Ironwood Financial, LLC Sells in Q4 2025

Ironwood Financial, LLC

  • $570 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IVW
Ishares S&P 500 Growth ETF

ETFs
-13.8K
- 8.51%
$118.29 - $126.28 $1.63M - $1.74M
148K $18M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
-45.4K
- 9.62%
$23.36 - $23.46 $1.06M - $1.07M
427K $9.97M
EUSA
Ishares Msci Usa Equal Weighte

ETFs
-8.2K
- 6.35%
$100.57 - $104.36 $824K - $855K
121K $12.3M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-32.6K
- 6.75%
$19.54 - $19.6 $638K - $640K
451K $8.83M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-654
- 8.69%
$589.5 - $635.77 $386K - $416K
6.87K $4.15M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-2.02K
- 4.71%
$125.45 - $131.1 $254K - $265K
40.9K $5.22M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.47K
- 1.37%
$656.2 - $690.71 $963K - $1.01M
106K $71.4M
IVE
Ishares S&P 500 Value ETF

ETFs
-3.04K
- 3.01%
$202.52 - $212.07 $616K - $645K
97.9K $20.5M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.91K
- 6.13%
$99.87 - $101.27 $291K - $295K
44.6K $4.46M
ORCL
Oracle Corp

Technology
-61
- 1.43%
$217.57 - $313.0 $13.3K - $19.1K
4.21K $925K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-2.18K
- 3.83%
$105.91 - $113.18 $231K - $247K
54.7K $6.03M
SPY
Spdr S&P 500 ETF Trust

ETFs
-388
- 7.99%
$653.02 - $687.39 $253K - $267K
4.47K $2.97M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-651
- 11.24%
$310.75 - $335.0 $202K - $218K
5.14K $1.6M
DVY
Ishares Tr

ETFs
-1.35K
- 3.71%
$138.1 - $143.11 $186K - $193K
35K $4.92M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-4.17K
- 4.7%
$92.24 - $96.56 $385K - $403K
84.5K $8.05M
HD
Home Depot, Inc.

Consumer Cyclical
-36
- 0.8%
$358.03 - $397.02 $12.9K - $14.3K
4.47K $1.6M
BSJR
Invesco Indx Tr

ETFs
-7.36K
- 1.95%
$22.6 - $22.76 $166K - $167K
370K $8.37M
HYG
Ishares Tr

ETFs
-1.97K
- 3.72%
$79.95 - $81.28 $158K - $160K
50.9K $4.09M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-1.51K
- 5.91%
$110.25 - $112.92 $166K - $170K
24K $2.65M
IDV
Ishares Tr

ETFs
-5.91K
- 25.91%
$35.91 - $38.56 $212K - $228K
16.9K $645K
MSFT
Microsoft Corp

Technology
-59
- 0.46%
$496.82 - $542.07 $29.3K - $32K
12.7K $6.45M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-729
- 5.65%
$136.54 - $144.07 $99.5K - $105K
12.2K $1.68M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-7.68K
- 1.44%
$19.7 - $19.78 $151K - $152K
524K $10.3M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-306
- 7.15%
$459.47 - $491.71 $141K - $150K
3.97K $1.87M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.16K
- 2.22%
$142.79 - $150.05 $166K - $174K
51.1K $7.48M
IWM
Ishares Russell 2000 ETF

ETFs
-474
- 13.43%
$236.79 - $250.33 $112K - $119K
3.06K $725K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-5.17K
- 1.0%
$20.53 - $20.66 $106K - $107K
512K $10.5M
COST
Costco Wholesale Corp

Consumer Defensive
-58
- 1.51%
$910.94 - $954.99 $52.8K - $55.4K
3.78K $3.45M
PEJ
Invesco Exchange Traded Fd Tr

ETFs
-1.2K
- 13.15%
$56.94 - $60.35 $68.4K - $72.5K
7.94K $459K
IYF
Ishares Tr

ETFs
-597
- 9.54%
$120.85 - $126.31 $72.1K - $75.4K
5.66K $700K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-252
- 0.75%
$93.11 - $97.9 $23.5K - $24.7K
33.4K $3.15M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.54K
- 3.32%
$27.17 - $28.65 $41.7K - $44K
44.8K $1.23M
IEDI
Ishares U S ETF Tr Ishares Evo

ETFs
-815
- 14.15%
$53.55 - $56.36 $43.6K - $45.9K
4.95K $265K
IETC
Ishares U S ETF Tr

ETFs
-423
- 3.96%
$100.06 - $107.97 $42.3K - $45.7K
10.3K $1.04M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-2.29K
- 3.59%
$25.85 - $27.19 $59.3K - $62.3K
61.5K $1.63M
TSLA
Tesla, Inc.

Consumer Cyclical
-30
- 3.11%
$401.99 - $468.37 $12.1K - $14.1K
936 $382K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-480
- 0.73%
$28.9 - $30.17 $13.9K - $14.5K
65.3K $1.9M
IXN
Ishares Global Information Tec

ETFs
-528
- 6.0%
$102.05 - $112.09 $53.9K - $59.2K
8.27K $874K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-1.01K
- 3.53%
$28.46 - $29.45 $28.8K - $29.8K
27.7K $803K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-961
- 5.76%
$31.41 - $33.69 $30.2K - $32.4K
15.7K $507K
V
Visa Inc.

Financial Services
-36
- 4.48%
$325.75 - $352.42 $11.7K - $12.7K
768 $250K
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
-462
- 0.43%
$21.91 - $22.1 $10.1K - $10.2K
107K $2.34M
IWR
Ishares Russell Mid Cap ETF

ETFs
-57
- 0.68%
$94.02 - $97.61 $5.36K - $5.56K
8.34K $788K
XLC
Select Sector Spdr Tr Communic

ETFs
-28
- 1.1%
$111.33 - $117.16 $3.12K - $3.28K
2.52K $280K
IEV
Ishares Tr Europe ETF

ETFs
-394
- 9.12%
$65.02 - $67.89 $25.6K - $26.7K
3.92K $261K
EEM
Ishares Msci Emerging Markets

ETFs
-567
- 7.15%
$51.94 - $56.01 $29.4K - $31.8K
7.37K $404K
PFE
Pfizer Inc

Healthcare
-196
- 0.6%
$24.23 - $27.37 $4.75K - $5.36K
32.7K $820K
AMH
American Homes 4 Rent

Real Estate
-220
- 2.71%
$31.53 - $33.42 $6.94K - $7.35K
7.9K $252K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-699
- 1.8%
$25.2 - $26.46 $17.6K - $18.5K
38.1K $982K
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
Track This Portfolio

Track Ironwood Financial, LLC Portfolio

Follow Ironwood Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ironwood Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ironwood Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email