HoldingsChannel.com
Ironwood Financial llc Top Holdings
As of  12/31/2023, 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
 09/30/2023 to 12/31/2023
Position Size
($ in 1000's)
ISHARES TR (IVV) 100,727 +8,559 $48,110
     IVV100,727+8,559$48,110
APPLE INC 217,658 -2,963 $41,906
     AAPL217,658-2,963$41,906
ISHARES TR (IVE) 102,611 -1,922 $17,843
     IVE102,611-1,922$17,843
ISHARES TR (IJH) 54,161 +1,571 $15,011
     IJH54,161+1,571$15,011
ISHARES TR (IVW) 172,188 -2,511 $12,931
     IVW172,188-2,511$12,931
ISHARES INC (EUSA) 131,952 +711 $11,142
     EUSA131,952+711$11,142
INVESCO EXCH TRD SLF IDX FD 468,499 -29,090 $10,649
     BSJP468,499-29,090$10,649
ISHARES TR (IJR) 97,606 +2,240 $10,566
     IJR97,606+2,240$10,566
INVESCO EXCH TRD SLF IDX FD 515,450 -65,684 $10,544
     BSCP515,450-65,684$10,544
INVESCO EXCH TRD SLF IDX FD 442,112 -27,546 $10,226
     BSJQ442,112-27,546$10,226
INVESCO EXCH TRD SLF IDX FD 444,607 -56,020 $10,099
     BSJO444,607-56,020$10,099
INVESCO EXCH TRD SLF IDX FD 511,761 -58,805 $9,877
     BSCQ511,761-58,805$9,877
INVESCO EXCH TRD SLF IDX FD 487,516 +71,666 $9,485
     BSCR487,516+71,666$9,485
INVESCO EXCH TRD SLF IDX FD 456,741 +31,032 $9,263
     BSCS456,741+31,032$9,263
INVESCO EXCH TRD SLF IDX FD 442,305 -138,069 $9,238
     BSCO442,305-138,069$9,238
ISHARES TR (EFA) 98,135 +744 $7,394
     EFA98,135+744$7,394
ISHARES TR (IJS) 62,306 -952 $6,422
     IJS62,306-952$6,422
ISHARES TR (IJJ) 46,521 -531 $5,305
     IJJ46,521-531$5,305
VANGUARD INDEX FDS (VTI) 22,321 +1,266 $5,295
     VTI22,321+1,266$5,295
ISHARES TR (ITOT) 48,407 +3,030 $5,094
     ITOT48,407+3,030$5,094
AMAZON COM INC 31,614 -1,801 $4,803
     AMZN31,614-1,801$4,803
MICROSOFT CORP 12,546 -7 $4,718
     MSFT12,546-7$4,718
ISHARES TR (DVY) 39,165 -920 $4,591
     DVY39,165-920$4,591
INVESCO QQQ TR 10,702 +363 $4,383
     QQQ10,702+363$4,383
INVESCO EXCH TRD SLF IDX FD 195,509 +16,388 $4,373
     BSJR195,509+16,388$4,373
VANGUARD INDEX FDS (VV) 18,695 +1,821 $4,078
     VV18,695+1,821$4,078
ELI LILLY & CO 5,330 UNCH $3,107
     LLY5,330UNCH$3,107
ALPHABET INC 22,092 -5 $3,086
     GOOGL22,092-5$3,086
VANGUARD TAX MANAGED FDS (VEA) 63,668 +8,588 $3,050
     VEA63,668+8,588$3,050
INVESCO EXCHANGE TRADED FD T (RSP) 18,459 +2,086 $2,913
     RSP18,459+2,086$2,913
DIMENSIONAL ETF TRUST (DFAS) 46,661 -7,937 $2,782
     DFAS46,661-7,937$2,782
INTUIT 4,408 UNCH $2,755
     INTU4,408UNCH$2,755
ALPHABET INC 19,292 -5 $2,719
     GOOG19,292-5$2,719
JPMORGAN CHASE & CO 15,719 -38 $2,674
     JPM15,719-38$2,674
SPDR S&P 500 ETF TR (SPY) 5,245 +144 $2,493
     SPY5,245+144$2,493
COSTCO WHSL CORP NEW 3,728 +7 $2,461
     COST3,728+7$2,461
ISHARES TR (IJK) 29,555 -172 $2,341
     IJK29,555-172$2,341
ISHARES TR (LQD) 21,067 +21,067 $2,331
     LQD21,067+21,067$2,331
ISHARES TR (IBDV) 107,191 +107,191 $2,320
     IBDV107,191+107,191$2,320
ISHARES TR (IBDU) 97,899 +97,899 $2,259
     IBDU97,899+97,899$2,259
CENCORA INC 12,131 -75 $2,183
     ABC12,131-75$2,183
ISHARES TR (IBDQ) 84,891 +20,328 $2,102
     IBDQ84,891+20,328$2,102
VANGUARD INTL EQUITY INDEX F (VT) 19,942 +2,031 $2,052
     VT19,942+2,031$2,052
INVESCO EXCH TRD SLF IDX FD 101,116 +80,849 $1,875
     BSCT101,116+80,849$1,875
ISHARES TR (AGG) 18,846 +18,846 $1,871
     AGG18,846+18,846$1,871
ISHARES TR (IBDP) 71,818 +13,502 $1,789
     IBDP71,818+13,502$1,789
ISHARES TR (HYG) 22,464 +22,464 $1,738
     HYG22,464+22,464$1,738
ISHARES TR (IJT) 13,609 -87 $1,703
     IJT13,609-87$1,703
INTERNATIONAL BUSINESS MACHS 10,380 -148 $1,698
     IBM10,380-148$1,698
LOWES COS INC 7,580 -50 $1,687
     LOW7,580-50$1,687

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 12/31/2023: $412,465
At 09/30/2023: $372,239

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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