Ironwood Financial, llc
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 16, 2026), Ironwood Financial, llc reported 168 stock positions worth $572.7 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 12.1% of the portfolio, followed by Apple (AAPL, 6.7%) and iShares Core S&P Midcap ETF (IJH, 4.4%). Compared with Q4 2025, it opened 4 new positions, sold out of 2, added to 59 and reduced 55. The biggest buy was Vanguard Mrngstar GR ETF-Sui (VUG, shares +112%) and the biggest sale iShares S&P 500 Growth ETF (IVW, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- TUCSON, AZ
- CIK
- 0001630360
- Portfolio Value
- $572.7M (Q1 2026)
- SEC Filing
- 0001630360-26-000003 ↗ filed Apr 16, 2026
Holdings Value
Holdings 168 stocks · $572.7M
| IVV iShares Core S&P 500 ETF | 12.09% | 105,992 | $69.2M | Add +0.3% |
| AAPL Apple Inc. | 6.67% | 150,598 | $38.2M | Reduce -3.5% |
| IJH iShares Core S&P Midcap ETF | 4.36% | 370,056 | $25.0M | Add +0.8% |
| IVE iShares S&P 500 Value ETF | 3.57% | 96,875 | $20.5M | Reduce -1.1% |
| IJR iShares Core S&P Small-Cap E | 2.92% | 134,483 | $16.7M | Add +1.8% |
| IVW iShares S&P 500 Growth ETF | 2.89% | 146,091 | $16.5M | Reduce -1.6% |
| IBDU iShares Ibonds Dec 2029 Term | 2.27% | 559,085 | $13.0M | Add +4.1% |
| VTI VG Morningstar TS MKT ETF-US | 2.17% | 38,733 | $12.4M | Add +5.9% |
| EUSA iShares MSCI USA Equal Weigh | 2.13% | 119,654 | $12.2M | Reduce -1.0% |
| IBDV iShares Ibonds Dec 2030 Corp. | 2.12% | 555,651 | $12.2M | Add +4.3% |
| IBDW iShares Ibonds Dec 2031 Corp. | 2.08% | 569,411 | $11.9M | Add +4.4% |
| BSCS Invesco Bulletshares 2028 CB | 1.83% | 512,659 | $10.5M | Add +0.1% |
| BSCR Invesco Bulletshares 2027 CB | 1.77% | 516,473 | $10.1M | Reduce -1.4% |
| IBDX iShares Ibonds Dec 2032 TC | 1.68% | 379,700 | $9.6M | Add +6.7% |
| RSP Invesco S&P 500 Equal Weight | 1.63% | 48,561 | $9.3M | Add +5.5% |
| BSJQ Invesco Bulletshares 2026 HY | 1.62% | 399,427 | $9.3M | Reduce -6.4% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.54% | 29,583 | $8.8M | Add +4.3% |
| IBHH iShares Ibonds 2028 TM HY Inc. | 1.50% | 365,319 | $8.6M | Add +5.5% |
| EFA iShares MSCI Eafe ETF | 1.43% | 84,415 | $8.2M | Reduce -0.1% |
| BSJR Invesco Bulletshares 2027 HY | 1.43% | 366,045 | $8.2M | Reduce -1.2% |
| IBDR iShares Ibonds Dec 2026 Term | 1.38% | 325,923 | $7.9M | Reduce -3.1% |
| ITOT iShares Core S&P Total U.S. | 1.28% | 51,355 | $7.3M | Add +0.5% |
| BSCQ Invesco Bulletshares 2026 CB | 1.24% | 364,152 | $7.1M | Reduce -19.2% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 1.19% | 281,089 | $6.8M | Add +7.5% |
| VEA Vanguard Ftse Developed ETF | 1.18% | 105,888 | $6.8M | Add +5.2% |
| AMZN Amazon.com Inc. | 1.13% | 31,206 | $6.5M | No change |
| IJS iShares S&P Small-Cap 600 Va | 1.12% | 54,058 | $6.4M | Reduce -1.2% |
| IBDT iShares Ibonds Dec 2028 ETF | 1.08% | 243,639 | $6.2M | Add +8.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.04% | 13,654 | $6.0M | Add +112.0% |
