Ironwood Financial, LLC Reduced Holdings in Q1 2025

Ironwood Financial, LLC

  • $463 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-479
- 0.28%
$209.68 - $247.1 $100K - $118K
172K $38.2M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-75.1K
- 16.14%
$20.64 - $20.73 $1.55M - $1.56M
390K $8.07M
MSFT
Microsoft Corp

Technology
-1.19K
- 8.61%
$375.39 - $447.2 $447K - $533K
12.6K $4.74M
AMZN
Amazon Com Inc

Consumer Cyclical
-10
- 0.03%
$190.26 - $242.06 $1.9K - $2.42K
31.6K $6.02M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-1.05K
- 1.83%
$96.3 - $112.23 $101K - $118K
56.3K $5.47M
GOOGL
Alphabet Inc.

Communication Services
-12
- 0.06%
$154.33 - $206.19 $1.85K - $2.47K
20.3K $3.13M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-27.1K
- 5.92%
$23.03 - $23.17 $625K - $629K
431K $9.94M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-160
- 1.79%
$468.34 - $539.52 $74.9K - $86.3K
8.8K $4.12M
VV
Vanguard Large Cap ETF

ETFs
-466
- 2.03%
$253.32 - $282.66 $118K - $132K
22.5K $5.75M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-632
- 1.5%
$117.4 - $131.02 $74.2K - $82.8K
41.5K $4.94M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-403
- 24.15%
$507.05 - $563.67 $204K - $227K
1.27K $647K
SPY
Spdr S&P 500 ETF Trust

ETFs
-137
- 2.66%
$551.42 - $612.93 $75.5K - $84K
5.02K $2.81M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-160
- 0.46%
$58.81 - $68.2 $9.41K - $10.9K
34.8K $2.08M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-8.25K
- 5.6%
$25.05 - $25.16 $207K - $208K
139K $3.5M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-59
- 1.01%
$254.58 - $302.92 $15K - $17.9K
5.8K $1.5M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-43
- 1.0%
$360.07 - $417.26 $15.5K - $17.9K
4.25K $1.53M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-164
- 1.28%
$121.0 - $142.28 $19.8K - $23.3K
12.6K $1.56M
VB
Vanguard Small Cap ETF

ETFs
-147
- 2.23%
$217.89 - $252.64 $32K - $37.1K
6.44K $1.43M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-564
- 1.16%
$23.16 - $27.04 $13.1K - $15.3K
48.1K $1.13M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-810
- 1.19%
$25.58 - $29.24 $20.7K - $23.7K
67.5K $1.77M
IWM
Ishares Russell 2000 ETF

ETFs
-183
- 4.74%
$198.1 - $229.79 $36.3K - $42.1K
3.68K $736K
IETC
Ishares U S ETF Tr

ETFs
-15
- 0.14%
$74.94 - $89.98 $1.12K - $1.35K
11K $828K
LOW
Lowes Companies Inc

Consumer Cyclical
-4
- 0.05%
$222.66 - $268.42 $891 - $1.07K
7.43K $1.73M
IXN
Ishares Global Information Tec

ETFs
-46
- 0.43%
$75.73 - $88.4 $3.48K - $4.07K
10.7K $813K
SOXX
Ishares Semiconductor ETF

ETFs
-10
- 0.29%
$188.17 - $235.81 $1.88K - $2.36K
3.49K $659K
ZION
Zions Bancorporation, National Association

Financial Services
-36
- 0.17%
$47.0 - $59.03 $1.69K - $2.13K
20.6K $1.03M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-312
- 0.45%
$21.75 - $24.28 $6.79K - $7.58K
68.6K $1.51M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-3.58K
- 31.75%
$25.81 - $28.52 $92.5K - $102K
7.7K $212K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.81K
- 3.55%
$95.85 - $99.25 $173K - $180K
49.2K $4.86M
VO
Vanguard Mid Cap ETF

ETFs
-109
- 1.56%
$251.87 - $277.95 $27.5K - $30.3K
6.87K $1.77M
MRK
Merck & Co., Inc.

Healthcare
-193
- 3.34%
$83.01 - $101.02 $16K - $19.5K
5.59K $501K
PEJ
Invesco Exchange Traded Fd Tr

ETFs
-284
- 1.84%
$46.78 - $57.72 $13.3K - $16.4K
15.1K $736K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-450
- 4.88%
$59.61 - $66.71 $26.8K - $30K
8.76K $526K
PFE
Pfizer Inc

Healthcare
-436
- 1.29%
$25.01 - $27.13 $10.9K - $11.8K
33.2K $842K
DIS
Walt Disney CO

Communication Services
-30
- 0.93%
$96.87 - $114.0 $2.91K - $3.42K
3.2K $315K
XLY
Select Sector Spdr Consumer Di

ETFs
-4
- 0.29%
$192.6 - $233.2 $770 - $933
1.38K $271K
CMCSA
Comcast Corp

Communication Services
-394
- 2.6%
$33.19 - $38.23 $13.1K - $15.1K
14.7K $544K
IEDI
Ishares U S ETF Tr Ishares Evo

ETFs
-55
- 1.13%
$49.21 - $57.4 $2.71K - $3.16K
4.83K $243K
DVY
Ishares Tr

ETFs
-499
- 1.38%
$128.58 - $138.1 $64.2K - $68.9K
35.7K $4.74M
PFF
Ishares Trust Ishares Pfd And

ETFs
-152
- 1.7%
$30.73 - $32.26 $4.67K - $4.9K
8.79K $271K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-200
- 2.16%
$39.96 - $43.3 $7.99K - $8.66K
9.07K $370K
OXY
Occidental Petroleum Corp

Energy
-135
- 2.48%
$45.45 - $52.7 $6.14K - $7.11K
5.31K $262K
HYG
Ishares Tr

ETFs
-164
- 0.3%
$78.51 - $80.11 $12.9K - $13.1K
53.8K $4.24M
IBHE
Ishares Ibonds 2025 Term High

ETFs
-279
- 0.43%
$23.16 - $23.32 $6.46K - $6.51K
64.3K $1.49M
ABC
Amerisourcebergen Corp

Healthcare
-9
- 0.08%
N/A
11.9K $2.2M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-278
- 0.95%
$25.77 - $27.6 $7.16K - $7.67K
29K $762K
AMH
American Homes 4 Rent

Real Estate
-27
- 0.28%
$34.43 - $37.81 $930 - $1.02K
9.52K $359K
EEM
Ishares Msci Emerging Markets

ETFs
-66
- 0.79%
$40.81 - $45.34 $2.69K - $2.99K
8.26K $361K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-271
- 1.04%
$105.1 - $109.61 $28.5K - $29.7K
25.8K $2.79M
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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