Ironwood Wealth Management

Ironwood Financial as of June 30, 2026

Portfolio Holdings for Ironwood Financial

Ironwood Financial holds 179 positions in its portfolio as reported in the June 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 $77M 103k 752.58
Apple (AAPL) 6.7 $43M 136k 317.31
Ishares Tr Core S&p Mcp Etf (IJH) 4.4 $28M 372k 75.24
Ishares Tr S&p 500 Val Etf (IVE) 3.4 $22M 94k 230.88
Ishares Tr Core S&p Scp Etf (IJR) 3.1 $20M 137k 144.99
Ishares Tr S&p 500 Grwt Etf (IVW) 2.8 $18M 133k 136.46
Vanguard Index Fds Total Stk Mkt (VTI) 2.4 $15M 41k 369.78
Ishares Tr Ibonds Dec 29 (IBDU) 2.3 $15M 637k 23.01
Ishares Tr Ibonds Dec 2030 (IBDV) 2.2 $14M 645k 21.60
Ishares Tr Ibonds Dec 2031 (IBDW) 2.1 $14M 661k 20.62
Ishares Msci Equal Weite (EUSA) 2.1 $13M 115k 114.62
Ishares Tr Ibonds Dec 2032 (IBDX) 1.8 $12M 465k 24.86
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.7 $11M 51k 214.23
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 1.7 $11M 518k 20.33
Ishares Tr Ibds Dec28 Etf (IBDT) 1.6 $10M 400k 25.13
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 1.6 $10M 512k 19.64
Vanguard Index Fds Large Cap Etf (VV) 1.6 $9.9M 29k 344.99
Ishares Tr Ibonds 28 Tr Hi (IBHH) 1.5 $9.7M 417k 23.35
Ishares Tr Ibonds 27 Etf (IBDS) 1.3 $8.5M 351k 24.14
Ishares Tr Msci Eafe Etf (EFA) 1.3 $8.5M 82k 103.24
Ishares Tr Core S&p Ttl Stk (ITOT) 1.3 $8.3M 50k 164.20
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) 1.3 $8.0M 359k 22.38
Amazon (AMZN) 1.2 $7.7M 31k 247.31
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.2 $7.6M 109k 69.76
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.1 $7.2M 46k 155.81
Alphabet Cap Stk Cl A (GOOGL) 1.1 $7.1M 20k 352.51
Ishares Tr Sp Smcp600vl Etf (IJS) 1.1 $7.1M 52k 135.17
Alphabet Cap Stk Cl C (GOOG) 1.0 $6.6M 19k 350.66
Vanguard Index Fds Growth Etf (VUG) 1.0 $6.3M 74k 86.15
Eli Lilly & Co. (LLY) 1.0 $6.2M 5.2k 1181.87
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.9 $5.6M 38k 146.39
Ishares Tr Select Divid Etf (DVY) 0.8 $5.3M 33k 160.49
Ishares Tr Ibonds Dec 2033 (IBDY) 0.8 $5.3M 210k 25.40
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) 0.8 $5.3M 231k 22.94
JPMorgan Chase & Co. (JPM) 0.8 $5.2M 16k 334.54
Ishares Tr Ibonds 29 Tr Hi (IBHI) 0.8 $5.2M 223k 23.24
Microsoft Corporation (MSFT) 0.8 $5.0M 13k 391.00
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $4.7M 6.6k 711.75
Vanguard Index Fds Value Etf (VTV) 0.7 $4.4M 20k 219.36
Ishares Tr Core Us Aggbd Et (AGG) 0.7 $4.4M 45k 97.71
Ishares Tr Ibon 2027 Te Etf (IBHG) 0.7 $4.4M 199k 21.95
Ishares Tr Ibonds Dec2026 (IBDR) 0.7 $4.3M 178k 24.19
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.6 $3.9M 48k 82.00
Ishares Tr S&p Mc 400gr Etf (IJK) 0.6 $3.8M 34k 112.90
Vanguard Bd Index Fds Intermed Term (BIV) 0.6 $3.6M 48k 75.72
AmerisourceBergen (COR) 0.6 $3.6M 12k 306.13
Costco Wholesale Corporation (COST) 0.5 $3.5M 3.8k 926.41
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.5 $3.3M 4.4k 749.20
International Business Machines (IBM) 0.5 $3.1M 11k 290.23
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.5 $3.1M 158k 19.55
Ishares Tr Core High Dv Etf (HDV) 0.5 $3.0M 106k 27.93
Spdr Series Trust St Port High Etf (SPHY) 0.5 $3.0M 127k 23.28
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.4 $2.8M 151k 18.52
Johnson & Johnson (JNJ) 0.4 $2.6M 9.9k 257.77
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.4 $2.5M 24k 106.96
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $2.5M 31k 80.84
Raytheon Technologies Corp (RTX) 0.4 $2.4M 12k 196.40