| VT Vanguard Tot World STK ETF | 1.02% | 42,228 | $5.8M | Add +7.1% |
| GOOGL Alphabet Inc. Class A | 1.02% | 20,249 | $5.8M | Reduce -0.1% |
| GOOG Alphabet Inc. Class C | 0.94% | 18,827 | $5.4M | Add +0.1% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.93% | 40,223 | $5.3M | Reduce -1.7% |
| DVY iShares Select Dividend ETF | 0.90% | 34,081 | $5.2M | Reduce -2.7% |
| LLY Eli Lilly & Co. | 0.84% | 5,222 | $4.8M | No change |
| MSFT Microsoft Corp. | 0.83% | 12,779 | $4.7M | Add +0.6% |
| JPM JPMorgan Chase & Co. | 0.80% | 15,594 | $4.6M | Add +0.1% |
| AGG iShares Core U.S. Aggregate | 0.76% | 43,732 | $4.3M | Reduce -2.0% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.70% | 50,188 | $4.0M | Reduce -1.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.69% | 6,859 | $4.0M | Reduce -0.1% |
| COST Costco Wholesale Corp. | 0.66% | 3,794 | $3.8M | Add +0.5% |
| COR Cencora Inc. | 0.65% | 11,882 | $3.7M | No change |
| IBHG iShares Ibonds 2027 HY Inc. | 0.64% | 165,529 | $3.7M | Add +7.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.60% | 17,377 | $3.4M | Add +14.6% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.60% | 33,870 | $3.4M | Add +1.4% |
| VEU Vanguard Ftse All-World Ex-U | 0.59% | 45,311 | $3.4M | Add +9.5% |
| IBHF iShares Ibond 2026 HY & Inc. | 0.52% | 130,962 | $3.0M | Add +4.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.50% | 4,406 | $2.9M | Reduce -1.3% |
| HDV iShares Core High Dividend E | 0.49% | 20,842 | $2.8M | Add +3.0% |
| BSCT Invesco Bulletshares 2029 CB | 0.47% | 145,218 | $2.7M | Reduce -0.0% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.45% | 23,864 | $2.6M | Reduce -0.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.45% | 10,577 | $2.6M | Add +0.1% |
| JNJ Johnson & Johnson | 0.42% | 9,907 | $2.4M | No change |
| IBHI iShares Ibonds 2029 TM HY Inc. | 0.42% | 103,945 | $2.4M | Add +17.3% |
| RTX RTX Corp. | 0.41% | 12,063 | $2.3M | No change |
| BSJS Invesco Bulletshares 2028 HY | 0.40% | 105,655 | $2.3M | Reduce -0.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.39% | 7,727 | $2.2M | Add +3.5% |
| AVUV Avantis US Small Cap Value | 0.35% | 18,188 | $2.0M | Add +4.4% |
| SCHM Schwab US Mid Cap ETF | 0.35% | 64,856 | $2.0M | Reduce -0.7% |
| AMGN Amgen Inc. | 0.35% | 5,688 | $2.0M | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.34% | 7,353 | $1.9M | Add +2.2% |
| INTU Intuit Inc. | 0.33% | 4,336 | $1.9M | No change |
| LOW Lowe's Cos Inc. | 0.31% | 7,429 | $1.8M | No change |
| IJT iShares S&P Small-Cap 600 GR | 0.30% | 11,932 | $1.7M | Reduce -2.1% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.29% | 9,123 | $1.7M | Add +3.5% |
| XLE SS Energy Select Sector | 0.29% | 27,038 | $1.7M | Add +9.3% |
| IWF iShares Russell 1000 Growth | 0.29% | 3,879 | $1.7M | Reduce -2.3% |
| IWO iShares Russell 2000 Growth | 0.27% | 4,983 | $1.6M | Reduce -3.1% |
| SCHX Schwab US Large-Cap ETF | 0.27% | 60,570 | $1.6M | Reduce -1.6% |
