Ironwood Financial, llc

Est. AUM

$572.7M

13F long equity, this entity only

Positions

168

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$69.2M	105992	12.09%	SOLE
2	APPLE INC	COM	$38.2M	150598	6.67%	SOLE
3	ISHARES TR	CORE S&P MCP ETF	$25.0M	370056	4.36%	SOLE
4	ISHARES TR	S&P 500 VAL ETF	$20.5M	96875	3.57%	SOLE
5	ISHARES TR	CORE S&P SCP ETF	$16.7M	134483	2.92%	SOLE
6	ISHARES TR	S&P 500 GRWT ETF	$16.5M	146091	2.89%	SOLE
7	ISHARES TR	IBONDS DEC 29	$13.0M	559085	2.27%	SOLE
8	VANGUARD INDEX FDS	TOTAL STK MKT	$12.4M	38733	2.17%	SOLE
9	ISHARES INC	MSCI EQUAL WEITE	$12.2M	119654	2.13%	SOLE
10	ISHARES TR	IBONDS DEC 2030	$12.2M	555651	2.12%	SOLE
11	ISHARES TR	IBONDS DEC 2031	$11.9M	569411	2.08%	SOLE
12	INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 28	$10.5M	512659	1.83%	SOLE
13	INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$10.1M	516473	1.77%	SOLE
14	ISHARES TR	IBONDS DEC 2032	$9.6M	379700	1.68%	SOLE
15	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$9.3M	48561	1.63%	SOLE
16	INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 26	$9.3M	399427	1.62%	SOLE
17	VANGUARD INDEX FDS	LARGE CAP ETF	$8.8M	29583	1.54%	SOLE
18	ISHARES TR	IBONDS 28 TR HI	$8.6M	365319	1.50%	SOLE
19	ISHARES TR	MSCI EAFE ETF	$8.2M	84415	1.43%	SOLE
20	INVESCO EXCH TRD SLF IDX FD	BULETSHS 2027	$8.2M	366045	1.43%	SOLE
21	ISHARES TR	IBONDS DEC2026	$7.9M	325923	1.38%	SOLE
22	ISHARES TR	CORE S&P TTL STK	$7.3M	51355	1.28%	SOLE
23	INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$7.1M	364152	1.24%	SOLE
24	ISHARES TR	IBONDS 27 ETF	$6.8M	281089	1.19%	SOLE
25	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$6.8M	105888	1.18%	SOLE
26	AMAZON COM INC	COM	$6.5M	31206	1.13%	SOLE
27	ISHARES TR	SP SMCP600VL ETF	$6.4M	54058	1.12%	SOLE
28	ISHARES TR	IBDS DEC28 ETF	$6.2M	243639	1.08%	SOLE
29	VANGUARD INDEX FDS	GROWTH ETF	$6.0M	13654	1.04%	SOLE
30	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$5.8M	42228	1.02%	SOLE
31	ALPHABET INC	CAP STK CL A	$5.8M	20249	1.02%	SOLE
32	ALPHABET INC	CAP STK CL C	$5.4M	18827	0.94%	SOLE
33	ISHARES TR	S&P MC 400VL ETF	$5.3M	40223	0.93%	SOLE
34	ISHARES TR	SELECT DIVID ETF	$5.2M	34081	0.90%	SOLE
35	ELI LILLY & CO	COM	$4.8M	5222	0.84%	SOLE
36	MICROSOFT CORP	COM	$4.7M	12779	0.83%	SOLE
37	JPMORGAN CHASE & CO	COM	$4.6M	15594	0.80%	SOLE
38	ISHARES TR	CORE US AGGBD ET	$4.3M	43732	0.76%	SOLE
39	ISHARES TR	IBOXX HI YD ETF	$4.0M	50188	0.70%	SOLE
40	INVESCO QQQ TR	UNIT SER 1	$4.0M	6859	0.69%	SOLE
41	COSTCO WHOLESALE CORPORATION	COM	$3.8M	3794	0.66%	SOLE
42	CENCORA INC	COM	$3.7M	11882	0.65%	SOLE
43	ISHARES TR	IBONDS 2027 TERM	$3.7M	165529	0.64%	SOLE
44	VANGUARD INDEX FDS	VALUE ETF	$3.4M	17377	0.60%	SOLE
45	ISHARES TR	S&P MC 400GR ETF	$3.4M	33870	0.60%	SOLE
46	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$3.4M	45311	0.59%	SOLE
47	ISHARES TR	IBONDS 2026 TERM	$3.0M	130962	0.52%	SOLE
48	STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.9M	4406	0.50%	SOLE
49	ISHARES TR	CORE HIGH DV ETF	$2.8M	20842	0.49%	SOLE
50	INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029	$2.7M	145218	0.47%	SOLE

1–50 of 168

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.