StockDriftsStockDriftsTop 50 Ironwood Financial, llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 12.1% | 102.7K | $77.3M | -3.13%(-3.32K) | $351.43(+121.64%) | 2026-06-30 | |
| AAPL | APPLE INC | 6.74% | 135.6K | $43.0M | -9.95%(-14.98K) | $118.51(+157.69%) | 2026-06-30 | |
| IJH | ISHARES TR | 4.38% | 371.5K | $28.0M | +0.40%(+1.47K) | $47.98(+63.73%) | 2026-06-30 | |
| IVE | ISHARES TR | 3.39% | 93.7K | $21.6M | -3.32%(-3.22K) | $124.73(+90.10%) | 2026-06-30 | |
| IJR | ISHARES TR | 3.1% | 136.7K | $19.8M | +1.62%(+2.19K) | $95.44(+57.11%) | 2026-06-30 | |
| IVW | ISHARES TR | 2.85% | 133.2K | $18.2M | -8.82%(-12.88K) | $57.54(+146.14%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 2.36% | 40.7K | $15.1M | +5.11%(+1.98K) | $248.83(+54.07%) | 2026-06-30 | |
| IBDU | ISHARES TR | 2.29% | 636.7K | $14.7M | +13.89%(+77.65K) | $23.04(+0.12%) | 2026-06-30 | |
| IBDV | ISHARES TR | 2.18% | 644.6K | $13.9M | +16.00%(+88.90K) | $21.64(-0.04%) | 2026-06-30 | |
| IBDW | ISHARES TR | 2.13% | 660.6K | $13.6M | +16.01%(+91.15K) | $20.93(-1.38%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.70% | +43.13% | +7.36% | +42.66% |
| Top 20 Holdings Unweighted | +9.34% | +30.70% | +4.72% | +25.96% |
Ironwood Financial, llc reports $638.74M in US-listed equity holdings across 179 positions in its most recent 13F filing. Its largest disclosed positions are IVV (12.1%), AAPL (6.7%) and IJH (4.4%). The top 20 holdings account for 57.6% of reported assets. Its disclosed equity book has returned +43.13% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Ironwood Financial, llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1630360). View Ironwood Financial, llc’s 13F filings on SEC