Ironwood Financial

TUCSON, AZfiles as Ironwood Financial, llc

$639m in 179 US stocks at the end of 30 June 2026. The top 10 are 41.5% of the money. It changed about 5.7% of the portfolio this quarter.

Value

$639m

Stocks

179

Top 10 share

41.5%

Turnover

5.7%

What changed this quarter

New

Bought for the first time this quarter.

Vanguard BD Index FDSBIV
0.6% of the fund
Spdr Series TrustSPHY
0.5% of the fund
Ishares TRIBHJ
0.2% of the fund
Honeywell InternationalHON
<0.1% of the fund
Honeywell AerospaceHONA
<0.1% of the fund
Cisco SystemsCSCO
<0.1% of the fund
Janus Detroit STR TRJAAA
<0.1% of the fund
FortinetFTNT
<0.1% of the fund
Vanguard BD Index FDSBND
<0.1% of the fund
Lam ResearchLRCX
<0.1% of the fund
Dell TechnologiesDELL
<0.1% of the fund
Schwab Strategic TRSCHE
<0.1% of the fund
Vanguard Index FDSVNQ
<0.1% of the fund
Ishares TRAOR
<0.1% of the fund
SunPowerSPWR
<0.1% of the fund

Added

Bought more of a stock they already held.

Vanguard Index FDSVTI
2.4% of the fund
+5%
Ishares TRIBDU
2.3% of the fund
+14%
Ishares TRIBDV
2.2% of the fund
+16%
Ishares TRIBDW
2.1% of the fund
+16%
Ishares TRIBDX
1.8% of the fund
+22%
Invesco Exchange Traded FD TRSP
1.7% of the fund
+4%
Ishares TRIBDT
1.6% of the fund
+64%
Ishares TRIBHH
1.5% of the fund
+14%
Ishares TRIBDS
1.3% of the fund
+25%
Vanguard Tax-Managed FDSVEA
1.2% of the fund
+3%
Vanguard Intl Equity Index FVT
1.1% of the fund
+9%
Ishares TRIBDY
0.8% of the fund
+1158%
Ishares TRIBHI
0.8% of the fund
+114%
Vanguard Index FDSVTV
0.7% of the fund
+16%
Ishares TRAGG
0.7% of the fund
+3%
Ishares TRIBHG
0.7% of the fund
+20%
Vanguard Intl Equity Index FVEU
0.6% of the fund
+5%
Ishares TRHDV
0.5% of the fund
+2%
Invesco Exch TRD SLF IDX FDBSCT
0.4% of the fund
+4%
American Centy ETF TRAVUV
0.4% of the fund
+4%
Vanguard Index FDSVB
0.3% of the fund
+2%
Vanguard Index FDSVOE
0.3% of the fund
+4%
Vanguard Index FDSVBK
0.3% of the fund
+4%
Select Sector Spdr TRXLE
0.3% of the fund
+6%
Invesco Exch TRD SLF IDX FDBSCU
0.3% of the fund
+6%

Cut

Sold some of their stake.

Ishares TRIVV
12.1% of the fund
-3%
AppleAAPL
6.7% of the fund
-10%
Ishares TRIVE
3.4% of the fund
-3%
Ishares TRIVW
2.8% of the fund
-9%
IsharesEUSA
2.1% of the fund
-4%
Vanguard Index FDSVV
1.6% of the fund
-3%
Ishares TREFA
1.3% of the fund
-3%
Invesco Exch TRD SLF IDX FDBSJR
1.3% of the fund
-2%
Ishares TRIJS
1.1% of the fund
-3%
Vanguard Index FDSVUG
1.0% of the fund
-10%
Ishares TRIJJ
0.9% of the fund
-4%
Ishares TRDVY
0.8% of the fund
-2%
Invesco Exch TRD SLF IDX FDBSJQ
0.8% of the fund
-42%
Invesco QQQ TRQQQ
0.7% of the fund
-4%
Ishares TRIBDR
0.7% of the fund
-45%
Invesco Exch TRD SLF IDX FDBSCQ
0.5% of the fund
-57%
Ishares TRHYG
0.3% of the fund
-54%
Ishares TRIWF
0.3% of the fund
-2%
Ishares TRIWO
0.3% of the fund
-3%
Ishares TRIBHF
0.3% of the fund
-41%
Schwab Strategic TRSCHX
0.3% of the fund
-4%
Select Sector Spdr TRXLF
0.2% of the fund
-9%
NvidiaNVDA
0.2% of the fund
-13%
Ishares TRIYE
0.1% of the fund
-5%
Ishares TRIDV
<0.1% of the fund
-7%

Sold out

Sold their entire stake.

