Ironwood Financial, llc
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 15, 2025), Ironwood Financial, llc reported 160 stock positions worth $466.3 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 11.7% of the portfolio, followed by Apple (AAPL, 8.2%) and iShares S&P 500 Value ETF (IVE, 4.0%). Compared with Q4 2024, it opened 6 new positions, sold out of 4, added to 65 and reduced 61. The biggest buy was Vanguard Mrngstar GR ETF-Sui (VUG, shares +286%) and the biggest sale Apple (AAPL, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- TUCSON, AZ
- CIK
- 0001630360
- Portfolio Value
- $466.3M (Q1 2025)
- SEC Filing
- 0001085146-25-002106 ↗ filed Apr 15, 2025
Holdings Value
Holdings 160 stocks · $466.3M
| IVV iShares Core S&P 500 ETF | 11.68% | 96,928 | $54.5M | Add +0.1% |
| AAPL Apple Inc. | 8.19% | 171,906 | $38.2M | Reduce -0.3% |
| IVE iShares S&P 500 Value ETF | 3.98% | 97,349 | $18.6M | Reduce -0.4% |
| IJH iShares Core S&P Midcap ETF | 3.79% | 302,884 | $17.7M | Add +2.3% |
| IVW iShares S&P 500 Growth ETF | 3.40% | 170,984 | $15.9M | Add +0.3% |
| IJR iShares Core S&P Small-Cap E | 2.45% | 109,294 | $11.4M | Add +0.3% |
| EUSA iShares MSCI USA Equal Weigh | 2.39% | 119,252 | $11.2M | Add +0.5% |
| BSJQ Invesco Bulletshares 2026 HY | 2.32% | 466,126 | $10.8M | Add +0.2% |
| BSCS Invesco Bulletshares 2028 CB | 2.19% | 502,400 | $10.2M | Add +1.6% |
| BSCR Invesco Bulletshares 2027 CB | 2.16% | 515,237 | $10.1M | Add +0.7% |
| BSJP Invesco Bulletshares 2025 HY | 2.13% | 431,407 | $9.9M | Reduce -5.9% |
| BSCQ Invesco Bulletshares 2026 CB | 2.02% | 482,691 | $9.4M | Add +0.0% |
| IBDU iShares Ibonds Dec 2029 Term | 1.87% | 377,436 | $8.7M | Add +6.3% |
| VTI VG Morningstar TS MKT ETF-US | 1.80% | 30,489 | $8.4M | Add +0.4% |
| IBDV iShares Ibonds Dec 2030 Corp. | 1.76% | 377,965 | $8.2M | Add +6.5% |
| BSCP Invesco Bulletshares 2025 CB | 1.73% | 390,308 | $8.1M | Reduce -16.1% |
| BSJR Invesco Bulletshares 2027 HY | 1.72% | 357,792 | $8.0M | Add +1.8% |
| EFA iShares MSCI Eafe ETF | 1.56% | 88,993 | $7.3M | Reduce -2.2% |
| ITOT iShares Core S&P Total U.S. | 1.36% | 52,153 | $6.4M | Add +2.8% |
| AMZN Amazon.com Inc. | 1.29% | 31,649 | $6.0M | Reduce -0.0% |
| RSP Invesco S&P 500 Equal Weight | 1.29% | 34,676 | $6.0M | Add +11.7% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.24% | 22,522 | $5.8M | Reduce -2.0% |
| IJS iShares S&P Small-Cap 600 Va | 1.18% | 56,267 | $5.5M | Reduce -1.8% |
| IJJ iShares S&P Mid-Cap 400 Valu | 1.06% | 41,474 | $5.0M | Reduce -1.5% |
| AGG iShares Core U.S. Aggregate | 1.04% | 49,215 | $4.9M | Reduce -3.5% |
| DVY iShares Select Dividend ETF | 1.03% | 35,711 | $4.8M | Reduce -1.4% |
| MSFT Microsoft Corp. | 1.02% | 12,637 | $4.7M | Reduce -8.6% |
| LLY Eli Lilly & Co. | 0.93% | 5,248 | $4.3M | No change |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.91% | 53,785 | $4.2M | Reduce -0.3% |
| VEA Vanguard Ftse Developed ETF | 0.89% | 81,886 | $4.2M | Reduce -3.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.88% | 8,795 | $4.1M | Reduce -1.8% |
