Ironwood Financial, llc
CIK: 1630360SEC EDGAR →
Portfolio Value
$224.2B
Holdings
168
As of
Q1 2026
New Positions
167
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 370,056 | $25.0B | 11.15% |
| 2 | ISHARES TR | 559,085 | $13.0B | 5.80% |
| 3 | ISHARES TR | 555,651 | $12.2B | 5.43% |
| 4 | ISHARES TR | 569,411 | $11.9B | 5.32% |
| 5 | INVESCO EXCH TRD SLF IDX FD | 512,659 | $10.5B | 4.67% |
| 6 | INVESCO EXCH TRD SLF IDX FD | 516,473 | $10.1B | 4.52% |
| 7 | ISHARES TR | 379,700 | $9.6B | 4.28% |
| 8 | INVESCO EXCH TRD SLF IDX FD | 399,427 | $9.3B | 4.13% |
| 9 | ISHARES TR | 365,319 | $8.6B | 3.83% |
| 10 | ISHARES TR | 84,415 | $8.2B | 3.66% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 110 | $217.8B | 97.2% |
| Healthcare | 12 | $1.8B | 0.8% |
| Unknown | 7 | $1.3B | 0.6% |
| Technology | 9 | $756.5M | 0.3% |
| Communication Services | 5 | $747.3M | 0.3% |
| Energy | 4 | $710.3M | 0.3% |
| Consumer Cyclical | 9 | $572.8M | 0.3% |
| Real Estate | 2 | $462.0M | 0.2% |
| Basic Materials | 1 | $49.1M | 0.0% |
| Consumer Defensive | 4 | $5.4M | 0.0% |
| Industrials | 5 | $5.2M | 0.0% |