Holdings

Ishares TRIVV
Share
12.1%
Value
$77m
Shares
102,670
-3%
AppleAAPL
Share
6.7%
Value
$43m
Shares
135,616
-10%
Ishares TRIJH
Share
4.4%
Value
$28m
Shares
371,526
Held
Ishares TRIVE
Share
3.4%
Value
$22m
Shares
93,654
-3%
Ishares TRIJR
Share
3.1%
Value
$20m
Shares
136,668
Held
Ishares TRIVW
Share
2.8%
Value
$18m
Shares
133,209
-9%
Vanguard Index FDSVTI
Share
2.4%
Value
$15m
Shares
40,713
+5%
Ishares TRIBDU
Share
2.3%
Value
$15m
Shares
636,737
+14%
Ishares TRIBDV
Share
2.2%
Value
$14m
Shares
644,551
+16%
Ishares TRIBDW
Share
2.1%
Value
$14m
Shares
660,559
+16%
IsharesEUSA
Share
2.1%
Value
$13m
Shares
115,285
-4%
Ishares TRIBDX
Share
1.8%
Value
$12m
Shares
464,902
+22%
Invesco Exchange Traded FD TRSP
Share
1.7%
Value
$11m
Shares
50,597
+4%
Invesco Exch TRD SLF IDX FDBSCS
Share
1.7%
Value
$11m
Shares
518,417
Held
Ishares TRIBDT
Share
1.6%
Value
$10m
Shares
400,157
+64%
Invesco Exch TRD SLF IDX FDBSCR
Share
1.6%
Value
$10m
Shares
511,901
Held
Vanguard Index FDSVV
Share
1.6%
Value
$10m
Shares
28,751
-3%
Ishares TRIBHH
Share
1.5%
Value
$10m
Shares
417,145
+14%
Ishares TRIBDS
Share
1.3%
Value
$8m
Shares
350,537
+25%
Ishares TREFA
Share
1.3%
Value
$8m
Shares
81,945
-3%
Ishares TRITOT
Share
1.3%
Value
$8m
Shares
50,429
Held
Invesco Exch TRD SLF IDX FDBSJR
Share
1.3%
Value
$8m
Shares
358,454
-2%
Amazon.comAMZN
Share
1.2%
Value
$8m
Shares
31,181
Held
Vanguard Tax-Managed FDSVEA
Share
1.2%
Value
$8m
Shares
109,375
+3%
Vanguard Intl Equity Index FVT
Share
1.1%
Value
$7m
Shares
46,094
+9%
AlphabetGOOGL
Share
1.1%
Value
$7m
Shares
20,201
Held
Ishares TRIJS
Share
1.1%
Value
$7m
Shares
52,299
-3%
AlphabetGOOG
Share
1.0%
Value
$7m
Shares
18,777
Held
Vanguard Index FDSVUG
Share
1.0%
Value
$6m
Shares
73,582
-10%
Eli LillyLLY
Share
1.0%
Value
$6m
Shares
5,220
Held
Ishares TRIJJ
Share
0.9%
Value
$6m
Shares
38,447
-4%
Ishares TRDVY
Share
0.8%
Value
$5m
Shares
33,288
-2%
Ishares TRIBDY
Share
0.8%
Value
$5m
Shares
210,239
+1158%
Invesco Exch TRD SLF IDX FDBSJQ
Share
0.8%
Value
$5m
Shares
230,453
-42%
JPMorgan ChaseJPM
Share
0.8%
Value
$5m
Shares
15,656
Held
Ishares TRIBHI
Share
0.8%
Value
$5m
Shares
222,822
+114%
MicrosoftMSFT
Share
0.8%
Value
$5m
Shares
12,714
Held
Invesco QQQ TRQQQ
Share
0.7%
Value
$5m
Shares
6,608
-4%
Vanguard Index FDSVTV
Share
0.7%
Value
$4m
Shares
20,087
+16%
Ishares TRAGG
Share
0.7%
Value
$4m
Shares
45,077
+3%
Ishares TRIBHG
Share
0.7%
Value
$4m
Shares
199,317
+20%
Ishares TRIBDR
Share
0.7%
Value
$4m
Shares
178,257
-45%
Vanguard Intl Equity Index FVEU
Share
0.6%
Value
$4m
Shares
47,619
+5%
Ishares TRIJK
Share
0.6%
Value
$4m
Shares
33,861
Held
Vanguard BD Index FDSBIV
Share
0.6%
Value
$4m
Shares
48,123
New
CencoraCOR
Share
0.6%
Value
$4m
Shares
11,877
Held
Costco WholesaleCOST
Share
0.5%
Value
$4m
Shares
3,780
Held
State STR Spdr S&P 500 ETF TSPY
Share
0.5%
Value
$3m
Shares
4,384
Held
International Business MachinesIBM
Share
0.5%
Value
$3m
Shares
10,776
Held
Invesco Exch TRD SLF IDX FDBSCQ
Share
0.5%
Value
$3m
Shares
158,238
-57%
