Ironwood-Financial

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "ABT",
  "ABBV",
  "PBT",
  "GOOGL",
  "LOW",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "HON",
  "HD",
  "MCD",
  "INTU",
  "FSCO",
  null,
  "META",
  "IVW",
  null,
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MSFT",
  "OXY",
  "IJR",
  "ORCL",
  null,
  "AMH",
  null,
  "EEM",
  "IWF",
  null,
  null,
  "PEP",
  "IJK",
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "PFE",
  "LMT",
  "MRK",
  "AMGN",
  null,
  "IEFA",
  "SCHX",
  null,
  "SNA",
  "RTX",
  "GLD",
  null,
  null,
  null,
  "SPYG",
  null,
  "SPLG",
  "IBM",
  "SYK",
  "CI",
  "TRV",
  "VO",
  "VV",
  "AXDX",
  "VOE",
  "SCHW",
  null,
  "IWO",
  "GMRE",
  null,
  "OHI",
  null,
  "IWR",
  null,
  "AMZN",
  "SCHB",
  null,
  "IVE",
  null,
  null,
  null,
  "VEU",
  "VGT",
  "VUG",
  "VEA",
  null,
  "VBK",
  "VOT",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WFC",
  "YUMC",
  "YUM",
  "CART",
  "SCHD",
  "BIIB",
  "DVY",
  "SCHG",
  null,
  "SCHF",
  null,
  "SCHA",
  null,
  null,
  "ZION",
  "SPYV",
  "WNS",
  "BA",
  "BMY",
  "CHH",
  "CMCSA",
  "COST",
  null,
  null,
  null,
  "DFAC",
  "RSP",
  "IJT",
  null,
  "IJJ",
  "EFA",
  "QQQ",
  "IWM",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-15
Total Holdings: 160
Total Value: 466306777
Accession Number: 0001085146-25-002106
Form Type: 13F-HR
CIK: ironwood-financial
Manager Name: Ironwood-Financial

Data Enrichment

62% identified

99 identified61 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

160 positions • $466.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464287200

IVV|464287200

Shares:96.9K

Value:$54.5M

% of Portfolio:11.7% ($54.5M/$466.3M)

Apple Inc.

AAPL|037833100

Shares:171.9K

Value:$38.2M

% of Portfolio:8.2% ($38.2M/$466.3M)

464287408

IVE|464287408

Shares:97.3K

Value:$18.6M

% of Portfolio:4.0% ($18.6M/$466.3M)

464287507

IJH|464287507

Shares:302.9K

Value:$17.7M

% of Portfolio:3.8% ($17.7M/$466.3M)

464287309

IVW|464287309

Shares:171.0K

Value:$15.9M

% of Portfolio:3.4% ($15.9M/$466.3M)

464287804

IJR|464287804

Shares:109.3K

Value:$11.4M

% of Portfolio:2.5% ($11.4M/$466.3M)

464286681

Shares:119.3K

Value:$11.2M

% of Portfolio:2.4% ($11.2M/$466.3M)

46138J635

Shares:466.1K

Value:$10.8M

% of Portfolio:2.3% ($10.8M/$466.3M)

46138J643

Shares:502.4K

Value:$10.2M

% of Portfolio:2.2% ($10.2M/$466.3M)

46138J783

Shares:515.2K

Value:$10.1M

% of Portfolio:2.2% ($10.1M/$466.3M)

46138J817

Shares:431.4K

Value:$9.9M

% of Portfolio:2.1% ($9.9M/$466.3M)

46138J791

Shares:482.7K

Value:$9.4M

% of Portfolio:2.0% ($9.4M/$466.3M)

46436E205

Shares:377.4K

Value:$8.7M

% of Portfolio:1.9% ($8.7M/$466.3M)

922908769

VTI|922908769

Shares:30.5K

Value:$8.4M

% of Portfolio:1.8% ($8.4M/$466.3M)

46436E726

Shares:378.0K

Value:$8.2M

% of Portfolio:1.8% ($8.2M/$466.3M)

46138J825

Shares:390.3K

Value:$8.1M

% of Portfolio:1.7% ($8.1M/$466.3M)

46138J585

Shares:357.8K

Value:$8.0M

% of Portfolio:1.7% ($8.0M/$466.3M)

464287465

EFA|464287465

Shares:89.0K

Value:$7.3M

% of Portfolio:1.6% ($7.3M/$466.3M)

464287150

ITOT|464287150

Shares:52.2K

Value:$6.4M

% of Portfolio:1.4% ($6.4M/$466.3M)

