Ironwood Financial, llc
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 22, 2025), Ironwood Financial, llc reported 166 stock positions worth $564.4 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 12.7% of the portfolio, followed by Apple (AAPL, 7.4%) and iShares Core S&P Midcap ETF (IJH, 4.2%). Compared with Q2 2025, it opened 12 new positions, sold out of 5, added to 70 and reduced 52. The biggest buy was iShares Ibonds Dec 2032 TC (IBDX, shares +1158%) and the biggest sale Invesco Bulletshares 2025 HY (BSJP, shares −91%).
- Most Recent 13F
- Q2 2026
- Location
- TUCSON, AZ
- CIK
- 0001630360
- Portfolio Value
- $564.4M (Q3 2025)
- SEC Filing
- 0001630360-25-000002 ↗ filed Oct 22, 2025
Holdings Value
Holdings 166 stocks · $564.4M
| IVV iShares Core S&P 500 ETF | 12.71% | 107,184 | $71.7M | Add +10.6% |
| AAPL Apple Inc. | 7.38% | 163,648 | $41.7M | Reduce -4.8% |
| IJH iShares Core S&P Midcap ETF | 4.18% | 361,647 | $23.6M | Add +19.4% |
| IVE iShares S&P 500 Value ETF | 3.69% | 100,962 | $20.8M | Add +3.7% |
| IVW iShares S&P 500 Growth ETF | 3.47% | 162,283 | $19.6M | Reduce -5.1% |
| IJR iShares Core S&P Small-Cap E | 2.71% | 128,773 | $15.3M | Add +17.8% |
| EUSA iShares MSCI USA Equal Weigh | 2.35% | 129,043 | $13.3M | Add +8.2% |
| IBDU iShares Ibonds Dec 2029 Term | 2.08% | 499,871 | $11.7M | Add +32.4% |
| VTI VG Morningstar TS MKT ETF-US | 2.03% | 34,920 | $11.5M | Add +14.5% |
| BSJQ Invesco Bulletshares 2026 HY | 1.96% | 472,180 | $11.1M | Add +1.3% |
| IBDV iShares Ibonds Dec 2030 Corp. | 1.95% | 495,965 | $11.0M | Add +31.2% |
| BSCS Invesco Bulletshares 2028 CB | 1.89% | 517,268 | $10.6M | Add +3.0% |
| BSCR Invesco Bulletshares 2027 CB | 1.86% | 531,711 | $10.5M | Add +3.2% |
| IBDW iShares Ibonds Dec 2031 Corp. | 1.86% | 493,528 | $10.5M | Add +199.6% |
| BSCQ Invesco Bulletshares 2026 CB | 1.68% | 483,543 | $9.5M | Add +0.2% |
| BSJR Invesco Bulletshares 2027 HY | 1.52% | 377,687 | $8.6M | Add +5.6% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.50% | 27,511 | $8.5M | Add +22.1% |
| EFA iShares MSCI Eafe ETF | 1.47% | 88,710 | $8.3M | Reduce -0.3% |
| RSP Invesco S&P 500 Equal Weight | 1.43% | 42,501 | $8.1M | Add +22.6% |
| IBDX iShares Ibonds Dec 2032 TC | 1.39% | 307,117 | $7.9M | Add +1158.2% |
| ITOT iShares Core S&P Total U.S. | 1.35% | 52,254 | $7.6M | Add +0.2% |
| IBHH iShares Ibonds 2028 TM HY Inc. | 1.29% | 306,231 | $7.3M | Add +1945.8% |
| AMZN Amazon.com Inc. | 1.22% | 31,265 | $6.9M | Reduce -1.2% |
| IBDR iShares Ibonds Dec 2026 Term | 1.19% | 276,222 | $6.7M | Add +74.9% |
| MSFT Microsoft Corp. | 1.17% | 12,759 | $6.6M | Add +1.0% |
| IJS iShares S&P Small-Cap 600 Va | 1.12% | 56,915 | $6.3M | Add +1.1% |
| VEA Vanguard Ftse Developed ETF | 1.04% | 98,101 | $5.9M | Add +19.8% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.99% | 42,933 | $5.6M | Add +3.5% |
| DVY iShares Select Dividend ETF | 0.92% | 36,361 | $5.2M | Add +1.8% |
