Ironwood Wealth Management

Ironwood Financial as of March 31, 2026

Portfolio Holdings for Ironwood Financial

Ironwood Financial holds 168 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 12.1 $69M 106k 653.21
Apple (AAPL) 6.7 $38M 151k 253.79
Ishares Tr Core S&p Mcp Etf (IJH) 4.4 $25M 370k 67.53
Ishares Tr S&p 500 Val Etf (IVE) 3.6 $21M 97k 211.15
Ishares Tr Core S&p Scp Etf (IJR) 2.9 $17M 135k 124.31
Ishares Tr S&p 500 Grwt Etf (IVW) 2.9 $17M 146k 113.11
Ishares Tr Ibonds Dec 29 (IBDU) 2.3 $13M 559k 23.26
Vanguard Index Fds Total Stk Mkt (VTI) 2.2 $12M 39k 320.81
Ishares Msci Equal Weite (EUSA) 2.1 $12M 120k 101.77
Ishares Tr Ibonds Dec 2030 (IBDV) 2.1 $12M 556k 21.89
Ishares Tr Ibonds Dec 2031 (IBDW) 2.1 $12M 569k 20.93
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 1.8 $11M 513k 20.42
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 1.8 $10M 517k 19.62
Ishares Tr Ibonds Dec 2032 (IBDX) 1.7 $9.6M 380k 25.27
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.6 $9.3M 49k 191.92
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) 1.6 $9.3M 399k 23.18
Vanguard Index Fds Large Cap Etf (VV) 1.5 $8.8M 30k 298.85
Ishares Tr Ibonds 28 Tr Hi (IBHH) 1.5 $8.6M 365k 23.47
Ishares Tr Msci Eafe Etf (EFA) 1.4 $8.2M 84k 97.13
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) 1.4 $8.2M 366k 22.36
Ishares Tr Ibonds Dec2026 (IBDR) 1.4 $7.9M 326k 24.24
Ishares Tr Core S&p Ttl Stk (ITOT) 1.3 $7.3M 51k 142.43
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 1.2 $7.1M 364k 19.53
Ishares Tr Ibonds 27 Etf (IBDS) 1.2 $6.8M 281k 24.24
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.2 $6.8M 106k 64.08
Amazon (AMZN) 1.1 $6.5M 31k 208.27
Ishares Tr Sp Smcp600vl Etf (IJS) 1.1 $6.4M 54k 118.45
Ishares Tr Ibds Dec28 Etf (IBDT) 1.1 $6.2M 244k 25.33
Vanguard Index Fds Growth Etf (VUG) 1.0 $6.0M 14k 436.79
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.0 $5.8M 42k 138.32
Alphabet Cap Stk Cl A (GOOGL) 1.0 $5.8M 20k 287.57
Alphabet Cap Stk Cl C (GOOG) 0.9 $5.4M 19k 286.86
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.9 $5.3M 40k 132.50
Ishares Tr Select Divid Etf (DVY) 0.9 $5.2M 34k 151.41
Eli Lilly & Co. (LLY) 0.8 $4.8M 5.2k 919.77
Microsoft Corporation (MSFT) 0.8 $4.7M 13k 370.18
JPMorgan Chase & Co. (JPM) 0.8 $4.6M 16k 294.15
Ishares Tr Core Us Aggbd Et (AGG) 0.8 $4.3M 44k 99.27
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.7 $4.0M 50k 79.56
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $4.0M 6.9k 577.14
Costco Wholesale Corporation (COST) 0.7 $3.8M 3.8k 996.39
AmerisourceBergen (COR) 0.7 $3.7M 12k 314.14
Ishares Tr Ibonds 2027 Term (IBHG) 0.6 $3.7M 166k 22.13
Vanguard Index Fds Value Etf (VTV) 0.6 $3.4M 17k 196.19
Ishares Tr S&p Mc 400gr Etf (IJK) 0.6 $3.4M 34k 100.62
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.6 $3.4M 45k 75.10
Ishares Tr Ibonds 2026 Term (IBHF) 0.5 $3.0M 131k 22.95
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.5 $2.9M 4.4k 650.35
Ishares Tr Core High Dv Etf (HDV) 0.5 $2.8M 21k 135.72
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.5 $2.7M 145k 18.66
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.5 $2.6M 24k 108.99
International Business Machines (IBM) 0.4 $2.6M 11k 242.39
Johnson & Johnson (JNJ) 0.4 $2.4M 9.9k 244.44
