Ironwood Financial, llc Q2 2025 Filing
Filed July 23, 2025
Portfolio Value
$466.3B
Holdings
159
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (159 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 96,928 | $54.5B | 11.68% | |
| 2 | AAPLAPPLE INC | 171,906 | $38.2B | 8.19% | |
| 3 | IVEISHARES TR | 97,349 | $18.6B | 3.98% | |
| 4 | IJHISHARES TR | 302,884 | $17.7B | 3.79% | |
| 5 | IVWISHARES TR | 170,984 | $15.9B | 3.40% | |
| 6 | IJRISHARES TR | 109,294 | $11.4B | 2.45% | |
| 7 | EUSAISHARES INC | 119,252 | $11.2B | 2.39% | |
| 8 | BSJQINVESCO EXCH TRD SLF IDX FD | 466,126 | $10.8B | 2.32% | |
| 9 | BSCSINVESCO EXCH TRD SLF IDX FD | 502,400 | $10.2B | 2.19% | |
| 10 | BSCRINVESCO EXCH TRD SLF IDX FD | 515,237 | $10.1B | 2.16% | |
| 11 | BSJPINVESCO EXCH TRD SLF IDX FD | 431,407 | $9.9B | 2.13% | |
| 12 | BSCQINVESCO EXCH TRD SLF IDX FD | 482,691 | $9.4B | 2.02% | |
| 13 | IBDUISHARES TR | 377,436 | $8.7B | 1.87% | |
| 14 | VTIVANGUARD INDEX FDS | 30,489 | $8.4B | 1.80% | |
| 15 | IBDVISHARES TR | 377,965 | $8.2B | 1.76% | |
| 16 | BSCPINVESCO EXCH TRD SLF IDX FD | 390,308 | $8.1B | 1.73% | |
| 17 | BSJRINVESCO EXCH TRD SLF IDX FD | 357,792 | $8.0B | 1.72% | |
| 18 | EFAISHARES TR | 88,993 | $7.3B | 1.56% | |
| 19 | ITOTISHARES TR | 52,153 | $6.4B | 1.36% | |
| 20 | AMZNAMAZON COM INC | 31,649 | $6.0B | 1.29% | |
| 21 | RSPINVESCO EXCHANGE TRADED FD T | 34,676 | $6.0B | 1.29% | |
| 22 | VVVANGUARD INDEX FDS | 22,522 | $5.8B | 1.24% | |
| 23 | IJSISHARES TR | 56,267 | $5.5B | 1.18% | |
| 24 | IJJISHARES TR | 41,474 | $5.0B | 1.06% | |
| 25 | AGGISHARES TR | 49,215 | $4.9B | 1.04% | |
| 26 | AQLTISHARES TR | 35,711 | $4.8B | 1.03% | |
| 27 | MSFTMICROSOFT CORP | 12,637 | $4.7B | 1.02% | |
| 28 | LLYELI LILLY & CO | 5,248 | $4.3B | 0.93% | |
| 29 | HYGISHARES TR | 53,785 | $4.2B | 0.91% | |
| 30 | VEAVANGUARD TAX-MANAGED FDS | 81,886 | $4.2B | 0.89% | |
| 31 | NDQINVESCO QQQ TR | 8,795 | $4.1B | 0.88% | |
| 32 | IBDRISHARES TR | 157,954 | $3.8B | 0.82% | |
| 33 | JPMJPMORGAN CHASE & CO. | 15,400 | $3.8B | 0.81% | |
| 34 | COSTCOSTCO WHSL CORP NEW | 3,845 | $3.6B | 0.78% | |
| 35 | IBDQISHARES TR | 139,021 | $3.5B | 0.75% | |
| 36 | VTVANGUARD INTL EQUITY INDEX F | 29,719 | $3.4B | 0.74% | |
| 37 | IBDWISHARES TR | 164,739 | $3.4B | 0.73% | |
| 38 | ABGCENCORA INC | 11,882 | $3.3B | 0.71% | |
| 39 | GOOGLALPHABET INC | 20,259 | $3.1B | 0.67% | |
| 40 | GOOGALPHABET INC | 18,918 | $3.0B | 0.63% | |
| 41 | SPYSPDR S&P 500 ETF TR | 5,023 | $2.8B | 0.60% | |
| 42 | LQDISHARES TR | 25,758 | $2.8B | 0.60% | |
| 43 | IBDTISHARES TR | 106,579 | $2.7B | 0.58% | |
| 44 | IBDSISHARES TR | 110,620 | $2.7B | 0.57% | |
| 45 | INTUINTUIT | 4,336 | $2.7B | 0.57% | |
| 46 | IBMINTERNATIONAL BUSINESS MACHS | 10,577 | $2.6B | 0.56% | |
| 47 | IJKISHARES TR | 30,768 | $2.6B | 0.55% | |
| 48 | BSCTINVESCO EXCH TRD SLF IDX FD | 131,354 | $2.4B | 0.52% | |
| 49 | VEUVANGUARD INTL EQUITY INDEX F | 35,366 | $2.1B | 0.46% | |
