IF
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Ironwood Financial, llc13F | |
Ironwood Financial, llc | |
Last update 2025-04-15 | 160 Stocks (6 new) |
Value $466.00 Mil | Turnover 2 % |
Ironwood Financial, llc Top Holdings of 2025-03-31
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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
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
BSCP | Invesco BulletShares 2025 Corporate Bond ETF | 2025-03-31 | Reduce | -0.33% | 20.64 ($20.69) 20.73 | $20.67 | -0.10% | Reduce -16.14% | 390,308 | -75,143 | |
VUG | Vanguard Growth ETF | 2025-03-31 | Add | +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 ETF | 2025-03-31 | Add | +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 ETF | 2025-03-31 | Add | +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 Bon | 2025-03-31 | Reduce | -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 ETF | 2025-03-31 | New 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 ETF | 2025-03-31 | Add | +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 ETF | 2025-03-31 | Add | +0.11% | 22.61 ($22.93) 23.14 | $23.10 | 0.74% | Add 6.28% | 377,436 | 22,302 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce | -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 ETF | 2025-03-31 | Add | +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)
Ironwood Financial, llc's Asset Allocation
Ironwood Financial, llc Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Ironwood Financial, llc's Hypothetical Growth since 2025-03-31
Ironwood Financial, llc's Yearly Returns
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Ironwood Financial, llc's Holdings Heat Map
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Ironwood Financial, llc's Holdings Bubble Chart
Ironwood Financial, llc News
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