The Analysis of Ironwood Financial, llc's Holdings

Currently, Ironwood Financial, llc holds 166 types of securities in its portfolio with a total value $589.6M. In the most recent quarter, they have increased their positions in IBDS (+61.4K shares, valued at $1.5M), IBDR (+60.2K shares, valued at $1.5M), IBDX (+48.8K shares, valued at $1.2M); decreased their positions in AAPL (-7.6K shares, valued at $2.0M), IVW (-13.8K shares, valued at $1.7M), BSJQ (-45.4K shares, valued at $1.1M); initiated new positions in INTC (+5.9K shares, valued at $258.3K), NLR (+1.8K shares, valued at $253.2K), MKL (+114 shares, valued at $241.6K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR105.7K shares-1.37%2025-12-312026-01-15

AAPL APPLE INC156.1K shares-4.63%2025-12-312026-01-15

IJH ISHARES TR367.1K shares1.52%2025-12-312026-01-15

IVE ISHARES TR97.9K shares-3.01%2025-12-312026-01-15

IVW ISHARES TR148.5K shares-8.51%2025-12-312026-01-15

IJR ISHARES TR132.1K shares2.58%2025-12-312026-01-15

EUSA ISHARES INC120.8K shares-6.35%2025-12-312026-01-15

IBDU ISHARES TR537.2K shares7.46%2025-12-312026-01-15

Sponsored

VTI VANGUARD INDEX FDS36.6K shares4.71%2025-12-312026-01-15

IBDV ISHARES TR533.0K shares7.47%2025-12-312026-01-15

IBDW ISHARES TR545.3K shares10.50%2025-12-312026-01-15

BSCS INVESCO EXCH TRD SLF IDX FD512.1K shares-1.00%2025-12-312026-01-15

BSCR INVESCO EXCH TRD SLF IDX FD524.0K shares-1.44%2025-12-312026-01-15

BSJQ INVESCO EXCH TRD SLF IDX FD426.8K shares-9.62%2025-12-312026-01-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T46.0K shares8.27%2025-12-312026-01-15