| IBDR iShares Ibonds Dec 2026 Term | 0.82% | 157,954 | $3.8M | Add +13.3% |
| JPM JPMorgan Chase & Co. | 0.81% | 15,400 | $3.8M | Add +0.7% |
| COST Costco Wholesale Corp. | 0.78% | 3,845 | $3.6M | Reduce -0.2% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.75% | 139,021 | $3.5M | Reduce -5.6% |
| VT Vanguard Tot World STK ETF | 0.74% | 29,719 | $3.4M | Add +6.6% |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.73% | 164,739 | $3.4M | Add +24.2% |
| COR Cencora Inc. | 0.71% | 11,882 | $3.3M | Reduce -0.1% |
| GOOGL Alphabet Inc. Class A | 0.67% | 20,259 | $3.1M | Reduce -0.1% |
| GOOG Alphabet Inc. Class C | 0.63% | 18,918 | $3.0M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.60% | 5,023 | $2.8M | Reduce -2.7% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.60% | 25,758 | $2.8M | Reduce -1.0% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.58% | 106,579 | $2.7M | Add +20.0% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.57% | 110,620 | $2.7M | Add +17.3% |
| INTU Intuit Inc. | 0.57% | 4,336 | $2.7M | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.56% | 10,577 | $2.6M | Reduce -0.1% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.55% | 30,768 | $2.6M | Add +2.4% |
| BSCT Invesco Bulletshares 2029 CB | 0.52% | 131,354 | $2.4M | Add +0.4% |
| VEU Vanguard Ftse All-World Ex-U | 0.46% | 35,366 | $2.1M | Add +7.3% |
| HDV iShares Core High Dividend E | 0.45% | 17,195 | $2.1M | Add +4.9% |
| DFAS Dimensional US Small Cap ETF | 0.45% | 34,757 | $2.1M | Reduce -0.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.44% | 5,486 | $2.0M | Add +285.8% |
| BSJS Invesco Bulletshares 2028 HY | 0.41% | 88,704 | $1.9M | Add +4.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.38% | 6,873 | $1.8M | Reduce -1.6% |
| AMGN Amgen Inc. | 0.38% | 5,691 | $1.8M | Add +0.2% |
| SCHM Schwab US Mid Cap ETF | 0.38% | 67,463 | $1.8M | Reduce -1.2% |
| LOW Lowe's Cos Inc. | 0.37% | 7,426 | $1.7M | Reduce -0.1% |
| RTX RTX Corp. | 0.36% | 12,669 | $1.7M | Add +21.1% |
| HD Home Depot Inc. | 0.36% | 4,551 | $1.7M | Add +0.3% |
| JNJ Johnson & Johnson | 0.35% | 9,907 | $1.6M | Reduce -0.4% |
| IJT iShares S&P Small-Cap 600 GR | 0.34% | 12,632 | $1.6M | Reduce -1.3% |
| IBHF iShares Ibond 2026 HY & Inc. | 0.33% | 66,160 | $1.5M | Add +10.0% |
| IWF iShares Russell 1000 Growth | 0.33% | 4,253 | $1.5M | Reduce -1.0% |
| XLF SS Financial Select Sector | 0.33% | 30,670 | $1.5M | Add +7.0% |
| SCHX Schwab US Large-Cap ETF | 0.32% | 68,586 | $1.5M | Reduce -0.5% |
| MCD McDonald's Corp. | 0.32% | 4,844 | $1.5M | Add +0.1% |
| IBHE iShares Ibonds 2025 H/Y Inc. | 0.32% | 64,272 | $1.5M | Reduce -0.4% |
| IWO iShares Russell 2000 Growth | 0.32% | 5,804 | $1.5M | Reduce -1.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.31% | 6,441 | $1.4M | Reduce -2.2% |
| BSCU Invesco Bulletshares 2030 CB | 0.29% | 80,552 | $1.3M | Add +1.4% |
| IBHG iShares Ibonds 2027 HY Inc. | 0.26% | 54,159 | $1.2M | Add +12.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.26% | 6,985 | $1.2M | Add +15.8% |
