§ 13F · FUND PROFILE
Ironwood Financial, llc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $564M (13F)Positions · 166Turnover · — · Q1Filed · Apr 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 106K | $69M | 12.1% | ±0% |
| 2 | AAPL | APPLE INC | 151K | $38M | 6.7% | −4% |
| 3 | IJH | ISHARES TR | 370K | $25M | 4.4% | +1% |
| 4 | IVE | ISHARES TR | 97K | $20M | 3.6% | −1% |
| 5 | IJR | ISHARES TR | 134K | $17M | 2.9% | +2% |
| 6 | IVW | ISHARES TR | 146K | $17M | 2.9% | −2% |
| 7 | IBDU | ISHARES TR | 559K | $13M | 2.3% | +4% |
| 8 | VTI | VANGUARD INDEX FDS | 39K | $12M | 2.2% | +6% |
| 9 | EUSA | ISHARES INC | 120K | $12M | 2.1% | −1% |
| 10 | IBDV | ISHARES TR | 556K | $12M | 2.1% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE IRONWOOD SIGNAL
AC read
Ironwood Financial, llc is a Other fund managing $564 million in assets. The fund runs a portfolio of 166 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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