Ironwood Financial, llc 13F Holdings · Q2 2026
Ironwood Financial, llc reported 179 securities worth $638.74M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IVV (12.10%), AAPL (6.74%), IJH (4.38%). Among its top 25 positions this quarter: 14 added, 11 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $77.3M | 12.10% | 102,670 | Trimmed |
| 2 | AAPL | APPLE INC | $43.0M | 6.74% | 135,616 | Trimmed |
| 3 | IJH | ISHARES TR | $28.0M | 4.38% | 371,526 | Added |
| 4 | IVE | ISHARES TR | $21.6M | 3.39% | 93,654 | Trimmed |
| 5 | IJR | ISHARES TR | $19.8M | 3.10% | 136,668 | Added |
| 6 | IVW | ISHARES TR | $18.2M | 2.85% | 133,209 | Trimmed |
| 7 | VTI | VANGUARD INDEX FDS | $15.1M | 2.36% | 40,713 | Added |
| 8 | IBDU | ISHARES TR | $14.7M | 2.29% | 636,737 | Added |
| 9 | IBDV | ISHARES TR | $13.9M | 2.18% | 644,551 | Added |
| 10 | IBDW | ISHARES TR | $13.6M | 2.13% | 660,559 | Added |
| 11 | EUSA | ISHARES INC | $13.2M | 2.07% | 115,285 | Trimmed |
| 12 | IBDX | ISHARES TR | $11.6M | 1.81% | 464,902 | Added |
| 13 | RSP | INVESCO EXCHANGE TRADED FD T | $10.8M | 1.70% | 50,597 | Added |
| 14 | BSCS | INVESCO EXCH TRD SLF IDX FD | $10.5M | 1.65% | 518,417 | Added |
| 15 | BSCR | INVESCO EXCH TRD SLF IDX FD | $10.1M | 1.57% | 511,901 | Trimmed |
| 16 | IBDT | ISHARES TR | $10.1M | 1.57% | 400,157 | Added |
| 17 | VV | VANGUARD INDEX FDS | $9.9M | 1.55% | 28,751 | Trimmed |
| 18 | IBHH | ISHARES TR | $9.7M | 1.52% | 417,145 | Added |
| 19 | EFA | ISHARES TR | $8.5M | 1.32% | 81,945 | Trimmed |
| 20 | IBDS | ISHARES TR | $8.5M | 1.32% | 350,537 | Added |
| 21 | ITOT | ISHARES TR | $8.3M | 1.30% | 50,429 | Trimmed |
| 22 | BSJR | INVESCO EXCH TRD SLF IDX FD | $8.0M | 1.26% | 358,454 | Trimmed |
| 23 | AMZN | AMAZON COM INC | $7.7M | 1.21% | 31,181 | Trimmed |
| 24 | VEA | VANGUARD TAX-MANAGED FDS | $7.6M | 1.19% | 109,375 | Added |
| 25 | VT | VANGUARD INTL EQUITY INDEX F | $7.2M | 1.12% | 46,094 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR