Statistik Asas
Nilai Portfolio $ 466,292,538
Kedudukan Semasa 159
Pegangan Terkini, Prestasi, AUM (dari 13F, 13D)

Ironwood Financial, llc telah mendedahkan 159 jumlah pegangan dalam pemfailan SEC terkini mereka. Nilai portfolio terkini dikira sebagai $ 466,292,538 USD. Aset Sebenar Di Bawah Pengurusan (AUM) ialah nilai ini ditambah dengan tunai (yang tidak didedahkan). Pegangan teratas Ironwood Financial, llc ialah iShares Trust - iShares Core S&P 500 ETF (US:IVV) , Apple Inc. (US:AAPL) , iShares Trust - iShares S&P 500 Value ETF (US:IVE) , iShares Trust - iShares Core S&P Mid-Cap ETF (US:IJH) , and iShares Trust - iShares S&P 500 Growth ETF (US:IVW) .

Ironwood Financial, llc - Nilai Portfolio
Tambah Dana Ini
ke Papan Pemuka anda
Kenaikan Teratas Suku Tahun Ini

Kami menggunakan perubahan dalam peruntukan portfolio kerana ini adalah metrik yang paling bermakna. Perubahan boleh disebabkan oleh perdagangan atau perubahan dalam harga saham.

Sekuriti Saham
(MM)		 Nilai
(MM$)		 Portfolio % ΔPortfolio %
0.10 54.46 11.6801 0.0004
0.17 38.19 8.1892 0.0003
0.10 18.55 3.9788 0.0001
0.30 17.67 3.7902 0.0001
0.17 15.87 3.4040 0.0001
0.11 11.43 2.4510 0.0001
0.12 11.16 2.3935 0.0001
0.47 10.81 2.3182 0.0001
0.50 10.22 2.1926 0.0001
0.52 10.09 2.1646 0.0001
Penurunan Teratas Suku Tahun Ini

Kami menggunakan perubahan dalam peruntukan portfolio kerana ini adalah metrik yang paling bermakna. Perubahan boleh disebabkan oleh perdagangan atau perubahan dalam harga saham.

Sekuriti Saham
(MM)		 Nilai
(MM$)		 Portfolio % ΔPortfolio %
13F dan Pemfailan Dana

Borang ini telah difailkan pada 2025-07-23 untuk tempoh pelaporan 2025-06-30. Klik ikon pautan untuk melihat sejarah transaksi penuh.

Tingkatkan untuk membuka data premium dan eksport ke Excel .