Ishares TRHDV
Share
0.5%
Value
$3m
Shares
106,403
+2%
Spdr Series TrustSPHY
Share
0.5%
Value
$3m
Shares
127,326
New
Invesco Exch TRD SLF IDX FDBSCT
Share
0.4%
Value
$3m
Shares
151,148
+4%
Johnson & JohnsonJNJ
Share
0.4%
Value
$3m
Shares
9,925
Held
Ishares TRLQD
Share
0.4%
Value
$3m
Shares
23,763
Held
Vanguard Index FDSVO
Share
0.4%
Value
$3m
Shares
31,165
Held
RTXRTX
Share
0.4%
Value
$2m
Shares
12,063
Held
American Centy ETF TRAVUV
Share
0.4%
Value
$2m
Shares
18,908
+4%
Schwab Strategic TRSCHM
Share
0.4%
Value
$2m
Shares
64,052
Held
Invesco Exch TRD SLF IDX FDBSJS
Share
0.4%
Value
$2m
Shares
103,581
Held
Vanguard Index FDSVB
Share
0.3%
Value
$2m
Shares
7,519
+2%
AmgenAMGN
Share
0.3%
Value
$2m
Shares
5,688
Held
Ishares TRIJT
Share
0.3%
Value
$2m
Shares
11,804
Held
Vanguard Index FDSVOE
Share
0.3%
Value
$2m
Shares
9,451
+4%
Ishares TRHYG
Share
0.3%
Value
$2m
Shares
23,205
-54%
Ishares TRIWF
Share
0.3%
Value
$2m
Shares
15,130
-2%
Ishares TRIWO
Share
0.3%
Value
$2m
Shares
4,852
-3%
Vanguard Index FDSVBK
Share
0.3%
Value
$2m
Shares
5,122
+4%
Ishares TRSOXX
Share
0.3%
Value
$2m
Shares
3,205
Held
Ishares TRIBHF
Share
0.3%
Value
$2m
Shares
77,247
-41%
Schwab Strategic TRSCHX
Share
0.3%
Value
$2m
Shares
58,158
-4%
Select Sector Spdr TRXLE
Share
0.3%
Value
$2m
Shares
28,775
+6%
Invesco Exch TRD SLF IDX FDBSCU
Share
0.3%
Value
$2m
Shares
97,081
+6%
Lowe's CompaniesLOW
Share
0.2%
Value
$2m
Shares
7,358
Held
Schwab Strategic TRSCHA
Share
0.2%
Value
$2m
Shares
44,281
Held
Home DepotHD
Share
0.2%
Value
$2m
Shares
4,458
Held
Zions Bancorporation, National AssociationZION
Share
0.2%
Value
$1m
Shares
20,568
Held
Schwab Strategic TRSCHD
Share
0.2%
Value
$1m
Shares
41,901
+18%
Vanguard Index FDSVOT
Share
0.2%
Value
$1m
Shares
4,530
+5%
Select Sector Spdr TRXLF
Share
0.2%
Value
$1m
Shares
24,002
-9%
McDonald'sMCD
Share
0.2%
Value
$1m
Shares
4,875
Held
NvidiaNVDA
Share
0.2%
Value
$1m
Shares
6,353
-13%
Ishares TRIBHJ
Share
0.2%
Value
$1m
Shares
49,044
New
IntuitINTU
Share
0.2%
Value
$1m
Shares
4,332
Held
Dimensional ETF TrustDFAS
Share
0.2%
Value
$1m
Shares
14,911
Held
Schwab Strategic TRSCHF
Share
0.2%
Value
$1m
Shares
42,191
Held
Ishares TRIXN
Share
0.2%
Value
$1m
Shares
8,285
Held
Ishares U S ETF TRIETC
Share
0.2%
Value
$1m
Shares
10,213
Held
Schwab Strategic TRSCHB
Share
0.2%
Value
$1m
Shares
37,158
Held
WalmartWMT
Share
0.2%
Value
$1m
Shares
9,124
Held
Vanguard Index FDSVOO
Share
0.2%
Value
$1m
Shares
1,503
+11%
Charles SchwabSCHW
Share
0.2%
Value
$1m
Shares
9,803
Held
Spdr Series TrustSPYV
Share
0.1%
Value
$948,953
Shares
15,345
Held
Ishares TRIWR
Share
0.1%
Value
$914,813
Shares
8,333
Held
Schwab Strategic TRSCHV
Share
0.1%
Value
$900,677
Shares
26,320
Held
Ishares TRIYE
Share
0.1%
Value
$866,502
Shares
14,377
-5%
Ishares TRIWM
Share
0.1%
Value
$861,031
Shares
2,934
Held
PfizerPFE
Share
0.1%
Value
$789,553
Shares
32,253
Held
Dimensional ETF TrustDFIV
Share
0.1%
Value
$787,038
Shares
14,227
Held
YUM BrandsYUM
Share
0.1%
Value
$784,310
Shares
4,851
Held

