§ 13F · FUND PROFILE
Ironwood Financial, llc.
AUM · $639M (13F)Positions · 179Turnover · n/a · Q2Filed · Jul 17, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$11M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 103K | $77M | 12.1% | −3% |
| 2 | AAPL | APPLE INC | 136K | $43M | 6.7% | −10% |
| 3 | IJH | ISHARES TR | 372K | $28M | 4.4% | ±0% |
| 4 | IVE | ISHARES TR | 94K | $22M | 3.4% | −3% |
| 5 | IJR | ISHARES TR | 137K | $20M | 3.1% | +2% |
| 6 | IVW | ISHARES TR | 133K | $18M | 2.8% | −9% |
| 7 | VTI | VANGUARD INDEX FDS | 41K | $15M | 2.4% | +5% |
| 8 | IBDU | ISHARES TR | 637K | $15M | 2.3% | +14% |
| 9 | IBDV | ISHARES TR | 645K | $14M | 2.2% | +16% |
| 10 | IBDW | ISHARES TR | 661K | $14M | 2.1% | +16% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE IRONWOOD SIGNAL
AC read
Ironwood Financial, llc is a Other fund managing $639 million in assets. The fund runs a portfolio of 179 positions.
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