| GOOGL Alphabet Inc. Class A | 0.87% | 20,259 | $4.9M | No change |
| JPM JPMorgan Chase & Co. | 0.87% | 15,580 | $4.9M | Add +1.2% |
| VT Vanguard Tot World STK ETF | 0.87% | 35,620 | $4.9M | Add +19.9% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.87% | 192,054 | $4.9M | Add +80.2% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.86% | 199,967 | $4.9M | Add +80.8% |
| AGG iShares Core U.S. Aggregate | 0.84% | 47,524 | $4.8M | Reduce -3.4% |
| GOOG Alphabet Inc. Class C | 0.82% | 18,917 | $4.6M | Reduce -0.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.80% | 7,522 | $4.5M | Reduce -14.5% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.76% | 52,908 | $4.3M | Reduce -1.6% |
| LLY Eli Lilly & Co. | 0.71% | 5,248 | $4.0M | No change |
| COR Cencora Inc. | 0.66% | 11,882 | $3.7M | No change |
| COST Costco Wholesale Corp. | 0.63% | 3,835 | $3.5M | Reduce -0.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.57% | 4,854 | $3.2M | Reduce -3.4% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.57% | 33,656 | $3.2M | Add +9.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.53% | 10,567 | $3.0M | Reduce -0.1% |
| INTU Intuit Inc. | 0.52% | 4,336 | $3.0M | No change |
| IBHG iShares Ibonds 2027 HY Inc. | 0.52% | 130,670 | $2.9M | Add +141.3% |
| VEU Vanguard Ftse All-World Ex-U | 0.51% | 40,250 | $2.9M | Add +13.8% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.50% | 25,511 | $2.8M | Reduce -1.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.50% | 5,927 | $2.8M | Add +8.0% |
| BSCT Invesco Bulletshares 2029 CB | 0.48% | 144,815 | $2.7M | Add +10.3% |
| IBHF iShares Ibond 2026 HY & Inc. | 0.46% | 110,542 | $2.6M | Add +67.1% |
| HDV iShares Core High Dividend E | 0.42% | 19,485 | $2.4M | Add +13.3% |
| BSJS Invesco Bulletshares 2028 HY | 0.42% | 106,998 | $2.4M | Add +20.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.41% | 12,430 | $2.3M | Add +78.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.36% | 6,977 | $2.0M | Add +1.5% |
| RTX RTX Corp. | 0.36% | 12,149 | $2.0M | Reduce -4.1% |
| IWF iShares Russell 1000 Growth | 0.35% | 4,277 | $2.0M | Add +0.6% |
| SCHM Schwab US Mid Cap ETF | 0.35% | 65,809 | $2.0M | Reduce -2.5% |
| LOW Lowe's Cos Inc. | 0.33% | 7,426 | $1.9M | No change |
| IWO iShares Russell 2000 Growth | 0.33% | 5,792 | $1.9M | Reduce -0.2% |
| JNJ Johnson & Johnson | 0.33% | 9,908 | $1.8M | Add +0.0% |
| IJT iShares S&P Small-Cap 600 GR | 0.32% | 12,913 | $1.8M | Add +2.2% |
| HD Home Depot Inc. | 0.32% | 4,502 | $1.8M | Reduce -1.1% |
| XLF SS Financial Select Sector | 0.32% | 33,301 | $1.8M | Add +8.6% |
| SCHX Schwab US Large-Cap ETF | 0.30% | 63,840 | $1.7M | Reduce -6.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.29% | 6,523 | $1.7M | Add +1.3% |
| AMGN Amgen Inc. | 0.28% | 5,692 | $1.6M | Add +0.0% |
| AVUV Avantis US Small Cap Value | 0.28% | 16,058 | $1.6M | Add +43.2% |
| BSCU Invesco Bulletshares 2030 CB | 0.27% | 89,471 | $1.5M | Add +11.1% |
