Ironwood Financial, llc
โขCIK: 1630360โขFiling: 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%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other67.7%
ETF13.2%
Technology11.7%
Consumer3.0%
Healthcare2.2%
Financial1.3%
Industrial0.8%
Communication0.1%
๐ช Exited Positionssold since Q3 2025
โ
WNS HLDGS LTD
SOLD
$258.8K
+2 more exited positions
Changes from Q3 2025
NEW7 new positions
โ55 increased
โ72 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023