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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46431W648

Shares:11.0K

Value:$825.7K

% of Portfolio:0.2% ($825.7K/$466.3M)

464287499

IWR|464287499

Shares:9.6K

Value:$819.9K

% of Portfolio:0.2% ($819.9K/$466.3M)

464288448

Shares:26.3K

Value:$814.7K

% of Portfolio:0.2% ($814.7K/$466.3M)

464287291

Shares:10.7K

Value:$814.1K

% of Portfolio:0.2% ($814.1K/$466.3M)

Walmart Inc.

WMT|931142103

Shares:9.1K

Value:$797.7K

% of Portfolio:0.2% ($797.7K/$466.3M)

78464A508

SPYV|78464A508

Shares:15.6K

Value:$796.6K

% of Portfolio:0.2% ($796.6K/$466.3M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:3.8K

Value:$796.2K

% of Portfolio:0.2% ($796.2K/$466.3M)

808524409

Shares:29.0K

Value:$769.6K

% of Portfolio:0.2% ($769.6K/$466.3M)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:9.8K

Value:$767.3K

% of Portfolio:0.2% ($767.3K/$466.3M)

YUM BRANDS INC

YUM|988498101

Shares:4.9K

Value:$763.4K

% of Portfolio:0.2% ($763.4K/$466.3M)

922908595

VBK|922908595

Shares:3.0K

Value:$761.6K

% of Portfolio:0.2% ($761.6K/$466.3M)

46137V720

Shares:15.1K

Value:$736.1K

% of Portfolio:0.2% ($736.1K/$466.3M)

464287655

IWM|464287655

Shares:3.7K

Value:$733.3K

% of Portfolio:0.2% ($733.3K/$466.3M)

922908538

VOT|922908538

Shares:2.8K

Value:$686.2K

% of Portfolio:0.1% ($686.2K/$466.3M)

81369Y506

Shares:7.2K

Value:$675.2K

% of Portfolio:0.1% ($675.2K/$466.3M)

464287523

Shares:3.5K

Value:$657.5K

% of Portfolio:0.1% ($657.5K/$466.3M)

922908363

VOO|922908363

Shares:1.3K

Value:$650.6K

% of Portfolio:0.1% ($650.6K/$466.3M)

Snap-on Inc

SNA|833034101

Shares:1.9K

Value:$630.9K

% of Portfolio:0.1% ($630.9K/$466.3M)

46436E312

Shares:24.4K

Value:$610.0K

% of Portfolio:0.1% ($610.0K/$466.3M)

AbbVie Inc.