| BSCU Invesco Bulletshares 2030 CB | 0.27% | 91,385 | $1.5M | Add +0.3% |
| MCD McDonald's Corp. | 0.26% | 4,875 | $1.5M | No change |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.26% | 4,949 | $1.5M | Add +4.1% |
| HD Home Depot Inc. | 0.26% | 4,478 | $1.5M | Add +0.3% |
| XLF SS Financial Select Sector | 0.23% | 26,492 | $1.3M | Reduce -8.8% |
| SCHA Schwab US Small-Cap ETF | 0.23% | 44,688 | $1.3M | Reduce -0.1% |
| NVDA Nvidia Corp. | 0.22% | 7,300 | $1.3M | Add +2.8% |
| ZION Zions Bancorp NA | 0.21% | 20,568 | $1.2M | No change |
| WMT Walmart Inc. | 0.20% | 9,097 | $1.1M | No change |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.19% | 4,309 | $1.1M | Add +5.5% |
| SCHD Schwab US DVD Equity ETF | 0.19% | 35,433 | $1.1M | Add +10.5% |
| DFAS Dimensional US Small Cap ETF | 0.19% | 14,986 | $1.1M | No change |
| SCHF Schwab Intl Equity ETF | 0.18% | 42,696 | $1.1M | Reduce -0.1% |
| SOXX iShares Semiconductor ETF | 0.18% | 3,206 | $1.1M | Add +0.5% |
| IYE iShares U.S. Energy ETF | 0.17% | 15,072 | $976K | Reduce -0.0% |
| SCHB Schwab US Broad Market ETF | 0.16% | 37,510 | $941K | Reduce -1.4% |
| SCHW Schwab (charles) Corp. | 0.16% | 9,803 | $921K | No change |
| PFE Pfizer Inc. | 0.16% | 32,532 | $913K | Reduce -0.6% |
| IETC iShares U.S. Tech Independen | 0.16% | 10,263 | $907K | Reduce -0.0% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.15% | 15,582 | $882K | No change |
| HON Honeywell International Inc. | 0.15% | 3,760 | $850K | No change |
| IXN iShares Global Tech ETF | 0.14% | 8,269 | $827K | No change |
| VOO Vanguard S&P 500 ETF | 0.14% | 1,360 | $812K | Reduce -0.1% |
| IWR iShares Russell Mid-Cap ETF | 0.14% | 8,338 | $811K | No change |
| SCHV Schwab US Large-Cap Value | 0.14% | 26,273 | $801K | Reduce -5.2% |
| LMT Lockheed Martin Corp. | 0.14% | 1,310 | $792K | No change |
| YUM Yum! Brands Inc. | 0.13% | 4,851 | $754K | No change |
| DFIV Dimensional International Va | 0.13% | 14,227 | $751K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.13% | 1,549 | $742K | Reduce -1.1% |
| IWM iShares Russell 2000 ETF | 0.13% | 2,983 | $740K | Reduce -2.4% |
| IDV iShares International Select | 0.12% | 16,216 | $690K | Reduce -4.0% |
Portfolio Sells Q4 2025 → Q1 2026
| IVW iShares S&P 500 Growth ETF | Reduce -1.6% | 2.89% | −0.26 |
| BSCQ Invesco Bulletshares 2026 CB | Reduce -19.2% | 1.24% | −0.26 |
| AAPL Apple Inc. | Reduce -3.5% | 6.67% | −0.22 |
| GOOGL Alphabet Inc. Class A | Reduce -0.1% | 1.02% | −0.12 |
| BSJQ Invesco Bulletshares 2026 HY | Reduce -6.4% | 1.62% | −0.07 |
| EUSA iShares MSCI USA Equal Weigh | Reduce -1.0% | 2.13% | −0.06 |
| XLF SS Financial Select Sector | Reduce -8.8% | 0.23% | −0.04 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.1% | 0.69% | −0.04 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Sold out | 0.00% | −0.04 |
| IVE iShares S&P 500 Value ETF | Reduce -1.1% | 3.57% | −0.04 |
| AOR iShares Core 60/40 Balanced | Sold out | 0.00% | −0.03 |