28-07-2022: Nota Penting - Kami telah menukar layanan lajur Δ Portfolio % dalam jadual ini. Sebelum ini, kami melaporkannya sebagai peratus perubahan dalam peruntukan portfolio. Kini kami melaporkannya sebagai perubahan mentah dalam peruntukan portfolio (masih dilaporkan sebagai peratus). Dari segi formula, kami sebelum ini melaporkannya sebagai 100 * (peruntukan semasa - peruntukan terdahulu ) / peruntukan terdahulu. Kami kini melaporkannya sebagai (peruntukan semasa - peruntukan terdahulu).
Sekuriti Jenis Purata Harga Saham Saham
(MM)		 ΔSaham
(%)		 ΔSaham
(%)		 Nilai
($MM)		 Portfolio
(%)		 ΔPortfolio
(%)
IVV / iShares Trust - iShares Core S&P 500 ETF 0.10 0.00 54.46 0.00 11.6801 0.0004
AAPL / Apple Inc. 0.17 0.00 38.19 0.00 8.1892 0.0003
IVE / iShares Trust - iShares S&P 500 Value ETF 0.10 0.00 18.55 0.00 3.9788 0.0001
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF 0.30 0.00 17.67 0.00 3.7902 0.0001
IVW / iShares Trust - iShares S&P 500 Growth ETF 0.17 0.00 15.87 0.00 3.4040 0.0001
IJR / iShares Trust - iShares Core S&P Small-Cap ETF 0.11 0.00 11.43 0.00 2.4510 0.0001
EUSA / iShares, Inc. - iShares MSCI USA Equal Weighted ETF 0.12 0.00 11.16 0.00 2.3935 0.0001
BSJQ / Invesco BulletShares 2026 High Yield Corporate Bond ETF 0.47 0.00 10.81 0.00 2.3182 0.0001
BSCS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF 0.50 0.00 10.22 0.00 2.1926 0.0001
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF 0.52 0.00 10.09 0.00 2.1646 0.0001
BSJP / Invesco BulletShares 2025 High Yield Corporate Bond ETF 0.43 0.00 9.94 0.00 2.1325 0.0001
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF 0.48 0.00 9.40 0.00 2.0165 0.0001
IBDU / iShares Trust - iShares iBonds Dec 2029 Term Corporate ETF 0.38 0.00 8.73 0.00 1.8722 0.0001
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF 0.03 0.00 8.38 0.00 1.7970 0.0001
IBDV / iShares Trust - iShares iBonds Dec 2030 Term Corporate ETF 0.38 0.00 8.21 0.00 1.7606 0.0001
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF 0.39 0.00 8.07 0.00 1.7310 0.0001
BSJR / Invesco BulletShares 2027 High Yield Corporate Bond ETF 0.36 0.00 8.02 0.00 1.7191 0.0001
EFA / iShares Trust - iShares MSCI EAFE ETF 0.09 0.00 7.27 0.00 1.5598 0.0000
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF 0.05 0.00 6.36 0.00 1.3646 0.0000
AMZN / Amazon.com, Inc. 0.03 0.00 6.02 0.00 1.2913 0.0000
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF 0.03 0.00 6.01 0.00 1.2882 0.0000
VV / Vanguard Index Funds - Vanguard Large-Cap ETF 0.02 0.00 5.79 0.00 1.2414 0.0000
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF 0.06 0.00 5.48 0.00 1.1763 0.0000
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF 0.04 0.00 4.97 0.00 1.0649 0.0000
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF 0.05 0.00 4.87 0.00 1.0440 0.0000
DVY / iShares Trust - iShares Select Dividend ETF 0.04 0.00 4.80 0.00 1.0285 0.0000
MSFT / Microsoft Corporation 0.01 0.00 4.74 0.00 1.0174 0.0000
LLY / Eli Lilly and Company 0.01 0.00 4.33 0.00 0.9295 0.0000
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF 0.05 0.00 4.24 0.00 0.9100 0.0000
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF 0.08 0.00 4.16 0.00 0.8926 0.0000
QQQ / Invesco QQQ Trust, Series 1 0.01 0.00 4.12 0.00 0.8845 0.0000
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF 0.16 0.00 3.82 0.00 0.8201 0.0000
JPM / JPMorgan Chase & Co. 0.02 0.00 3.78 0.00 0.8102 0.0000