ABBV|00287Y109

Shares:2.9K

Value:$609.1K

% of Portfolio:0.1% ($609.1K/$466.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46431W648)✕	11.0K	QoQ -0.13% (-15) YoY -1.54% (-173)	All Managers (Combined)	$825.7K	0.2% ($825.7K/$466.3M)	QoQ -12.28% (-$115.6K) YoY +4.21% (-$33.4K)
(IWRcusip464287499)	9.6K	QoQ 0.00% (-0) YoY -2.95% (-293)	All Managers (Combined)	$819.9K	0.2% ($819.9K/$466.3M)	QoQ -3.76% (-$32.1K) YoY -1.81% (-$15.2K)
(cusip464288448)✕	26.3K	QoQ -3.07% (-833) YoY -17.75% (-5.7K)	All Managers (Combined)	$814.7K	0.2% ($814.7K/$466.3M)	QoQ +9.81% (-$72.8K) YoY -9.01% (-$80.7K)
(cusip464287291)✕	10.7K	QoQ -0.42% (-46) YoY -2.21% (-244)	All Managers (Combined)	$814.1K	0.2% ($814.1K/$466.3M)	QoQ -11.01% (-$100.7K) YoY -1.00% (-$8.3K)
Walmart Inc.(WMTcusip931142103)	9.1K	QoQ +0.41% (-38) YoY -4.00% (-379)	All Managers (Combined)	$797.7K	0.2% ($797.7K/$466.3M)	QoQ -2.43% (-$19.9K) YoY +40.05% (-$228.2K)
(SPYVcusip78464A508)	15.6K	QoQ +1.86% (+285) YoY +65.10% (+6.2K)	All Managers (Combined)	$796.6K	0.2% ($796.6K/$466.3M)	QoQ +1.72% (+$13.5K) YoY +68.29% (+$323.2K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	3.8K	QoQ 0.00% (-0) YoY +0.58% (+22)	All Managers (Combined)	$796.2K	0.2% ($796.2K/$466.3M)	QoQ -6.25% (-$53.2K) YoY +3.77% (+$29.0K)
(cusip808524409)✕	29.0K	QoQ -0.95% (-278) YoY +193.65% (+19.1K)	All Managers (Combined)	$769.6K	0.2% ($769.6K/$466.3M)	QoQ +0.98% (-$7.5K) YoY +2.72% (+$20.4K)
SCHWAB CHARLES CORP(SCHWcusip808513105)	9.8K	QoQ 0.00% (+0) YoY -3.76% (-384)	All Managers (Combined)	$767.3K	0.2% ($767.3K/$466.3M)	QoQ +5.77% (+$41.9K) YoY +4.12% (-$30.4K)
YUM BRANDS INC(YUMcusip988498101)	4.9K	QoQ 0.00% (+0) YoY -2.13% (-106)	All Managers (Combined)	$763.4K	0.2% ($763.4K/$466.3M)	QoQ +17.29% (+$112.5K) YoY +11.06% (-$76.1K)
(VBKcusip922908595)	3.0K	QoQ +23.51% (+576) YoY NEW(+3.0K)	All Managers (Combined)	$761.6K	0.2% ($761.6K/$466.3M)	QoQ +11.04% (+$75.7K) YoY NEW(+$761.6K)
(cusip46137V720)✕	15.1K	QoQ -1.84% (-284) YoY -5.98% (-964)	All Managers (Combined)	$736.1K	0.2% ($736.1K/$466.3M)	QoQ -8.51% (-$68.5K) YoY -0.95% (-$7.1K)
(IWMcusip464287655)	3.7K	QoQ -4.74% (-183) YoY -12.01% (-502)	All Managers (Combined)	$733.3K	0.2% ($733.3K/$466.3M)	QoQ -13.99% (-$119.3K) YoY -16.53% (-$145.3K)
(VOTcusip922908538)	2.8K	QoQ +19.66% (+461) YoY NEW(+2.8K)	All Managers (Combined)	$686.2K	0.1% ($686.2K/$466.3M)	QoQ +15.37% (+$91.4K) YoY NEW(+$686.2K)
(cusip81369Y506)✕	7.2K	QoQ +39.39% (+2.0K) YoY NEW(+7.2K)	All Managers (Combined)	$675.2K	0.1% ($675.2K/$466.3M)	QoQ +52.07% (+$231.2K) YoY NEW(+$675.2K)
(cusip464287523)✕	3.5K	QoQ -0.28% (-10) YoY -3.82% (-139)	All Managers (Combined)	$657.5K	0.1% ($657.5K/$466.3M)	QoQ -12.92% (-$97.6K) YoY -19.89% (-$163.3K)
(VOOcusip922908363)	1.3K	QoQ -24.14% (-403) YoY -12.32% (-178)	All Managers (Combined)	$650.6K	0.1% ($650.6K/$466.3M)	QoQ -27.66% (-$248.8K) YoY -6.24% (-$43.3K)
Snap-on Inc(SNAcusip833034101)	1.9K	QoQ 0.00% (-0) YoY -5.40% (-107)	All Managers (Combined)	$630.9K	0.1% ($630.9K/$466.3M)	QoQ -0.72% (-$4.6K) YoY +7.61% (-$44.7K)
(cusip46436E312)✕	24.4K	QoQ NEW(+24.4K) YoY NEW(+24.4K)	All Managers (Combined)	$610.0K	0.1% ($610.0K/$466.3M)	QoQ NEW(+$610.0K) YoY NEW(+$610.0K)
AbbVie Inc.(ABBVcusip00287Y109)	2.9K	QoQ +0.51% (+15) YoY +7.07% (+192)	All Managers (Combined)	$609.1K	0.1% ($609.1K/$466.3M)	QoQ +18.51% (+$95.2K) YoY +23.19% (+$114.7K)