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:

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SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:5.0K

Value:$2.8M

% of Portfolio:0.6% ($2.8M/$466.3M)

464287242

Shares:25.8K

Value:$2.8M

% of Portfolio:0.6% ($2.8M/$466.3M)

46435U515

Shares:106.6K

Value:$2.7M

% of Portfolio:0.6% ($2.7M/$466.3M)

46435UAA9

Shares:110.6K

Value:$2.7M

% of Portfolio:0.6% ($2.7M/$466.3M)

INTUIT INC.

INTU|461202103

Shares:4.3K

Value:$2.7M

% of Portfolio:0.6% ($2.7M/$466.3M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:10.6K

Value:$2.6M

% of Portfolio:0.6% ($2.6M/$466.3M)

464287606

IJK|464287606

Shares:30.8K

Value:$2.6M

% of Portfolio:0.5% ($2.6M/$466.3M)

46138J577

Shares:131.4K

Value:$2.4M

% of Portfolio:0.5% ($2.4M/$466.3M)

922042775

VEU|922042775

Shares:35.4K

Value:$2.1M

% of Portfolio:0.5% ($2.1M/$466.3M)

46429B663

Shares:17.2K

Value:$2.1M

% of Portfolio:0.4% ($2.1M/$466.3M)

25434V500

Shares:34.8K

Value:$2.1M

% of Portfolio:0.4% ($2.1M/$466.3M)

922908736

VUG|922908736

Shares:5.5K

Value:$2.0M

% of Portfolio:0.4% ($2.0M/$466.3M)

46138J452

Shares:88.7K

Value:$1.9M

% of Portfolio:0.4% ($1.9M/$466.3M)

922908629

VO|922908629

Shares:6.9K

Value:$1.8M

% of Portfolio:0.4% ($1.8M/$466.3M)

AMGEN INC

AMGN|031162100

Shares:5.7K

Value:$1.8M

% of Portfolio:0.4% ($1.8M/$466.3M)

808524508

Shares:67.5K

Value:$1.8M

% of Portfolio:0.4% ($1.8M/$466.3M)

LOWES COMPANIES INC

LOW|548661107

Shares:7.4K

Value:$1.7M

% of Portfolio:0.4% ($1.7M/$466.3M)

RTX Corp

RTX|75513E101

Shares:12.7K

Value:$1.7M

% of Portfolio:0.4% ($1.7M/$466.3M)

HOME DEPOT, INC.

HD|437076102

Shares:4.6K

Value:$1.7M

% of Portfolio:0.4% ($1.7M/$466.3M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:9.9K

