Ironwood Financial, llc
CIK 1630360
13F filing for Q2 2026・No. 3,370
- Holdings
- US$638.74M
- Quarter change
- +US$66.02M
- Entries
- 179
- Net bought (estimate)
- +US$9.9M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 15
- Sold out 4
- Cut 79
- Added 58
- Corporate actions 2
- Unchanged 27
Largest holdings
179 stocks worth US$638.74M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Cut | 102,670 | US$77.27M | 12.10% |
| AAPLAppleCOM | Cut | 135,616 | US$43.03M | 6.74% |
| IJHISHARES TRCORE S&P MCP ETF | Added | 371,526 | US$27.95M | 4.38% |
| ISHARES TRS&P 500 VAL ETF | Cut | 93,654 | US$21.62M | 3.39% |
| ISHARES TRCORE S&P SCP ETF | Added | 136,668 | US$19.82M | 3.10% |
| ISHARES TRS&P 500 GRWT ETF | Cut | 133,209 | US$18.18M | 2.85% |
| VANGUARD INDEX FDSTOTAL STK MKT | Added | 40,713 | US$15.05M | 2.36% |
| ISHARES TRIBONDS DEC 29 | Added | 636,737 | US$14.65M | 2.29% |
| ISHARES TRIBONDS DEC 2030 | Added | 644,551 | US$13.92M | 2.18% |
| ISHARES TRIBONDS DEC 2031 | Added | 660,559 | US$13.62M | 2.13% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 17, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.