| MCD McDonald's Corp. | 0.26% | 4,900 | $1.5M | Add +1.2% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.25% | 8,020 | $1.4M | Add +50.6% |
| IBHI iShares Ibonds 2029 TM HY Inc. | 0.24% | 55,700 | $1.3M | New |
| NVDA Nvidia Corp. | 0.23% | 7,085 | $1.3M | Reduce -7.9% |
| SCHA Schwab US Small-Cap ETF | 0.23% | 46,291 | $1.3M | Reduce -3.7% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.23% | 4,314 | $1.3M | Add +42.6% |
| ORCL Oracle Corp. | 0.21% | 4,270 | $1.2M | No change |
| ZION Zions Bancorp NA | 0.21% | 20,568 | $1.2M | No change |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.20% | 3,777 | $1.1M | Add +34.6% |
| IETC iShares U.S. Tech Independen | 0.19% | 10,687 | $1.1M | Reduce -3.0% |
| DFAS Dimensional US Small Cap ETF | 0.18% | 14,986 | $1.0M | Reduce -56.9% |
| SCHF Schwab Intl Equity ETF | 0.18% | 42,928 | $999K | Reduce -6.5% |
| SCHB Schwab US Broad Market ETF | 0.18% | 38,752 | $996K | Reduce -0.2% |
| XLE SS Energy Select Sector | 0.17% | 10,854 | $970K | Add +50.2% |
| WMT Walmart Inc. | 0.17% | 9,095 | $937K | Add +0.1% |
| SCHW Schwab (charles) Corp. | 0.17% | 9,802 | $936K | No change |
| IXN iShares Global Tech ETF | 0.16% | 8,797 | $908K | Reduce -18.1% |
| SOXX iShares Semiconductor ETF | 0.16% | 3,259 | $884K | Reduce -6.7% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.15% | 15,597 | $863K | No change |
| BSJP Invesco Bulletshares 2025 HY | 0.15% | 37,325 | $861K | Reduce -91.3% |
| IWM iShares Russell 2000 ETF | 0.15% | 3,529 | $854K | Reduce -4.0% |
| PFE Pfizer Inc. | 0.15% | 32,918 | $839K | Reduce -1.0% |
| VOO Vanguard S&P 500 ETF | 0.15% | 1,368 | $838K | Add +8.1% |
| SCHV Schwab US Large-Cap Value | 0.15% | 28,718 | $836K | Reduce -0.8% |
| IDV iShares International Select | 0.15% | 22,811 | $834K | Reduce -13.1% |
| IWR iShares Russell Mid-Cap ETF | 0.14% | 8,395 | $811K | Reduce -12.9% |
| SCHD Schwab US DVD Equity ETF | 0.14% | 29,396 | $803K | Add +43.5% |
| IYF iShares US Financials ETF | 0.14% | 6,261 | $793K | Add +62.5% |
| HON Honeywell International Inc. | 0.14% | 3,760 | $791K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.14% | 1,566 | $787K | New |
| YUM Yum! Brands Inc. | 0.13% | 4,851 | $737K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| BSJP Invesco Bulletshares 2025 HY | Reduce -91.3% | 0.15% | −1.98 |
| BSCP Invesco Bulletshares 2025 CB | Reduce -94.0% | 0.09% | −1.65 |
| AAPL Apple Inc. | Reduce -4.8% | 7.38% | −0.81 |
| IBDQ iShares Ibonds Dec 2025 Term | Reduce -94.3% | 0.04% | −0.71 |
| IBHE iShares Ibonds 2025 H/Y Inc. | Sold out | 0.00% | −0.32 |
| DFAS Dimensional US Small Cap ETF | Reduce -56.9% | 0.18% | −0.26 |
| AGG iShares Core U.S. Aggregate | Reduce -3.4% | 0.84% | −0.20 |
| COST Costco Wholesale Corp. | Reduce -0.3% | 0.63% | −0.15 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -1.6% | 0.76% | −0.15 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -1.0% | 0.50% | −0.10 |