COST / Costco Wholesale Corporation 0.00 0.00 3.64 0.00 0.7799 0.0000
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF 0.14 0.00 3.50 0.00 0.7498 0.0000
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF 0.03 0.00 3.45 0.00 0.7390 0.0000
IBDW / iShares Trust - iShares iBonds Dec 2031 Term Corporate ETF 0.16 0.00 3.42 0.00 0.7331 0.0000
COR / Cencora, Inc. 0.01 0.00 3.30 0.00 0.7086 0.0000
GOOGL / Alphabet Inc. 0.02 0.00 3.13 0.00 0.6719 0.0000
GOOG / Alphabet Inc. 0.02 0.00 2.96 0.00 0.6338 0.0000
SPY / SPDR S&P 500 ETF 0.01 0.00 2.81 0.00 0.6026 0.0000
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF 0.03 0.00 2.80 0.00 0.6004 0.0000
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF 0.11 0.00 2.69 0.00 0.5774 0.0000
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF 0.11 0.00 2.67 0.00 0.5736 0.0000
INTU / Intuit Inc. 0.00 0.00 2.66 0.00 0.5709 0.0000
IBM / International Business Machines Corporation 0.01 0.00 2.63 0.00 0.5640 0.0000
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF 0.03 0.00 2.56 0.00 0.5495 0.0000
BSCT / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF 0.13 0.00 2.43 0.00 0.5220 0.0000
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF 0.04 0.00 2.15 0.00 0.4601 0.0000
HDV / iShares Trust - iShares Core High Dividend ETF 0.02 0.00 2.08 0.00 0.4466 0.0000
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 0.03 0.00 2.08 0.00 0.4454 0.0000
VUG / Vanguard Index Funds - Vanguard Growth ETF 0.01 0.00 2.03 0.00 0.4362 0.0000
BSJS / Invesco BulletShares 2028 High Yield Corporate Bond ETF 0.09 0.00 1.92 0.00 0.4117 0.0000
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF 0.01 0.00 1.78 0.00 0.3812 0.0000
AMGN / Amgen Inc. 0.01 0.00 1.77 0.00 0.3802 0.0000
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF 0.07 0.00 1.77 0.00 0.3791 0.0000
LOW / Lowe's Companies, Inc. 0.01 0.00 1.73 0.00 0.3714 0.0000
RTX / RTX Corporation 0.01 0.00 1.68 0.00 0.3599 0.0000
HD / The Home Depot, Inc. 0.00 0.00 1.67 0.00 0.3577 0.0000
JNJ / Johnson & Johnson 0.01 0.00 1.64 0.00 0.3524 0.0000
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF 0.01 0.00 1.57 0.00 0.3373 0.0000
IBHF / iShares Trust - iShares iBonds 2026 Term High Yield and Income ETF 0.07 0.00 1.54 0.00 0.3295 0.0000
IWF / iShares Trust - iShares Russell 1000 Growth ETF 0.00 0.00 1.54 0.00 0.3293 0.0000
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund 0.03 0.00 1.53 0.00 0.3276 0.0000
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF 0.07 0.00 1.51 0.00 0.3248 0.0000
MCD / McDonald's Corporation 0.00 0.00 1.51 0.00 0.3245 0.0000
IBHE / iShares Trust - iShares iBonds 2025 Term High Yield and Income ETF 0.06 0.00 1.49 0.00 0.3203 0.0000
IWO / iShares Trust - iShares Russell 2000 Growth ETF 0.01 0.00 1.48 0.00 0.3180 0.0000
VB / Vanguard Index Funds - Vanguard Small-Cap ETF 0.01 0.00 1.43 0.00 0.3063 0.0000
BSCU / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF 0.08 0.00 1.34 0.00 0.2866 0.0000
IBHG / iShares Trust - iShares iBonds 2027 Term High Yield and Income ETF 0.05 0.00 1.21 0.00 0.2593 0.0000
VTV / Vanguard Index Funds - Vanguard Value ETF 0.01 0.00 1.21 0.00 0.2587 0.0000
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF 0.05 0.00 1.13 0.00 0.2415 0.0000
ZION / Zions Bancorporation, National Association 0.02 0.00 1.03 0.00 0.2199 0.0000
