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CIK: 0001630360
Total reported value
$643.7M
$643.7M
179 檔
29.5%
In Q2 2026, Ironwood Financial, llc's U.S. equity holdings reached a combined market value of $643.7M, distributed across 179 disclosed stock positions.
Ironwood Financial, llc executed strategic sector rebalancing during Q2 2026, establishing 15 new positions while fully exiting 4 holdings and trimming 78 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.10% | +0.16% | -3.13% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.74% | -0.02% | -9.95% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.38% | -0.17% | +0.40% | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 3.39% | -0.12% | -3.32% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.10% | -0.15% | +1.62% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.85% | +0.07% | -8.82% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.36% | +0.06% | +5.11% | |
| 8 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 2.29% | +0.15% | +13.89% | |
| 9 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 2.18% | +0.16% | +16.00% | |
| 10 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 2.13% | +0.09% | +16.01% | |
| 11 | EUSA | Ishares Msci USA Equal Weigh | ETF-Other | 2.07% | -0.03% | -3.65% | |
| 12 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-Other | 1.81% | +0.34% | +22.44% | |
| 13 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.70% | -0.01% | +4.19% | |
| 14 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 1.65% | -0.11% | +1.12% | |
| 15 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.57% | +0.28% | +64.24% | |
| 16 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 1.57% | -0.09% | -0.89% | |
| 17 | VV | Vanguard Large-cap ETF | ETF-Other | 1.55% | +0.10% | -2.81% | |
| 18 | IBHH | Ishares Ibonds 2028 Tm Hy In | ETF-Other | 1.52% | +0.20% | +14.19% | |
| 19 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 1.32% | +0.07% | +24.71% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.32% | -0.01% | -2.93% | |
| 21 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.30% | +0.05% | -1.80% | |
| 22 | BSJR | Invesco Bulletshares 2027 Hy | ETF-Other | 1.26% | -0.07% | -2.07% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.21% | — | -0.08% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.19% | +0.07% | +3.29% | |
| 25 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.12% | +0.06% | +9.16% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.11% | -0.05% | -0.24% | |
| 27 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.11% | -0.08% | -3.25% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.03% | -0.05% | -0.27% | |
| 29 | VUG | Vanguard Growth ETF | ETF-Other | 0.99% | +0.16% | +438.90% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.97% | -0.03% | -0.04% | |
| 31 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.88% | -0.06% | -4.42% | |
| 32 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.84% | -0.06% | -2.33% | |
| 33 | IBDY | Ishares Ibonds Dec 2033 CORP | ETF-Other | 0.84% | +0.64% | +1158.39% | |
| 34 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 0.83% | -0.83% | EXIT | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.82% | -0.01% | +0.40% | |
| 36 | IBHI | Ishares Ibonds 2029 Tm Hy In | ETF-Other | 0.81% | +0.45% | +114.37% | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.78% | +0.23% | -0.51% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.74% | +0.02% | -3.66% | |
| 39 | VTV | Vanguard Value ETF | ETF-Other | 0.69% | +0.09% | +15.60% | |
| 40 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.69% | -0.07% | +3.08% | |
| 41 | IBHG | Ishares Ibonds 2027 Hy Inc | ETF-Other | 0.69% | +0.07% | +20.41% | |
| 42 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.68% | -0.68% | EXIT | |
| 43 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.61% | +0.04% | +5.09% | |
| 44 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.60% | -0.01% | -0.03% | |
| 45 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.57% | +0.24% | — | |
| 46 | COR | Cencora Inc | Stock-Healthcare | 0.57% | -0.02% | -0.04% | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.55% | -0.02% | -0.37% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.51% | — | -0.50% | |