| EFA iShares MSCI Eafe ETF | Reduce -0.3% | 1.47% | −0.09 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -14.5% | 0.80% | −0.08 |
| AMZN Amazon.com Inc. | Reduce -1.2% | 1.22% | −0.07 |
| PEJ Invesco Leisure & Entertainm | Reduce -39.6% | 0.10% | −0.06 |
| YUMC Yum China Holdings Inc. | Sold out | 0.00% | −0.05 |
| CHH Choice Hotels Intl Inc. | Sold out | 0.00% | −0.04 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.04 |
| IBM Intl Business Machines Corp. | Reduce -0.1% | 0.53% | −0.04 |
| HD Home Depot Inc. | Reduce -1.1% | 0.32% | −0.03 |
| SCHM Schwab US Mid Cap ETF | Reduce -2.5% | 0.35% | −0.03 |
| IWR iShares Russell Mid-Cap ETF | Reduce -12.9% | 0.14% | −0.03 |
| PFE Pfizer Inc. | Reduce -1.0% | 0.15% | −0.03 |
| ONEQ Fidelity Nasdaq Comp Indx | Reduce -35.5% | 0.07% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -3.4% | 0.57% | −0.03 |
| AMH American Homes 4 Rent- A | Reduce -14.8% | 0.05% | −0.03 |
| XRN Global Medical REIT Inc. | Sold out | 0.00% | −0.03 |
| IDV iShares International Select | Reduce -13.1% | 0.15% | −0.03 |
| SCHX Schwab US Large-Cap ETF | Reduce -6.9% | 0.30% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -0.6% | 0.08% | −0.02 |
| SCHF Schwab Intl Equity ETF | Reduce -6.5% | 0.18% | −0.02 |
| SCHV Schwab US Large-Cap Value | Reduce -0.8% | 0.15% | −0.02 |
| V Visa Inc. Class A | Reduce -3.7% | 0.05% | −0.01 |
| IXN iShares Global Tech ETF | Reduce -18.1% | 0.16% | −0.01 |
| SCHA Schwab US Small-Cap ETF | Reduce -3.7% | 0.23% | −0.01 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -6.4% | 0.10% | −0.01 |
| LMT Lockheed Martin Corp. | Reduce -0.3% | 0.12% | −0.01 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -17.7% | 0.06% | −0.01 |
| IWM iShares Russell 2000 ETF | Reduce -4.0% | 0.15% | −0.01 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -12.5% | 0.04% | −0.01 |
| SPYX SS SPDR S&P 500 Foss FL ETF | Reduce -7.2% | 0.06% | −0.01 |
| IEV iShares Europe ETF | Reduce -1.6% | 0.05% | −0.00 |
| WFC Wells Fargo & Co. | Reduce -5.4% | 0.04% | −0.00 |
| SCHB Schwab US Broad Market ETF | Reduce -0.2% | 0.18% | −0.00 |
| EEM iShares MSCI Emerging Market | Reduce -4.0% | 0.08% | −0.00 |
| GLD SPDR Gold Shares | Reduce -3.8% | 0.07% | −0.00 |
| SCHG Schwab US Large-Cap Growth | Reduce -4.8% | 0.09% | +0.00 |
| RTX RTX Corp. | Reduce -4.1% | 0.36% | +0.00 |
| XLC SS Comm Select Sector SPDR | Reduce -0.2% | 0.05% | +0.00 |
| META Meta Platforms Inc. Class A | Reduce -2.0% | 0.06% | +0.00 |
| BA The Boeing Co. | Reduce -0.9% | 0.11% | +0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| IBDX iShares Ibonds Dec 2032 TC | Add +1158.2% | 1.39% | +1.26 |
| IBHH iShares Ibonds 2028 TM HY Inc. | Add +1945.8% | 1.29% | +1.22 |
| IBDW iShares Ibonds Dec 2031 Corp. | Add +199.6% | 1.86% | +1.12 |
| IVV iShares Core S&P 500 ETF | Add +10.6% | 12.71% | +1.03 |
| IJH iShares Core S&P Midcap ETF | Add +19.4% | 4.18% | +0.39 |
