Institutional Manager · CIK 0001630360
Ironwood Financial, llc
TUCSON, AZ · File #028-16526
Latest AUM
$589.6M
Positions
166
Top-10 Concentration
49.9%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025166 pos · $589.6M
- 13F HOLDINGS REPORTQ/E Sep 2025166 pos · $564.4M
- 13F HOLDINGS REPORTQ/E Jun 2025159 pos · $466.3M
- 13F HOLDINGS REPORTQ/E Mar 2025160 pos · $466.3M
- 13F HOLDINGS REPORTQ/E Dec 2024158 pos · $476.7M
- 13F HOLDINGS REPORTQ/E Sep 2024151 pos · $475.9M
- 13F HOLDINGS REPORTQ/E Jun 2024148 pos · $446.0M
- 13F HOLDINGS REPORTQ/E Mar 2024151 pos · $435.0M
- 13F HOLDINGS REPORTQ/E Dec 2023140 pos · $372.2M
- 13F HOLDINGS REPORTQ/E Sep 2023137 pos · $380.3M
- 13F HOLDINGS REPORTQ/E Jun 2023140 pos · $358.7M
- 13F HOLDINGS REPORTQ/E Mar 2023137 pos · $321.0M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 105,716 | $73.8M | 14.96% |
| 2 | APPLE INC | AAPL | 156,075 | $40.6M | 8.23% |
| 3 | ISHARES TR | 464287507 | 367,127 | $25.4M | 5.15% |
| 4 | ISHARES TR | 464287408 | 97,922 | $21.3M | 4.31% |
| 5 | ISHARES TR | 464287309 | 148,474 | $18.6M | 3.76% |
| 6 | ISHARES TR | 464287804 | 132,093 | $16.7M | 3.39% |
| 7 | ISHARES INC | 464286681 | 120,848 | $12.9M | 2.61% |
| 8 | ISHARES TR | 46436E205 | 537,151 | $12.6M | 2.55% |
| 9 | VANGUARD INDEX FDS | 922908769 | 36,565 | $12.5M | 2.54% |
| 10 | ISHARES TR | 46436E726 | 533,013 | $11.8M | 2.38% |
| 11 | ISHARES TR | 46436E486 | 545,326 | $11.5M | 2.34% |
| 12 | INVESCO EXCH TRD SLF IDX FD | IVZ | 512,096 | $10.5M | 2.14% |
| 13 | INVESCO EXCH TRD SLF IDX FD | IVZ | 524,036 | $10.3M | 2.10% |
| 14 | INVESCO EXCH TRD SLF IDX FD | IVZ | 426,770 | $10.0M | 2.02% |
| 15 | INVESCO EXCHANGE TRADED FD T | IVZ | 46,015 | $9.1M | 1.84% |
| 16 | VANGUARD INDEX FDS | 922908637 | 28,362 | $9.1M | 1.84% |
| 17 | ISHARES TR | 46436E312 | 355,922 | $9.1M | 1.84% |
| 18 | INVESCO EXCH TRD SLF IDX FD | IVZ | 450,900 | $8.8M | 1.79% |
| 19 | ISHARES TR | 464287465 | 84,538 | $8.4M | 1.70% |
| 20 | INVESCO EXCH TRD SLF IDX FD | IVZ | 370,330 | $8.4M | 1.70% |