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

160 positions • $466.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464287887

Shares:12.6K

Value:$1.6M

% of Portfolio:0.3% ($1.6M/$466.3M)

46436E528

Shares:66.2K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$466.3M)

464287614

Shares:4.3K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$466.3M)

81369Y605

Shares:30.7K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$466.3M)

808524201

Shares:68.6K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$466.3M)

MCDONALDS CORP

Shares:4.8K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$466.3M)

46435U168

Shares:64.3K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$466.3M)

464287648

Shares:5.8K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$466.3M)

922908751

Shares:6.4K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$466.3M)

46138J460

Shares:80.6K

Value:$1.3M

% of Portfolio:0.3% ($1.3M/$466.3M)

46436E478

Shares:54.2K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$466.3M)

922908744

Shares:7.0K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$466.3M)

808524607

Shares:48.1K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$466.3M)

ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/

Shares:20.6K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$466.3M)

025072877

Shares:11.2K

Value:$977.6K

% of Portfolio:0.2% ($977.6K/$466.3M)

808524805

Shares:45.9K

Value:$907.6K

% of Portfolio:0.2% ($907.6K/$466.3M)

922908512

Shares:5.3K

Value:$854.9K

% of Portfolio:0.2% ($854.9K/$466.3M)

PFIZER INC

Shares:33.2K

Value:$842.2K

% of Portfolio:0.2% ($842.2K/$466.3M)

808524102

Shares:38.8K

Value:$835.8K

% of Portfolio:0.2% ($835.8K/$466.3M)

NVIDIA CORP

Shares:7.7K

Value:$834.0K

% of Portfolio:0.2% ($834.0K/$466.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IJTcusip464287887)	12.6K	QoQ -1.28% (-164) YoY -5.39% (-721)	All Managers (Combined)	$1.6M	0.3% ($1.6M/$466.3M)	QoQ -9.20% (-$159.5K) YoY -9.90% (-$172.9K)
(cusip46436E528)✕	66.2K	QoQ +10.04% (+6.0K) YoY +107.58% (+34.3K)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$466.3M)	QoQ +10.37% (+$144.4K) YoY +109.02% (+$801.3K)
(IWFcusip464287614)	4.3K	QoQ -1.00% (-43) YoY -7.84% (-362)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$466.3M)	QoQ -10.98% (-$189.4K) YoY -1.26% (-$19.7K)
(cusip81369Y605)✕	30.7K	QoQ +6.95% (+2.0K) YoY +28.69% (+6.8K)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$466.3M)	QoQ +10.23% (+$141.8K) YoY +52.19% (+$523.9K)
(SCHXcusip808524201)	68.6K	QoQ -0.45% (-312) YoY +231.65% (+47.9K)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$466.3M)	QoQ -5.17% (-$82.7K) YoY +17.99% (+$231.0K)
MCDONALDS CORP(MCDcusip580135101)	4.8K	QoQ +0.12% (+6) YoY +20.94% (+839)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$466.3M)	QoQ +7.88% (+$110.6K) YoY +33.99% (+$383.9K)
(cusip46435U168)✕	64.3K	QoQ -0.43% (-279) YoY +46.76% (+20.5K)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$466.3M)	QoQ -0.26% (-$3.9K) YoY +45.88% (+$469.8K)
(IWOcusip464287648)	5.8K	QoQ -1.00% (-59) YoY -8.58% (-545)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$466.3M)	QoQ -12.11% (-$204.3K) YoY -13.74% (-$236.3K)
(VBcusip922908751)	6.4K	QoQ -2.23% (-147) YoY -0.75% (-49)	All Managers (Combined)	$1.4M	0.3% ($1.4M/$466.3M)	QoQ -9.76% (-$154.6K) YoY -3.72% (-$55.2K)
(cusip46138J460)✕	80.6K	QoQ +1.41% (+1.1K) YoY +39.39% (+22.8K)	All Managers (Combined)	$1.3M	0.3% ($1.3M/$466.3M)	QoQ +2.78% (+$36.2K) YoY +41.09% (+$389.2K)
(cusip46436E478)✕	54.2K	QoQ +12.80% (+6.1K) YoY +129.64% (+30.6K)	All Managers (Combined)	$1.2M	0.3% ($1.2M/$466.3M)	QoQ +13.23% (+$141.4K) YoY +130.31% (+$684.1K)
(VTVcusip922908744)	7.0K	QoQ +15.77% (+952) YoY +41.54% (+2.0K)	All Managers (Combined)	$1.2M	0.3% ($1.2M/$466.3M)	QoQ +18.13% (+$185.2K) YoY +50.11% (+$402.8K)
(SCHAcusip808524607)	48.1K	QoQ -1.15% (-564) YoY +123.26% (+26.5K)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$466.3M)	QoQ -10.44% (-$131.4K) YoY +6.23% (+$66.1K)
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/(ZIONcusip989701107)	20.6K	QoQ -0.17% (-36) YoY -4.16% (-895)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$466.3M)	QoQ -8.25% (-$92.2K) YoY +10.09% (-$94.0K)
(cusip025072877)✕	11.2K	QoQ +23.26% (+2.1K) YoY NEW(+11.2K)	All Managers (Combined)	$977.6K	0.2% ($977.6K/$466.3M)	QoQ +11.30% (+$99.3K) YoY NEW(+$977.6K)
(SCHFcusip808524805)	45.9K	QoQ -0.88% (-412) YoY +121.91% (+25.2K)	All Managers (Combined)	$907.6K	0.2% ($907.6K/$466.3M)	QoQ +5.96% (-$51.1K) YoY +12.49% (+$100.8K)
(VOEcusip922908512)	5.3K	QoQ +30.96% (+1.3K) YoY NEW(+5.3K)	All Managers (Combined)	$854.9K	0.2% ($854.9K/$466.3M)	QoQ +29.98% (+$197.2K) YoY NEW(+$854.9K)
PFIZER INC(PFEcusip717081103)	33.2K	QoQ -1.29% (-436) YoY -3.26% (-1.1K)	All Managers (Combined)	$842.2K	0.2% ($842.2K/$466.3M)	QoQ -5.72% (-$51.1K) YoY -11.66% (-$111.2K)
(SCHBcusip808524102)	38.8K	QoQ +2.13% (-811) YoY +257.46% (+28.0K)	All Managers (Combined)	$835.8K	0.2% ($835.8K/$466.3M)	QoQ -3.13% (-$27.0K) YoY +26.06% (+$172.8K)
NVIDIA CORP(NVDAcusip67066G104)	7.7K	QoQ +18.69% (-1.2K) YoY +1111.81% (+7.1K)	All Managers (Combined)	$834.0K	0.2% ($834.0K/$466.3M)	QoQ -4.20% (-$36.6K) YoY +45.35% (+$260.2K)