Data as of Q4 2025 (Dec 31, 2025)

Ironwood Financial, llc

โ€ขCIK: 1630360โ€ขFiling: Q4 2025

**Ironwood Financial, llc** manages $590M across a diversified portfolio of 166 positions. The strategy exhibits a clear tilt toward broad market exposure, evidenced by significant allocations to core ETFs such as IVV ($73.8M) and VTI ($12.5M). Notable concentrations include technology and market sector plays, with AAPL commanding a $40.6M position and IJH representing $25.4M. This structure suggests a systematic, large-cap growth orientation within the current market cycle.

Total AUM
$589.6M
QoQ Performance
+4.5%
Positions
79
Top 10 Concentration
41.8%
Latest Filing
Q4 2025

Top Holdings Allocation

IVV
AAPL
IVV12.5%
AAPL6.9%
IJH4.3%
IVE3.6%
IVW3.2%
IJR2.8%
EUSA2.2%
IBDU2.1%

๐Ÿ“ˆ Biggest Buys

IBDS
ISHARES TR
+30.7%
1.1% of portfolio
IBDR
ISHARES TR
+21.8%
1.4% of portfolio
IBDX
ISHARES TR
+15.9%
1.5% of portfolio
IBDW
ISHARES TR
+10.5%
2.0% of portfolio
IBHH
ISHARES TR
+13.0%
1.4% of portfolio

๐Ÿ“‰ Biggest Sells

AAPL
APPLE INC
-4.6%
6.9% of portfolio
IVW
ISHARES TR
-8.5%
3.2% of portfolio
BSJQ
INVESCO EXCH TRD SLF IDX FD
-9.6%
1.7% of portfolio
IVV
ISHARES TR
-1.4%
12.5% of portfolio
EUSA
ISHARES INC
-6.4%
2.2% of portfolio

Sector Breakdown

Other67.7%
ETF13.2%
Technology11.7%
Consumer3.0%
Healthcare2.2%
Financial1.3%
Industrial0.8%
Communication0.1%

๐Ÿšช Exited Positionssold since Q3 2025

IVZ
INVESCO EXCH TRD SLF IDX FD
SOLD
$860.7K
BSCP
INVESCO EXCH TRD SLF IDX FD
SOLD
$482.4K
โ€”
WNS HLDGS LTD
SOLD
$258.8K
GBTC
GRAYSCALE BITCOIN TRUST ETF
SOLD
$214.9K
VNQ
VANGUARD INDEX FDS
SOLD
$202.6K
+2 more exited positions

Changes from Q3 2025

NEW7 new positions
โ†‘55 increased
โ†“72 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023