds Dec 2032 (IBDX) 1.4 $7.9M 307k 25.62
Ishares Tr Core S&p Ttl Stk (ITOT) 1.3 $7.6M 52k 145.65
Ishares Tr Ibonds 28 Tr Hi (IBHH) 1.3 $7.3M 306k 23.86
Amazon (AMZN) 1.2 $6.9M 31k 219.57
Ishares Tr Ibonds Dec2026 (IBDR) 1.2 $6.7M 276k 24.30
Microsoft Corporation (MSFT) 1.2 $6.6M 13k 517.96
Ishares Tr Sp Smcp600vl Etf (IJS) 1.1 $6.3M 57k 110.59
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.0 $5.9M 98k 59.92
Ishares Tr S&p Mc 400vl Etf (IJJ) 1.0 $5.6M 43k 129.72
Ishares Tr Select Divid Etf (DVY) 0.9 $5.2M 36k 142.10
Alphabet Cap Stk Cl A (GOOGL) 0.9 $4.9M 20k 243.10
JPMorgan Chase & Co. (JPM) 0.9 $4.9M 16k 315.44
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.9 $4.9M 36k 137.80
Ishares Tr Ibds Dec28 Etf (IBDT) 0.9 $4.9M 192k 25.52
Ishares Tr Ibonds 27 Etf (IBDS) 0.9 $4.9M 200k 24.34
Ishares Tr Core Us Aggbd Et (AGG) 0.8 $4.8M 48k 100.25
Alphabet Cap Stk Cl C (GOOG) 0.8 $4.6M 19k 243.54
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $4.5M 7.5k 600.37
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.8 $4.3M 53k 81.19
Eli Lilly & Co. (LLY) 0.7 $4.0M 5.2k 763.00
AmerisourceBergen (COR) 0.7 $3.7M 12k 312.53
Costco Wholesale Corporation (COST) 0.6 $3.5M 3.8k 925.57
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $3.2M 4.9k 666.17
Ishares Tr S&p Mc 400gr Etf (IJK) 0.6 $3.2M 34k 95.89
International Business Machines (IBM) 0.5 $3.0M 11k 282.16
Intuit (INTU) 0.5 $3.0M 4.3k 682.91
Ishares Tr Ibonds 2027 Term (IBHG) 0.5 $2.9M 131k 22.49
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.5 $2.9M 40k 71.37
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.5 $2.8M 26k 111.47
Vanguard Index Fds Growth Etf (VUG) 0.5 $2.8M 5.9k 479.57
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.5 $2.7M 145k 18.81
Ishares Tr Ibonds 2026 Term (IBHF) 0.5 $2.6M 111k 23.39
Ishares Tr Core High Dv Etf (HDV) 0.4 $2.4M 20k 122.45
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS) 0.4 $2.4M 107k 22.08
Vanguard Index Fds Value Etf (VTV) 0.4 $2.3M 12k 186.49
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $2.0M 7.0k 293.76
Raytheon Technologies Corp (RTX) 0.4 $2.0M 12k 167.34
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $2.0M 4.3k 468.40
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.3 $2.0M 66k 29.64
Lowe's Companies (LOW) 0.3 $1.9M 7.4k 251.31
Ishares Tr Rus 2000 Grw Etf (IWO) 0.3 $1.9M 5.8k 320.03
Johnson & Johnson (JNJ) 0.3 $1.8M 9.9k 185.42
Ishares Tr S&P SML 600 GWT (IJT) 0.3 $1.8M 13k 141.50
Home Depot (HD) 0.3 $1.8M 4.5k 405.15
Select Sector Spdr Tr Financial (XLF) 0.3 $1.8M 33k 53.87
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $1.7M 64k 26.34
Vanguard Index Fds Small Cp Etf (VB) 0.3 $1.7M 6.5k 254.29
Amgen (AMGN) 0.3 $1.6M 5.7k 282.20
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.3 $1.6M 16k 99.53
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.3 $1.5M 90k 16.90
McDonald's Corporation (MCD) 0.3 $1.5M 4.9k 303.89
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $1.4M 8.0k 174.58
Ishares Tr Ibonds 29 Tr Hi (IBHI) 0.2 $1.3M 56k 23.85
NVIDIA Corporation (NVDA) 0.2 $1.3M 7.1k 186.58
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $1.3M 46k 27.90
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $1.3M 4.3k 297.63
Oracle Corporation (ORCL) 0.2 $1.2M 4.3k 281.24
Zions Bancorporation (ZION) 0.2 $1.2M 21k 56.58
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $1.1M 3.8k 293.80
Ishares U S Etf Tr U.s. Tech Indepd (IETC) 0.2 $1.1M 11k 101.93
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.2 $1.0M 15k 68.46
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $999k 43k 23.28
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $996k 39k 25.71
Select Sector Spdr Tr Energy (XLE) 0.2 $970k 11k 89.34
Wal-Mart Stores (WMT) 0.2 $937k 9.1k 103.05
Charles Schwab Corporation (SCHW) 0.2 $936k 9.8k 95.47
Ishares Tr Global Tech Etf (IXN) 0.2 $908k 8.8k 103.21
Ishares Tr Ishares Semicdtr (SOXX) 0.2 $884k 3.3k 271.12
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.2 $863k 16k 55.33
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 0.2 $861k 37k 23.06
Ishares Tr Russell 2000 Etf (IWM) 0.2 $854k 3.5k 241.99
Pfizer (PFE) 0.1 $839k 33k 25.48
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $838k 1.4k 612.40
