Ironwood Financial, LLC Top Holdings and 13F Report (2026) About Ironwood Financial, LLCInvestment ActivityIronwood Financial, LLC has $572.71 million in total holdings as of March 31, 2026.Ironwood Financial, LLC owns shares of 168 different stocks, but just 44 companies or ETFs make up 80% of its holdings.Approximately 2.35% of the portfolio was purchased this quarter.About 1.14% of the portfolio was sold this quarter.This quarter, Ironwood Financial, LLC has purchased 166 new stocks and bought additional shares in 59 stocks.Ironwood Financial, LLC sold shares of 55 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $69,235,225Apple $38,220,367iShares Core S&P Mid-Cap ETF $24,989,912iShares S&P 500 Value ETF $20,455,138iShares Core S&P Small-Cap ETF $16,717,639 Largest New Holdings this Quarter 316092709 - Fidelity MSCI Industrials Index ETF $530,592 Holding30231G102 - ExxonMobil $287,745 Holding166764100 - Chevron $221,527 Holding654484609 - NioCorp Developments $49,064 Holding Largest Purchases this Quarter Vanguard Growth ETF 7,214 shares (about $3.15M)Vanguard Total Stock Market ETF 2,168 shares (about $695.52K)iShares iBonds Dec 2032 Term Corporate ETF 23,778 shares (about $600.87K)Fidelity MSCI Industrials Index ETF 6,133 shares (about $530.59K)iShares iBonds Dec 2029 Term Corporate ETF 21,934 shares (about $510.19K) Largest Sales this Quarter Invesco BulletShares 2026 Corporate Bond ETF 86,748 shares (about $1.69M)Apple 5,477 shares (about $1.39M)Invesco BulletShares 2026 High Yield Corporate Bond ETF 27,343 shares (about $633.67K)iShares S&P 500 Growth ETF 2,383 shares (about $269.54K)iShares iBonds Dec 2026 Term Corporate ETF 10,542 shares (about $255.54K) Sector Allocation Over TimeMap of 500 Largest Holdings ofIronwood Financial, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$69,235,225$180,286 â–²0.3%105,99212.1%ETFAAPLApple$38,220,367$1,390,011 â–¼-3.5%150,5986.7%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$24,989,912$197,796 â–²0.8%370,0564.4%ETFIVEiShares S&P 500 Value ETF$20,455,138$221,074 â–¼-1.1%96,8753.6%ETFIJRiShares Core S&P Small-Cap ETF$16,717,639$297,102 â–²1.8%134,4832.9%ETFIVWiShares S&P 500 Growth ETF$16,524,398$269,542 â–¼-1.6%146,0912.9%ETFIBDUiShares iBonds Dec 2029 Term Corporate ETF$13,004,329$510,185 â–²4.1%559,0852.3%ETFVTIVanguard Total Stock Market ETF$12,426,006$695,520 â–²5.9%38,7332.2%ETFEUSAiShares MSCI USA Equal Weighted ETF$12,177,182$121,513 â–¼-1.0%119,6542.1%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$12,163,208$495,546 â–²4.2%555,6512.1%ETFIBDWiShares iBonds Dec 2031 Term Corporate ETF$11,917,764$504,099 â–²4.4%569,4112.1%ETFBSCSInvesco BulletShares 2028 Corporate Bond ETF$10,470,041$11,498 â–²0.1%512,6591.8%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$10,135,781$148,424 â–¼-1.4%516,4731.8%ETFIBDXiShares iBonds Dec 2032 Term Corporate ETF$9,595,007$600,869 â–²6.7%379,7001.7%ETFRSPInvesco S&P 500 Equal Weight ETF$9,319,878$488,631 â–²5.5%48,5611.6%ETFBSJQInvesco BulletShares 