Ironwood Financial, LLC Purchases in Q4 2025

Ironwood Financial, LLC

  • $570 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
61.4K
+ 30.73%
$24.24 - $24.37 $1.49M - $1.5M
261K $6.34M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
60.2K
+ 21.81%
N/A
336K $7.99M
XLE
Energy Sector Spdr

ETFs
13.9K
+ 127.86%
$85.22 - $92.02 $1.18M - $1.28M
24.7K $2.28M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
48.8K
+ 15.89%
$25.43 - $25.82 $1.24M - $1.26M
356K $9.06M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
51.8K
+ 10.5%
$21.09 - $21.35 $1.09M - $1.11M
545K $11.5M
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
39.9K
+ 13.02%
$23.54 - $23.83 $939K - $950K
346K $8.18M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
33.2K
+ 17.28%
$25.38 - $25.57 $842K - $848K
225K $5.73M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
37.3K
+ 7.46%
$23.35 - $23.55 $870K - $878K
537K $12.5M
IBDV
Ishares Tr

Technology
37K
+ 7.47%
$22.03 - $22.24 $816K - $824K
533K $11.7M
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
32.9K
+ 59.12%
$23.44 - $23.83 $772K - $785K
88.6K $2.08M
VTI
Vanguard Total Stock Market Et

ETFs
1.65K
+ 4.71%
$321.8 - $337.95 $529K - $556K
36.6K $12.1M
VT
Vanguard Total World Stk Index

ETFs
3.82K
+ 10.72%
$135.16 - $141.78 $516K - $541K
39.4K $5.49M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.51K
+ 8.27%
$185.12 - $192.11 $651K - $675K
46K $8.62M
VTV
Vanguard Value ETF

ETFs
2.73K
+ 21.95%
$182.87 - $189.72 $499K - $518K
15.2K $2.84M
IBHG
Ishares Tr Ibonds 2027 Term Hi
23.9K
+ 18.27%
$22.27 - $22.52 $532K - $538K
155K $3.45M
TQQQ
Proshares Ultrapro Qqq

ETFs
3.27K
+ 95.34%
$97.07 - $120.61 $318K - $395K
6.7K $702K
VV
Vanguard Large Cap ETF

ETFs
851
+ 3.09%
$301.9 - $317.98 $257K - $271K
28.4K $8.8M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
14.7K
+ 13.32%
$23.18 - $23.38 $341K - $344K
125K $2.9M
VEA
Vanguard Ftse Developed Market

ETFs
2.56K
+ 2.61%
$59.18 - $62.09 $151K - $159K
101K $6.17M
XLY
Select Sector Spdr Consumer Di

ETFs
1.26K
+ 90.88%
$228.75 - $242.18 $287K - $304K
2.64K $609K
VUG
Vanguard Growth ETF

ETFs
513
+ 8.66%
$470.44 - $504.26 $241K - $259K
6.44K $3.11M
MKL
Markel Corp

Financial Services
114
New
$1826.32 - $2091.91 $208K - $238K
114 $234K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
1.77K
New
$128.96 - $165.33 $228K - $293K
1.77K $228K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
4.47K
New
$42.31 - $46.37 $189K - $207K
4.47K $206K
INTC
Intel Corp

Technology
5.86K
New
$34.71 - $41.53 $204K - $243K
5.86K $203K
AOR
Ishares Tr Core Growth Allocat

ETFs
3.09K
New
$63.43 - $65.6 $196K - $203K
3.09K $199K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.51K
New
$42.26 - $44.28 $191K - $200K
4.51K $197K
VEU
Vanguard Ftse All World Ex Us

ETFs
1.13K
+ 2.8%
$70.2 - $73.89 $79.2K - $83.3K
41.4K $3.02M
VB
Vanguard Small Cap ETF

ETFs
671
+ 10.29%
$248.1 - $260.08 $166K - $175K
7.19K $1.8M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.32K
+ 2.58%
$114.27 - $121.15 $379K - $402K
132K $15.4M
VOE
Vanguard Mid Cap Value Index F

ETFs
791
+ 9.86%
$169.53 - $176.53 $134K - $140K
8.81K $1.53M
VBK
Vanguard Small Cap Growth ETF

ETFs
441
+ 10.22%
$291.71 - $309.36 $129K - $136K
4.76K $1.39M
AVUV
American Centy ETF Tr Avantis

ETFs
1.36K
+ 8.45%
$95.19 - $100.66 $129K - $137K
17.4K $1.7M
VO
Vanguard Mid Cap ETF

ETFs
492
+ 7.05%
$286.27 - $296.23 $141K - $146K
7.47K $2.14M
HDV
Ishares Core High Dividend ETF

ETFs
751
+ 3.85%
$118.22 - $122.79 $88.8K - $92.2K
20.2K $2.47M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.68K
+ 9.11%
$26.44 - $27.53 $70.8K - $73.8K
32.1K $873K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
135
+ 15.63%
$242.67 - $261.79 $32.8K - $35.3K
999 $250K
VOT
Vanguard Mid Cap Growth Index

ETFs
306
+ 8.1%
$279.76 - $298.12 $85.6K - $91.2K
4.08K $1.14M
BSCU
Invesco Exc Self Ind Tr

ETFs
1.62K
+ 1.81%
$16.86 - $17.02 $27.4K - $27.6K
91.1K $1.54M
BMY
Bristol Myers Squibb CO

Healthcare
100
+ 1.11%
$42.6 - $49.08 $4.26K - $4.91K
9.13K $427K
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
976
+ 5.85%
$21.35 - $21.61 $20.8K - $21.1K
17.7K $379K
DFUS
Dimensional ETF Tr U S Equity

ETFs
136
+ 1.55%
$71.0 - $74.64 $9.66K - $10.2K
8.9K $648K
OHI
Omega Healthcare Investors Inc

Real Estate
1
+ 0.02%
$39.41 - $44.12 $39.4 - $44.1
5.57K $245K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
468
+ 0.32%
$18.77 - $18.93 $8.78K - $8.86K
145K $2.73M
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.03%
$211.96 - $244.38 $212 - $244
3.05K $713K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
7
+ 0.12%
$76.84 - $80.86 $538 - $566
5.98K $472K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
18
+ 0.31%
$53.81 - $56.64 $969 - $1.02K
5.86K $324K
NVDA
Nvidia Corp

Technology
18
+ 0.25%
$179.83 - $207.04 $3.24K - $3.73K
7.1K $1.33M
BSCV
Invesco ETF Self Indexed Fd Tr
280
+ 0.89%
$16.62 - $16.82 $4.65K - $4.71K
31.7K $527K
Activity Summary
Buys All Purchases 62 New Holdings 7 Increased Positions 55 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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