Ironwood Financial, llc

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 23, 2025), Ironwood Financial, llc reported 159 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 Q1 2025, it sold out of 1. The biggest sale was an exit from Accelerate Diagnostics (AXDXQ).

Most Recent 13F
Q2 2026
Location
TUCSON, AZ
CIK
0001630360
Portfolio Value
$466.3M (Q2 2025)
SEC Filing
0001085146-25-004092 ↗ filed Jul 23, 2025

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $434.9M Q1 2024 Q2 2024: $446.0M Q2 2024 Q3 2024: $475.9M Q3 2024 Q4 2024: $476.7M Q4 2024 Q1 2025: $466.3M Q1 2025 Q2 2025: $466.3M $466.3M Q2 2025 Q3 2025: $564.4M Q3 2025 Q4 2025: $589.6M Q4 2025 Q1 2026: $572.7M Q1 2026 Q2 2026: $638.7M Q2 2026

Holdings 159 stocks · $466.3M
IVV iShares Core S&P 500 ETF 11.68% 96,928 $54.5M No change
AAPL Apple Inc. 8.19% 171,906 $38.2M No change
IVE iShares S&P 500 Value ETF 3.98% 97,349 $18.6M No change
IJH iShares Core S&P Midcap ETF 3.79% 302,884 $17.7M No change
IVW iShares S&P 500 Growth ETF 3.40% 170,984 $15.9M No change
IJR iShares Core S&P Small-Cap E 2.45% 109,294 $11.4M No change
EUSA iShares MSCI USA Equal Weigh 2.39% 119,252 $11.2M No change
BSJQ Invesco Bulletshares 2026 HY 2.32% 466,126 $10.8M No change
BSCS Invesco Bulletshares 2028 CB 2.19% 502,400 $10.2M No change
BSCR Invesco Bulletshares 2027 CB 2.16% 515,237 $10.1M No change
BSJP Invesco Bulletshares 2025 HY 2.13% 431,407 $9.9M No change
BSCQ Invesco Bulletshares 2026 CB 2.02% 482,691 $9.4M No change
IBDU iShares Ibonds Dec 2029 Term 1.87% 377,436 $8.7M No change
VTI VG Morningstar TS MKT ETF-US 1.80% 30,489 $8.4M No change
IBDV iShares Ibonds Dec 2030 Corp. 1.76% 377,965 $8.2M No change
BSCP Invesco Bulletshares 2025 CB 1.73% 390,308 $8.1M No change
BSJR Invesco Bulletshares 2027 HY 1.72% 357,792 $8.0M No change
EFA iShares MSCI Eafe ETF 1.56% 88,993 $7.3M No change
ITOT iShares Core S&P Total U.S. 1.36% 52,153 $6.4M No change
AMZN Amazon.com Inc. 1.29% 31,649 $6.0M No change
RSP Invesco S&P 500 Equal Weight 1.29% 34,676 $6.0M No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 1.24% 22,522 $5.8M No change
IJS iShares S&P Small-Cap 600 Va 1.18% 56,267 $5.5M No change
IJJ iShares S&P Mid-Cap 400 Valu 1.06% 41,474 $5.0M No change
AGG iShares Core U.S. Aggregate 1.04% 49,215 $4.9M No change
DVY iShares Select Dividend ETF 1.03% 35,711 $4.8M No change
MSFT Microsoft Corp. 1.02% 12,637 $4.7M No change
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 No change
VEA Vanguard Ftse Developed ETF 0.89% 81,886 $4.2M No change
QQQ Invesco QQQ Trust Series 1 0.88% 8,795 $4.1M No change
IBDR iShares Ibonds Dec 2026 Term 0.82% 157,954 $3.8M No change
JPM JPMorgan Chase & Co. 0.81% 15,400 $3.8M No change
COST Costco Wholesale Corp. 0.78% 3,845 $3.6M No change
IBDQ iShares Ibonds Dec 2025 Term 0.75% 139,021 $3.5M No change
VT Vanguard Tot World STK ETF 0.74% 29,719 $3.4M No change
IBDW iShares Ibonds Dec 2031 Corp. 0.73% 164,739 $3.4M No change
COR Cencora Inc. 0.71% 11,882 $3.3M No change
GOOGL Alphabet Inc. Class A 0.67% 20,259 $3.1M No change
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 No change
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.60% 25,758 $2.8M No change
IBDT iShares Ibonds Dec 2028 ETF 0.58% 106,579 $2.7M No change
IBDS Ishrs Ibnds Dec 27 Corp. ETF 0.57% 110,620 $2.7M No change
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 No change
IJK iShares S&P Mid-Cap 400 Grow 0.55% 30,768 $2.6M No change