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF 0.01 0.00 0.98 0.00 0.2097 0.0000
SCHF / Schwab Strategic Trust - Schwab International Equity ETF 0.05 0.00 0.91 0.00 0.1946 0.0000
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF 0.01 0.00 0.85 0.00 0.1833 0.0000
PFE / Pfizer Inc. 0.03 0.00 0.84 0.00 0.1806 0.0000
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF 0.04 0.00 0.84 0.00 0.1792 0.0000
NVDD / Direxion Shares ETF Trust - Direxion Daily NVDA Bear 1X Shares 0.01 0.00 0.83 0.00 0.1789 0.0000
IETC / iShares U.S. ETF Trust - iShares U.S. Tech Independence Focused ETF 0.01 0.00 0.83 0.00 0.1771 0.0000
IWR / iShares Trust - iShares Russell Mid-Cap ETF 0.01 0.00 0.82 0.00 0.1758 0.0000
IDV / iShares Trust - iShares International Select Dividend ETF 0.03 0.00 0.81 0.00 0.1747 0.0000
IXN / iShares Trust - iShares Global Tech ETF 0.01 0.00 0.81 0.00 0.1746 0.0000
WMT / Walmart Inc. 0.01 0.00 0.80 0.00 0.1711 0.0000
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF 0.02 0.00 0.80 0.00 0.1708 0.0000
HON / Honeywell International Inc. 0.00 0.00 0.80 0.00 0.1707 0.0000
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF 0.03 0.00 0.77 0.00 0.1650 0.0000
SCHW / The Charles Schwab Corporation 0.01 0.00 0.77 0.00 0.1646 0.0000
YUM / Yum! Brands, Inc. 0.00 0.00 0.76 0.00 0.1637 0.0000
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF 0.00 0.00 0.76 0.00 0.1633 0.0000
PEJ / Invesco Exchange-Traded Fund Trust - Invesco Leisure and Entertainment ETF 0.02 0.00 0.74 0.00 0.1579 0.0000
IWM / iShares Trust - iShares Russell 2000 ETF 0.00 0.00 0.73 0.00 0.1573 0.0000
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF 0.00 0.00 0.69 0.00 0.1472 0.0000
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund 0.01 0.00 0.68 0.00 0.1448 0.0000
SOXX / iShares Trust - iShares Semiconductor ETF 0.00 0.00 0.66 0.00 0.1410 0.0000
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF 0.00 0.00 0.65 0.00 0.1395 0.0000
SNA / Snap-on Incorporated 0.00 0.00 0.63 0.00 0.1353 0.0000
IBDX / iShares Trust - iShares iBonds Dec 2032 Term Corporate ETF 0.02 0.00 0.61 0.00 0.1308 0.0000
ABBV / AbbVie Inc. 0.00 0.00 0.61 0.00 0.1306 0.0000
ORCL / Oracle Corporation 0.00 0.00 0.60 0.00 0.1280 0.0000
LMT / Lockheed Martin Corporation 0.00 0.00 0.59 0.00 0.1259 0.0000
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF 0.02 0.00 0.57 0.00 0.1229 0.0000
DFIV / Dimensional ETF Trust - Dimensional International Value ETF 0.01 0.00 0.56 0.00 0.1201 0.0000
BMY / Bristol-Myers Squibb Company 0.01 0.00 0.55 0.00 0.1181 0.0000
CMCSA / Comcast Corporation 0.01 0.00 0.54 0.00 0.1167 0.0000
IEFA / iShares Trust - iShares Core MSCI EAFE ETF 0.01 0.00 0.53 0.00 0.1147 0.0000
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF 0.01 0.00 0.53 0.00 0.1136 0.0000
MRK / Merck & Co., Inc. 0.01 0.00 0.50 0.00 0.1076 0.0000
BA / The Boeing Company 0.00 0.00 0.49 0.00 0.1058 0.0000
ONEQ / Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index ETF 0.01 0.00 0.49 0.00 0.1041 0.0000
BIIB / Biogen Inc. 0.00 0.00 0.48 0.00 0.1037 0.0000
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF 0.02 0.00 0.44 0.00 0.0941 0.0000
IYF / iShares Trust - iShares U.S. Financials ETF 0.00 0.00 0.43 0.00 0.0933 0.0000
IYE / iShares Trust - iShares U.S. Energy ETF 0.01 0.00 0.42 0.00 0.0892 0.0000
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF 0.01 0.00 0.39 0.00 0.0843 0.0000
