IF

Ironwood Financial, llc

13F
Ironwood Financial, llc
Last update 2025-04-15 160 Stocks (6 new)
Value $466.00 Mil Turnover 2 %
Countries:
Top Holdings: IVV(11.68%)AAPL(8.19%)IVE(3.98%)IJH(3.79%)IVW(3.40%)
Summary Stock Picks Current Portfolio
Ironwood Financial, llc Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV 		iShares Core S&P 500 ETF
96,928
54,463.7
+0.05%
11.680
+0.01%
0.010
-0.80%
+0.61%
580,908.4
 
AAPL 		Apple Inc
171,906
38,185.5
-0.28%
8.190
-0.03%
0.000
-17.02%
-19.77%
2,993,438.2
Hardware
IVE 		iShares S&P 500 Value ETF
97,349
18,552.9
-0.38%
3.980
-0.01%
0.050
-4.21%
-1.03%
37,540.3
 
IJH 		iShares Core S&P Mid-Cap ETF
302,884
17,673.3
+2.26%
3.790
+0.08%
0.020
-2.56%
-3.23%
91,818.4
 
IVW 		iShares S&P 500 Growth ETF
170,984
15,872.4
+0.31%
3.400
+0.01%
0.030
+2.35%
+1.99%
55,786.3
 
IJR 		iShares Core S&P Small-Cap ETF
109,294
11,428.9
+0.33%
2.450
+0.01%
0.010
-5.47%
-8.29%
76,841.4
 
EUSA 		iShares MSCI USA Equal Weighted ETF
119,252
11,160.8
+0.47%
2.390
+0.01%
0.810
-1.96%
+0.65%
1,430.0
 
BSJQ 		Invesco BulletShares 2026 High Yield Corporate Bon
466,126
10,809.5
+0.22%
2.320
+0.01%
1.070
-0.56%
-0.04%
1,012.2
 
BSCS 		Invesco BulletShares 2028 Corporate Bond ETF
502,400
10,223.9
+1.60%
2.190
+0.03%
0.410
0%
+1.04%
2,568.9
 
BSCR 		Invesco BulletShares 2027 Corporate Bond ETF
515,237
10,093.5
+0.66%
2.160
+0.01%
0.310
-0.05%
+0.46%
3,513.8
 

Ironwood Financial, llc's Historical Top Holdings Breakdowns

Ironwood Financial, llc's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BSCP 		Invesco BulletShares 2025 Corporate Bond ETF2025-03-31Reduce
-0.33%
●
20.64 ($20.69) 20.73
$20.67
-0.10%
Reduce -16.14%
390,308
-75,143
VUG 		Vanguard Growth ETF2025-03-31Add
+0.33%
●
369.1 ($404.54) 427.61
$412.46
1.96%
Add 285.79%
5,486
4,064
RSP 		Invesco S&P 500 Equal Weight ETF2025-03-31Add
+0.14%
●
169.43 ($177.82) 182.84
$176.07
-0.98%
Add 11.73%
34,676
3,640
IBDW 		iShares iBonds Dec 2031 Term Corporate ETF2025-03-31Add
+0.14%
●
20.1 ($20.52) 20.8
$20.66
0.68%
Add 24.2%
164,739
32,095
BSJP 		Invesco BulletShares 2025 High Yield Corporate Bon2025-03-31Reduce
-0.13%
●
23.04 ($23.1) 23.17
$23.07
-0.13%
Reduce -5.92%
431,407
-27,131
IBDX 		iShares iBonds Dec 2032 Term Corporate ETF2025-03-31New Buy
+0.13%
●
24.21 ($24.74) 25.09
$24.81
0.28%
New holding
24,410
24,410
IBDV 		iShares iBonds Dec 2030 Term Corporate ETF2025-03-31Add
+0.11%
●
21.11 ($21.49) 21.73
$21.67
0.84%
Add 6.45%
377,965
22,908
IBDU 		iShares iBonds Dec 2029 Term Corporate ETF2025-03-31Add
+0.11%
●
22.61 ($22.93) 23.14
$23.10
0.74%
Add 6.28%
377,436
22,302
MSFT 		Microsoft Corp2025-03-31Reduce
-0.11%
●
375.39 ($407.71) 447.2
$457.36
12.18%
Reduce -8.61%
12,637
-1,191
IBDT 		iShares iBonds Dec 2028 Term Corporate ETF2025-03-31Add
+0.10%
●
24.79 ($25.06) 25.26
$25.22
0.64%
Add 19.96%
106,579
17,734

Ironwood Financial, llc Total Holding History ($B)

To

Ironwood Financial, llc's Asset Allocation

To

Ironwood Financial, llc Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Ironwood Financial, llc's Hypothetical Growth since 2025-03-31

Ironwood Financial, llc's Yearly Returns

Year Portfolio % % Excess Gain %

Ironwood Financial, llc's Holdings Heat Map

Size field:

Ironwood Financial, llc's Holdings Bubble Chart

Ironwood Financial, llc News

  • 1

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