Company	Share of fund	Value	Shares	Change
Ishares TRIVV	12.1%	$77m	102,670	-3%
AppleAAPL	6.7%	$43m	135,616	-10%
Ishares TRIJH	4.4%	$28m	371,526	Held
Ishares TRIVE	3.4%	$22m	93,654	-3%
Ishares TRIJR	3.1%	$20m	136,668	Held
Ishares TRIVW	2.8%	$18m	133,209	-9%
Vanguard Index FDSVTI	2.4%	$15m	40,713	+5%
Ishares TRIBDU	2.3%	$15m	636,737	+14%
Ishares TRIBDV	2.2%	$14m	644,551	+16%
Ishares TRIBDW	2.1%	$14m	660,559	+16%
IsharesEUSA	2.1%	$13m	115,285	-4%
Ishares TRIBDX	1.8%	$12m	464,902	+22%
Invesco Exchange Traded FD TRSP	1.7%	$11m	50,597	+4%
Invesco Exch TRD SLF IDX FDBSCS	1.7%	$11m	518,417	Held
Ishares TRIBDT	1.6%	$10m	400,157	+64%
Invesco Exch TRD SLF IDX FDBSCR	1.6%	$10m	511,901	Held
Vanguard Index FDSVV	1.6%	$10m	28,751	-3%
Ishares TRIBHH	1.5%	$10m	417,145	+14%
Ishares TRIBDS	1.3%	$8m	350,537	+25%
Ishares TREFA	1.3%	$8m	81,945	-3%
Ishares TRITOT	1.3%	$8m	50,429	Held
Invesco Exch TRD SLF IDX FDBSJR	1.3%	$8m	358,454	-2%
Amazon.comAMZN	1.2%	$8m	31,181	Held
Vanguard Tax-Managed FDSVEA	1.2%	$8m	109,375	+3%
Vanguard Intl Equity Index FVT	1.1%	$7m	46,094	+9%
AlphabetGOOGL	1.1%	$7m	20,201	Held
Ishares TRIJS	1.1%	$7m	52,299	-3%
AlphabetGOOG	1.0%	$7m	18,777	Held
Vanguard Index FDSVUG	1.0%	$6m	73,582	-10%
Eli LillyLLY	1.0%	$6m	5,220	Held
Ishares TRIJJ	0.9%	$6m	38,447	-4%
Ishares TRDVY	0.8%	$5m	33,288	-2%
Ishares TRIBDY	0.8%	$5m	210,239	+1158%
Invesco Exch TRD SLF IDX FDBSJQ	0.8%	$5m	230,453	-42%
JPMorgan ChaseJPM	0.8%	$5m	15,656	Held
Ishares TRIBHI	0.8%	$5m	222,822	+114%
MicrosoftMSFT	0.8%	$5m	12,714	Held
Invesco QQQ TRQQQ	0.7%	$5m	6,608	-4%
Vanguard Index FDSVTV	0.7%	$4m	20,087	+16%
Ishares TRAGG	0.7%	$4m	45,077	+3%
Ishares TRIBHG	0.7%	$4m	199,317	+20%
Ishares TRIBDR	0.7%	$4m	178,257	-45%
Vanguard Intl Equity Index FVEU	0.6%	$4m	47,619	+5%
Ishares TRIJK	0.6%	$4m	33,861	Held
Vanguard BD Index FDSBIV	0.6%	$4m	48,123	New
CencoraCOR	0.6%	$4m	11,877	Held
Costco WholesaleCOST	0.5%	$4m	3,780	Held
State STR Spdr S&P 500 ETF TSPY	0.5%	$3m	4,384	Held
International Business MachinesIBM	0.5%	$3m	10,776	Held
Invesco Exch TRD SLF IDX FDBSCQ	0.5%	$3m	158,238	-57%
Ishares TRHDV	0.5%	$3m	106,403	+2%
Spdr Series TrustSPHY	0.5%	$3m	127,326	New
Invesco Exch TRD SLF IDX FDBSCT	0.4%	$3m	151,148	+4%
Johnson & JohnsonJNJ	0.4%	$3m	9,925	Held