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF 0.00 0.00 0.39 0.00 0.0831 0.0000
BSCV / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF 0.02 0.00 0.38 0.00 0.0818 0.0000
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF 0.01 0.00 0.37 0.00 0.0802 0.0000
CI / The Cigna Group 0.00 0.00 0.37 0.00 0.0785 0.0000
ABT / Abbott Laboratories 0.00 0.00 0.37 0.00 0.0784 0.0000
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF 0.01 0.00 0.36 0.00 0.0774 0.0000
CART / Maplebear Inc. 0.01 0.00 0.36 0.00 0.0773 0.0000
AMH / American Homes 4 Rent 0.01 0.00 0.36 0.00 0.0772 0.0000
IBHH / iShares Trust - iShares iBonds 2028 Term High Yield and Income ETF 0.01 0.00 0.35 0.00 0.0750 0.0000
SYK / Stryker Corporation 0.00 0.00 0.35 0.00 0.0750 0.0000
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF 0.00 0.00 0.34 0.00 0.0733 0.0000
GLD / SPDR Gold Trust 0.00 0.00 0.34 0.00 0.0730 0.0000
DIS / The Walt Disney Company 0.00 0.00 0.32 0.00 0.0677 0.0000
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF 0.00 0.00 0.30 0.00 0.0650 0.0000
VGT / Vanguard World Fund - Vanguard Information Technology ETF 0.00 0.00 0.29 0.00 0.0628 0.0000
V / Visa Inc. 0.00 0.00 0.29 0.00 0.0628 0.0000
SPYX / SPDR Series Trust - SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.01 0.00 0.29 0.00 0.0617 0.0000
BSJT / Invesco BulletShares 2029 High Yield Corporate Bond ETF 0.01 0.00 0.28 0.00 0.0608 0.0000
META / Meta Platforms, Inc. 0.00 0.00 0.28 0.00 0.0605 0.0000
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund 0.00 0.00 0.27 0.00 0.0584 0.0000
PFF / iShares Trust - iShares Preferred and Income Securities ETF 0.01 0.00 0.27 0.00 0.0580 0.0000
PEP / PepsiCo, Inc. 0.00 0.00 0.27 0.00 0.0579 0.0000
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF 0.01 0.00 0.26 0.00 0.0566 0.0000
OXY / Occidental Petroleum Corporation 0.01 0.00 0.26 0.00 0.0563 0.0000
TSLA / Tesla, Inc. 0.00 0.00 0.26 0.00 0.0551 0.0000
IEV / iShares Trust - iShares Europe ETF 0.00 0.00 0.26 0.00 0.0547 0.0000
IEDI / iShares U.S. ETF Trust - iShares U.S. Consumer Focused ETF 0.00 0.00 0.25 0.00 0.0529 0.0000
SLV / iShares Silver Trust 0.01 0.00 0.25 0.00 0.0528 0.0000
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund 0.00 0.00 0.25 0.00 0.0528 0.0000
TRV / The Travelers Companies, Inc. 0.00 0.00 0.24 0.00 0.0517 0.0000
SCHK / Schwab Strategic Trust - Schwab 1000 Index ETF 0.01 0.00 0.24 0.00 0.0505 0.0000
YUMC / Yum China Holdings, Inc. 0.00 0.00 0.23 0.00 0.0500 0.0000
WFC / Wells Fargo & Company 0.00 0.00 0.23 0.00 0.0484 0.0000
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF 0.01 0.00 0.22 0.00 0.0472 0.0000
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 0.01 0.00 0.21 0.00 0.0458 0.0000
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF 0.01 0.00 0.21 0.00 0.0455 0.0000
OHI / Omega Healthcare Investors, Inc. 0.01 0.00 0.21 0.00 0.0451 0.0000
WNS / WNS (Holdings) Limited 0.00 0.00 0.21 0.00 0.0447 0.0000
CHH / Choice Hotels International, Inc. 0.00 0.00 0.20 0.00 0.0433 0.0000
XOM / Exxon Mobil Corporation 0.00 0.00 0.20 0.00 0.0430 0.0000
GMRE / Global Medical REIT Inc. 0.01 0.00 0.13 0.00 0.0281 0.0000
PBT / Permian Basin Royalty Trust 0.01 0.00 0.12 0.00 0.0261 0.0000
FSCO / FS Credit Opportunities Corp. 0.01 0.00 0.11 0.00 0.0227 0.0000
AXDX / Accelerate Diagnostics, Inc. 0.00 -100.00 0.00 0.0000