StockDriftsStockDriftsTop 50 Ironwood Financial, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 12.09% | 106.0K | $69.2M | +0.26%(+276) | $351.43(+106.86%) | 2026-03-31 | |
| AAPL | APPLE INC | 6.67% | 150.6K | $38.2M | -3.51%(-5.48K) | $121.09(+134.69%) | 2026-03-31 | |
| IJH | ISHARES TR | 4.36% | 370.1K | $25.0M | +0.80%(+2.93K) | $47.88(+53.02%) | 2026-03-31 | |
| IVE | ISHARES TR | 3.57% | 96.9K | $20.5M | -1.07%(-1.05K) | $124.73(+79.42%) | 2026-03-31 | |
| IJR | ISHARES TR | 2.92% | 134.5K | $16.7M | +1.81%(+2.39K) | $94.81(+45.67%) | 2026-03-31 | |
| IVW | ISHARES TR | 2.89% | 146.1K | $16.5M | -1.60%(-2.38K) | $57.54(+128.45%) | 2026-03-31 | |
| IBDU | ISHARES TR | 2.27% | 559.1K | $13.0M | +4.08%(+21.93K) | $23.03(+0.59%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 2.17% | 38.7K | $12.4M | +5.93%(+2.17K) | $245.24(+45.57%) | 2026-03-31 | |
| EUSA | ISHARES INC | 2.13% | 119.7K | $12.2M | -0.99%(-1.19K) | $68.44(+59.43%) | 2026-03-31 | |
| IBDV | ISHARES TR | 2.12% | 555.7K | $12.2M | +4.25%(+22.64K) | $21.61(+0.84%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.05% | +33.28% |
| Top 20 Holdings Unweighted | +7.65% | +24.75% |
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