| 49 | IBM | Intl Business Machines CORP | Stock-Tech | 0.49% | -0.12% | +1.88% | |
| 50 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.48% | -0.48% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IBDY | Ishares Ibonds Dec 2033 CORP | +0.8% | +1158.39% | Add |
| 2 | BIV | Vanguard Intermediate-term B | +0.6% | NEW | New buy |
| 3 | IBDT | Ishares Ibonds Dec 2028 ETF | +0.5% | +64.24% | Add |
| 4 | SPHY | Ss Spdr P High Yield ETF | +0.5% | NEW | New buy |
| 5 | IBHI | Ishares Ibonds 2029 Tm Hy In | +0.4% | +114.37% | Add |
| 6 | IBHJ | Ishrs Ibds 2030 Hy & Inc ETF | +0.2% | NEW | New buy |
| 7 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +5.11% | Add |
| 8 | IJR | Ishares Core S&p Small-cap E | +0.2% | +1.62% | Add |
| 9 | IBDX | Ishares Ibonds Dec 2032 Tc | +0.1% | +22.44% | Add |
| 10 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | +0.1% | +24.71% | Add |
| 11 | LLY | Eli Lilly & Co | +0.1% | -0.04% | Trim |
| 12 | VT | Vanguard Tot World Stk ETF | +0.1% | +9.16% | Add |
| 13 | SOXX | Ishares Semiconductor ETF | +0.1% | -0.03% | Trim |
| 14 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.24% | Trim |
| 15 | GOOG | Alphabet Inc-cl C | +0.1% | -0.27% | Trim |
| 16 | VTV | Vanguard Value ETF | +0.1% | +15.60% | Add |
| 17 | AMZN | Amazon.com Inc | +0.1% | -0.08% | Trim |
| 18 | AAPL | Apple Inc | +0.1% | -9.95% | Trim |
| 19 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +4.19% | Add |
| 20 | ✓ | +0.1% | NEW | New buy | |
| 21 | IBDV | Ishares Ibonds Dec 2030 CORP | +0.1% | +16.00% | Add |
| 22 | INTC | Intel CORP | +0.1% | +12.26% | Add |
| 23 | ✓ | +0.1% | NEW | New buy | |
| 24 | IBDW | Ishares Ibonds Dec 2031 CORP | +0.1% | +16.01% | Add |
| 25 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -3.66% | Trim |
| 26 | IBHG | Ishares Ibonds 2027 Hy Inc | +0.1% | +20.41% | Add |
| 27 | AMD | Advanced Micro Devices | +0.1% | -7.19% | Trim |
| 28 | CSCO | Cisco Systems Inc | +0.1% | NEW | New buy |
| 29 | IBM | Intl Business Machines CORP | 0% | +1.88% | Add |
| 30 | IXN | Ishares Global Tech ETF | 0% | +0.19% | Add |
| 31 | JAAA | Janus Henderson Aaa Clo ETF | 0% | NEW | New buy |
| 32 | FTNT | Fortinet Inc | 0% | NEW | New buy |
| 33 | BND | Vanguard Total Bond Market | 0% | NEW | New buy |
| 34 | LRCX | Lam Research CORP | 0% | NEW | New buy |
| 35 | TQQQ | Proshares Ultrapro Qqq | 0% | — | Unchanged |
| 36 | FIDU | Fidelity Msci Indust Indx | 0% | +27.80% | Add |
| 37 | DELL | Dell Technologies -c | 0% | NEW | New buy |
| 38 | SCHE | Schwab Emrg Mrkts Eqty ETF | 0% | NEW | New buy |
| 39 | VNQ | Vanguard Real Estate ETF | 0% | NEW | New buy |
| 40 | AOR | Ishares Core 60/40 Balanced | 0% | NEW | New buy |
| 41 | IJH | Ishares Core S&p Midcap ETF | 0% | +0.40% | Add |
| 42 | IBDU | Ishares Ibonds Dec 2029 Term | 0% | +13.89% | Add |
| 43 | IBHH | Ishares Ibonds 2028 Tm Hy In | 0% | +14.19% | Add |
| 44 | ITOT | Ishares Core S&p Total U.s. | 0% | -1.80% | Trim |
| 45 | JPM | Jpmorgan Chase & Co | 0% | +0.40% | Add |
| 46 | VEU | Vanguard Ftse All-world Ex-u | 0% | +5.09% | Add |
| 47 | AVUV | Avantis US Small Cap Value | 0% | +3.96% | Add |
| 48 | IJT | Ishares S&p Small-cap 600 Gr | 0% | -1.07% | Trim |
| 49 | VBK | Vanguard Small-cap Grwth ETF | 0% | +3.50% | Add |
| 50 | SCHD | Schwab US Dvd Equity ETF | 0% | +18.25% | Add |
According to official SEC Form 13F filings, Ironwood Financial, llc reported a total U.S. public equity portfolio value of $643.7M across 179 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, AAPL, IJH) accounted for 29.5% of total reported equity market value during Q2 2026.
Top New Position Initiated
BIV
市值: $3.6M
Top Position Liquidated / Trimmed
HON
前期市值: $849.9K
During Q2 2026, Ironwood Financial, llc's top holdings by market value included IVV (12.1%)、AAPL (6.7%)、IJH (4.4%). The largest single position, IVV, represented 12.1% of total portfolio value.
In Q2 2026, Ironwood Financial, llc made 156 total portfolio adjustments, initiating 15 new buys, adding to 59 positions, trimming 78 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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