Ironwood Financial, LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $489 Million distributed in 159 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $60.2M, Apple Inc. with a value of $35.3M, Ishares S&P 500 Value ETF with a value of $19M, Ishares S&P 500 Growth ETF with a value of $18.8M, and Ishares Core S&P Mid Cap ETF with a value of $18.8M.

Examining the 13F form we can see an increase of $25.8M in the current position value, from $463M to 489M.

Below you can find more details about Ironwood Financial, LLC portfolio as well as his latest detailed transactions.

Portfolio value $489 Million
ETFs: $373 Million
Technology: $50.2 Million
Healthcare: $13.1 Million
Consumer Cyclical: $13.1 Million
Communication Services: $8.21 Million
Financial Services: $7.22 Million
Consumer Defensive: $4.93 Million
Industrials: $4.52 Million
Other: $1.21 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 159
  • Current Value $489 Million
  • Prior Value $463 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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