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

Page 6 of 8

Sort by:

ORACLE CORP

ORCL|68389X105

Shares:4.3K

Value:$597.0K

% of Portfolio:0.1% ($597.0K/$466.3M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:1.3K

Value:$587.0K

% of Portfolio:0.1% ($587.0K/$466.3M)

808524797

SCHD|808524797

Shares:20.5K

Value:$573.0K

% of Portfolio:0.1% ($573.0K/$466.3M)

25434V807

Shares:14.2K

Value:$560.0K

% of Portfolio:0.1% ($560.0K/$466.3M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:9.0K

Value:$550.7K

% of Portfolio:0.1% ($550.7K/$466.3M)

COMCAST CORP

CMCSA|20030N101

Shares:14.7K

Value:$544.2K

% of Portfolio:0.1% ($544.2K/$466.3M)

46432F842

IEFA|46432F842

Shares:7.1K

Value:$534.6K

% of Portfolio:0.1% ($534.6K/$466.3M)

25434V401

Shares:8.8K

Value:$529.9K

% of Portfolio:0.1% ($529.9K/$466.3M)

Merck & Co., Inc.

MRK|58933Y105

Shares:5.6K

Value:$501.7K

% of Portfolio:0.1% ($501.7K/$466.3M)

BOEING CO

BA|097023105

Shares:2.9K

Value:$493.4K

% of Portfolio:0.1% ($493.4K/$466.3M)

315912808

Shares:7.1K

Value:$485.5K

% of Portfolio:0.1% ($485.5K/$466.3M)

BIOGEN INC.

BIIB|09062X103

Shares:3.5K

Value:$483.7K

% of Portfolio:0.1% ($483.7K/$466.3M)

808524300

SCHG|808524300

Shares:17.5K

Value:$438.9K

% of Portfolio:0.1% ($438.9K/$466.3M)

464287788

Shares:3.9K

Value:$435.0K

% of Portfolio:0.1% ($435.0K/$466.3M)

464287796

Shares:8.4K

Value:$416.0K

% of Portfolio:0.1% ($416.0K/$466.3M)

78464A854

SPLG|78464A854

Shares:6.0K

Value:$392.9K

% of Portfolio:0.1% ($392.9K/$466.3M)

921932828

Shares:4.0K

Value:$387.4K

% of Portfolio:0.1% ($387.4K/$466.3M)

46138J429

Shares:23.4K

Value:$381.4K

% of Portfolio:0.1% ($381.4K/$466.3M)

25434V724

Shares:9.1K

Value:$373.8K

% of Portfolio:0.1% ($373.8K/$466.3M)

