Ironwood Financial, llc 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
IF Ironwood Financial, llc | Institutional Filer | ▼ 2.86% | $572.7M | 168 |
Current Portfolio Holdings
Showing all 168 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 106K | $69.2M | 12.09% |
| 2 | AAPL | Apple Inc. | Technology | 151K | $38.2M | 6.67% |
| 3 | IJH | ISHARES TR | — | 370K | $25.0M | 4.36% |
| 4 | IVE | ISHARES TR | — | 97K | $20.5M | 3.57% |
| 5 | IJR | ISHARES TR | — | 134K | $16.7M | 2.92% |
| 6 | IVW | ISHARES TR | — | 146K | $16.5M | 2.89% |
| 7 | IBDU | ISHARES TR | — | 559K | $13.0M | 2.27% |
| 8 | VTI | VANGUARD INDEX FDS | — | 39K | $12.4M | 2.17% |
| 9 | EUSA | ISHARES INC | — | 120K | $12.2M | 2.13% |
| 10 | IBDV | ISHARES TR | — | 556K | $12.2M | 2.12% |
| 11 | IBDW | ISHARES TR | — | 569K | $11.9M | 2.08% |
| 12 | BSCS | INVESCO EXCH TRD SLF IDX FD | — | 513K | $10.5M | 1.83% |
| 13 | BSCR | INVESCO EXCH TRD SLF IDX FD | — | 516K | $10.1M | 1.77% |
| 14 | IBDX | ISHARES TR | — | 380K | $9.6M | 1.68% |
| 15 | RSP | INVESCO EXCHANGE TRADED FD T | — | 49K | $9.3M | 1.63% |
Showing 1 to 15 of 168 holdings