VV VANGUARD INDEX FDS28.4K shares3.09%2025-12-312026-01-15

Sponsored

IBDX ISHARES TR355.9K shares15.89%2025-12-312026-01-15

BSCQ INVESCO EXCH TRD SLF IDX FD450.9K shares-6.75%2025-12-312026-01-15

EFA ISHARES TR84.5K shares-4.70%2025-12-312026-01-15

BSJR INVESCO EXCH TRD SLF IDX FD370.3K shares-1.95%2025-12-312026-01-15

IBHH ISHARES TR346.1K shares13.02%2025-12-312026-01-15

IBDR ISHARES TR336.5K shares21.81%2025-12-312026-01-15

ITOT ISHARES TR51.1K shares-2.22%2025-12-312026-01-15

AMZN AMAZON COM INC31.2K shares-0.19%2025-12-312026-01-15

Sponsored

ALPHABET INC ALPHABET INC20.3K shares0.01%2025-12-312026-01-15

IJS ISHARES TR54.7K shares-3.83%2025-12-312026-01-15

VEA VANGUARD TAX-MANAGED FDS100.7K shares2.61%2025-12-312026-01-15

IBDS ISHARES TR261.4K shares30.73%2025-12-312026-01-15

ALPHABET INC ALPHABET INC18.8K shares-0.52%2025-12-312026-01-15

MSFT MICROSOFT CORP12.7K shares-0.46%2025-12-312026-01-15

IBDT ISHARES TR225.2K shares17.28%2025-12-312026-01-15

VT VANGUARD INTL EQUITY INDEX F39.4K shares10.72%2025-12-312026-01-15

Sponsored

LLY ELI LILLY & CO5.2K shares-0.50%2025-12-312026-01-15

IJJ ISHARES TR40.9K shares-4.71%2025-12-312026-01-15

DVY ISHARES TR35.0K shares-3.71%2025-12-312026-01-15

JPM JPMORGAN CHASE & CO.15.6K shares0.01%2025-12-312026-01-15

AGG ISHARES TR44.6K shares-6.13%2025-12-312026-01-15

INVESCO QQQ TR INVESCO QQQ TR6.9K shares-8.69%2025-12-312026-01-15

HYG ISHARES TR50.9K shares-3.72%2025-12-312026-01-15

CENCORA INC CENCORA INC11.9K shares0.00%2025-12-312026-01-15

Sponsored

COST COSTCO WHSL CORP NEW3.8K shares-1.51%2025-12-312026-01-15

IBHG ISHARES TR154.5K shares18.27%2025-12-312026-01-15

IJK ISHARES TR33.4K shares-0.75%2025-12-312026-01-15

IBM INTERNATIONAL BUSINESS MACHS10.6K shares0.00%2025-12-312026-01-15

VEU VANGUARD INTL EQUITY INDEX F41.4K shares2.80%2025-12-312026-01-15

VUG VANGUARD INDEX FDS6.4K shares8.66%2025-12-312026-01-15

SPY SPDR S&P 500 ETF TR4.5K shares-7.99%2025-12-312026-01-15

VTV VANGUARD INDEX FDS15.2K shares21.95%2025-12-312026-01-15

Sponsored

IBHF ISHARES TR125.3K shares13.32%2025-12-312026-01-15

INTU INTUIT4.3K shares0.00%2025-12-312026-01-15

BSCT INVESCO EXCH TRD SLF IDX FD145.3K shares0.32%2025-12-312026-01-15

LQD ISHARES TR24.0K shares-5.91%2025-12-312026-01-15

HDV ISHARES TR20.2K shares3.85%2025-12-312026-01-15

BSJS INVESCO EXCH TRD SLF IDX FD106.5K shares-0.43%2025-12-312026-01-15

RTX RTX CORPORATION12.1K shares-0.71%2025-12-312026-01-15

VO VANGUARD INDEX FDS7.5K shares7.05%2025-12-312026-01-15