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.4 $2.3M 19k 123.97
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.4 $2.3M 64k 35.38
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS) 0.4 $2.3M 104k 21.76
Vanguard Index Fds Small Cp Etf (VB) 0.3 $2.2M 7.5k 296.18
Amgen (AMGN) 0.3 $2.1M 5.7k 360.45
Ishares Tr S&P SML 600 GWT (IJT) 0.3 $2.0M 12k 172.55
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $1.9M 9.5k 202.28
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.3 $1.8M 23k 79.52
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $1.8M 15k 121.59
Ishares Tr Rus 2000 Grw Etf (IWO) 0.3 $1.8M 4.9k 378.98
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $1.8M 5.1k 349.20
Ishares Tr Ishares Semicdtr (SOXX) 0.3 $1.8M 3.2k 553.61
Ishares Tr Ibon 2026 Te Etf (IBHF) 0.3 $1.7M 77k 22.52
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $1.7M 58k 29.53
Select Sector Spdr Tr St Str Energ Etf (XLE) 0.3 $1.6M 29k 56.74
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.3 $1.6M 97k 16.55
Lowe's Companies (LOW) 0.2 $1.5M 7.4k 207.70
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $1.5M 44k 34.32
Home Depot (HD) 0.2 $1.5M 4.5k 337.08
Zions Bancorporation (ZION) 0.2 $1.4M 21k 70.36
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $1.4M 42k 32.56
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $1.4M 4.5k 299.55
Select Sector Spdr Tr St Str Finl Etf (XLF) 0.2 $1.3M 24k 56.07
McDonald's Corporation (MCD) 0.2 $1.3M 4.9k 272.61
NVIDIA Corporation (NVDA) 0.2 $1.3M 6.4k 203.52
Ishares Tr Ibon 2030 Te Etf (IBHJ) 0.2 $1.3M 49k 26.29
Intuit (INTU) 0.2 $1.3M 4.3k 289.76
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.2 $1.2M 15k 80.71
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $1.1M 42k 27.07
Ishares Tr Global Tech Etf (IXN) 0.2 $1.1M 8.3k 136.67
Ishares U S Etf Tr U.s. Tech Indepd (IETC) 0.2 $1.1M 10k 105.37
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $1.1M 37k 28.96
Wal-Mart Stores (WMT) 0.2 $1.0M 9.1k 114.78
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $1.0M 1.5k 688.67
Charles Schwab Corporation (SCHW) 0.2 $1.0M 9.8k 102.38
Spdr Series Trust St Str P500val (SPYV) 0.1 $949k 15k 61.84
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $915k 8.3k 109.78
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $901k 26k 34.22
Ishares Tr U.s. Energy Etf (IYE) 0.1 $867k 14k 60.27
Ishares Tr Russell 2000 Etf (IWM) 0.1 $861k 2.9k 293.47
Pfizer (PFE) 0.1 $790k 32k 24.48
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $787k 14k 55.32
Yum! Brands (YUM) 0.1 $784k 4.9k 161.68
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $771k 1.6k 496.74
Fidelity Covington Trust Msci Indl Indx (FIDU) 0.1 $751k 7.8k 95.85
Snap-on Incorporated (SNA) 0.1 $751k 1.9k 401.11
Abbvie (ABBV) 0.1 $748k 3.0k 248.00
Biogen Idec (BIIB) 0.1 $739k 3.5k 209.03
Dimensional Etf Trust Us Equi Mark Etf (DFUS) 0.1 $729k 8.9k 81.89
Lockheed Martin Corporation (LMT) 0.1 $682k 1.3k 520.68
Intel Corporation (INTC) 0.1 $679k 6.6k 103.12
Merck & Co (MRK) 0.1 $669k 5.4k 124.04
Ishares Tr Intl Sel Div Etf (IDV) 0.1 $638k 15k 42.16
Boeing Company (BA) 0.1 $636k 3.0k 215.51
Ishares Tr Core Msci Eafe (IEFA) 0.1 $603k 6.3k 96.16
Advanced Micro Devices (AMD) 0.1 $573k 1.1k 534.39
Oracle Corporation (ORCL) 0.1 $554k 4.2k 131.54
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.1 $540k 4.0k 134.42
Bristol Myers Squibb (BMY) 0.1 $537k 9.1k 59.34
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) 0.1 $535k 33k 16.27
