Ironwood Financial, LLC Reduced Holdings in Q4 2024

Ironwood Financial, LLC

  • $476 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-8.02K
- 7.65%
$570.51 - $610.59 $4.58M - $4.9M
96.9K $57M
IVE
Ishares S&P 500 Value ETF

ETFs
-6.28K
- 6.04%
$189.5 - $206.17 $1.19M - $1.29M
97.7K $18.7M
EUSA
Ishares Msci Usa Equal Weighte

ETFs
-13.5K
- 10.22%
$94.66 - $102.14 $1.28M - $1.38M
119K $11.3M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-3.25K
- 3.45%
$75.1 - $82.99 $244K - $270K
91K $6.88M
LLY
Eli Lilly & CO

Healthcare
-29
- 0.55%
$727.2 - $932.06 $21.1K - $27K
5.25K $4.05M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.62K
- 15.28%
$481.22 - $538.17 $777K - $869K
8.96K $4.58M
DVY
Ishares Tr

ETFs
-2.71K
- 6.96%
$129.55 - $143.41 $351K - $389K
36.2K $4.75M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.16K
- 4.07%
$96.64 - $101.23 $209K - $219K
51K $4.94M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-3.64K
- 7.97%
$121.89 - $135.52 $444K - $494K
42.1K $5.26M
AMGN
Amgen Inc

Healthcare
-30
- 0.53%
$258.78 - $328.31 $7.76K - $9.85K
5.68K $1.48M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-3.31K
- 5.47%
$104.59 - $118.05 $347K - $391K
57.3K $6.23M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-428
- 0.39%
$113.92 - $127.38 $48.8K - $54.5K
109K $12.6M
IYF
Ishares Tr

ETFs
-2.5K
- 41.61%
$102.7 - $119.05 $256K - $297K
3.5K $387K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-588
- 2.21%
$106.56 - $113.11 $62.7K - $66.5K
26K $2.78M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-9.62K
- 2.02%
$20.6 - $20.71 $198K - $199K
465K $9.61M
JNJ
Johnson & Johnson

Healthcare
-2
- 0.02%
$143.34 - $165.86 $287 - $332
9.94K $1.44M
PFF
Ishares Trust Ishares Pfd And

ETFs
-4.47K
- 33.33%
$31.23 - $33.51 $140K - $150K
8.95K $281K
IDV
Ishares Tr

ETFs
-2.66K
- 8.95%
$27.03 - $29.92 $72K - $79.7K
27.1K $741K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-1.6K
- 0.31%
$19.42 - $19.76 $31.1K - $31.7K
512K $9.97M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-3.13K
- 33.44%
$46.53 - $49.91 $145K - $156K
6.23K $299K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-631
- 4.7%
$134.53 - $150.65 $84.9K - $95.1K
12.8K $1.73M
MSFT
Microsoft Corp

Technology
-30
- 0.22%
$406.35 - $454.46 $12.2K - $13.6K
13.8K $5.83M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-3.73K
- 36.55%
$33.92 - $36.6 $126K - $136K
6.47K $223K
IEDI
Ishares U S ETF Tr Ishares Evo

ETFs
-2.2K
- 31.06%
$51.07 - $56.92 $112K - $125K
4.88K $260K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-822
- 2.66%
$90.66 - $99.46 $74.5K - $81.8K
30.1K $2.73M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-2.13K
- 0.44%
$19.38 - $19.58 $41.2K - $41.7K
483K $9.38M
HYG
Ishares Tr

ETFs
-114
- 0.21%
$78.09 - $80.04 $8.9K - $9.12K
53.9K $4.24M
RTX
Raytheon Technologies Corp

Industrials
-300
- 2.79%
$114.45 - $127.21 $34.3K - $38.2K
10.5K $1.21M
PBT
Permian Basin Royalty Trust

Energy
-6.2K
- 33.51%
$10.49 - $13.86 $65K - $85.9K
12.3K $136K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-371
- 5.95%
$278.19 - $315.36 $103K - $117K
5.86K $1.69M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.68K
- 3.21%
$124.26 - $134.12 $209K - $226K
50.7K $6.53M
SOXX
Ishares Semiconductor ETF

ETFs
-24
- 0.68%
$211.27 - $239.8 $5.07K - $5.76K
3.5K $755K
IEFA
Ishares Tr

ETFs
-40
- 0.58%
$70.06 - $77.43 $2.8K - $3.1K
6.84K $480K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-804
- 0.27%
$61.68 - $67.87 $49.6K - $54.6K
296K $18.5M
VNQ
Vanguard Specialized Funds Van

ETFs
-248
- 6.76%
$87.85 - $98.6 $21.8K - $24.5K
3.42K $304K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-621
- 5.22%
$26.63 - $30.23 $16.5K - $18.8K
11.3K $300K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-197
- 10.12%
$114.08 - $125.68 $22.5K - $24.8K
1.75K $200K
DFIV
Dimensional ETF Tr

ETFs
-5
- 0.03%
$34.86 - $37.97 $174 - $190
14.4K $511K
IWM
Ishares Russell 2000 ETF

ETFs
-166
- 4.12%
$216.13 - $242.4 $35.9K - $40.2K
3.86K $852K
SLV
I Shares Silver Trust

ETFs
-456
- 5.33%
$26.33 - $31.74 $12K - $14.5K
8.1K $213K
ABC
Amerisourcebergen Corp

Healthcare
-88
- 0.73%
N/A
11.9K $2.2M
ABT
Abbott Laboratories

Healthcare
-5
- 0.18%
$111.93 - $119.39 $560 - $597
2.73K $309K
SPY
Spdr S&P 500 ETF Trust

ETFs
-112
- 2.12%
$567.81 - $607.81 $63.6K - $68.1K
5.16K $3.02M
VB
Vanguard Small Cap ETF

ETFs
-32
- 0.48%
$233.76 - $261.58 $7.48K - $8.37K
6.59K $1.58M
TQQQ
Proshares Ultrapro Qqq

ETFs
-47
- 1.47%
$69.42 - $93.29 $3.26K - $4.38K
3.15K $249K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-251
- 5.52%
$370.24 - $418.94 $92.9K - $105K
4.3K $1.73M
IXN
Ishares Global Information Tec

ETFs
-8
- 0.07%
$80.67 - $87.84 $645 - $703
10.8K $914K
PEJ
Invesco Exchange Traded Fd Tr

ETFs
-172
- 1.1%
$47.03 - $55.28 $8.09K - $9.51K
15.4K $804K
SCHW
Schwab Charles Corp

Financial Services
-200
- 2.0%
$63.31 - $82.85 $12.7K - $16.6K
9.8K $725K
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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