Ironwood Financial, LLC Incresed Positions in Q1 2025

Ironwood Financial, LLC

  • $463 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
4.06K
+ 285.79%
$369.1 - $427.61 $1.5M - $1.74M
5.49K $2.03M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
32.1K
+ 24.2%
$20.1 - $20.8 $645K - $668K
165K $3.42M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
22.3K
+ 6.28%
$22.61 - $23.14 $504K - $516K
377K $8.73M
IBDV
Ishares Tr

Technology
22.9K
+ 6.45%
$21.11 - $21.73 $484K - $498K
378K $8.21M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.64K
+ 11.73%
$169.43 - $182.84 $617K - $666K
34.7K $5.96M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
17.7K
+ 19.96%
$24.79 - $25.26 $440K - $448K
107K $2.69M
RTX
Raytheon Technologies Corp

Industrials
2.21K
+ 21.08%
$114.1 - $135.66 $252K - $299K
12.7K $1.68M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
18.6K
+ 13.35%
N/A
158K $3.75M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
16.3K
+ 17.32%
$23.9 - $24.18 $390K - $395K
111K $2.67M
AMGN
Amgen Inc

Healthcare
11
+ 0.19%
$258.59 - $327.36 $2.84K - $3.6K
5.69K $1.77M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
7.92K
+ 1.6%
$20.05 - $20.4 $159K - $162K
502K $10.2M
XLE
Energy Sector Spdr

ETFs
2.04K
+ 39.4%
$85.7 - $93.96 $175K - $192K
7.23K $667K
HDV
Ishares Core High Dividend ETF

ETFs
810
+ 4.94%
$110.86 - $121.12 $89.8K - $98.1K
17.2K $2.05M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.26K
+ 30.96%
$156.61 - $168.02 $197K - $212K
5.33K $847K
VTV
Vanguard Value ETF

ETFs
952
+ 15.78%
$167.73 - $179.21 $160K - $171K
6.99K $1.19M
VT
Vanguard Total World Stk Index

ETFs
1.83K
+ 6.57%
$115.08 - $123.97 $211K - $227K
29.7K $3.44M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
6.04K
+ 10.04%
$23.13 - $23.41 $140K - $141K
66.2K $1.54M
IBHG
Ishares Tr Ibonds 2027 Term Hi
6.15K
+ 12.81%
$22.21 - $22.56 $137K - $139K
54.2K $1.21M
BSJR
Invesco Indx Tr

ETFs
6.15K
+ 1.75%
$22.4 - $22.69 $138K - $140K
358K $8.01M
XLF
Financial Sector Spdr

ETFs
1.99K
+ 6.95%
$47.32 - $52.19 $94.4K - $104K
30.7K $1.51M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.1K
+ 25.02%
$27.01 - $28.54 $111K - $117K
20.5K $565K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
3.37K
+ 0.66%
$19.43 - $19.62 $65.6K - $66.2K
515K $10.1M
JPM
Jpmorgan Chase & CO

Financial Services
107
+ 0.7%
$225.19 - $279.95 $24.1K - $30K
15.4K $3.78M
MCD
Mcdonalds Corp

Consumer Cyclical
6
+ 0.12%
$279.74 - $321.29 $1.68K - $1.93K
4.84K $1.51M
AVUV
American Centy ETF Tr Avantis

ETFs
2.12K
+ 23.27%
$84.95 - $100.62 $180K - $213K
11.2K $975K
ABBV
Abb Vie Inc.

Healthcare
15
+ 0.52%
$169.2 - $216.66 $2.54K - $3.25K
2.91K $609K
VOT
Vanguard Mid Cap Growth Index

ETFs
461
+ 19.67%
$237.72 - $276.98 $110K - $128K
2.81K $684K
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
4.11K
+ 4.86%
$21.64 - $22.08 $89K - $90.8K
88.7K $1.92M
BA
Boeing CO

Industrials
589
+ 25.56%
$148.15 - $186.25 $87.3K - $110K
2.89K $493K
VBK
Vanguard Small Cap Growth ETF

ETFs
576
+ 23.52%
$247.97 - $296.33 $143K - $171K
3.03K $765K
IEFA
Ishares Tr

ETFs
227
+ 3.32%
$69.57 - $78.65 $15.8K - $17.9K
7.07K $539K
ABT
Abbott Laboratories

Healthcare
24
+ 0.88%
$111.1 - $140.22 $2.67K - $3.37K
2.76K $365K
IYE
Ishares Tr

ETFs
369
+ 4.57%
$45.23 - $49.95 $16.7K - $18.4K
8.44K $410K
IYF
Ishares Tr

ETFs
353
+ 10.08%
$107.69 - $119.37 $38K - $42.1K
3.85K $430K
BSCU
Invesco Exc Self Ind Tr

ETFs
1.13K
+ 1.42%
$16.2 - $16.64 $18.2K - $18.7K
80.6K $1.34M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
525
+ 0.4%
$18.18 - $18.58 $9.54K - $9.75K
131K $2.43M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
115
+ 0.02%
$19.42 - $19.54 $2.23K - $2.25K
483K $9.4M
BSCV
Invesco ETF Self Indexed Fd Tr
750
+ 3.31%
$15.87 - $16.38 $11.9K - $12.3K
23.4K $381K
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
700
+ 5.49%
$21.04 - $21.64 $14.7K - $15.1K
13.4K $282K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
285
+ 1.86%
$49.78 - $53.19 $14.2K - $15.2K
15.6K $789K
FSCO
Fs Cr Opportunities Corp Com
1K
+ 7.14%
N/A
15K $0
PEP
Pepsico Inc

Consumer Defensive
12
+ 0.67%
$142.64 - $156.42 $1.71K - $1.88K
1.8K $269K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
375
+ 4.48%
$26.53 - $29.63 $9.95K - $11.1K
8.75K $234K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
250
+ 4.37%
$64.88 - $72.1 $16.2K - $18K
5.98K $390K
SPMD
Spdr Portfolio

ETFs
240
+ 4.88%
$50.21 - $57.73 $12.1K - $13.9K
5.16K $263K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
255
+ 4.96%
$40.03 - $46.81 $10.2K - $11.9K
5.4K $219K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
68
+ 1.09%
$45.21 - $50.33 $3.07K - $3.42K
6.29K $286K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
1.02K
+ 0.22%
$23.19 - $23.5 $23.7K - $24.1K
466K $10.8M
SPYG
Spdr Portfolio

ETFs
153
+ 3.73%
$80.05 - $92.39 $12.2K - $14.1K
4.25K $340K
Activity Summary
Buys All Purchases 71 New Holdings 6 Increased Positions 65 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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