HoldingsChannel.com
Ironwood Financial llc Top Holdings
As of  09/30/2022, below is a summary of the Ironwood Financial llc top holdings by largest position size, as per the latest 13f filing made by Ironwood Financial llc. In the Ironwood Financial llc-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Ironwood Financial llc in that top holding, then the share count change between reporting periods, and finally the Ironwood Financial llc top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
APPLE INC 240,713 +165 $33,266
     AAPL240,713+165$33,266
ISHARES TR (IVV) 82,599 +3,727 $29,624
     IVV82,599+3,727$29,624
ISHARES TR (IVE) 102,816 +1,969 $13,214
     IVE102,816+1,969$13,214
ISHARES TR (IVW) 180,686 -2,123 $10,453
     IVW180,686-2,123$10,453
ISHARES TR (IJH) 47,658 +911 $10,449
     IJH47,658+911$10,449
INVESCO EXCH TRD SLF IDX FD 482,649 +7,982 $9,841
     BSCO482,649+7,982$9,841
INVESCO EXCH TRD SLF IDX FD 433,021 +9,811 $9,362
     BSJO433,021+9,811$9,362
ISHARES INC (EUSA) 139,874 -3,346 $9,342
     EUSA139,874-3,346$9,342
INVESCO EXCH TRD SLF IDX FD 468,265 +10,855 $9,340
     BSCP468,265+10,855$9,340
INVESCO EXCH TRD SLF IDX FD 413,289 +11,558 $8,989
     BSJP413,289+11,558$8,989
INVESCO EXCH TRD SLF IDX FD 389,737 +9,950 $8,894
     BSJN389,737+9,950$8,894
INVESCO EXCH TRD SLF IDX FD 406,127 +35,279 $8,476
     BSCN406,127+35,279$8,476
INVESCO EXCH TRD SLF IDX FD 437,737 +23,518 $8,159
     BSCQ437,737+23,518$8,159
INVESCO EXCH TRD SLF IDX FD 362,768 +32,657 $7,937
     BSJQ362,768+32,657$7,937
ISHARES TR (IJR) 90,571 +1,224 $7,897
     IJR90,571+1,224$7,897
ISHARES TR (IJS) 64,395 +161 $5,309
     IJS64,395+161$5,309
ISHARES TR (EFA) 93,652 +1,840 $5,245
     EFA93,652+1,840$5,245
ISHARES TR (DVY) 42,587 -170 $4,566
     DVY42,587-170$4,566
ISHARES TR (IJJ) 47,686 +1,128 $4,292
     IJJ47,686+1,128$4,292
ISHARES TR (ITOT) 51,095 -833 $4,064
     ITOT51,095-833$4,064
AMAZON COM INC 35,960 +45 $4,063
     AMZN35,960+45$4,063
ISHARES TR (IYF) 56,189 -416 $3,796
     IYF56,189-416$3,796
MICROSOFT CORP 13,095 +330 $3,050
     MSFT13,095+330$3,050
ISHARES TR (IYE) 77,071 -6,419 $3,030
     IYE77,071-6,419$3,030
INVESCO QQQ TR 10,414 +188 $2,783
     QQQ10,414+188$2,783
DIMENSIONAL ETF TRUST (DFAS) 59,774 UNCH $2,781
     DFAS59,774UNCH$2,781
VANGUARD INDEX FDS (VTI) 13,959 +866 $2,505
     VTI13,959+866$2,505
ALPHABET INC 23,542 +22,365 $2,252
     GOOGL23,542+22,365$2,252
ISHARES TR (IJK) 31,495 +1,083 $1,985
     IJK31,495+1,083$1,985
VANGUARD INDEX FDS (VV) 11,913 +1,723 $1,949
     VV11,913+1,723$1,949
INVESCO EXCH TRD SLF IDX FD 87,917 -85,821 $1,932
     BSJM87,917-85,821$1,932
ALPHABET INC 19,740 +18,753 $1,898
     GOOG19,740+18,753$1,898
INTUIT 4,808 UNCH $1,862
     INTU4,808UNCH$1,862
JOHNSON & JOHNSON 11,103 +876 $1,814
     JNJ11,103+876$1,814
JPMORGAN CHASE & CO 17,001 +1,233 $1,777
     JPM17,001+1,233$1,777
LILLY ELI & CO 5,489 UNCH $1,775
     LLY5,489UNCH$1,775
COSTCO WHSL CORP NEW 3,721 UNCH $1,757
     COST3,721UNCH$1,757
AMERISOURCEBERGEN CORP 12,206 UNCH $1,652
     ABC12,206UNCH$1,652
SPDR S&P 500 ETF TR (SPY) 4,519 +182 $1,614
     SPY4,519+182$1,614
PFIZER INC 36,081 UNCH $1,579
     PFE36,081UNCH$1,579
INVESCO EXCHANGE TRADED FD T (RSP) 11,964 +1,529 $1,523
     RSP11,964+1,529$1,523
ISHARES TR (SHY) 18,706 -6,469 $1,519
     SHY18,706-6,469$1,519
ISHARES TR (IWO) 7,327 -98 $1,514
     IWO7,327-98$1,514
ISHARES TR (IJT) 14,478 +214 $1,472
     IJT14,478+214$1,472
LOWES COS INC 7,630 UNCH $1,433
     LOW7,630UNCH$1,433
ISHARES TR (HDV) 15,196 +290 $1,387
     HDV15,196+290$1,387
INVESCO EXCH TRD SLF IDX FD 63,398 -44,920 $1,343
     BSCM63,398-44,920$1,343
VANGUARD TAX MANAGED FDS (VEA) 36,217 +4,012 $1,317
     VEA36,217+4,012$1,317
AMGEN INC 5,767 UNCH $1,300
     AMGN5,767UNCH$1,300
INTERNATIONAL BUSINESS MACHS 10,537 UNCH $1,252
     IBM10,537UNCH$1,252

See Full List: All Stocks Held By Ironwood Financial llc
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Ironwood Financial llc

Size ($ in 1000's)
At 09/30/2022: $301,624
At 06/30/2022: $311,337

Ironwood Financial llc holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Ironwood Financial llc 13F filings. Link to 13F filings: SEC filings

Ironwood Financial llc Top Holdings 13F Filings | www.HoldingsChannel.com

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