BSCT Invesco Bulletshares 2029 CB 0.52% 131,354 $2.4M No change
VEU Vanguard Ftse All-World Ex-U 0.46% 35,366 $2.1M No change
HDV iShares Core High Dividend E 0.45% 17,195 $2.1M No change
DFAS Dimensional US Small Cap ETF 0.45% 34,757 $2.1M No change
VUG Vanguard Mrngstar GR ETF-Sui 0.44% 5,486 $2.0M No change
BSJS Invesco Bulletshares 2028 HY 0.41% 88,704 $1.9M No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.38% 6,873 $1.8M No change
AMGN Amgen Inc. 0.38% 5,691 $1.8M No change
SCHM Schwab US Mid Cap ETF 0.38% 67,463 $1.8M No change
LOW Lowe's Cos Inc. 0.37% 7,426 $1.7M No change
RTX RTX Corp. 0.36% 12,669 $1.7M No change
HD Home Depot Inc. 0.36% 4,551 $1.7M No change
JNJ Johnson & Johnson 0.35% 9,907 $1.6M No change
IJT iShares S&P Small-Cap 600 GR 0.34% 12,632 $1.6M No change
IBHF iShares Ibond 2026 HY & Inc. 0.33% 66,160 $1.5M No change
IWF iShares Russell 1000 Growth 0.33% 4,253 $1.5M No change
XLF SS Financial Select Sector 0.33% 30,670 $1.5M No change
SCHX Schwab US Large-Cap ETF 0.32% 68,586 $1.5M No change
MCD McDonald's Corp. 0.32% 4,844 $1.5M No change
IBHE iShares Ibonds 2025 H/Y Inc. 0.32% 64,272 $1.5M No change
IWO iShares Russell 2000 Growth 0.32% 5,804 $1.5M No change
VB Vanguard Most SM-Cap ETF-Usd 0.31% 6,441 $1.4M No change
BSCU Invesco Bulletshares 2030 CB 0.29% 80,552 $1.3M No change
IBHG iShares Ibonds 2027 HY Inc. 0.26% 54,159 $1.2M No change
VTV Vanguard Mrngstr Val ETF-Aui 0.26% 6,985 $1.2M No change
SCHA Schwab US Small-Cap ETF 0.24% 48,071 $1.1M No change
ZION Zions Bancorp NA 0.22% 20,568 $1.0M No change
AVUV Avantis US Small Cap Value 0.21% 11,215 $978K No change
SCHF Schwab Intl Equity ETF 0.19% 45,886 $908K No change
VOE Vngrd Mrngstr MD-Cap Val ETF 0.18% 5,325 $855K No change
PFE Pfizer Inc. 0.18% 33,236 $842K No change
SCHB Schwab US Broad Market ETF 0.18% 38,821 $836K No change
NVDA Nvidia Corp. 0.18% 7,695 $834K No change
IETC iShares U.S. Tech Independen 0.18% 11,018 $826K No change
IWR iShares Russell Mid-Cap ETF 0.18% 9,638 $820K No change
IDV iShares International Select 0.17% 26,263 $815K No change
IXN iShares Global Tech ETF 0.17% 10,748 $814K No change
WMT Walmart Inc. 0.17% 9,087 $798K No change
SPYV SS SPDR P S&P 500 Value ETF 0.17% 15,597 $797K No change
HON Honeywell International Inc. 0.17% 3,760 $796K No change
SCHV Schwab US Large-Cap Value 0.17% 28,954 $770K No change
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 No change
PEJ Invesco Leisure & Entertainm 0.16% 15,131 $736K No change
IWM iShares Russell 2000 ETF 0.16% 3,676 $733K No change
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.15% 2,805 $686K No change
XLE SS Energy Select Sector 0.14% 7,225 $675K No change
SOXX iShares Semiconductor ETF 0.14% 3,494 $657K No change
VOO Vanguard S&P 500 ETF 0.14% 1,266 $651K No change
SNA Snap-on Inc. 0.14% 1,872 $631K No change
IBDX iShares Ibonds Dec 2032 TC 0.13% 24,410 $610K No change
ABBV Abbvie Inc. 0.13% 2,907 $609K No change
ORCL Oracle Corp. 0.13% 4,270 $597K No change
LMT Lockheed Martin Corp. 0.13% 1,314 $587K No change
SCHD Schwab US DVD Equity ETF 0.12% 20,492 $573K No change
DFIV Dimensional International Va 0.12% 14,227 $560K No change
BMY Bristol-Myers Squibb Co. 0.12% 9,029 $551K No change
CMCSA Comcast Corp. Class A 0.12% 14,748 $544K No change
IEFA iShares Core MSCI Eafe ETF 0.11% 7,067 $535K No change
DFUS Dimensional US Eq MKT ETF 0.11% 8,762 $530K No change
MRK Merck & Co. Inc. 0.11% 5,589 $502K No change
