account_balance
Investment manager · 13F filer · SEC CIK 1630360
Ironwood Financial, LLC
Reported value$644Mas of Sep 30, 2026
Positions172 2 new, 9 sold out
Top 10 weight41.7%IVV alone is 12%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
12.3%
AAPLApple Inc.
6.7%Trimmed −4%
IJHiShares Tr
4.2%
IVEiShares Tr
3.3%
IJRiShares Tr
2.9%
IVWiShares Tr
2.9%
IBDUiShares Tr
2.4%Added +9%
VTIVanguard Index FDS
2.4%Added +2%
IBDViShares Tr
2.3%Added +10%
IBDWiShares Tr
2.2%+8%
IBDXiShares Tr
2.1%+24%
EUSAiShares Inc
2.0%
IVViShares Tr
12.3%
AAPLApple Inc.
6.7%−4%
IJHiShares Tr
4.2%
IVEiShares Tr
3.3%
IJR2.9%
IVW2.9%
IBDUiShares Tr
2.4%
VTIVanguard Index FDS
2.4%
IBDV2.3%
IBDW2.2%
IBDX2.1%
EUSA2.0%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 12.3% Held
AAPL Apple Inc. 6.7% Trimmed −4%IJH iShares Tr 4.2% Held
IVE iShares Tr 3.3% Held
IJR iShares Tr 2.9% Held
IVW iShares Tr 2.9% Held
IBDU iShares Tr 2.4% Added +9%
VTI Vanguard Index FDS 2.4% Added +2%
IBDV iShares Tr 2.3% Added +10%
IBDW iShares Tr 2.2% Added +8%
IBDX iShares Tr 2.1% Added +24%
EUSA iShares Inc 2.0% Added +2%
What changed
Biggest moves since Jun 30, 2026
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