HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (IVV) |
102,668 | +1,941 | $53,976 |
| IVV | 102,668 | +1,941 | $53,976 |
| APPLE INC |
211,735 | -5,923 | $36,308 |
| AAPL | 211,735 | -5,923 | $36,308 |
| ISHARES TR (IVE) |
102,966 | +355 | $19,235 |
| IVE | 102,966 | +355 | $19,235 |
| ISHARES TR (IJH) |
275,644 | +221,483 | $16,743 |
| IJH | 275,644 | +221,483 | $16,743 |
| ISHARES TR (IVW) |
171,754 | -434 | $14,503 |
| IVW | 171,754 | -434 | $14,503 |
| ISHARES INC (EUSA) |
130,014 | -1,938 | $11,830 |
| EUSA | 130,014 | -1,938 | $11,830 |
| ISHARES TR (IJR) |
99,485 | +1,879 | $10,995 |
| IJR | 99,485 | +1,879 | $10,995 |
| INVESCO EXCH TRD SLF IDX FD |
404,773 | -63,726 | $9,290 |
| BSJP | 404,773 | -63,726 | $9,290 |
| INVESCO EXCH TRD SLF IDX FD |
391,131 | -50,981 | $9,066 |
| BSJQ | 391,131 | -50,981 | $9,066 |
| INVESCO EXCH TRD SLF IDX FD |
418,478 | -96,972 | $8,549 |
| BSCP | 418,478 | -96,972 | $8,549 |
| INVESCO EXCH TRD SLF IDX FD |
438,178 | -49,338 | $8,452 |
| BSCR | 438,178 | -49,338 | $8,452 |
| INVESCO EXCH TRD SLF IDX FD |
368,209 | -76,398 | $8,369 |
| BSJO | 368,209 | -76,398 | $8,369 |
| INVESCO EXCH TRD SLF IDX FD |
406,019 | -50,722 | $8,149 |
| BSCS | 406,019 | -50,722 | $8,149 |
| INVESCO EXCH TRD SLF IDX FD |
413,756 | -98,005 | $7,948 |
| BSCQ | 413,756 | -98,005 | $7,948 |
| ISHARES TR (EFA) |
96,331 | -1,804 | $7,693 |
| EFA | 96,331 | -1,804 | $7,693 |
| INVESCO EXCH TRD SLF IDX FD |
359,097 | -83,208 | $7,530 |
| BSCO | 359,097 | -83,208 | $7,530 |
| VANGUARD INDEX FDS (VTI) |
25,176 | +2,855 | $6,543 |
| VTI | 25,176 | +2,855 | $6,543 |
| ISHARES TR (IJS) |
61,961 | -345 | $6,367 |
| IJS | 61,961 | -345 | $6,367 |
| AMAZON COM INC |
31,644 | +30 | $5,708 |
| AMZN | 31,644 | +30 | $5,708 |
| ISHARES TR (IBDU) |
244,544 | +146,645 | $5,581 |
| IBDU | 244,544 | +146,645 | $5,581 |
| ISHARES TR (ITOT) |
48,283 | -124 | $5,567 |
| ITOT | 48,283 | -124 | $5,567 |
| ISHARES TR (IJJ) |
46,409 | -112 | $5,490 |
| IJJ | 46,409 | -112 | $5,490 |
| ISHARES TR (IBDV) |
256,143 | +148,952 | $5,481 |
| IBDV | 256,143 | +148,952 | $5,481 |
| MICROSOFT CORP |
12,620 | +74 | $5,310 |
| MSFT | 12,620 | +74 | $5,310 |
| ISHARES TR (AGG) |
50,683 | +31,837 | $4,964 |
| AGG | 50,683 | +31,837 | $4,964 |
| ISHARES TR (DVY) |
38,742 | -423 | $4,772 |
| DVY | 38,742 | -423 | $4,772 |
| INVESCO QQQ TR |
10,357 | -345 | $4,599 |
| QQQ | 10,357 | -345 | $4,599 |
| INVESCO EXCH TRD SLF IDX FD |
202,877 | +7,368 | $4,514 |
| BSJR | 202,877 | +7,368 | $4,514 |
| VANGUARD INDEX FDS (VV) |
18,813 | +118 | $4,511 |
| VV | 18,813 | +118 | $4,511 |
| ELI LILLY & CO |
5,330 | UNCH | $4,147 |
| LLY | 5,330 | UNCH | $4,147 |
| ISHARES TR (HYG) |
51,564 | +29,100 | $4,008 |
| HYG | 51,564 | +29,100 | $4,008 |
| INVESCO EXCHANGE TRADED FD T (RSP) |
21,965 | +3,506 | $3,720 |
| RSP | 21,965 | +3,506 | $3,720 |
| VANGUARD TAX MANAGED FDS (VEA) |
70,124 | +6,456 | $3,518 |
| VEA | 70,124 | +6,456 | $3,518 |
| ALPHABET INC |
22,092 | UNCH | $3,334 |
| GOOGL | 22,092 | UNCH | $3,334 |
| ISHARES TR (LQD) |
29,682 | +8,615 | $3,233 |
| LQD | 29,682 | +8,615 | $3,233 |
| JPMORGAN CHASE & CO |
15,749 | +30 | $3,155 |
| JPM | 15,749 | +30 | $3,155 |
| CENCORA INC |
12,131 | +12,131 | $2,948 |
| COR | 12,131 | +12,131 | $2,948 |
| ALPHABET INC |
19,292 | UNCH | $2,937 |
| GOOG | 19,292 | UNCH | $2,937 |
| INTUIT |
4,408 | UNCH | $2,865 |
| INTU | 4,408 | UNCH | $2,865 |
| COSTCO WHSL CORP NEW |
3,754 | +26 | $2,751 |
| COST | 3,754 | +26 | $2,751 |
| SPDR S&P 500 ETF TR (SPY) |
5,180 | -65 | $2,709 |
| SPY | 5,180 | -65 | $2,709 |
| ISHARES TR (IJK) |
29,450 | -105 | $2,687 |
| IJK | 29,450 | -105 | $2,687 |
| VANGUARD INTL EQUITY INDEX F (VT) |
21,607 | +1,665 | $2,388 |
| VT | 21,607 | +1,665 | $2,388 |
| DIMENSIONAL ETF TRUST (DFAS) |
36,482 | -10,179 | $2,274 |
| DFAS | 36,482 | -10,179 | $2,274 |
| ISHARES TR (IBDQ) |
90,330 | +5,439 | $2,241 |
| IBDQ | 90,330 | +5,439 | $2,241 |
| INTERNATIONAL BUSINESS MACHS |
10,420 | +40 | $1,990 |
| IBM | 10,420 | +40 | $1,990 |
| LOWES COS INC |
7,580 | UNCH | $1,931 |
| LOW | 7,580 | UNCH | $1,931 |
| ISHARES TR (IBDP) |
73,877 | +2,059 | $1,851 |
| IBDP | 73,877 | +2,059 | $1,851 |
| INVESCO EXCH TRD SLF IDX FD |
98,940 | -2,176 | $1,811 |
| BSCT | 98,940 | -2,176 | $1,811 |
| ISHARES TR (IJT) |
13,353 | -256 | $1,746 |
| IJT | 13,353 | -256 | $1,746 |
See Full List: All Stocks Held By Ironwood Financial llc
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Ironwood Financial llc
|
Size ($ in 1000's)
At 03/31/2024: $434,949 At 12/31/2023: $412,465 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 |