2026 High Yield Corporate Bond ETF$9,256,733$633,675 â–¼-6.4%399,4271.6%ETFVVVanguard Large-Cap ETF$8,840,828$364,894 â–²4.3%29,5831.5%ETFIBHHiShares iBonds 2028 Term High Yield and Income ETF$8,574,047$450,906 â–²5.6%365,3191.5%ETFEFAiShares MSCI EAFE ETF$8,199,240$11,947 â–¼-0.1%84,4151.4%FinanceBSJRInvesco BulletShares 2027 High Yield Corporate Bond ETF$8,186,596$95,834 â–¼-1.2%366,0451.4%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$7,900,368$255,538 â–¼-3.1%325,9231.4%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$7,314,536$37,459 â–²0.5%51,3551.3%ETFBSCQInvesco BulletShares 2026 Corporate Bond ETF$7,111,886$1,694,188 â–¼-19.2%364,1521.2%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$6,813,590$476,946 â–²7.5%281,0891.2%ETFVEAVanguard FTSE Developed Markets ETF$6,785,320$335,139 â–²5.2%105,8881.2%ETFAMZNAmazon.com$6,499,1940.0%31,2061.1%Retail/WholesaleIJSiShares S&P Small-Cap 600 Value ETF$6,403,181$80,072 â–¼-1.2%54,0581.1%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$6,171,377$466,123 â–²8.2%243,6391.1%ETFVUGVanguard Growth ETF$5,963,939$3,151,007 â–²112.0%13,6541.0%ETFVTVanguard Total World Stock ETF$5,840,914$385,770 â–²7.1%42,2281.0%ETFGOOGLAlphabet$5,822,944$3,451 â–¼-0.1%20,2491.0%Computer and TechnologyGOOGAlphabet$5,400,726$2,582 â–²0.0%18,8270.9%Computer and TechnologyIJJiShares S&P Mid-Cap 400 Value ETF$5,329,573$91,160 â–¼-1.7%40,2230.9%ETFDVYiShares Select Dividend ETF$5,160,238$141,115 â–¼-2.7%34,0810.9%ETFLLYEli Lilly and Company$4,803,0390.0%5,2220.8%MedicalMSFTMicrosoft$4,730,547$29,244 â–²0.6%12,7790.8%Computer and TechnologyJPMJPMorgan Chase & Co.$4,586,988$3,530 â–²0.1%15,5940.8%FinanceAGGiShares Core U.S. Aggregate Bond ETF$4,341,306$87,358 â–¼-2.0%43,7320.8%FinanceHYGiShares iBoxx $ High Yield Corporate Bond ETF$3,992,927$59,670 â–¼-1.5%50,1880.7%ETFQQQInvesco QQQ$3,958,628$5,194 â–¼-0.1%6,8590.7%FinanceCOSTCostco Wholesale$3,780,301$16,939 â–²0.5%3,7940.7%Retail/WholesaleCORCencora$3,732,6110.0%11,8820.7%MedicalIBHGiShares iBonds 2027 Term High Yield and Income ETF$3,663,147$243,075 â–²7.1%165,5290.6%ETFVTVVanguard Value ETF$3,409,272$435,356 â–²14.6%17,3770.6%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$3,408,019$46,889 â–²1.4%33,8700.6%ETFVEUVanguard FTSE All-World ex-US ETF$3,402,851$295,368 â–²9.5%45,3110.6%ETFIBHFiShares iBonds 2026 Term High Yield and Income ETF$3,005,577$130,723 â–²4.5%130,9620.5%ETFSPYSPDR S&P 500 ETF Trust$2,865,450$39,021 â–¼-1.3%4,4060.5%FinanceHDViShares Core High Dividend ETF$2,828,620$82,245 â–²3.0%20,8420.5%ETFBSCTInvesco BulletShares 2029 Corporate Bond ETF$2,709,822$1,213 â–¼0.0%145,2180.5%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$2,600,980$15,150 â–¼-0.6%23,8640.5%FinanceIBMInternational Business Machines$2,563,759$2,424 â–²0.1%10,5770.4%Computer and TechnologyJNJJohnson & Johnson$2,421,6830.0%9,9070.4%MedicalIBHIiShares iBonds 2029 Term High Yield and Income ETF$2,420,152$356,626 â–²17.3%103,9450.4%ETFRTXRTX$2,327,0230.0%12,0630.4%AerospaceBSJSInvesco