| IWF iShares Russell 1000 Growth | Reduce -2.3% | 0.29% | −0.03 |
| IWO iShares Russell 2000 Growth | Reduce -3.1% | 0.27% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.3% | 0.50% | −0.03 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -1.7% | 0.93% | −0.02 |
| SLV iShares Silver Trust | Reduce -15.0% | 0.08% | −0.02 |
| IETC iShares U.S. Tech Independen | Reduce -0.0% | 0.16% | −0.02 |
| SCHX Schwab US Large-Cap ETF | Reduce -1.6% | 0.27% | −0.02 |
| IYF iShares US Financials ETF | Reduce -2.9% | 0.11% | −0.01 |
| SCHB Schwab US Broad Market ETF | Reduce -1.4% | 0.16% | −0.01 |
| CART Maplebear Inc. | Reduce -5.2% | 0.06% | −0.01 |
| PFF iShares Preferred & Income S | Reduce -12.6% | 0.05% | −0.01 |
| ITA iShares U.S. Aerospace & Def | Reduce -6.1% | 0.05% | −0.01 |
| IWM iShares Russell 2000 ETF | Reduce -2.4% | 0.13% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -0.1% | 0.14% | −0.01 |
| XLY SS Consumer Disc Select Sect | Reduce -0.2% | 0.05% | −0.01 |
| AMD Advanced Micro Devices | Reduce -11.4% | 0.04% | −0.00 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -2.1% | 0.30% | −0.00 |
| PEJ Invesco Leisure & Entertainm | Reduce -2.0% | 0.08% | −0.00 |
| V Visa Inc. Class A | Reduce -0.4% | 0.04% | −0.00 |
| BSJT Invesco Bulletshares 2029 HY | Reduce -6.7% | 0.06% | −0.00 |
| SCHV Schwab US Large-Cap Value | Reduce -5.2% | 0.14% | −0.00 |
| IBDR iShares Ibonds Dec 2026 Term | Reduce -3.1% | 1.38% | −0.00 |
| AMH American Homes 4 Rent- A | Reduce -1.2% | 0.04% | −0.00 |
| IEV iShares Europe ETF | Reduce -5.3% | 0.04% | −0.00 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -1.5% | 0.70% | −0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.1% | 0.13% | −0.00 |
| IEDI iShares U.S. Consumer Focuse | Reduce -1.2% | 0.05% | −0.00 |
| SCHA Schwab US Small-Cap ETF | Reduce -0.1% | 0.23% | −0.00 |
| SCHM Schwab US Mid Cap ETF | Reduce -0.7% | 0.35% | −0.00 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -0.8% | 0.10% | −0.00 |
| ABBV Abbvie Inc. | Reduce -1.8% | 0.11% | −0.00 |
| EEM iShares MSCI Emerging Market | Reduce -0.3% | 0.07% | +0.00 |
| AGG iShares Core U.S. Aggregate | Reduce -2.0% | 0.76% | +0.00 |
| BSJS Invesco Bulletshares 2028 HY | Reduce -0.8% | 0.40% | +0.00 |
| GLD SPDR Gold Shares | Reduce -1.1% | 0.08% | +0.00 |
| SCHF Schwab Intl Equity ETF | Reduce -0.1% | 0.18% | +0.00 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -0.6% | 0.45% | +0.00 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -1.2% | 1.12% | +0.00 |
| BSJR Invesco Bulletshares 2027 HY | Reduce -1.2% | 1.43% | +0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| VUG Vanguard Mrngstar GR ETF-Sui | Add +112.0% | 1.04% | +0.50 |
| IBDU iShares Ibonds Dec 2029 Term | Add +4.1% | 2.27% | +0.14 |
| IBDX iShares Ibonds Dec 2032 TC | Add +6.7% | 1.68% | +0.13 |
| IBDV iShares Ibonds Dec 2030 Corp. | Add +4.3% | 2.12% | +0.13 |
