Ironwood Financial, llc
169 holdingsFiling period: 2026-03-31Current AUM: $630.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 106.0K | $69.2M | $79.5M | 12.62% | +276 | 2026-03-31 |
| 2 | AAPL | APPLE INC | 150.6K | $38.2M | $46.5M | 7.38% | -5,477 | 2026-03-31 |
| 3 | IJH | ISHARES TR | 370.1K | $25.0M | $27.9M | 4.42% | +2.9K | 2026-03-31 |
| 4 | IVE | ISHARES TR | 96.9K | $20.5M | $22.4M | 3.56% | -1,047 | 2026-03-31 |
| 5 | IJR | ISHARES TR | 134.5K | $16.7M | $19.6M | 3.10% | +2.4K | 2026-03-31 |
| 6 | IVW | ISHARES TR | 146.1K | $16.5M | $19.8M | 3.13% | -2,383 | 2026-03-31 |
| 7 | IBDU | ISHARES TR | 559.1K | $13.0M | $12.9M | 2.05% | +21.9K | 2026-03-31 |
| 8 | VTI | VANGUARD INDEX FDS | 38.7K | $12.4M | $14.3M | 2.26% | +2.2K | 2026-03-31 |
| 9 | EUSA | ISHARES INC | 119.7K | $12.2M | $13.7M | 2.17% | -1,194 | 2026-03-31 |
| 10 | IBDV | ISHARES TR | 555.7K | $12.2M | $12.0M | 1.90% | +22.6K | 2026-03-31 |
| 11 | IBDW | ISHARES TR | 569.4K | $11.9M | $11.7M | 1.86% | +24.1K | 2026-03-31 |
| 12 | BSCS | INVESCO EXCH TRD SLF IDX FD | 512.7K | $10.5M | $10.4M | 1.65% | +563 | 2026-03-31 |
| 13 | BSCR | INVESCO EXCH TRD SLF IDX FD | 516.5K | $10.1M | $10.1M | 1.61% | -7,563 | 2026-03-31 |
| 14 | IBDX | ISHARES TR | 379.7K | $9.6M | $9.4M | 1.50% | +23.8K | 2026-03-31 |
| 15 | RSP | INVESCO EXCHANGE TRADED FD T | 48.6K | $9.3M | $10.4M | 1.66% | +2.5K | 2026-03-31 |
| 16 | BSJQ | INVESCO EXCH TRD SLF IDX FD | 399.4K | $9.3M | $9.1M | 1.45% | -27,343 | 2026-03-31 |
| 17 | VV | VANGUARD INDEX FDS | 29.6K | $8.8M | $10.2M | 1.61% | +1.2K | 2026-03-31 |
| 18 | IBHH | ISHARES TR | 365.3K | $8.6M | $8.6M | 1.36% | +19.2K | 2026-03-31 |
| 19 | EFA | ISHARES TR | 84.4K | $8.2M | $8.9M | 1.41% | -123 | 2026-03-31 |
| 20 | BSJR | INVESCO EXCH TRD SLF IDX FD | 366.0K | $8.2M | $8.2M | 1.30% | -4,285 | 2026-03-31 |
| 21 | IBDR | ISHARES TR | 325.9K | $7.9M | $7.9M | 1.25% | -10,542 | 2026-03-31 |
| 22 | ITOT | ISHARES TR | 51.4K | $7.3M | $8.4M | 1.33% | +263 | 2026-03-31 |
| 23 | BSCQ | INVESCO EXCH TRD SLF IDX FD | 364.2K | $7.1M | $7.1M | 1.13% | -86,748 | 2026-03-31 |
| 24 | IBDS | ISHARES TR | 281.1K | $6.8M | $6.8M | 1.08% | +19.7K | 2026-03-31 |
| 25 | VEA | VANGUARD TAX-MANAGED FDS | 105.9K | $6.8M | $7.5M | 1.19% | +5.2K | 2026-03-31 |
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