Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Ironwood Financial, llc (CIK 1630360) reported $572.7M across 168 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($69.2M, 12.09%), AAPL ($38.2M, 6.67%), IJH ($25.0M, 4.36%), IVE ($20.5M, 3.57%), IJR ($16.7M, 2.92%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $69.2M | 12.09% | 105,992 | Added |
| 2 | AAPL | APPLE INC | $38.2M | 6.67% | 150,598 | Trimmed |
| 3 | IJH | ISHARES TR | $25.0M | 4.36% | 370,056 | Added |
| 4 | IVE | ISHARES TR | $20.5M | 3.57% | 96,875 | Trimmed |
| 5 | IJR | ISHARES TR | $16.7M | 2.92% | 134,483 | Added |
| 6 | IVW | ISHARES TR | $16.5M | 2.89% | 146,091 | Trimmed |
| 7 | IBDU | ISHARES TR | $13.0M | 2.27% | 559,085 | Added |
| 8 | VTI | VANGUARD INDEX FDS | $12.4M | 2.17% | 38,733 | Added |
| 9 | EUSA | ISHARES INC | $12.2M | 2.13% | 119,654 | Trimmed |
| 10 | IBDV | ISHARES TR | $12.2M | 2.12% | 555,651 | Added |
| 11 | IBDW | ISHARES TR | $11.9M | 2.08% | 569,411 | Added |
| 12 | BSCS | INVESCO EXCH TRD SLF IDX FD | $10.5M | 1.83% | 512,659 | Added |
| 13 | BSCR | INVESCO EXCH TRD SLF IDX FD | $10.1M | 1.77% | 516,473 | Trimmed |
| 14 | IBDX | ISHARES TR | $9.6M | 1.68% | 379,700 | Added |
| 15 | RSP | INVESCO EXCHANGE TRADED FD T | $9.3M | 1.63% | 48,561 | Added |
| 16 | BSJQ | INVESCO EXCH TRD SLF IDX FD | $9.3M | 1.62% | 399,427 | Trimmed |
| 17 | VV | VANGUARD INDEX FDS | $8.8M | 1.54% | 29,583 | Added |
| 18 | IBHH | ISHARES TR | $8.6M | 1.50% | 365,319 | Added |
| 19 | EFA | ISHARES TR | $8.2M | 1.43% | 84,415 | Trimmed |
| 20 | BSJR | INVESCO EXCH TRD SLF IDX FD | $8.2M | 1.43% | 366,045 | Trimmed |
| 21 | IBDR | ISHARES TR | $7.9M | 1.38% | 325,923 | Trimmed |
| 22 | ITOT | ISHARES TR | $7.3M | 1.28% | 51,355 | Added |
| 23 | BSCQ | INVESCO EXCH TRD SLF IDX FD | $7.1M | 1.24% | 364,152 | Trimmed |
| 24 | IBDS | ISHARES TR | $6.8M | 1.19% | 281,089 | Added |
| 25 | VEA | VANGUARD TAX-MANAGED FDS | $6.8M | 1.18% | 105,888 | Added |
Source: SEC Form 13F filings · as of 2026-03-31