AMAZON COM INC

AMZN|023135106

Shares:31.6K

Value:$6.0M

% of Portfolio:1.3% ($6.0M/$466.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IVVcusip464287200)	96.9K	QoQ +0.04% (-44) YoY -5.59% (-5.7K)	All Managers (Combined)	$54.5M	11.7% ($54.5M/$466.3M)	QoQ -4.50% (-$2.6M) YoY +0.90% (-$488.0K)
Apple Inc.(AAPLcusip037833100)	171.9K	QoQ -0.27% (-479) YoY -18.81% (-39.8K)	All Managers (Combined)	$38.2M	8.2% ($38.2M/$466.3M)	QoQ -11.54% (-$5.0M) YoY +5.16% (-$1.9M)
(IVEcusip464287408)	97.3K	QoQ -0.38% (-373) YoY -5.45% (-5.6K)	All Managers (Combined)	$18.6M	4.0% ($18.6M/$466.3M)	QoQ -0.53% (-$100.3K) YoY -3.54% (-$682.3K)
(IJHcusip464287507)	302.9K	QoQ +2.25% (-6.7K) YoY +9.88% (+27.2K)	All Managers (Combined)	$17.7M	3.8% ($17.7M/$466.3M)	QoQ -4.24% (-$782.6K) YoY +5.55% (+$930.6K)
(IVWcusip464287309)	171.0K	QoQ +0.30% (-528) YoY -0.44% (-770)	All Managers (Combined)	$15.9M	3.4% ($15.9M/$466.3M)	QoQ -8.28% (-$1.4M) YoY +9.44% (-$1.4M)
(IJRcusip464287804)	109.3K	QoQ +0.33% (-360) YoY +9.85% (+9.8K)	All Managers (Combined)	$11.4M	2.5% ($11.4M/$466.3M)	QoQ -8.94% (-$1.1M) YoY +3.94% (+$433.8K)
(cusip464286681)✕	119.3K	QoQ +0.46% (-556) YoY -8.27% (-10.8K)	All Managers (Combined)	$11.2M	2.4% ($11.2M/$466.3M)	QoQ -1.39% (-$158.1K) YoY -5.65% (-$669.2K)
(cusip46138J635)✕	466.1K	QoQ +0.22% (-1.0K) YoY +19.17% (+75.0K)	All Managers (Combined)	$10.8M	2.3% ($10.8M/$466.3M)	QoQ -0.14% (-$15.8K) YoY +19.22% (+$1.7M)
(cusip46138J643)✕	502.4K	QoQ +1.60% (+7.9K) YoY +23.73% (+96.4K)	All Managers (Combined)	$10.2M	2.2% ($10.2M/$466.3M)	QoQ +2.71% (+$270.0K) YoY +25.46% (+$2.1M)
(cusip46138J783)✕	515.2K	QoQ +0.65% (+3.4K) YoY +17.58% (+77.1K)	All Managers (Combined)	$10.1M	2.2% ($10.1M/$466.3M)	QoQ +1.22% (+$122.4K) YoY +19.41% (+$1.6M)
(cusip46138J817)✕	431.4K	QoQ -5.91% (-27.1K) YoY +6.57% (+26.6K)	All Managers (Combined)	$9.9M	2.1% ($9.9M/$466.3M)	QoQ -5.99% (-$634.5K) YoY +7.04% (+$654.4K)
(cusip46138J791)✕	482.7K	QoQ +0.02% (+115) YoY +16.66% (+68.9K)	All Managers (Combined)	$9.4M	2.0% ($9.4M/$466.3M)	QoQ +0.28% (+$26.4K) YoY +18.30% (+$1.5M)
(cusip46436E205)✕	377.4K	QoQ +6.27% (+22.3K) YoY +54.34% (+132.9K)	All Managers (Combined)	$8.7M	1.9% ($8.7M/$466.3M)	QoQ +7.81% (+$633.0K) YoY +56.43% (+$3.1M)
(VTIcusip922908769)	30.5K	QoQ +0.40% (-124) YoY +21.10% (+5.3K)	All Managers (Combined)	$8.4M	1.8% ($8.4M/$466.3M)	QoQ -4.77% (-$420.6K) YoY +28.06% (+$1.8M)
(cusip46436E726)✕	378.0K	QoQ +6.45% (+22.9K) YoY +47.56% (+121.8K)	All Managers (Combined)	$8.2M	1.8% ($8.2M/$466.3M)	QoQ +8.24% (+$625.4K) YoY +49.76% (+$2.7M)
(cusip46138J825)✕	390.3K	QoQ -16.14% (-75.1K) YoY -6.73% (-28.2K)	All Managers (Combined)	$8.1M	1.7% ($8.1M/$466.3M)	QoQ -16.02% (-$1.5M) YoY -5.59% (-$477.9K)
(cusip46138J585)✕	357.8K	QoQ +1.74% (+6.2K) YoY +76.35% (+154.9K)	All Managers (Combined)	$8.0M	1.7% ($8.0M/$466.3M)	QoQ +1.77% (+$139.5K) YoY +77.58% (+$3.5M)
(EFAcusip464287465)	89.0K	QoQ -2.18% (-2.0K) YoY -7.61% (-7.3K)	All Managers (Combined)	$7.3M	1.6% ($7.3M/$466.3M)	QoQ +5.73% (-$394.2K) YoY -5.45% (-$419.6K)
(ITOTcusip464287150)	52.2K	QoQ +2.77% (-1.4K) YoY +8.01% (+3.9K)	All Managers (Combined)	$6.4M	1.4% ($6.4M/$466.3M)	QoQ -2.50% (-$163.7K) YoY +14.30% (+$796.1K)
AMAZON COM INC(AMZNcusip023135106)	31.6K	QoQ -0.03% (-10) YoY +0.01% (+5)	All Managers (Combined)	$6.0M	1.3% ($6.0M/$466.3M)	QoQ -13.30% (-$924.1K) YoY +5.49% (+$313.6K)