| SCHA Schwab US Small-Cap ETF | 0.24% | 48,071 | $1.1M | Reduce -1.2% |
| ZION Zions Bancorp NA | 0.22% | 20,568 | $1.0M | Reduce -0.2% |
| AVUV Avantis US Small Cap Value | 0.21% | 11,215 | $978K | Add +23.3% |
| SCHF Schwab Intl Equity ETF | 0.19% | 45,886 | $908K | Reduce -0.9% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.18% | 5,325 | $855K | Add +31.0% |
| PFE Pfizer Inc. | 0.18% | 33,236 | $842K | Reduce -1.3% |
| SCHB Schwab US Broad Market ETF | 0.18% | 38,821 | $836K | Add +2.1% |
| NVDA Nvidia Corp. | 0.18% | 7,695 | $834K | Add +18.7% |
| IETC iShares U.S. Tech Independen | 0.18% | 11,018 | $826K | Reduce -0.1% |
| IWR iShares Russell Mid-Cap ETF | 0.18% | 9,638 | $820K | No change |
| IDV iShares International Select | 0.17% | 26,263 | $815K | Reduce -3.1% |
| IXN iShares Global Tech ETF | 0.17% | 10,748 | $814K | Reduce -0.4% |
| WMT Walmart Inc. | 0.17% | 9,087 | $798K | Add +0.4% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.17% | 15,597 | $797K | Add +1.9% |
| HON Honeywell International Inc. | 0.17% | 3,760 | $796K | No change |
| SCHV Schwab US Large-Cap Value | 0.17% | 28,954 | $770K | Reduce -0.9% |
| SCHW Schwab (charles) Corp. | 0.16% | 9,802 | $767K | No change |
| YUM Yum! Brands Inc. | 0.16% | 4,851 | $763K | No change |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.16% | 3,025 | $762K | Add +23.5% |
| PEJ Invesco Leisure & Entertainm | 0.16% | 15,131 | $736K | Reduce -1.8% |
| IWM iShares Russell 2000 ETF | 0.16% | 3,676 | $733K | Reduce -4.7% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.15% | 2,805 | $686K | Add +19.7% |
| XLE SS Energy Select Sector | 0.14% | 7,225 | $675K | Add +39.4% |
| SOXX iShares Semiconductor ETF | 0.14% | 3,494 | $657K | Reduce -0.3% |
| VOO Vanguard S&P 500 ETF | 0.14% | 1,266 | $651K | Reduce -24.1% |
| SNA Snap-on Inc. | 0.14% | 1,872 | $631K | No change |
| IBDX iShares Ibonds Dec 2032 TC | 0.13% | 24,410 | $610K | New |
| ABBV Abbvie Inc. | 0.13% | 2,907 | $609K | Add +0.5% |
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -0.3% | 8.19% | −0.87 |
| BSCP Invesco Bulletshares 2025 CB | Reduce -16.1% | 1.73% | −0.29 |
| MSFT Microsoft Corp. | Reduce -8.6% | 1.02% | −0.21 |
| AMZN Amazon.com Inc. | Reduce -0.0% | 1.29% | −0.17 |
| GOOGL Alphabet Inc. Class A | Reduce -0.1% | 0.67% | −0.13 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -1.8% | 1.18% | −0.13 |
| BSJP Invesco Bulletshares 2025 HY | Reduce -5.9% | 2.13% | −0.09 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.8% | 0.88% | −0.08 |
| VNQ Vanguard Real Estate ETF | Sold out | 0.00% | −0.06 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -2.0% | 1.24% | −0.06 |
| TQQQ Proshares Ultrapro QQQ | Sold out | 0.00% | −0.05 |
| VOO Vanguard S&P 500 ETF | Reduce -24.1% | 0.14% | −0.05 |
| DFAT Dimensional US Target Value | Sold out | 0.00% | −0.04 |
| VSS Vanguard Ftse All Wo X-US SC | Sold out | 0.00% | −0.04 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -1.5% | 1.06% | −0.04 |