Cigna Group

CI|125523100

Shares:1.1K

Value:$366.2K

% of Portfolio:0.1% ($366.2K/$466.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ORACLE CORP(ORCLcusip68389X105)	4.3K	QoQ 0.00% (-0) YoY -4.85% (-218)	All Managers (Combined)	$597.0K	0.1% ($597.0K/$466.3M)	QoQ -16.10% (-$114.6K) YoY +5.89% (-$33.3K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	1.3K	QoQ +0.30% (-4) YoY -5.26% (-73)	All Managers (Combined)	$587.0K	0.1% ($587.0K/$466.3M)	QoQ -7.79% (-$49.6K) YoY -6.96% (-$43.9K)
(SCHDcusip808524797)	20.5K	QoQ +25.01% (+4.1K) YoY NEW(+20.5K)	All Managers (Combined)	$573.0K	0.1% ($573.0K/$466.3M)	QoQ +27.94% (+$125.1K) YoY NEW(+$573.0K)
(cusip25434V807)✕	14.2K	QoQ -1.38% (-200) YoY -6.49% (-989)	All Managers (Combined)	$560.0K	0.1% ($560.0K/$466.3M)	QoQ +9.39% (-$48.1K) YoY +0.14% (-$787)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	9.0K	QoQ 0.00% (+0) YoY -35.38% (-4.9K)	All Managers (Combined)	$550.7K	0.1% ($550.7K/$466.3M)	QoQ +7.83% (+$40.0K) YoY -27.32% (-$207.1K)
COMCAST CORP(CMCSAcusip20030N101)	14.7K	QoQ -2.60% (-394) YoY -6.42% (-1.0K)	All Managers (Combined)	$544.2K	0.1% ($544.2K/$466.3M)	QoQ -4.23% (-$24.1K) YoY -20.34% (-$139.0K)
(IEFAcusip46432F842)	7.1K	QoQ +3.31% (+227) YoY -3.64% (-267)	All Managers (Combined)	$534.6K	0.1% ($534.6K/$466.3M)	QoQ +11.21% (+$53.9K) YoY -1.77% (-$9.6K)
(cusip25434V401)✕	8.8K	QoQ -4.88% (-450) YoY -6.16% (-576)	All Managers (Combined)	$529.9K	0.1% ($529.9K/$466.3M)	QoQ -9.76% (-$57.3K) YoY -0.40% (-$2.2K)
Merck & Co., Inc.(MRKcusip58933Y105)	5.6K	QoQ -3.33% (-193) YoY -0.99% (-56)	All Managers (Combined)	$501.7K	0.1% ($501.7K/$466.3M)	QoQ -12.78% (-$73.5K) YoY -32.64% (-$243.2K)
BOEING CO(BAcusip097023105)	2.9K	QoQ +25.56% (+589) YoY +18.85% (+459)	All Managers (Combined)	$493.4K	0.1% ($493.4K/$466.3M)	QoQ +20.98% (+$85.6K) YoY +5.03% (+$23.7K)
(cusip315912808)✕	7.1K	QoQ 0.00% (-0) YoY +0.04% (+3)	All Managers (Combined)	$485.5K	0.1% ($485.5K/$466.3M)	QoQ -10.51% (-$57.0K) YoY +5.74% (+$26.4K)
BIOGEN INC.(BIIBcusip09062X103)	3.5K	QoQ 0.00% (-0) YoY -2.18% (-79)	All Managers (Combined)	$483.7K	0.1% ($483.7K/$466.3M)	QoQ -10.51% (-$56.8K) YoY -37.92% (-$295.6K)
(SCHGcusip808524300)	17.5K	QoQ +2.23% (-384) YoY +310.08% (+13.3K)	All Managers (Combined)	$438.9K	0.1% ($438.9K/$466.3M)	QoQ -8.14% (-$38.9K) YoY +10.74% (+$42.6K)
(cusip464287788)✕	3.9K	QoQ +10.08% (+353) YoY -31.87% (-1.8K)	All Managers (Combined)	$435.0K	0.1% ($435.0K/$466.3M)	QoQ +12.35% (+$47.8K) YoY -19.61% (-$106.2K)
(cusip464287796)✕	8.4K	QoQ +4.57% (+369) YoY -44.22% (-6.7K)	All Managers (Combined)	$416.0K	0.1% ($416.0K/$466.3M)	QoQ +13.13% (+$48.3K) YoY -44.33% (-$331.4K)
(SPLGcusip78464A854)	6.0K	QoQ +4.36% (-250) YoY NEW(+6.0K)	All Managers (Combined)	$392.9K	0.1% ($392.9K/$466.3M)	QoQ -0.44% (-$1.8K) YoY NEW(+$392.9K)
(cusip921932828)✕	4.0K	QoQ 0.00% (-0) YoY -8.04% (-351)	All Managers (Combined)	$387.4K	0.1% ($387.4K/$466.3M)	QoQ -8.98% (-$38.3K) YoY -12.55% (-$55.6K)
(cusip46138J429)✕	23.4K	QoQ +3.31% (+750) YoY +103.25% (+11.9K)	All Managers (Combined)	$381.4K	0.1% ($381.4K/$466.3M)	QoQ +4.98% (+$18.1K) YoY +105.65% (+$195.9K)
(cusip25434V724)✕	9.1K	QoQ -2.15% (-200) YoY -2.15% (-200)	All Managers (Combined)	$373.8K	0.1% ($373.8K/$466.3M)	QoQ -1.46% (-$5.6K) YoY -1.41% (-$5.4K)
Cigna Group(CIcusip125523100)	1.1K	QoQ 0.00% (+0) YoY -2.28% (-26)	All Managers (Combined)	$366.2K	0.1% ($366.2K/$466.3M)	QoQ +19.14% (+$58.8K) YoY -11.48% (-$47.5K)