Ironwood Financial, llc Portfolio Holdings - 13F Filings | 13F Fund Database
Ironwood Financial, llc 13F Holdings
CIK 0001630360 · TUCSON, AZ
As of Sep 30, 2025, Ironwood Financial, llc reported
166 positions worth $564.4M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 107,184 | $71.7M | 12.71% |
| APPLE INC | AAPL | Technology | 163,648 | $41.7M | 7.38% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 361,647 | $23.6M | 4.18% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 100,962 | $20.8M | 3.69% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 162,283 |
|
9.6M3.47% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 128,773 |
5.3M | 2.71% |
| ISHARES MSCI USA EQUAL WEIGHTED ETF | EUSA | — | 129,043 |
3.3M | 2.35% |
| ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | IBDU | — | 499,871 |
1.7M | 2.08% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 34,920 |
1.5M | 2.03% |
| INVESCO BULLETSHARES 2026 HIGH YIELD CORPORATE BOND ETF | BSJQ | — | 472,180 |
1.1M | 1.96% |
| ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | IBDV | — | 495,965 |
1.0M | 1.95% |
| INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | BSCS | — | 517,268 |
0.6M | 1.89% |
| INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | BSCR | — | 531,711 |
0.5M | 1.86% |
| ISHARES IBONDS DEC 2031 TERM CORPORATE ETF | IBDW | — | 493,528 |
0.5M | 1.86% |
| INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | BSCQ | — | 483,543 | $9.5M | 1.68% |
| INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF | BSJR | — | 377,687 | $8.6M | 1.52% |
| VANGUARD LARGE-CAP INDEX FUND | VV | — | 27,511 | $8.5M | 1.50% |
| ISHARES MSCI EAFE ETF | EFA | — | 88,710 | $8.3M | 1.47% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | — | 42,501 | $8.1M | 1.43% |
| ISHARES IBONDS DEC 2032 TERM CORPORATE ETF | IBDX | — | 307,117 | $7.9M | 1.39% |
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 52,254 | $7.6M | 1.35% |
| ISHARES TR | IBHH | — | 306,231 | $7.3M | 1.29% |
| AMAZON.COM INC | AMZN | Equity | 31,265 | $6.9M | 1.22% |
| ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | IBDR | — | 276,222 | $6.7M | 1.19% |
| MICROSOFT CORP | MSFT | Technology | 12,759 | $6.6M | 1.17% |