Ishares Tr Ibonds 29 Tr Hi (IBHI) 0.4 $2.4M 104k 23.28
Raytheon Technologies Corp (RTX) 0.4 $2.3M 12k 192.91
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS) 0.4 $2.3M 106k 21.68
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $2.2M 7.7k 287.17
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.4 $2.0M 18k 110.47
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.4 $2.0M 65k 30.96
Amgen (AMGN) 0.3 $2.0M 5.7k 351.85
Vanguard Index Fds Small Cp Etf (VB) 0.3 $1.9M 7.4k 261.92
Intuit (INTU) 0.3 $1.9M 4.3k 432.38
Lowe's Companies (LOW) 0.3 $1.8M 7.4k 236.28
Ishares Tr S&P SML 600 GWT (IJT) 0.3 $1.7M 12k 144.71
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $1.7M 9.1k 184.27
Select Sector Spdr Tr State Street Ene (XLE) 0.3 $1.7M 27k 61.26
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $1.7M 3.9k 426.40
Ishares Tr Rus 2000 Grw Etf (IWO) 0.3 $1.6M 5.0k 313.82
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $1.6M 61k 25.64
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.3 $1.5M 91k 16.72
McDonald's Corporation (MCD) 0.3 $1.5M 4.9k 310.79
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $1.5M 4.9k 302.26
Home Depot (HD) 0.3 $1.5M 4.5k 328.86
Select Sector Spdr Tr State Street Fin (XLF) 0.2 $1.3M 27k 49.37
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $1.3M 45k 29.08
NVIDIA Corporation (NVDA) 0.2 $1.3M 7.3k 174.39
Zions Bancorporation (ZION) 0.2 $1.2M 21k 57.62
Wal-Mart Stores (WMT) 0.2 $1.1M 9.1k 124.28
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $1.1M 4.3k 257.37
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $1.1M 35k 30.68
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.2 $1.1M 15k 71.13
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $1.1M 43k 24.75
Ishares Tr Ishares Semicdtr (SOXX) 0.2 $1.1M 3.2k 328.66
Ishares Tr U.s. Energy Etf (IYE) 0.2 $976k 15k 64.77
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $942k 38k 25.10
Charles Schwab Corporation (SCHW) 0.2 $921k 9.8k 93.98
Pfizer (PFE) 0.2 $914k 33k 28.08
Ishares U S Etf Tr U.s. Tech Indepd (IETC) 0.2 $907k 10k 88.38
Spdr Series Trust State Street Spd (SPYV) 0.2 $882k 16k 56.58
Honeywell International (HON) 0.1 $850k 3.8k 226.03
Ishares Tr Global Tech Etf (IXN) 0.1 $827k 8.3k 99.97
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $813k 1.4k 597.42
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $811k 8.3k 97.23
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $801k 26k 30.50
Lockheed Martin Corporation (LMT) 0.1 $792k 1.3k 604.39
Yum! Brands (YUM) 0.1 $754k 4.9k 155.48
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $751k 14k 52.78
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $742k 1.5k 479.09
Ishares Tr Russell 2000 Etf (IWM) 0.1 $740k 3.0k 247.98
Ishares Tr Intl Sel Div Etf (IDV) 0.1 $690k 16k 42.56
Snap-on Incorporated (SNA) 0.1 $680k 1.9k 363.22
Abbvie (ABBV) 0.1 $652k 3.0k 217.48
Merck & Co (MRK) 0.1 $649k 5.4k 120.30
Biogen Idec (BIIB) 0.1 $648k 3.5k 183.33
Ishares Tr U.s. Finls Etf (IYF) 0.1 $647k 5.5k 117.65
Dimensional Etf Trust Us Equity Market (DFUS) 0.1 $631k 8.9k 70.91
Oracle Corporation (ORCL) 0.1 $619k 4.2k 147.11
Ishares Tr Core Msci Eafe (IEFA) 0.1 $590k 6.5k 90.54
Boeing Company (BA) 0.1 $571k 2.9k 199.03
Bristol Myers Squibb (BMY) 0.1 $554k 9.1k 60.65
