Latest Ironwood Financial, llc Stock Portfolio

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

Ironwood Financial, llc is a hedge fund based in TUCSON, AZ. On 19-Jun-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $364.2 Millions. In it's latest 13F Holdings report, Ironwood Financial, llc reported an equity portfolio of $466.3 Millions as of 30 Jun, 2025.

The top stock holdings of Ironwood Financial, llc are IJR, AAPL, IJR. The fund has invested 11.7% of it's portfolio in ISHARES TR and 8.2% of portfolio in APPLE INC.

The fund managers got completely rid off ACCELERATE DIAGNOSTICS INC (AXDX) stocks.

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

New Buys

No new stocks were added by Ironwood Financial, llc

Additions

No additions were made to existing positions by Ironwood Financial, llc

Reductions

None of the existing positions were reduced by Ironwood Financial, llc

Sold off

Ticker	$ Sold
accelerate diagnostics inc	-14,239

Ironwood Financial, llc got rid off the above stocks

Sector Distribution

Sector	%
Others	78.3
Technology	10.9
Consumer Cyclical	2.7
Healthcare	2.6
Communication Services	1.5
Financial Services	1.4

Market Cap. Distribution

Category	%
UNALLOCATED	77.6
MEGA-CAP	16.4
LARGE-CAP	5.2

Stocks belong to which Index?

Index	%
Others	78.4
S&P 500	21.1

Top 5 Winners (%)		%

Top 5 Winners ($)		$

Top 5 Losers (%)		%

Top 5 Losers ($)		$

Ironwood Financial, llc Holdings Map

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

Current Stock Holdings of Ironwood Financial, llc

Last Reported on: 23 Jul, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	IJR	ishares tr	11.68	96,928	54,463,700	unchanged	0.00
Historical Trend of ISHARES TR Position Held By Ironwood Financial, llc What % of Portfolio is IJR?: Number of IJR shares held: Change in No. of Shares Held:
	AAPL	apple inc	8.19	171,906	38,185,500	unchanged	0.00

	IJR	ishares tr	3.98	97,349	18,552,900	unchanged	0.00

	IJR	ishares tr	3.79	302,884	17,673,300	unchanged	0.00

	IJR	ishares tr	3.40	170,984	15,872,400	unchanged	0.00

	IJR	ishares tr	2.45	109,294	11,428,900	unchanged	0.00

	ACWV	ishares inc	2.39	119,252	11,160,800	unchanged	0.00

	BSAE	invesco exch trd slf idx fd	2.32	466,126	10,809,500	unchanged	0.00

	BSAE	invesco exch trd slf idx fd	2.19	502,400	10,223,800	unchanged	0.00

	BSAE	invesco exch trd slf idx fd	2.16	515,237	10,093,500	unchanged	0.00

	BSAE	invesco exch trd slf idx fd	2.13	431,407	9,943,920	unchanged	0.00

	BSAE	invesco exch trd slf idx fd	2.02	482,691	9,402,830	unchanged	0.00

	DMXF	ishares tr	1.87	377,436	8,730,100	unchanged	0.00

	VB	vanguard index fds	1.80	30,489	8,379,500	unchanged	0.00

	DMXF	ishares tr	1.76	377,965	8,209,400	unchanged	0.00

	BSAE	invesco exch trd slf idx fd	1.73	390,308	8,071,560	unchanged	0.00

	BSAE	invesco exch trd slf idx fd	1.72	357,792	8,016,260	unchanged	0.00

	IJR	ishares tr	1.56	88,993	7,273,400	unchanged	0.00

	IJR	ishares tr	1.36	52,153	6,363,200	unchanged	0.00

	AMZN	amazon com inc	1.29	31,649	6,021,470	unchanged	0.00