| IBDR iShares Ibonds Dec 2026 Term | Add +74.9% | 1.19% | +0.37 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +80.2% | 0.87% | +0.29 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +80.8% | 0.86% | +0.29 |
| IBHG iShares Ibonds 2027 HY Inc. | Add +141.3% | 0.52% | +0.26 |
| IJR iShares Core S&P Small-Cap E | Add +17.8% | 2.71% | +0.26 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +22.1% | 1.50% | +0.26 |
| IBHI iShares Ibonds 2029 TM HY Inc. | New | 0.24% | +0.24 |
| VTI VG Morningstar TS MKT ETF-US | Add +14.5% | 2.03% | +0.23 |
| IBDU iShares Ibonds Dec 2029 Term | Add +32.4% | 2.08% | +0.21 |
| IBDV iShares Ibonds Dec 2030 Corp. | Add +31.2% | 1.95% | +0.19 |
| MSFT Microsoft Corp. | Add +1.0% | 1.17% | +0.15 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +78.0% | 0.41% | +0.15 |
| VEA Vanguard Ftse Developed ETF | Add +19.8% | 1.04% | +0.15 |
| RSP Invesco S&P 500 Equal Weight | Add +22.6% | 1.43% | +0.14 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 0.14% | +0.14 |
| VT Vanguard Tot World STK ETF | Add +19.9% | 0.87% | +0.13 |
| IBHF iShares Ibond 2026 HY & Inc. | Add +67.1% | 0.46% | +0.13 |
| AVUV Avantis US Small Cap Value | Add +43.2% | 0.28% | +0.07 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +8.0% | 0.50% | +0.07 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +50.6% | 0.25% | +0.06 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +42.6% | 0.23% | +0.06 |
| TQQQ Proshares Ultrapro QQQ | New | 0.06% | +0.06 |
| VIG Vanguard Dividend Apprec ETF | New | 0.06% | +0.06 |
| JPM JPMorgan Chase & Co. | Add +1.2% | 0.87% | +0.06 |
| ITA iShares U.S. Aerospace & Def | New | 0.06% | +0.06 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +34.6% | 0.20% | +0.05 |
| VEU Vanguard Ftse All-World Ex-U | Add +13.8% | 0.51% | +0.05 |
| IYF iShares US Financials ETF | Add +62.5% | 0.14% | +0.05 |
| IYE iShares U.S. Energy ETF | Add +82.5% | 0.13% | +0.04 |
| GSK GSK PLC-Spon ADR | New | 0.04% | +0.04 |
| GBTC Grayscale Bitcoin Trust ETF | New | 0.04% | +0.04 |
| QQQM Invesco Nasdaq 100 ETF | New | 0.04% | +0.04 |
| DFAT Dimensional US Target Value | New | 0.04% | +0.04 |
| AMD Advanced Micro Devices | New | 0.04% | +0.04 |
| VNQ Vanguard Real Estate ETF | New | 0.04% | +0.04 |
| PSMT Pricesmart Inc. | New | 0.04% | +0.04 |
| XLE SS Energy Select Sector | Add +50.2% | 0.17% | +0.03 |
| IWF iShares Russell 1000 Growth | Add +0.6% | 0.35% | +0.03 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +9.4% | 0.57% | +0.02 |
| SCHD Schwab US DVD Equity ETF | Add +43.5% | 0.14% | +0.02 |
| BSCV Invesco Bulletshares 2031 CB | Add +34.4% | 0.09% | +0.01 |
| VGT Vanguard Info Tech ETF | Add +2.2% | 0.07% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +8.1% | 0.15% | +0.01 |
| SLV iShares Silver Trust | Add +3.2% | 0.06% | +0.01 |
| BSJS Invesco Bulletshares 2028 HY | Add +20.6% | 0.42% | +0.01 |
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 |