Sponsored

IBHI ISHARES TR88.6K shares59.12%2025-12-312026-01-15

JNJ JOHNSON & JOHNSON9.9K shares-0.01%2025-12-312026-01-15

SCHM SCHWAB STRATEGIC TR65.3K shares-0.73%2025-12-312026-01-15

LOW LOWES COS INC7.4K shares0.04%2025-12-312026-01-15

VB VANGUARD INDEX FDS7.2K shares10.29%2025-12-312026-01-15

IWF ISHARES TR4.0K shares-7.15%2025-12-312026-01-15

AVUV AMERICAN CENTY ETF TR17.4K shares8.45%2025-12-312026-01-15

AMGN AMGEN INC5.7K shares-0.07%2025-12-312026-01-15

Sponsored

IJT ISHARES TR12.2K shares-5.65%2025-12-312026-01-15

IWO ISHARES TR5.1K shares-11.24%2025-12-312026-01-15

SCHX SCHWAB STRATEGIC TR61.5K shares-3.59%2025-12-312026-01-15

HD HOME DEPOT INC4.5K shares-0.80%2025-12-312026-01-15

VOE VANGUARD INDEX FDS8.8K shares9.86%2025-12-312026-01-15

XLF SELECT SECTOR SPDR TR29.1K shares-12.77%2025-12-312026-01-15

BSCU INVESCO EXCH TRD SLF IDX FD91.1K shares1.81%2025-12-312026-01-15

VBK VANGUARD INDEX FDS4.8K shares10.22%2025-12-312026-01-15

Sponsored

MCD MCDONALDS CORP4.9K shares-0.51%2025-12-312026-01-15

SCHA SCHWAB STRATEGIC TR44.8K shares-3.32%2025-12-312026-01-15

NVDA NVIDIA CORPORATION7.1K shares0.25%2025-12-312026-01-15

ZION ZIONS BANCORPORATION N A20.6K shares0.00%2025-12-312026-01-15

VOT VANGUARD INDEX FDS4.1K shares8.10%2025-12-312026-01-15

XLE SELECT SECTOR SPDR TR24.7K shares127.86%2025-12-312026-01-15

DFAS DIMENSIONAL ETF TRUST15.0K shares0.00%2025-12-312026-01-15

WMT WALMART INC9.1K shares0.02%2025-12-312026-01-15

Sponsored

SCHF SCHWAB STRATEGIC TR42.7K shares-0.48%2025-12-312026-01-15

IETC ISHARES U S ETF TR10.3K shares-3.96%2025-12-312026-01-15

SOXX ISHARES TR3.2K shares-2.09%2025-12-312026-01-15

SCHB SCHWAB STRATEGIC TR38.1K shares-1.80%2025-12-312026-01-15

SCHW SCHWAB CHARLES CORP9.8K shares0.01%2025-12-312026-01-15

SCHD SCHWAB STRATEGIC TR32.1K shares9.11%2025-12-312026-01-15

SPYV SPDR SERIES TRUST15.6K shares-0.10%2025-12-312026-01-15

IXN ISHARES TR8.3K shares-6.00%2025-12-312026-01-15

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS1.4K shares-0.51%2025-12-312026-01-15

ORCL ORACLE CORP4.2K shares-1.43%2025-12-312026-01-15

SCHV SCHWAB STRATEGIC TR27.7K shares-3.53%2025-12-312026-01-15

IWR ISHARES TR8.3K shares-0.68%2025-12-312026-01-15

PFE PFIZER INC32.7K shares-0.60%2025-12-312026-01-15

IWM ISHARES TR3.1K shares-13.43%2025-12-312026-01-15

HON HONEYWELL INTL INC3.8K shares0.00%2025-12-312026-01-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.6K shares0.00%2025-12-312026-01-15