BulletShares 2028 High Yield Corporate Bond ETF$2,291,127$19,104 â–¼-0.8%105,6550.4%ManufacturingVOVanguard Mid-Cap ETF$2,218,961$74,090 â–²3.5%7,7270.4%ETFAVUVAvantis U.S. Small Cap Value ETF$2,009,215$85,393 â–²4.4%18,1880.4%ETFSCHMSchwab U.S. Mid-Cap ETF$2,007,929$14,644 â–¼-0.7%64,8560.4%ETFAMGNAmgen$2,001,3230.0%5,6880.3%MedicalVBVanguard Small-Cap ETF$1,925,919$41,646 â–²2.2%7,3530.3%ETFINTUIntuit$1,874,8000.0%4,3360.3%Computer and TechnologyLOWLowe's Companies$1,755,3380.0%7,4290.3%Retail/WholesaleIJTiShares S&P Small-Cap 600 Growth ETF$1,726,667$36,467 â–¼-2.1%11,9320.3%ETFVOEVanguard Mid-Cap Value ETF$1,681,140$57,494 â–²3.5%9,1230.3%ETFXLEEnergy Select Sector SPDR Fund$1,656,378$141,268 â–²9.3%27,0380.3%ETFIWFiShares Russell 1000 Growth ETF$1,653,992$39,228 â–¼-2.3%3,8790.3%ETFIWOiShares Russell 2000 Growth ETF$1,563,748$49,583 â–¼-3.1%4,9830.3%ETFSCHXSchwab US Large-Cap ETF$1,553,020$25,050 â–¼-1.6%60,5700.3%ETFBSCUInvesco BulletShares 2030 Corporate Bond ETF$1,527,875$4,865 â–²0.3%91,3850.3%ManufacturingMCDMcDonald's$1,515,1010.0%4,8750.3%Retail/WholesaleVBKVanguard Small-Cap Growth ETF$1,495,909$58,639 â–²4.1%4,9490.3%ETFHDHome Depot$1,472,632$3,946 â–²0.3%4,4780.3%Retail/WholesaleXLFFinancial Select Sector SPDR Fund$1,307,914$126,289 â–¼-8.8%26,4920.2%ETFSCHASchwab US Small-Cap ETF$1,299,515$1,948 â–¼-0.1%44,6880.2%ETFNVDANVIDIA$1,273,069$34,355 â–²2.8%7,3000.2%Computer and TechnologyZIONZions Bancorporation, N.A.$1,185,1280.0%20,5680.2%FinanceWALMART INC$1,130,5360.0%9,0970.2%COMVOTVanguard Mid-Cap Growth ETF$1,109,012$58,166 â–²5.5%4,3090.2%ETFSCHDSchwab US Dividend Equity ETF$1,087,070$103,022 â–²10.5%35,4330.2%ETFDFASDimensional U.S. Small Cap ETF$1,065,9540.0%14,9860.2%ETFSCHFSchwab International Equity ETF$1,056,724$693 â–¼-0.1%42,6960.2%ETFSOXXiShares Semiconductor ETF$1,053,684$4,930 â–²0.5%3,2060.2%ETFIYEiShares U.S. Energy ETF$976,213$194 â–¼0.0%15,0720.2%ETFSCHBSchwab US Broad Market ETF$941,493$13,629 â–¼-1.4%37,5100.2%ETFSCHWCharles Schwab$921,2700.0%9,8030.2%FinancePFEPfizer$913,499$5,335 â–¼-0.6%32,5320.2%MedicalIETCiShares U.S. Tech Independence Focused ETF$907,044$88 â–¼0.0%10,2630.2%ETFSPYVSPDR Portfolio S&P 500 Value ETF$881,6460.0%15,5820.2%ETFHONHoneywell International$849,8730.0%3,7600.1%Multi-Sector ConglomeratesIXNiShares Global Tech ETF$826,6520.0%8,2690.1%ETFVOOVanguard S&P 500 ETF$812,488$597 â–¼-0.1%1,3600.1%ETFIWRiShares Russell Mid-Cap ETF$810,7180.0%8,3380.1%ETFSCHVSchwab U.S. Large-Cap Value ETF$801,319$43,676 â–¼-5.2%26,2730.1%ETFLMTLockheed Martin$791,7510.0%1,3100.1%AerospaceYUMYum! Brands$754,2330.0%4,8510.1%Retail/WholesaleDFIVDimensional International Value ETF$750,9010.0%14,2270.1%ETFBRK.BBerkshire Hathaway$742,113$8,145 â–¼-1.1%1,5490.1%FinanceIWMiShares Russell 2000 ETF$739,737$17,855 â–¼-2.4%2,9830.1%FinanceIDViShares International Select Dividend ETF$690,149$29,153 â–¼-4.1%16,2160.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. 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