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) 0.1 $534k 32k 16.46
Fidelity Covington Trust Msci Indl Indx (FIDU) 0.1 $531k 6.1k 86.51
Spdr Gold Tr Gold Shs (GLD) 0.1 $484k 1.1k 430.33
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.1 $461k 4.0k 114.84
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $460k 16k 29.13
Spdr Series Trust State Street Spd (SPYM) 0.1 $458k 6.0k 76.54
Invesco Exchange Traded Fd T Leisure And Ente (PEJ) 0.1 $451k 7.8k 57.98
Ishares Silver Tr Ishares (SLV) 0.1 $448k 6.6k 68.14
Occidental Petroleum Corporation (OXY) 0.1 $445k 6.8k 65.00
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $440k 9.1k 48.46
Ishares Tr Ibonds Dec 2033 (IBDY) 0.1 $432k 17k 25.85
Comcast Corp Cl A (CMCSA) 0.1 $428k 15k 28.71
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $417k 7.3k 56.79
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.1 $391k 4.6k 84.92
Vanguard World Inf Tech Etf (VGT) 0.1 $377k 540.00 697.72
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $356k 1.7k 215.02
Tesla Motors (TSLA) 0.1 $348k 936.00 371.75
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT) 0.1 $347k 17k 21.03
Spdr Series Trust State Street Spd (SPYG) 0.1 $342k 3.5k 97.91
Maplebear (CART) 0.1 $339k 9.0k 37.46
Vaneck Etf Trust Uranium And Nucl (NLR) 0.1 $333k 2.5k 133.19
Spdr Series Trust State Street Spd (SPYX) 0.1 $311k 5.9k 53.03
Ishares Tr Expanded Tech (IGV) 0.1 $311k 3.9k 80.05
Stryker Corporation (SYK) 0.1 $309k 939.00 328.59
Walt Disney Company (DIS) 0.1 $308k 3.2k 96.38
Ishares Tr Us Aer Def Etf (ITA) 0.1 $307k 1.4k 218.79
Spdr Series Trust State Street Spd (SPMD) 0.1 $305k 5.2k 59.22
Proshares Tr Ultrapro Qqq (TQQQ) 0.1 $299k 7.2k 41.68
Cigna Corp (CI) 0.1 $297k 1.1k 266.75
Abbott Laboratories (ABT) 0.1 $288k 2.8k 102.67
Exxon Mobil Corporation (XOM) 0.1 $288k 1.7k 169.66
Pepsi (PEP) 0.1 $287k 1.9k 155.29
Select Sector Spdr Tr State Street Con (XLY) 0.1 $287k 2.6k 108.98
Select Sector Spdr Tr State Street Com (XLC) 0.0 $279k 2.5k 110.86
Meta Platforms Cl A (META) 0.0 $276k 482.00 572.60
GSK Sponsored Adr (GSK) 0.0 $275k 5.0k 55.19
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.0 $274k 8.8k 31.33
Permian Basin Rty Tr Unit Ben Int (PBT) 0.0 $265k 12k 21.52
Ishares U S Etf Tr Us Consumer Foc (IEDI) 0.0 $264k 4.9k 54.09
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $263k 8.7k 30.32
Spdr Series Trust State Street Spd (SPSM) 0.0 $261k 5.4k 48.32
Intel Corporation (INTC) 0.0 $259k 5.9k 44.13
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $253k 6.5k 38.86
Ishares Tr Europe Etf (IEV) 0.0 $252k 3.7k 67.93
Travelers Companies (TRV) 0.0 $251k 860.00 291.68
PriceSmart (PSMT) 0.0 $250k 1.7k 150.50
Omega Healthcare Investors (OHI) 0.0 $244k 5.6k 43.82
Wells Fargo & Company (WFC) 0.0 $238k 3.0k 79.62
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.0 $237k 999.00 237.60
Advanced Micro Devices (AMD) 0.0 $235k 1.2k 203.43
Visa Com Cl A (V) 0.0 $231k 765.00 302.43
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $228k 3.7k 62.45
Chevron Corporation (CVX) 0.0 $222k 1.1k 206.84
Yum China Holdings (YUMC) 0.0 $218k 4.5k 48.78
Markel Corporation (MKL) 0.0 $218k 114.00 1914.07
American Homes 4 Rent Cl A (AMH) 0.0 $218k 7.8k 27.92
Spdr Index Shs Fds State Street Spd (SPDW) 0.0 $206k 4.5k 45.65
Niocorp Devs Com New (NB) 0.0 $49k 11k 4.46