Ironwood Financial, llc
180 holdingsFiling period: 2026-06-30Current AUM: $647.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares TR | 102.7K | $77.3M | $79.7M | 12.30% | -3,322 | 2026-06-30 |
| 2 | AAPL | Apple Inc | 135.6K | $43.0M | $50.5M | 7.79% | -14,982 | 2026-06-30 |
| 3 | IJH | iShares TR | 371.5K | $28.0M | $26.5M | 4.09% | +1.5K | 2026-06-30 |
| 4 | IVE | iShares TR | 93.7K | $21.6M | $22.6M | 3.49% | -3,221 | 2026-06-30 |
| 5 | IJR | iShares TR | 136.7K | $19.8M | $18.4M | 2.84% | +2.2K | 2026-06-30 |
| 6 | IVW | iShares TR | 133.2K | $18.2M | $18.5M | 2.86% | -12,882 | 2026-06-30 |
| 7 | VTI | Vanguard Index Fds | 40.7K | $15.1M | $15.3M | 2.37% | +2.0K | 2026-06-30 |
| 8 | IBDU | iShares TR | 636.7K | $14.7M | $14.4M | 2.22% | +77.7K | 2026-06-30 |
| 9 | IBDV | iShares TR | 644.6K | $13.9M | $13.5M | 2.09% | +88.9K | 2026-06-30 |
| 10 | IBDW | iShares TR | 660.6K | $13.6M | $13.2M | 2.03% | +91.1K | 2026-06-30 |
| 11 | EUSA | iShares Inc | 115.3K | $13.2M | $13.3M | 2.05% | -4,369 | 2026-06-30 |
| 12 | IBDX | iShares TR | 464.9K | $11.6M | $11.1M | 1.71% | +85.2K | 2026-06-30 |
| 13 | RSP | Invesco Exchange Traded FD T | 50.6K | $10.8M | $11.0M | 1.70% | +2.0K | 2026-06-30 |
| 14 | BSCS | Invesco Exch Trd Slf Idx FD | 518.4K | $10.5M | $10.4M | 1.61% | +5.8K | 2026-06-30 |
| 15 | IBDT | iShares TR | 400.2K | $10.1M | $9.9M | 1.53% | +156.5K | 2026-06-30 |
| 16 | BSCR | Invesco Exch Trd Slf Idx FD | 511.9K | $10.1M | $10.0M | 1.54% | -4,572 | 2026-06-30 |
| 17 | VV | Vanguard Index Fds | 28.8K | $9.9M | $10.2M | 1.58% | -832 | 2026-06-30 |
| 18 | IBHH | iShares TR | 417.1K | $9.7M | $9.6M | 1.48% | +51.8K | 2026-06-30 |
| 19 | IBDS | iShares TR | 350.5K | $8.5M | $8.4M | 1.30% | +69.4K | 2026-06-30 |
| 20 | EFA | iShares TR | 81.9K | $8.5M | $8.4M | 1.30% | -2,470 | 2026-06-30 |
| 21 | ITOT | iShares TR | 50.4K | $8.3M | $8.4M | 1.30% | -926 | 2026-06-30 |
| 22 | BSJR | Invesco Exch Trd Slf Idx FD | 358.5K | $8.0M | $7.9M | 1.22% | -7,591 | 2026-06-30 |
| 23 | AMZN | Amazon.com Inc | 31.2K | $7.7M | $8.5M | 1.31% | -25 | 2026-06-30 |
| 24 | VEA | Vanguard Tax-Managed Fds | 109.4K | $7.6M | $7.5M | 1.15% | +3.5K | 2026-06-30 |
| 25 | VT | Vanguard Intl Equity Index F | 46.1K | $7.2M | $7.2M | 1.11% | +3.9K | 2026-06-30 |
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