| IWO iShares Russell 2000 Growth | Reduce -1.0% | 0.32% | −0.04 |
| IWF iShares Russell 1000 Growth | Reduce -1.0% | 0.33% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.7% | 0.60% | −0.03 |
| DFAS Dimensional US Small Cap ETF | Reduce -0.5% | 0.45% | −0.03 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -1.3% | 0.34% | −0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -2.2% | 0.31% | −0.03 |
| IBDQ iShares Ibonds Dec 2025 Term | Reduce -5.6% | 0.75% | −0.02 |
| SCHA Schwab US Small-Cap ETF | Reduce -1.2% | 0.24% | −0.02 |
| IWM iShares Russell 2000 ETF | Reduce -4.7% | 0.16% | −0.02 |
| IETC iShares U.S. Tech Independen | Reduce -0.1% | 0.18% | −0.02 |
| SCHM Schwab US Mid Cap ETF | Reduce -1.2% | 0.38% | −0.02 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -31.8% | 0.05% | −0.02 |
| SOXX iShares Semiconductor ETF | Reduce -0.3% | 0.14% | −0.02 |
| IXN iShares Global Tech ETF | Reduce -0.4% | 0.17% | −0.02 |
| ZION Zions Bancorp NA | Reduce -0.2% | 0.22% | −0.01 |
| LOW Lowe's Cos Inc. | Reduce -0.1% | 0.37% | −0.01 |
| MRK Merck & Co. Inc. | Reduce -3.3% | 0.11% | −0.01 |
| PEJ Invesco Leisure & Entertainm | Reduce -1.8% | 0.16% | −0.01 |
| SCHX Schwab US Large-Cap ETF | Reduce -0.5% | 0.32% | −0.01 |
| DFUS Dimensional US Eq MKT ETF | Reduce -4.9% | 0.11% | −0.01 |
| DIS The Walt Disney Co. | Reduce -0.9% | 0.07% | −0.01 |
| PFE Pfizer Inc. | Reduce -1.3% | 0.18% | −0.01 |
| XLY SS Consumer Disc Select Sect | Reduce -0.3% | 0.06% | −0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -1.6% | 0.38% | −0.01 |
| CMCSA Comcast Corp. Class A | Reduce -2.6% | 0.12% | −0.00 |
| IEDI iShares U.S. Consumer Focuse | Reduce -1.1% | 0.05% | −0.00 |
| PFF iShares Preferred & Income S | Reduce -1.7% | 0.06% | −0.00 |
| OXY Occidental Petroleum Corp. | Reduce -2.5% | 0.06% | −0.00 |
| DFUV Dimensional US Marketwide Va | Reduce -2.2% | 0.08% | +0.00 |
| AMH American Homes 4 Rent- A | Reduce -0.3% | 0.08% | +0.00 |
| EEM iShares MSCI Emerging Market | Reduce -0.8% | 0.08% | +0.00 |
| SCHV Schwab US Large-Cap Value | Reduce -0.9% | 0.17% | +0.01 |
| IEV iShares Europe ETF | Reduce -1.7% | 0.05% | +0.01 |
| IBHE iShares Ibonds 2025 H/Y Inc. | Reduce -0.4% | 0.32% | +0.01 |
| AGG iShares Core U.S. Aggregate | Reduce -3.5% | 1.04% | +0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| VUG Vanguard Mrngstar GR ETF-Sui | Add +285.8% | 0.44% | +0.31 |
| IBDU iShares Ibonds Dec 2029 Term | Add +6.3% | 1.87% | +0.17 |
| IBDV iShares Ibonds Dec 2030 Corp. | Add +6.5% | 1.76% | +0.17 |
| IBDW iShares Ibonds Dec 2031 Corp. | Add +24.2% | 0.73% | +0.17 |
| RSP Invesco S&P 500 Equal Weight | Add +11.7% | 1.29% | +0.15 |
| IBDX iShares Ibonds Dec 2032 TC | New | 0.13% | +0.13 |
| IBDR iShares Ibonds Dec 2026 Term | Add +13.3% | 0.82% | +0.12 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +20.0% | 0.58% | +0.11 |
| RTX RTX Corp. | Add +21.1% | 0.36% | +0.11 |
| BSCS Invesco Bulletshares 2028 CB | Add +1.6% | 2.19% | +0.10 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +17.3% | 0.57% | +0.10 |
