Ironwood Financial, LLC Incresed Positions in Q3 2025

Ironwood Financial, LLC

  • $562 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
10.3K
+ 10.58%
$620.67 - $670.08 $6.37M - $6.87M
107K $71.7M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
283K
+ 1158.16%
$24.97 - $25.78 $7.06M - $7.29M
307K $7.87M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
329K
+ 199.58%
$20.77 - $21.32 $6.83M - $7.01M
494K $10.5M
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
291K
+ 1945.77%
$23.53 - $23.89 $6.85M - $6.96M
306K $7.31M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
58.8K
+ 19.4%
$62.09 - $66.51 $3.65M - $3.91M
362K $23.6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
19.5K
+ 17.82%
$108.46 - $120.63 $2.11M - $2.35M
129K $15.3M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
122K
+ 32.44%
$23.13 - $23.54 $2.83M - $2.88M
500K $11.7M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
118K
+ 74.87%
N/A
276K $6.56M
IBDV
Ishares Tr

Technology
118K
+ 31.22%
$21.75 - $22.22 $2.57M - $2.62M
496K $11M
VTI
Vanguard Total Stock Market Et

ETFs
4.43K
+ 14.53%
$303.93 - $329.86 $1.35M - $1.46M
34.9K $11.5M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
89.3K
+ 80.77%
$24.14 - $24.34 $2.16M - $2.17M
200K $4.87M
VV
Vanguard Large Cap ETF

ETFs
4.99K
+ 22.15%
$285.05 - $309.14 $1.42M - $1.54M
27.5K $8.47M
IVE
Ishares S&P 500 Value ETF

ETFs
3.61K
+ 3.71%
$194.44 - $206.51 $703K - $746K
101K $20.8M
RSP
Invesco S&P 500 Equal Weight E

ETFs
7.83K
+ 22.57%
$181.56 - $190.33 $1.42M - $1.49M
42.5K $8.06M
IBHG
Ishares Tr Ibonds 2027 Term Hi
76.5K
+ 141.27%
$22.38 - $22.53 $1.71M - $1.72M
131K $2.94M
EUSA
Ishares Msci Usa Equal Weighte

ETFs
9.79K
+ 8.21%
$99.08 - $103.57 $970K - $1.01M
129K $13.3M
VEA
Vanguard Ftse Developed Market

ETFs
16.2K
+ 19.8%
$56.02 - $60.3 $908K - $978K
98.1K $5.88M
VT
Vanguard Total World Stk Index

ETFs
5.9K
+ 19.86%
$128.41 - $138.03 $758K - $815K
35.6K $4.91M
VTV
Vanguard Value ETF

ETFs
5.45K
+ 77.95%
$175.51 - $186.57 $956K - $1.02M
12.4K $2.32M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
44.4K
+ 67.08%
$23.09 - $23.43 $1.02M - $1.04M
111K $2.59M
IJS
Ishares S&P Smallcap 600 Value

ETFs
648
+ 1.15%
$98.99 - $112.2 $64.1K - $72.7K
56.9K $6.29M
AVUV
American Centy ETF Tr Avantis

ETFs
4.84K
+ 43.18%
$90.37 - $102.12 $438K - $495K
16.1K $1.6M
ITOT
Ishares Core S&P Total U.S. St

ETFs
101
+ 0.19%
$135.0 - $146.02 $13.6K - $14.7K
52.3K $7.61M
VOE
Vanguard Mid Cap Value Index F

ETFs
2.7K
+ 50.61%
$164.63 - $174.58 $444K - $470K
8.02K $1.4M
VEU
Vanguard Ftse All World Ex Us

ETFs
4.88K
+ 13.81%
$66.38 - $71.68 $324K - $350K
40.3K $2.87M
BSJR
Invesco Indx Tr

ETFs
19.9K
+ 5.56%
$22.64 - $22.85 $450K - $455K
378K $8.59M
JPM
Jpmorgan Chase & CO

Financial Services
180
+ 1.17%
$282.78 - $316.06 $50.9K - $56.9K
15.6K $4.91M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.29K
+ 42.61%
$276.51 - $305.12 $356K - $393K
4.31K $1.28M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.46K
+ 3.52%
$122.57 - $132.57 $179K - $193K
42.9K $5.57M
VUG
Vanguard Growth ETF

ETFs
441
+ 8.04%
$433.97 - $484.08 $191K - $213K
5.93K $2.84M
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.89K
+ 9.39%
$91.28 - $97.59 $264K - $282K
33.7K $3.23M
DVY
Ishares Tr

ETFs
650
+ 1.82%
$133.88 - $142.57 $87K - $92.7K
36.4K $5.17M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
18.3K
+ 20.62%
$21.89 - $22.2 $400K - $406K
107K $2.36M
HDV
Ishares Core High Dividend ETF

ETFs
2.29K
+ 13.32%
$118.16 - $123.66 $271K - $283K
19.5K $2.39M
XLE
Energy Sector Spdr

ETFs
3.63K
+ 50.23%
$84.25 - $91.99 $306K - $334K
10.9K $969K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
16.5K
+ 3.2%
$19.61 - $19.79 $323K - $326K
532K $10.5M
IYE
Ishares Tr

ETFs
6.96K
+ 82.48%
$44.83 - $48.91 $312K - $340K
15.4K $731K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
14.9K
+ 2.96%
$20.41 - $20.67 $303K - $307K
517K $10.6M
IYF
Ishares Tr

ETFs
2.41K
+ 62.45%
$119.89 - $127.16 $289K - $306K
6.26K $792K
JNJ
Johnson & Johnson

Healthcare
1
+ 0.01%
$155.17 - $185.42 $155 - $185
9.91K $1.84M
MSFT
Microsoft Corp

Technology
122
+ 0.97%
$491.09 - $535.64 $59.9K - $65.3K
12.8K $6.61M
VOT
Vanguard Mid Cap Growth Index

ETFs
972
+ 34.65%
$282.75 - $294.19 $275K - $286K
3.78K $1.11M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
13.5K
+ 10.25%
$18.61 - $18.94 $251K - $255K
145K $2.72M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8.9K
+ 43.45%
$26.38 - $27.95 $235K - $249K
29.4K $802K
IWF
Ishares Russell 1000 Gr ETF

ETFs
24
+ 0.56%
$420.11 - $472.68 $10.1K - $11.3K
4.28K $2M
XLF
Financial Sector Spdr

ETFs
2.63K
+ 8.58%
$51.37 - $54.25 $135K - $143K
33.3K $1.79M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
6.05K
+ 1.3%
$23.27 - $23.51 $141K - $142K
472K $11.1M
ABBV
Abb Vie Inc.

Healthcare
143
+ 4.92%
$184.85 - $231.54 $26.4K - $33.1K
3.05K $706K
BSCU
Invesco Exc Self Ind Tr

ETFs
8.92K
+ 11.07%
$16.67 - $17.03 $149K - $152K
89.5K $1.51M
Activity Summary
Buys All Purchases 82 New Holdings 12 Increased Positions 70 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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