Sponsored

YUM YUM BRANDS INC4.9K shares0.00%2025-12-312026-01-15

IYF ISHARES TR5.7K shares-9.54%2025-12-312026-01-15

IYE ISHARES TR15.1K shares-2.10%2025-12-312026-01-15

DFIV DIMENSIONAL ETF TRUST14.2K shares0.00%2025-12-312026-01-15

LMT LOCKHEED MARTIN CORP1.3K shares0.00%2025-12-312026-01-15

BA BOEING CO2.9K shares0.00%2025-12-312026-01-15

IDV ISHARES TR16.9K shares-25.91%2025-12-312026-01-15

DFUS DIMENSIONAL ETF TRUST8.9K shares1.55%2025-12-312026-01-15

Sponsored

ABBV ABBVIE INC3.1K shares0.03%2025-12-312026-01-15

SNA SNAP ON INC1.9K shares0.00%2025-12-312026-01-15

BIIB BIOGEN INC3.5K shares-0.23%2025-12-312026-01-15

IEFA ISHARES TR6.6K shares-0.65%2025-12-312026-01-15

SLV ISHARES SILVER TR7.7K shares-5.71%2025-12-312026-01-15

MERCK & CO INC MERCK & CO INC5.4K shares-2.92%2025-12-312026-01-15

BSCV INVESCO EXCH TRD SLF IDX FD31.7K shares0.89%2025-12-312026-01-15

SCHG SCHWAB STRATEGIC TR15.7K shares-5.76%2025-12-312026-01-15

Sponsored

BMY BRISTOL-MYERS SQUIBB CO9.1K shares1.11%2025-12-312026-01-15

PEJ INVESCO EXCHANGE TRADED FD T7.9K shares-13.15%2025-12-312026-01-15

SPYM SPDR SERIES TRUST6.0K shares0.12%2025-12-312026-01-15

GLD SPDR GOLD TR1.1K shares0.00%2025-12-312026-01-15

VIOO VANGUARD ADMIRAL FDS INC4.0K shares0.00%2025-12-312026-01-15

DFUV DIMENSIONAL ETF TRUST9.1K shares0.00%2025-12-312026-01-15

ONEQ FIDELITY COMWLTH TR4.6K shares0.00%2025-12-312026-01-15

CMCSA COMCAST CORP NEW14.7K shares0.00%2025-12-312026-01-15

Sponsored

EEM ISHARES TR7.4K shares-7.15%2025-12-312026-01-15

TSLA TESLA INC936 shares-3.11%2025-12-312026-01-15

VGT VANGUARD WORLD FD540 shares-2.17%2025-12-312026-01-15

CART MAPLEBEAR INC9.5K shares5.53%2025-12-312026-01-15

BSJT INVESCO EXCH TRD SLF IDX FD17.7K shares5.85%2025-12-312026-01-15

SPYG SPDR SERIES TRUST3.5K shares-0.63%2025-12-312026-01-15

TQQQ PROSHARES TR6.7K shares95.34%2025-12-312026-01-15

VIG VANGUARD SPECIALIZED FUNDS1.6K shares0.00%2025-12-312026-01-15

Sponsored

DIS DISNEY WALT CO3.2K shares0.00%2025-12-312026-01-15

IGV ISHARES TR3.4K shares0.00%2025-12-312026-01-15

ITA ISHARES TR1.5K shares0.40%2025-12-312026-01-15

ABT ABBOTT LABS2.8K shares0.00%2025-12-312026-01-15

SYK STRYKER CORPORATION939 shares0.00%2025-12-312026-01-15

SPYX SPDR SERIES TRUST5.9K shares0.31%2025-12-312026-01-15

XLY SELECT SECTOR SPDR TR2.6K shares90.88%2025-12-312026-01-15

SPMD SPDR SERIES TRUST5.2K shares0.02%2025-12-312026-01-15

Sponsored

PFF ISHARES TR9.9K shares-1.70%2025-12-312026-01-15

META META PLATFORMS INC482 shares0.63%2025-12-312026-01-15

THE CIGNA GROUP THE CIGNA GROUP1.1K shares0.00%2025-12-312026-01-15

XLC SELECT SECTOR SPDR TR2.5K shares-1.10%2025-12-312026-01-15

SCHK SCHWAB STRATEGIC TR8.8K shares0.00%2025-12-312026-01-15

OXY OCCIDENTAL PETE CORP6.8K shares0.16%2025-12-312026-01-15

IEDI ISHARES U S ETF TR4.9K shares-14.15%2025-12-312026-01-15

WFC WELLS FARGO CO NEW3.0K shares0.00%2025-12-312026-01-15

Sponsored

IEV ISHARES TR3.9K shares-9.12%2025-12-312026-01-15

AMD ADVANCED MICRO DEVICES INC1.3K shares0.00%2025-12-312026-01-15

SPSM SPDR SERIES TRUST5.4K shares0.02%2025-12-312026-01-15

DFAC DIMENSIONAL ETF TRUST6.5K shares0.00%2025-12-312026-01-15

V VISA INC768 shares-4.48%2025-12-312026-01-15

INTC INTEL CORP5.9K sharesnew addition2025-12-312026-01-15

QQQM INVESCO EXCH TRADED FD TR II999 shares15.63%2025-12-312026-01-15

PEP PEPSICO INC1.8K shares0.00%2025-12-312026-01-15

Sponsored

NLR VANECK ETF TRUST1.8K sharesnew addition2025-12-312026-01-15

GSK PLC GSK PLC5.0K shares0.00%2025-12-312026-01-15

OHI OMEGA HEALTHCARE INVS INC5.6K shares0.02%2025-12-312026-01-15

AMH AMERICAN HOMES 4 RENT7.9K shares-2.71%2025-12-312026-01-15

MKL MARKEL GROUP INC114 sharesnew addition2025-12-312026-01-15

TRV TRAVELERS COMPANIES INC860 shares-5.60%2025-12-312026-01-15

DFAT DIMENSIONAL ETF TRUST3.7K shares0.00%2025-12-312026-01-15

PSMT PRICESMART INC1.7K shares0.00%2025-12-312026-01-15

Sponsored

SCHE SCHWAB STRATEGIC TR6.3K shares-5.72%2025-12-312026-01-15

YUMC YUM CHINA HLDGS INC4.5K sharesnew addition2025-12-312026-01-15

PBT PERMIAN BASIN RTY TR12.3K shares0.00%2025-12-312026-01-15

IBDY ISHARES TR8.2K sharesnew addition2025-12-312026-01-15

SPDW SPDR INDEX SHS FDS4.5K sharesnew addition2025-12-312026-01-15

AOR ISHARES TR3.1K sharesnew addition2025-12-312026-01-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available