| IBHH iShares Ibonds 2028 TM HY Inc. | New | 0.07% | +0.07 |
| BSCR Invesco Bulletshares 2027 CB | Add +0.7% | 2.16% | +0.07 |
| AMGN Amgen Inc. | Add +0.2% | 0.38% | +0.07 |
| BSJR Invesco Bulletshares 2027 HY | Add +1.8% | 1.72% | +0.07 |
| VEU Vanguard Ftse All-World Ex-U | Add +7.3% | 0.46% | +0.06 |
| HDV iShares Core High Dividend E | Add +4.9% | 0.45% | +0.06 |
| VT Vanguard Tot World STK ETF | Add +6.6% | 0.74% | +0.05 |
| XLE SS Energy Select Sector | Add +39.4% | 0.14% | +0.05 |
| BSCQ Invesco Bulletshares 2026 CB | Add +0.0% | 2.02% | +0.05 |
| BSJQ Invesco Bulletshares 2026 HY | Add +0.2% | 2.32% | +0.05 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +31.0% | 0.18% | +0.05 |
| OHI Omega Healthcare Investors | New | 0.05% | +0.05 |
| WNS WNS Holdings Ltd. | New | 0.04% | +0.04 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +15.8% | 0.26% | +0.04 |
| XOM Exxon Mobil Corp. | New | 0.04% | +0.04 |
| JPM JPMorgan Chase & Co. | Add +0.7% | 0.81% | +0.04 |
| IBHF iShares Ibond 2026 HY & Inc. | Add +10.0% | 0.33% | +0.04 |
| XLF SS Financial Select Sector | Add +7.0% | 0.33% | +0.04 |
| IBHG iShares Ibonds 2027 HY Inc. | Add +12.8% | 0.26% | +0.04 |
| MCD McDonald's Corp. | Add +0.1% | 0.32% | +0.03 |
| SCHD Schwab US DVD Equity ETF | Add +25.0% | 0.12% | +0.03 |
| XRN Global Medical REIT Inc. | New | 0.03% | +0.03 |
| BSJS Invesco Bulletshares 2028 HY | Add +4.9% | 0.41% | +0.03 |
| AVUV Avantis US Small Cap Value | Add +23.3% | 0.21% | +0.03 |
| ABBV Abbvie Inc. | Add +0.5% | 0.13% | +0.02 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +19.7% | 0.15% | +0.02 |
| BA The Boeing Co. | Add +25.6% | 0.11% | +0.02 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +23.5% | 0.16% | +0.02 |
| EUSA iShares MSCI USA Equal Weigh | Add +0.5% | 2.39% | +0.02 |
| BSCT Invesco Bulletshares 2029 CB | Add +0.4% | 0.52% | +0.02 |
| BSCU Invesco Bulletshares 2030 CB | Add +1.4% | 0.29% | +0.01 |
| IEFA iShares Core MSCI Eafe ETF | Add +3.3% | 0.11% | +0.01 |
| ABT Abbott Laboratories | Add +0.9% | 0.08% | +0.01 |
| IYF iShares US Financials ETF | Add +10.1% | 0.09% | +0.01 |
| IYE iShares U.S. Energy ETF | Add +4.6% | 0.09% | +0.01 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +1.9% | 0.17% | +0.01 |
| BSCV Invesco Bulletshares 2031 CB | Add +3.3% | 0.08% | +0.01 |
| BSJT Invesco Bulletshares 2029 HY | Add +5.5% | 0.06% | +0.00 |
| FSCO FS Credit Opportunities Corp. | Add +7.1% | 0.02% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 179 | $638.7M | IVV, AAPL, IJH, IVE, IJR |
| Q1 2026 | 168 | $572.7M | IVV, AAPL, IJH, IVE, IJR |
| Q4 2025 | 166 | $589.6M | IVV, AAPL, IJH, IVE, IVW |
| Q3 2025 | 166 | $564.4M | IVV, AAPL, IJH, IVE, IVW |
| Q2 2025 | 159 | $466.3M | IVV, AAPL, IVE, IJH, IVW |
| Q1 2025 | 160 | $466.3M | IVV, AAPL, IVE, IJH, IVW |
| Q4 2024 | 158 | $476.7M | IVV, AAPL, IVE, IJH, IVW |
| Q3 2024 | 151 | $475.9M | IVV, AAPL, IVE, IJH, IVW |
| Q2 2024 | 146 | $446.0M | IVV, AAPL, IVE, IJH, IVW |
| Q1 2024 | 149 | $434.9M | IVV, AAPL, IVE, IJH, IVW |