Ironwood Financial, LLC Incresed Positions in Q4 2024

Ironwood Financial, LLC

  • $476 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
1.39K
+ 4.79%
$280.04 - $302.45 $389K - $420K
30.4K $8.8M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.5K
+ 12.71%
$174.22 - $187.62 $610K - $657K
31K $5.44M
VV
Vanguard Large Cap ETF

ETFs
1.26K
+ 5.81%
$260.27 - $280.65 $328K - $354K
23K $6.2M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
15.8K
+ 12.76%
N/A
139K $3.31M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
15.1K
+ 20.43%
$24.82 - $25.48 $374K - $384K
88.8K $2.21M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
14.7K
+ 18.51%
$23.88 - $24.32 $352K - $358K
94.3K $2.26M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
20.1K
+ 17.88%
$20.28 - $21.2 $408K - $427K
133K $2.7M
AVUV
American Centy ETF Tr Avantis

ETFs
3.07K
+ 50.98%
$94.37 - $106.41 $290K - $327K
9.1K $878K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
29.5K
+ 345.24%
$22.01 - $66.82 $649K - $1.97M
38K $862K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
5.87K
+ 62.08%
$51.09 - $55.27 $300K - $324K
15.3K $783K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
11.1K
+ 8.16%
$25.0 - $25.11 $278K - $279K
147K $3.69M
VBK
Vanguard Small Cap Growth ETF

ETFs
731
+ 42.55%
$264.18 - $304.19 $193K - $222K
2.45K $685K
SCHX
Schwab Strategic Tr Us Large C

ETFs
48.7K
+ 240.66%
$22.4 - $68.28 $1.09M - $3.32M
68.9K $1.6M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
48.1K
+ 238.47%
$27.54 - $83.04 $1.32M - $3.99M
68.3K $1.89M
VOT
Vanguard Mid Cap Growth Index

ETFs
717
+ 44.07%
$241.48 - $274.89 $173K - $197K
2.34K $594K
VOE
Vanguard Mid Cap Value Index F

ETFs
1.3K
+ 47.21%
$160.89 - $176.18 $210K - $230K
4.07K $657K
SCHA
Schwab Strategic Tr Us Small C

ETFs
27.9K
+ 135.11%
$25.33 - $51.16 $708K - $1.43M
48.6K $1.26M
XLF
Financial Sector Spdr

ETFs
2.32K
+ 8.79%
$44.89 - $51.34 $104K - $119K
28.7K $1.39M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
10K
+ 13.45%
$21.68 - $22.16 $217K - $222K
84.6K $1.83M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
13.2K
+ 413.82%
$26.93 - $84.95 $356K - $1.12M
16.4K $447K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
8.17K
+ 15.72%
$23.03 - $23.33 $188K - $191K
60.1K $1.39M
XLE
Energy Sector Spdr

ETFs
2.05K
+ 65.59%
$83.32 - $97.27 $171K - $200K
5.18K $443K
IBHE
Ishares Ibonds 2025 Term High

ETFs
7.43K
+ 13.01%
$23.08 - $23.28 $172K - $173K
64.6K $1.5M
IBHG
Ishares Tr Ibonds 2027 Term Hi
7.09K
+ 17.32%
$22.11 - $22.54 $157K - $160K
48K $1.07M
COST
Costco Wholesale Corp

Consumer Defensive
22
+ 0.57%
$873.59 - $994.69 $19.2K - $21.9K
3.85K $3.53M
BSJR
Invesco Indx Tr

ETFs
9.81K
+ 2.87%
$22.37 - $22.7 $219K - $223K
352K $7.88M
VTV
Vanguard Value ETF

ETFs
870
+ 16.85%
$168.32 - $181.87 $146K - $158K
6.03K $1.02M
TSLA
Tesla, Inc.

Consumer Cyclical
9
+ 1.17%
$213.65 - $479.86 $1.92K - $4.32K
781 $315K
NVDA
Nvidia Corp

Technology
104
+ 1.63%
$117.0 - $148.88 $12.2K - $15.5K
6.48K $870K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
127
+ 8.24%
$521.84 - $558.82 $66.3K - $71K
1.67K $899K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
7.08K
+ 1.55%
$23.25 - $23.56 $165K - $167K
465K $10.8M
BSCV
Invesco ETF Self Indexed Fd Tr
5.6K
+ 32.87%
$16.02 - $16.72 $89.7K - $93.6K
22.6K $363K
BSCU
Invesco Exc Self Ind Tr

ETFs
6.9K
+ 9.51%
$16.32 - $16.99 $113K - $117K
79.4K $1.3M
VUG
Vanguard Growth ETF

ETFs
82
+ 6.12%
$378.79 - $428.11 $31.1K - $35.1K
1.42K $583K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
3.27K
+ 0.72%
$23.02 - $23.23 $75.2K - $75.9K
459K $10.6M
VEU
Vanguard Ftse All World Ex Us

ETFs
3.65K
+ 12.47%
$57.29 - $63.1 $209K - $231K
33K $1.89M
SCHG
Schwab Strategic Tr Us Large C

ETFs
12.9K
+ 306.52%
$25.93 - $105.3 $335K - $1.36M
17.1K $477K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
4.74K
+ 3.76%
$18.28 - $18.87 $86.6K - $89.4K
131K $2.4M
GLD
Spdr Gold Trust

ETFs
93
+ 8.47%
$236.59 - $257.5 $22K - $23.9K
1.19K $288K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
26K
+ 127.56%
$18.41 - $40.87 $478K - $1.06M
46.3K $856K
HDV
Ishares Core High Dividend ETF

ETFs
918
+ 5.94%
$110.82 - $121.28 $102K - $111K
16.4K $1.84M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
10.7K
+ 3.1%
$22.71 - $23.47 $242K - $250K
355K $8.1M
OXY
Occidental Petroleum Corp

Energy
168
+ 3.18%
$45.36 - $55.91 $7.62K - $9.39K
5.45K $269K
EEM
Ishares Msci Emerging Markets

ETFs
502
+ 6.42%
$41.82 - $47.36 $21K - $23.8K
8.33K $348K
SCHV
Schwab Strategic Tr Us Large C

ETFs
19.6K
+ 201.92%
$25.79 - $80.4 $504K - $1.57M
29.2K $762K
IBDV
Ishares Tr

Technology
11.3K
+ 3.3%
$21.24 - $22.15 $241K - $251K
355K $7.58M
HD
Home Depot, Inc.

Consumer Cyclical
32
+ 0.71%
$385.02 - $431.37 $12.3K - $13.8K
4.54K $1.76M
MRK
Merck & Co., Inc.

Healthcare
50
+ 0.87%
$96.31 - $114.76 $4.82K - $5.74K
5.78K $575K
PFE
Pfizer Inc

Healthcare
200
+ 0.6%
$24.8 - $30.19 $4.96K - $6.04K
33.7K $893K
Activity Summary
Buys All Purchases 60 New Holdings 8 Increased Positions 52 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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