§ 13F · FUND PROFILE
Ironwood Financial, llc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $466.3T (13F)Positions · 159Turnover · — · Q4Filed · Jan 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 106K | $73.8T | 12.5% | −1% |
| 2 | AAPL | APPLE INC | 156K | $40.6T | 6.9% | −5% |
| 3 | IJH | ISHARES TR | 367K | $25.4T | 4.3% | +2% |
| 4 | IVE | ISHARES TR | 98K | $21.3T | 3.6% | −3% |
| 5 | IVW | ISHARES TR | 148K | $18.6T | 3.1% | −9% |
| 6 | IJR | ISHARES TR | 132K | $16.7T | 2.8% | +3% |
| 7 | EUSA | ISHARES INC | 121K | $12.9T | 2.2% | −6% |
| 8 | IBDU | ISHARES TR | 537K | $12.6T | 2.1% | +7% |
| 9 | VTI | VANGUARD INDEX FDS | 37K | $12.5T | 2.1% | +5% |
| 10 | IBDV | ISHARES TR | 533K | $11.8T | 2.0% | +7% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE IRONWOOD SIGNAL
AC read
Ironwood Financial, llc is a Other fund managing $466292.5 trillion in assets. The fund runs a portfolio of 159 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed