Ironwood Financial, LLC Purchases and Sells in Q3 2025

Ironwood Financial, LLC

$562 Million
Q3 2025

Top Buys

Incresed Positions

70 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	10.3K + 10.58%	$620.67 - $670.08 $6.37M - $6.87M	107K $71.7M
IBDX	283K + 1158.16%	$24.97 - $25.78 $7.06M - $7.29M	307K $7.87M
IBDW	329K + 199.58%	$20.77 - $21.32 $6.83M - $7.01M	494K $10.5M
IBHH	291K + 1945.77%	$23.53 - $23.89 $6.85M - $6.96M	306K $7.31M
IJH	58.8K + 19.4%	$62.09 - $66.51 $3.65M - $3.91M	362K $23.6M
IJR	19.5K + 17.82%	$108.46 - $120.63 $2.11M - $2.35M	129K $15.3M

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IBHI	55.7K New	$23.43 - $23.88 $1.31M - $1.33M	55.7K $1.33M
BRK-B	1.57K New	$459.11 - $506.91 $719K - $794K	1.57K $787K
TQQQ	3.43K New	$80.89 - $104.72 $278K - $359K	3.43K $354K
ITA	1.49K New	$184.73 - $209.26 $275K - $312K	1.49K $311K
VIG	1.61K New	N/A	1.61K $292K
GBTC	2.39K New	$82.96 - $95.7 $199K - $229K	2.39K $214K

Top Sells

Reduced Positions

52 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BSJP	-394K - 91.35%	$23.03 - $23.12 $9.08M - $9.11M	37.3K $860K
BSCP	-367K - 94.03%	$20.66 - $20.74 $7.58M - $7.61M	23.3K $482K
IBDQ	-131K - 94.25%	$25.09 - $25.19 $3.29M - $3.3M	7.99K $201K
DFAS	-19.8K - 56.88%	$63.41 - $69.69 $1.25M - $1.38M	15K $1.03M
QQQ	-1.27K - 14.47%	$546.99 - $602.2 $696K - $767K	7.52K $4.52M
PEJ	-5.99K - 39.59%	$56.42 - $62.19 $338K - $373K	9.14K $553K

Activity Summary All Purchases 82 New Holdings 12 Increased Positions 70 All Sells 52 Reductions 52 Sold out 0 Calls 0 Puts 0

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