Value:$1.6M

% of Portfolio:0.4% ($1.6M/$466.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	5.0K	QoQ -2.65% (-137) YoY -3.03% (-157)	All Managers (Combined)	$2.8M	0.6% ($2.8M/$466.3M)	QoQ -7.08% (-$214.4K) YoY +3.70% (-$100.3K)
(cusip464287242)✕	25.8K	QoQ -1.04% (-271) YoY -13.22% (-3.9K)	All Managers (Combined)	$2.8M	0.6% ($2.8M/$466.3M)	QoQ +0.67% (-$18.7K) YoY -13.40% (-$433.3K)
(cusip46435U515)✕	106.6K	QoQ +19.96% (+17.7K) YoY +158.87% (+65.4K)	All Managers (Combined)	$2.7M	0.6% ($2.7M/$466.3M)	QoQ +21.69% (+$479.9K) YoY +162.56% (+$1.7M)
(cusip46435UAA9)✕	110.6K	QoQ +17.32% (+16.3K) YoY +129.49% (+62.4K)	All Managers (Combined)	$2.7M	0.6% ($2.7M/$466.3M)	QoQ +18.39% (+$415.7K) YoY +133.15% (+$1.5M)
INTUIT INC.(INTUcusip461202103)	4.3K	QoQ 0.00% (-0) YoY -1.63% (-72)	All Managers (Combined)	$2.7M	0.6% ($2.7M/$466.3M)	QoQ -2.30% (-$62.9K) YoY -7.08% (-$202.9K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	10.6K	QoQ -0.04% (-5) YoY +1.50% (+157)	All Managers (Combined)	$2.6M	0.6% ($2.6M/$466.3M)	QoQ +13.06% (-$303.8K) YoY +32.17% (+$640.3K)
(IJKcusip464287606)	30.8K	QoQ +2.37% (-714) YoY +4.47% (-1.3K)	All Managers (Combined)	$2.6M	0.5% ($2.6M/$466.3M)	QoQ -6.23% (-$170.5K) YoY -4.65% (-$125.0K)
(cusip46138J577)✕	131.4K	QoQ +0.40% (+525) YoY +32.76% (+32.4K)	All Managers (Combined)	$2.4M	0.5% ($2.4M/$466.3M)	QoQ +1.44% (+$34.6K) YoY +34.42% (+$623.4K)
(VEUcusip922042775)	35.4K	QoQ +7.29% (+2.4K) YoY +45.47% (+11.1K)	All Managers (Combined)	$2.1M	0.5% ($2.1M/$466.3M)	QoQ +13.36% (+$253.0K) YoY +50.45% (+$719.5K)
(cusip46429B663)✕	17.2K	QoQ +4.94% (+810) YoY +26.37% (+3.6K)	All Managers (Combined)	$2.1M	0.4% ($2.1M/$466.3M)	QoQ +13.22% (+$243.3K) YoY +38.89% (+$583.2K)
(cusip25434V500)✕	34.8K	QoQ -0.45% (-160) YoY -4.72% (-1.7K)	All Managers (Combined)	$2.1M	0.4% ($2.1M/$466.3M)	QoQ -8.61% (-$195.7K) YoY -8.68% (-$197.6K)
(VUGcusip922908736)	5.5K	QoQ +285.79% (+4.1K) YoY +302.49% (+4.1K)	All Managers (Combined)	$2.0M	0.4% ($2.0M/$466.3M)	QoQ +248.64% (+$1.5M) YoY +333.74% (+$1.6M)
(cusip46138J452)✕	88.7K	QoQ +4.86% (+4.1K) YoY +41.46% (+26.0K)	All Managers (Combined)	$1.9M	0.4% ($1.9M/$466.3M)	QoQ +4.66% (+$85.6K) YoY +41.33% (+$561.4K)
(VOcusip922908629)	6.9K	QoQ -1.56% (-109) YoY -0.02% (-2)	All Managers (Combined)	$1.8M	0.4% ($1.8M/$466.3M)	QoQ -3.60% (-$66.5K) YoY +3.47% (-$59.6K)
AMGEN INC(AMGNcusip031162100)	5.7K	QoQ +0.19% (+11) YoY -2.09% (-122)	All Managers (Combined)	$1.8M	0.4% ($1.8M/$466.3M)	QoQ +19.76% (+$292.6K) YoY +7.27% (-$120.3K)
(cusip808524508)✕	67.5K	QoQ -1.18% (-810) YoY +222.28% (+46.5K)	All Managers (Combined)	$1.8M	0.4% ($1.8M/$466.3M)	QoQ -6.57% (-$124.3K) YoY +3.69% (+$62.9K)
LOWES COMPANIES INC(LOWcusip548661107)	7.4K	QoQ -0.05% (-4) YoY -2.03% (-154)	All Managers (Combined)	$1.7M	0.4% ($1.7M/$466.3M)	QoQ -5.54% (-$101.8K) YoY -10.30% (-$198.9K)
RTX Corp(RTXcusip75513E101)	12.7K	QoQ +21.08% (+2.2K) YoY +16.41% (+1.8K)	All Managers (Combined)	$1.7M	0.4% ($1.7M/$466.3M)	QoQ +38.59% (+$467.4K) YoY +58.11% (+$616.8K)
HOME DEPOT, INC.(HDcusip437076102)	4.6K	QoQ +0.30% (-14) YoY +4.71% (+205)	All Managers (Combined)	$1.7M	0.4% ($1.7M/$466.3M)	QoQ -5.50% (-$97.2K) YoY +0.04% (+$747)
JOHNSON & JOHNSON(JNJcusip478160104)	9.9K	QoQ -0.36% (-36) YoY -1.84% (-186)	All Managers (Combined)	$1.6M	0.4% ($1.6M/$466.3M)	QoQ +14.25% (-$205.0K) YoY +2.90% (-$46.4K)