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $532k 16k 34.37
Proshares Tr Ultrapro Qqq (TQQQ) 0.1 $521k 7.2k 72.64
Vanguard World Inf Tech Etf (VGT) 0.1 $499k 4.3k 115.58
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $499k 9.1k 55.02
Invesco Exchange Traded Fd T Leisu Entmt Etf (PEJ) 0.1 $487k 7.4k 65.94
Spdr Series Trust St Str P500etf (SPYM) 0.1 $480k 5.4k 88.18
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.1 $469k 4.6k 101.91
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $461k 7.1k 64.50
Ishares Tr U.s. Finls Etf (IYF) 0.1 $458k 3.4k 133.30
Maplebear (CART) 0.1 $436k 9.0k 48.28
Honeywell International (HON) 0.1 $417k 1.9k 222.25
Spdr Gold Tr Gold Shs (GLD) 0.1 $410k 1.1k 367.13
Honeywell Aerospace (HONA) 0.1 $400k 1.9k 213.05
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $395k 1.7k 238.43
Occidental Petroleum Corporation (OXY) 0.1 $390k 7.1k 54.81
Comcast Corp Cl A (CMCSA) 0.1 $378k 16k 23.97
Tesla Motors (TSLA) 0.1 $375k 951.00 394.76
Ishares Tr Expanded Tech (IGV) 0.1 $375k 4.0k 92.70
Spdr Series Trust ST STR P500GRW (SPYG) 0.1 $374k 3.2k 118.10
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT) 0.1 $367k 17k 21.11
Ishares Tr Us Aer Def Etf (ITA) 0.1 $353k 1.5k 235.11
Permian Basin Rty Tr Unit Ben Int (PBT) 0.1 $345k 12k 28.06
Spdr Series Trust ST STR SP500FF (SPYX) 0.1 $343k 5.6k 61.45
Cigna Corp (CI) 0.1 $339k 1.1k 304.50
Stryker Corporation (SYK) 0.1 $332k 1.0k 331.45
PriceSmart (PSMT) 0.0 $318k 1.7k 191.13
Meta Platforms Cl A (META) 0.0 $317k 482.00 657.26
Spdr Series Trust St Str P400mid (SPMD) 0.0 $316k 4.8k 65.92
Cisco Systems (CSCO) 0.0 $313k 2.6k 119.23
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.0 $309k 8.5k 36.12
Walt Disney Company (DIS) 0.0 $307k 3.2k 96.00
Spdr Series Trust ST STR SP600 SML (SPSM) 0.0 $296k 5.2k 56.37
Vaneck Etf Trust Urani Nucle Etf (NLR) 0.0 $295k 2.7k 109.48
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.0 $292k 998.00 293.04
Select Sector Spdr Tr St Str Discr Etf (XLY) 0.0 $292k 2.5k 116.04
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 0.0 $289k 6.5k 44.37
Select Sector Spdr Tr St Str Svc Etf (XLC) 0.0 $281k 2.5k 111.59
Ishares Silver Tr Ishares (SLV) 0.0 $278k 5.3k 52.16
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.0 $278k 5.5k 50.57
Omega Healthcare Investors (OHI) 0.0 $275k 5.7k 48.44
Visa Com Cl A (V) 0.0 $271k 756.00 357.75
Ishares Tr Europe Etf (IEV) 0.0 $265k 3.7k 72.21
Wells Fargo & Company (WFC) 0.0 $262k 3.0k 87.66
GSK Sponsored Adr (GSK) 0.0 $261k 5.0k 52.29
Abbott Laboratories (ABT) 0.0 $259k 2.8k 92.11
Exxon Mobil Corporation (XOM) 0.0 $257k 1.8k 144.47
Pepsi (PEP) 0.0 $256k 1.8k 138.49
Fortinet (FTNT) 0.0 $255k 1.6k 160.65
American Homes 4 Rent Cl A (AMH) 0.0 $251k 7.4k 33.80
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $250k 3.4k 72.50
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $249k 3.6k 69.69
Ishares U S Etf Tr Us Consumer Foc (IEDI) 0.0 $246k 4.5k 54.83
Lam Research Corp Com New (LRCX) 0.0 $243k 735.00 329.92
Markel Corporation (MKL) 0.0 $224k 114.00 1962.27
Travelers Companies (TRV) 0.0 $224k 655.00 341.51
Dell Technologies CL C (DELL) 0.0 $217k 509.00 427.11
Spdr Index Shs Fds St Str Po Ex Etf (SPDW) 0.0 $217k 4.4k 49.46
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $213k 5.9k 35.83
Chevron Corporation (CVX) 0.0 $213k 1.2k 182.23
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $210k 2.1k 97.81
Ishares Tr Core 60 Bala Etf (AOR) 0.0 $206k 3.0k 68.51
Complete Solaria (SPWR) 0.0 $6.5k 10k 0.65