Grufity logoGrufity logo
Stocks
Funds
Screener
Sectors
Watchlists

Latest Ironwood Financial, llc Stock Portfolio

Ironwood Financial, llc Performance:
2026 Q1: -4.09%YTD: -4.09%2025: 12.43%
Performance for 2026 Q1 is -4.09%, and YTD is -4.09%, and 2025 is 12.43%.

About Ironwood Financial, llc and 13F Hedge Fund Stock Holdings

Ironwood Financial, llc is a hedge fund based in Tucson, AZ. On 2026-04-16, the fund reported it's updated stock portfolio. In the 13F Holdings report, Ironwood Financial, llc reported an equity portfolio of $572.7 Millions as of 31 Mar, 2026.

The top stock holdings of Ironwood Financial, llc are IJR, AAPL, IJR. The fund has invested 12.1% of it's portfolio in ISHARES TR and 6.7% of portfolio in APPLE INC.

The fund managers got completely rid off SCHWAB STRATEGIC TR (FNDA) and ISHARES TR (AOA) stocks. They significantly reduced their stock positions in INVESCO EXCH TRD SLF IDX FD (BSAE), ISHARES SILVER TR (SLV) and ADVANCED MICRO DEVICES INC (AMD). Ironwood Financial, llc opened new stock positions in FIDELITY COVINGTON TRUST (FBCG), EXXON MOBIL CORP (XOM) and CHEVRON CORPORATION (CVX). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), ISHARES TR (DMXF) and VANECK ETF TRUST (AFK).

Ironwood Financial, llc Annual Return Estimates Vs S&P 500

Our best estimate is that Ironwood Financial, llc made a return of -4.09% in the last quarter. In trailing 12 months, it's portfolio return was 11.5%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
fidelity covington trust530,592
exxon mobil corp287,745
chevron corporation221,527
niocorp devs ltd49,064
New stocks bought by Ironwood Financial, llc

Additions

Ticker% Inc.
vanguard index fds112
ishares tr102
vaneck etf trust41.19
ishares tr17.28
vanguard index fds14.64
ishares tr13.95
schwab strategic tr10.47
vanguard intl equity index f9.51
Additions to existing portfolio by Ironwood Financial, llc

Reductions

Ticker% Reduced
invesco exch trd slf idx fd-19.24
ishares silver tr-14.98
ishares tr-12.57
advanced micro devices inc-11.43
select sector spdr tr-8.81
invesco exch trd slf idx fd-6.65
invesco exch trd slf idx fd-6.41
ishares tr-6.08
Ironwood Financial, llc reduced stake in above stock

Sold off

Ticker$ Sold
schwab strategic tr-218,152
ishares tr-204,589
Ironwood Financial, llc got rid off the above stocks

Sector Distribution

Ironwood Financial, llc has about 80.2% of it's holdings in Others sector.

Sector%
Others80.2
Technology8.9
Healthcare2.4
Consumer Cyclical2.3
Communication Services2.1
Financial Services1.4

Market Cap. Distribution

Ironwood Financial, llc has about 19.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED79.6
MEGA-CAP16.3
LARGE-CAP3.4

Stocks belong to which Index?

About 19.1% of the stocks held by Ironwood Financial, llc either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others80.3
S&P 50019.1
Top 5 Winners (%)%
OXY
occidental pete corp
51.6 %
IJR
ishares tr
32.0 %
XLB
select sector spdr tr
30.4 %
PBT
permian basin rty tr
21.9 %
JNJ
johnson & johnson
16.6 %
Top 5 Winners ($)$
XLB
select sector spdr tr
0.4 M
JNJ
johnson & johnson
0.3 M
AMPS
ishares tr
0.2 M
IJR
ishares tr
0.2 M
IJR
ishares tr
0.2 M
Top 5 Losers (%)%
INTU
intuit
-32.0 %
ORCL
oracle corp
-28.1 %
EET
proshares tr
-24.8 %
IJR
ishares tr
-22.9 %
MSFT
microsoft corp
-22.4 %
Top 5 Losers ($)$
IJR
ishares tr
-4.8 M
IJR
ishares tr
-1.8 M
MSFT
microsoft corp
-1.4 M
AMZN
amazon com inc
-1.2 M
AAPL
apple inc
-1.0 M

Ironwood Financial, llc Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Ironwood Financial, llc

Ironwood Financial, llc has 165 stocks in it's portfolio. About 41.2% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. XLB was the most profitable stock for Ironwood Financial, llc last quarter.

Last Reported on: 16 Apr, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions