Institutions / Ironwood Financial, llc
Ironwood Financial, llc
CIK 1630360 · Institution · as of Dec 31, 2025
Portfolio value
$589.60M
Positions
166
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 166 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $73.81M | 12.5% |
| Apple Inc. | $40.62M | 6.9% |
| iShares Tr | $25.41M | 4.3% |
| iShares Tr | $21.27M | 3.6% |
| iShares Tr | $18.57M | 3.2% |
| iShares Tr | $16.72M | 2.8% |
| iShares Inc | $12.90M | 2.2% |
| iShares Tr | $12.57M | 2.1% |
| Vanguard Index Fds | $12.54M | 2.1% |
| iShares Tr | $11.76M | 2.0% |
| iShares Tr | $11.53M | 2.0% |
| Invesco Exch Trd Slf Idx Fd | $10.54M | 1.8% |
| Invesco Exch Trd Slf Idx Fd | $10.34M | 1.8% |
| Invesco Exch Trd Slf Idx Fd | $9.96M | 1.7% |
| Invesco Exchange Traded Fd T | $9.10M | 1.5% |
| Vanguard Index Fds | $9.09M | 1.5% |
| iShares Tr | $9.08M | 1.5% |
| Invesco Exch Trd Slf Idx Fd | $8.83M | 1.5% |
| iShares Tr | $8.40M | 1.4% |
| Invesco Exch Trd Slf Idx Fd | $8.39M | 1.4% |
| iShares Tr | $8.22M | 1.4% |
| iShares Tr | $8.16M | 1.4% |
| iShares MSCI UAE ETF | $7.77M | 1.3% |
| Amazon.com Inc | $7.69M | 1.3% |
| Alphabet Inc. | $6.72M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.