Ironwood Financial, llc - Portfolio overview

Ironwood Financial, llc has 177 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 12.02%
2. AAPL - APPLE INC, 6.64%
3. IJH - ISHARES TR, 4.34%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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