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $836k 29k 29.11
Ishares Tr Intl Sel Div Etf (IDV) 0.1 $834k 23k 36.55
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $811k 8.4k 96.55
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $803k 29k 27.30
Ishares Tr U.s. Finls Etf (IYF) 0.1 $793k 6.3k 126.64
Honeywell International (HON) 0.1 $792k 3.8k 210.50
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $787k 1.6k 502.63
Yum! Brands (YUM) 0.1 $737k 4.9k 152.00
Ishares Tr U.s. Energy Etf (IYE) 0.1 $732k 15k 47.52
Abbvie (ABBV) 0.1 $706k 3.1k 231.54
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $656k 14k 46.12
Lockheed Martin Corporation (LMT) 0.1 $654k 1.3k 499.21
Snap-on Incorporated (SNA) 0.1 $649k 1.9k 346.53
Dimensional Etf Trust Us Equity Market (DFUS) 0.1 $635k 8.8k 72.44
Boeing Company (BA) 0.1 $619k 2.9k 215.83
Ishares Tr Core Msci Eafe (IEFA) 0.1 $578k 6.6k 87.32
Invesco Exchange Traded Fd T Leisure And Ente (PEJ) 0.1 $554k 9.1k 60.58
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $532k 17k 31.91
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) 0.1 $524k 31k 16.68
Biogen Idec (BIIB) 0.1 $496k 3.5k 140.08
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.1 $482k 23k 20.69
Spdr Series Trust Portfolio S&p500 (SPLG) 0.1 $468k 6.0k 78.34
Merck & Co (MRK) 0.1 $466k 5.6k 83.94
Comcast Corp Cl A (CMCSA) 0.1 $463k 15k 31.42
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.1 $443k 4.0k 110.47
Tesla Motors (TSLA) 0.1 $430k 966.00 444.72
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $424k 7.9k 53.40
Vanguard World Inf Tech Etf (VGT) 0.1 $412k 552.00 746.25
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.1 $410k 4.6k 89.14
Bristol Myers Squibb (BMY) 0.1 $407k 9.0k 45.10
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $405k 9.1k 44.69
Spdr Gold Tr Gold Shs (GLD) 0.1 $404k 1.1k 355.47
Ishares Tr Expanded Tech (IGV) 0.1 $392k 3.4k 115.01
Abbott Laboratories (ABT) 0.1 $369k 2.8k 133.94
Walt Disney Company (DIS) 0.1 $366k 3.2k 114.50
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.1 $366k 3.5k 104.51
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT) 0.1 $360k 17k 21.57
Proshares Tr Ultrapro Qqq (TQQQ) 0.1 $355k 3.4k 103.40
Meta Platforms Cl A (META) 0.1 $352k 479.00 734.91
Ishares Silver Tr Ishares (SLV) 0.1 $348k 8.2k 42.37
Stryker Corporation (SYK) 0.1 $347k 939.00 369.67
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $347k 1.6k 215.74
Maplebear (CART) 0.1 $332k 9.0k 36.76
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $331k 1.4k 239.64
Ishares U S Etf Tr Us Consumer Foc (IEDI) 0.1 $324k 5.8k 56.30
Cigna Corp (CI) 0.1 $321k 1.1k 288.25
Spdr Series Trust Spdr S&p 500 Etf (SPYX) 0.1 $320k 5.8k 54.85
Occidental Petroleum Corporation (OXY) 0.1 $319k 6.7k 47.25
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $319k 10k 31.62
Ishares Tr Us Aer Def Etf (ITA) 0.1 $312k 1.5k 209.29
Select Sector Spdr Tr Communication (XLC) 0.1 $302k 2.5k 118.37
Spdr Series Trust Portfolio S&p400 (SPMD) 0.1 $295k 5.2k 57.19
Ishares Tr Europe Etf (IEV) 0.1 $283k 4.3k 65.47
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.0 $281k 8.8k 32.12
Visa Com Cl A (V) 0.0 $275k 804.00 341.38
American Homes 4 Rent Cl A (AMH) 0.0 $270k 8.1k 33.25
WNS HLDGS Com Shs (WNS) 0.0 $259k 3.4k 76.27
Travelers Companies (TRV) 0.0 $254k 911.00 279.22
Pepsi (PEP) 0.0 $253k 1.8k 140.44
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $251k 6.5k 38.57
Spdr Series Trust Portfolio S&p600 (SPSM) 0.0 $250k 5.4k 46.32
Wells Fargo & Company (WFC) 0.0 $249k 3.0k 83.82
Omega Healthcare Investors (OHI) 0.0 $235k 5.6k 42.22
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $225k 6.7k 33.37
Permian Basin Rty Tr Unit Ben Int (PBT) 0.0 $225k 12k 18.26
GSK Sponsored Adr (GSK) 0.0 $215k 5.0k 43.16
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.0 $215k 2.4k 89.77
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.0 $214k 864.00 247.10
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $213k 3.7k 58.21
Advanced Micro Devices (AMD) 0.0 $211k 1.3k 161.79
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $203k 2.2k 91.41
PriceSmart (PSMT) 0.0 $202k 1.7k 121.19
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.0 $201k 8.0k 25.19
Fs Credit Opportunities Corp Common Stock (FSCO) 0.0 $133k 19k 6.91