BA The Boeing Co. 0.11% 2,893 $493K No change
ONEQ Fidelity Nasdaq Comp Indx 0.10% 7,133 $486K No change
BIIB Biogen Inc. 0.10% 3,535 $484K No change
SCHG Schwab US Large-Cap Growth 0.09% 17,527 $439K No change
IYF iShares US Financials ETF 0.09% 3,854 $435K No change
IYE iShares U.S. Energy ETF 0.09% 8,438 $416K No change
SPYM Ste STR SPDR PT S&P 500 ETF 0.08% 5,975 $393K No change
VIOO Vanguard S&P Small-Cap 600 E 0.08% 4,014 $387K No change
BSCV Invesco Bulletshares 2031 CB 0.08% 23,385 $381K No change
DFUV Dimensional US Marketwide Va 0.08% 9,070 $374K No change
CI The Cigna Group 0.08% 1,113 $366K No change
ABT Abbott Laboratories 0.08% 2,756 $366K No change
EEM iShares MSCI Emerging Market 0.08% 8,259 $361K No change
CART Maplebear Inc. 0.08% 9,036 $360K No change
AMH American Homes 4 Rent- A 0.08% 9,520 $360K No change
IBHH iShares Ibonds 2028 TM HY Inc. 0.07% 14,969 $350K No change
SYK Stryker Corp. 0.07% 939 $350K No change
SPYG SS SPDR P S&P 500 Growth ETF 0.07% 4,250 $342K No change
GLD SPDR Gold Shares 0.07% 1,181 $340K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.07% 3,197 $316K No change
IGV iShares Expanded Tech-Softwa 0.07% 3,405 $303K No change
VGT Vanguard Info Tech ETF 0.06% 540 $293K No change
V Visa Inc. Class A 0.06% 835 $293K No change
SPYX SS SPDR S&P 500 Foss FL ETF 0.06% 6,293 $288K No change
BSJT Invesco Bulletshares 2029 HY 0.06% 13,441 $283K No change
META Meta Platforms Inc. Class A 0.06% 489 $282K No change
XLY SS Consumer Disc Select Sect 0.06% 1,379 $272K No change
PFF iShares Preferred & Income S 0.06% 8,794 $270K No change
PEP Pepsico Inc. 0.06% 1,800 $270K No change
SPMD SS SPDR P S&P 400 Midcap ETF 0.06% 5,155 $264K No change
OXY Occidental Petroleum Corp. 0.06% 5,314 $262K No change
TSLA Tesla Inc. 0.06% 992 $257K No change
IEV iShares Europe ETF 0.05% 4,386 $255K No change
IEDI iShares U.S. Consumer Focuse 0.05% 4,825 $246K No change
SLV iShares Silver Trust 0.05% 7,948 $246K No change
XLC SS Comm Select Sector SPDR 0.05% 2,552 $246K No change
TRV The Travelers Cos Inc. 0.05% 911 $241K No change
SCHK Schwab 1000 Index ETF 0.05% 8,752 $236K No change
YUMC Yum China Holdings Inc. 0.05% 4,474 $233K No change
WFC Wells Fargo & Co. 0.05% 3,141 $225K No change
SPSM SS SPDR P S&P 600 Small Cap 0.05% 5,399 $220K No change
DFAC Dimensional US Core Equity 2 0.05% 6,472 $214K No change
SCHE Schwab Emrg Mrkts Eqty ETF 0.05% 7,699 $212K No change
OHI Omega Healthcare Investors 0.05% 5,523 $210K No change
WNS WNS Holdings Ltd. filed as WNS HLDGS LTD 0.04% 3,393 $209K No change
CHH Choice Hotels Intl Inc. 0.04% 1,520 $202K No change
XOM Exxon Mobil Corp. 0.04% 1,685 $200K No change
XRN Global Medical REIT Inc. 0.03% 15,000 $131K No change
PBT Permian Basin Royalty Trust 0.03% 12,300 $122K No change
FSCO FS Credit Opportunities Corp. 0.02% 15,000 $106K No change

Portfolio Sells Q1 2025 → Q2 2025
AXDXQ Accelerate Diagnostics Inc. Sold out 0.00% −0.00

Portfolio Buys Q1 2025 → Q2 2025
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 179$638.7MIVV, AAPL, IJH, IVE, IJR
Q1 2026 168$572.7MIVV, AAPL, IJH, IVE, IJR
Q4 2025 166$589.6MIVV, AAPL, IJH, IVE, IVW
Q3 2025 166$564.4MIVV, AAPL, IJH, IVE, IVW
Q2 2025 159$466.3MIVV, AAPL, IVE, IJH, IVW
Q1 2025 160$466.3MIVV, AAPL, IVE, IJH, IVW
Q4 2024 158$476.7MIVV, AAPL, IVE, IJH, IVW
Q3 2024 151$475.9MIVV, AAPL, IVE, IJH, IVW
Q2 2024 146$446.0MIVV, AAPL, IVE, IJH, IVW
Q1 2024 149$434.9MIVV, AAPL, IVE, IJH, IVW