Ishares TRLQD	0.4%	$3m	23,763	Held
Vanguard Index FDSVO	0.4%	$3m	31,165	Held
RTXRTX	0.4%	$2m	12,063	Held
American Centy ETF TRAVUV	0.4%	$2m	18,908	+4%
Schwab Strategic TRSCHM	0.4%	$2m	64,052	Held
Invesco Exch TRD SLF IDX FDBSJS	0.4%	$2m	103,581	Held
Vanguard Index FDSVB	0.3%	$2m	7,519	+2%
AmgenAMGN	0.3%	$2m	5,688	Held
Ishares TRIJT	0.3%	$2m	11,804	Held
Vanguard Index FDSVOE	0.3%	$2m	9,451	+4%
Ishares TRHYG	0.3%	$2m	23,205	-54%
Ishares TRIWF	0.3%	$2m	15,130	-2%
Ishares TRIWO	0.3%	$2m	4,852	-3%
Vanguard Index FDSVBK	0.3%	$2m	5,122	+4%
Ishares TRSOXX	0.3%	$2m	3,205	Held
Ishares TRIBHF	0.3%	$2m	77,247	-41%
Schwab Strategic TRSCHX	0.3%	$2m	58,158	-4%
Select Sector Spdr TRXLE	0.3%	$2m	28,775	+6%
Invesco Exch TRD SLF IDX FDBSCU	0.3%	$2m	97,081	+6%
Lowe's CompaniesLOW	0.2%	$2m	7,358	Held
Schwab Strategic TRSCHA	0.2%	$2m	44,281	Held
Home DepotHD	0.2%	$2m	4,458	Held
Zions Bancorporation, National AssociationZION	0.2%	$1m	20,568	Held
Schwab Strategic TRSCHD	0.2%	$1m	41,901	+18%
Vanguard Index FDSVOT	0.2%	$1m	4,530	+5%
Select Sector Spdr TRXLF	0.2%	$1m	24,002	-9%
McDonald'sMCD	0.2%	$1m	4,875	Held
NvidiaNVDA	0.2%	$1m	6,353	-13%
Ishares TRIBHJ	0.2%	$1m	49,044	New
IntuitINTU	0.2%	$1m	4,332	Held
Dimensional ETF TrustDFAS	0.2%	$1m	14,911	Held
Schwab Strategic TRSCHF	0.2%	$1m	42,191	Held
Ishares TRIXN	0.2%	$1m	8,285	Held
Ishares U S ETF TRIETC	0.2%	$1m	10,213	Held
Schwab Strategic TRSCHB	0.2%	$1m	37,158	Held
WalmartWMT	0.2%	$1m	9,124	Held
Vanguard Index FDSVOO	0.2%	$1m	1,503	+11%
Charles SchwabSCHW	0.2%	$1m	9,803	Held
Spdr Series TrustSPYV	0.1%	$948,953	15,345	Held
Ishares TRIWR	0.1%	$914,813	8,333	Held
Schwab Strategic TRSCHV	0.1%	$900,677	26,320	Held
Ishares TRIYE	0.1%	$866,502	14,377	-5%
Ishares TRIWM	0.1%	$861,031	2,934	Held
PfizerPFE	0.1%	$789,553	32,253	Held
Dimensional ETF TrustDFIV	0.1%	$787,038	14,227	Held
YUM BrandsYUM	0.1%	$784,310	4,851	Held

Showing the largest 100 of 179.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 37.0% since 30 June 2025.

Where the money is

Technology8.8%

Health care2.9%

Media & telecom2.3%

Retail & consumer2.1%

Financial services1.5%

Industrials0.8%

Everyday goods0.8%

Energy0.1%

Real estate0.1%

Other80.4%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.