Ironwood Financial, LLC Reduced Holdings in Q3 2025

Ironwood Financial, LLC

  • $562 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-394K
- 91.35%
$23.03 - $23.12 $9.08M - $9.11M
37.3K $860K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-367K
- 94.03%
$20.66 - $20.74 $7.58M - $7.61M
23.3K $482K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-131K
- 94.25%
$25.09 - $25.19 $3.29M - $3.3M
7.99K $201K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-19.8K
- 56.88%
$63.41 - $69.69 $1.25M - $1.38M
15K $1.03M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.27K
- 14.47%
$546.99 - $602.2 $696K - $767K
7.52K $4.52M
PEJ
Invesco Exchange Traded Fd Tr

ETFs
-5.99K
- 39.59%
$56.42 - $62.19 $338K - $373K
9.14K $553K
COST
Costco Wholesale Corp

Consumer Defensive
-10
- 0.26%
$915.95 - $994.57 $9.16K - $9.95K
3.84K $3.55M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-2.53K
- 35.47%
$79.52 - $89.63 $201K - $227K
4.6K $410K
IBM
International Business Machines Corp

Technology
-10
- 0.09%
$234.77 - $292.47 $2.35K - $2.92K
10.6K $2.98M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.69K
- 3.44%
$97.75 - $100.75 $165K - $170K
47.5K $4.76M
AMZN
Amazon Com Inc

Consumer Cyclical
-384
- 1.21%
$211.65 - $238.24 $81.3K - $91.5K
31.3K $6.86M
IWR
Ishares Russell Mid Cap ETF

ETFs
-1.24K
- 12.9%
$92.26 - $97.51 $115K - $121K
8.4K $810K
AMH
American Homes 4 Rent

Real Estate
-1.41K
- 14.76%
$32.47 - $36.74 $45.6K - $51.6K
8.12K $269K
IDV
Ishares Tr

ETFs
-3.45K
- 13.14%
$34.54 - $37.28 $119K - $129K
22.8K $833K
HYG
Ishares Tr

ETFs
-877
- 1.63%
$79.85 - $81.32 $70K - $71.3K
52.9K $4.3M
SPYG
Spdr Portfolio

ETFs
-751
- 17.67%
$94.33 - $105.31 $70.8K - $79.1K
3.5K $365K
V
Visa Inc.

Financial Services
-31
- 3.71%
$332.09 - $358.86 $10.3K - $11.1K
804 $274K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-2.96K
- 6.45%
$21.69 - $23.34 $64.2K - $69K
42.9K $999K
IEFA
Ishares Tr

ETFs
-450
- 6.37%
$81.7 - $87.53 $36.8K - $39.4K
6.62K $577K
META
Meta Platforms, Inc.

Communication Services
-10
- 2.04%
$695.21 - $791.73 $6.95K - $7.92K
479 $351K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-965
- 12.53%
$30.13 - $33.37 $29.1K - $32.2K
6.73K $224K
WFC
Wells Fargo & Company

Financial Services
-169
- 5.38%
$77.05 - $85.16 $13K - $14.4K
2.97K $249K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-451
- 7.17%
$50.79 - $54.95 $22.9K - $24.8K
5.84K $320K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-4.75K
- 6.92%
$24.46 - $26.5 $116K - $126K
63.8K $1.68M
IEV
Ishares Tr Europe ETF

ETFs
-68
- 1.55%
$61.37 - $65.49 $4.17K - $4.45K
4.32K $282K
BA
Boeing CO

Industrials
-25
- 0.86%
$209.79 - $237.38 $5.24K - $5.93K
2.87K $619K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-247
- 0.96%
$107.66 - $112.36 $26.6K - $27.8K
25.5K $2.84M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-848
- 4.84%
$28.92 - $32.19 $24.5K - $27.3K
16.7K $532K
MRK
Merck & Co., Inc.

Healthcare
-32
- 0.57%
$77.6 - $87.37 $2.48K - $2.8K
5.56K $466K
EEM
Ishares Msci Emerging Markets

ETFs
-326
- 3.95%
$48.07 - $53.4 $15.7K - $17.4K
7.93K $423K
XLC
Select Sector Spdr Tr Communic

ETFs
-5
- 0.2%
$105.99 - $119.41 $530 - $597
2.55K $301K
PFE
Pfizer Inc

Healthcare
-318
- 0.96%
$23.29 - $25.88 $7.41K - $8.23K
32.9K $838K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-236
- 0.82%
$27.61 - $29.15 $6.52K - $6.88K
28.7K $835K
GLD
Spdr Gold Trust

ETFs
-45
- 3.81%
$300.96 - $355.47 $13.5K - $16K
1.14K $403K
LMT
Lockheed Martin Corp

Industrials
-4
- 0.3%
$410.74 - $499.21 $1.64K - $2K
1.31K $653K
SOXX
Ishares Semiconductor ETF

ETFs
-235
- 6.73%
$236.93 - $271.12 $55.7K - $63.7K
3.26K $883K
IETC
Ishares U S ETF Tr

ETFs
-331
- 3.0%
$92.7 - $103.65 $30.7K - $34.3K
10.7K $1.09M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-1.65K
- 2.45%
$28.15 - $30.13 $46.6K - $49.8K
65.8K $1.95M
IWM
Ishares Russell 2000 ETF

ETFs
-147
- 4.0%
$214.92 - $244.84 $31.6K - $36K
3.53K $853K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-69
- 0.18%
$23.82 - $25.84 $1.64K - $1.78K
38.8K $996K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.78K
- 3.7%
$25.29 - $28.33 $45K - $50.4K
46.3K $1.29M
NVDA
Nvidia Corp

Technology
-610
- 7.93%
$153.3 - $186.58 $93.5K - $114K
7.09K $1.32M
TSLA
Tesla, Inc.

Consumer Cyclical
-26
- 2.62%
$293.94 - $444.72 $7.64K - $11.6K
966 $429K
SPY
Spdr S&P 500 ETF Trust

ETFs
-169
- 3.36%
$617.65 - $666.84 $104K - $113K
4.85K $3.23M
HD
Home Depot, Inc.

Consumer Cyclical
-49
- 1.08%
$357.4 - $423.42 $17.5K - $20.7K
4.5K $1.82M
RTX
Raytheon Technologies Corp

Industrials
-520
- 4.1%
$144.19 - $167.33 $75K - $87K
12.1K $2.03M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-12
- 0.21%
$284.45 - $324.95 $3.41K - $3.9K
5.79K $1.85M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-283
- 0.32%
$87.29 - $93.61 $24.7K - $26.5K
88.7K $8.28M
IVW
Ishares S&P 500 Growth ETF

ETFs
-8.7K
- 5.09%
$108.97 - $121.65 $948K - $1.06M
162K $19.6M
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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