| 50 | HDVISHARES TR | 17,195 | $2.1B | 0.45% | |
| 51 | DFASDIMENSIONAL ETF TRUST | 34,757 | $2.1B | 0.45% | |
| 52 | VUGVANGUARD INDEX FDS | 5,486 | $2.0B | 0.44% | |
| 53 | BSJSINVESCO EXCH TRD SLF IDX FD | 88,704 | $1.9B | 0.41% | |
| 54 | VOVANGUARD INDEX FDS | 6,873 | $1.8B | 0.38% | |
| 55 | AMGNAMGEN INC | 5,691 | $1.8B | 0.38% | |
| 56 | SCHMSCHWAB STRATEGIC TR | 67,463 | $1.8B | 0.38% | |
| 57 | LOWLOWES COS INC | 7,426 | $1.7B | 0.37% | |
| 58 | RTXRTX CORPORATION | 12,669 | $1.7B | 0.36% | |
| 59 | HDHOME DEPOT INC | 4,551 | $1.7B | 0.36% | |
| 60 | JNJJOHNSON & JOHNSON | 9,907 | $1.6B | 0.35% | |
| 61 | IJTISHARES TR | 12,632 | $1.6B | 0.34% | |
| 62 | IBHFISHARES TR | 66,160 | $1.5B | 0.33% | |
| 63 | IWFISHARES TR | 4,253 | $1.5B | 0.33% | |
| 64 | XLFSELECT SECTOR SPDR TR | 30,670 | $1.5B | 0.33% | |
| 65 | SCHXSCHWAB STRATEGIC TR | 68,586 | $1.5B | 0.32% | |
| 66 | MCDMCDONALDS CORP | 4,844 | $1.5B | 0.32% | |
| 67 | IBHEISHARES TR | 64,272 | $1.5B | 0.32% | |
| 68 | IWOISHARES TR | 5,804 | $1.5B | 0.32% | |
| 69 | VBVANGUARD INDEX FDS | 6,441 | $1.4B | 0.31% | |
| 70 | BSCUINVESCO EXCH TRD SLF IDX FD | 80,552 | $1.3B | 0.29% | |
| 71 | IBHGISHARES TR | 54,159 | $1.2B | 0.26% | |
| 72 | VTVVANGUARD INDEX FDS | 6,985 | $1.2B | 0.26% | |
| 73 | SCHASCHWAB STRATEGIC TR | 48,071 | $1.1B | 0.24% | |
| 74 | ZIONZIONS BANCORPORATION N A | 20,568 | $1.0B | 0.22% | |
| 75 | AVUVAMERICAN CENTY ETF TR | 11,215 | $977.6M | 0.21% | |
| 76 | SCHFSCHWAB STRATEGIC TR | 45,886 | $907.6M | 0.19% | |
| 77 | VOEVANGUARD INDEX FDS | 5,325 | $854.9M | 0.18% | |
| 78 | PFEPFIZER INC | 33,236 | $842.2M | 0.18% | |
| 79 | SCHBSCHWAB STRATEGIC TR | 38,821 | $835.8M | 0.18% | |
| 80 | NVDANVIDIA CORPORATION | 7,695 | $834.0M | 0.18% | |
| 81 | IETCISHARES U S ETF TR | 11,018 | $825.7M | 0.18% | |
| 82 | IWRISHARES TR | 9,638 | $819.9M | 0.18% | |
| 83 | IDV*ISHARES TR | 26,263 | $814.7M | 0.17% | |
| 84 | IXNISHARES TR | 10,748 | $814.1M | 0.17% | |
| 85 | WMTWALMART INC | 9,087 | $797.7M | 0.17% | |
| 86 | SPYVSPDR SERIES TRUST | 15,597 | $796.6M | 0.17% | |
| 87 | HONHONEYWELL INTL INC | 3,760 | $796.2M | 0.17% | |
| 88 | SCHVSCHWAB STRATEGIC TR | 28,954 | $769.6M | 0.17% | |
| 89 | SCHWSCHWAB CHARLES CORP | 9,802 | $767.3M | 0.16% | |
| 90 | YUMYUM BRANDS INC | 4,851 | $763.4M | 0.16% | |
| 91 | VBKVANGUARD INDEX FDS | 3,025 | $761.6M | 0.16% | |
| 92 | PEJINVESCO EXCHANGE TRADED FD T | 15,131 | $736.1M | 0.16% | |
| 93 | IWMISHARES TR | 3,676 | $733.3M | 0.16% | |
| 94 | VOTVANGUARD INDEX FDS | 2,805 | $686.2M | 0.15% | |
| 95 | XLESELECT SECTOR SPDR TR | 7,225 | $675.2M | 0.14% | |
| 96 | SOXXISHARES TR | 3,494 | $657.5M | 0.14% | |
| 97 | VOOVANGUARD INDEX FDS | 1,266 | $650.6M | 0.14% | |
| 98 | SNASNAP ON INC | 1,872 | $630.9M | 0.14% | |
| 99 | IBDXISHARES TR | 24,410 | $610.0M | 0.13% | |
| 100 | ABBVABBVIE INC | 2,907 | $609.1M | 0.13% |
Page 1 of 2Next