| IBDW iShares Ibonds Dec 2031 Corp. | Add +4.4% | 2.08% | +0.13 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +7.5% | 1.19% | +0.11 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +8.2% | 1.08% | +0.11 |
| IBHH iShares Ibonds 2028 TM HY Inc. | Add +5.5% | 1.50% | +0.10 |
| XLE SS Energy Select Sector | Add +9.3% | 0.29% | +0.09 |
| FIDU Fidelity MSCI Indust Indx | New | 0.09% | +0.09 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +14.6% | 0.60% | +0.09 |
| IJR iShares Core S&P Small-Cap E | Add +1.8% | 2.92% | +0.08 |
| RSP Invesco S&P 500 Equal Weight | Add +5.5% | 1.63% | +0.08 |
| VEA Vanguard Ftse Developed ETF | Add +5.2% | 1.18% | +0.08 |
| HDV iShares Core High Dividend E | Add +3.0% | 0.49% | +0.07 |
| IBHI iShares Ibonds 2029 TM HY Inc. | Add +17.3% | 0.42% | +0.07 |
| VEU Vanguard Ftse All-World Ex-U | Add +9.5% | 0.59% | +0.06 |
| COST Costco Wholesale Corp. | Add +0.5% | 0.66% | +0.06 |
| IBHG iShares Ibonds 2027 HY Inc. | Add +7.1% | 0.64% | +0.05 |
| IJH iShares Core S&P Midcap ETF | Add +0.8% | 4.36% | +0.05 |
| XOM Exxon Mobil Corp. | New | 0.05% | +0.05 |
| VT Vanguard Tot World STK ETF | Add +7.1% | 1.02% | +0.05 |
| VTI VG Morningstar TS MKT ETF-US | Add +5.9% | 2.17% | +0.04 |
| BSCS Invesco Bulletshares 2028 CB | Add +0.1% | 1.83% | +0.04 |
| IBDY iShares Ibonds Dec 2033 Corp. | Add +102.7% | 0.08% | +0.04 |
| CVX Chevron Corp. | New | 0.04% | +0.04 |
| AVUV Avantis US Small Cap Value | Add +4.4% | 0.35% | +0.04 |
| SCHD Schwab US DVD Equity ETF | Add +10.5% | 0.19% | +0.03 |
| IBHF iShares Ibond 2026 HY & Inc. | Add +4.5% | 0.52% | +0.03 |
| OXY Occidental Petroleum Corp. | Add +1.4% | 0.08% | +0.03 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +3.5% | 0.29% | +0.02 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +1.4% | 0.60% | +0.02 |
| NLR Vaneck Urani & Nuclr ETF-Usd | Add +41.2% | 0.06% | +0.02 |
| NB Niocorp Developments Ltd. | New | 0.01% | +0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +3.5% | 0.39% | +0.01 |
| PEP Pepsico Inc. | Add +2.8% | 0.05% | +0.01 |
| BSCU Invesco Bulletshares 2030 CB | Add +0.3% | 0.27% | +0.01 |
| SOXX iShares Semiconductor ETF | Add +0.5% | 0.18% | +0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +2.2% | 0.34% | +0.00 |
| BSCV Invesco Bulletshares 2031 CB | Add +2.2% | 0.09% | +0.00 |
| CMCSA Comcast Corp. Class A | Add +1.0% | 0.07% | +0.00 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +4.1% | 0.26% | +0.00 |
| INTC Intel Corp. | Add +0.1% | 0.05% | +0.00 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +4.3% | 1.54% | +0.00 |
| VIG Vanguard Dividend Apprec ETF | Add +3.1% | 0.06% | +0.00 |
| OHI Omega Healthcare Investors | Add +0.0% | 0.04% | +0.00 |
| NVDA Nvidia Corp. | Add +2.8% | 0.22% | −0.00 |
| SPYX SS SPDR S&P 500 Foss FL ETF | Add +0.0% | 0.05% | −0.00 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +0.6% | 0.06% | −0.00 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +5.5% | 0.19% | −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 |