Ironwood Financial, LLC Portfolio Holdings
Ironwood Financial, LLC
- $463 Million
- Q1 2025
Ironwood Financial, LLC has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $463 Million distributed in 160 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $54.1M, Apple Inc. with a value of $38.2M, Ishares S&P 500 Value ETF with a value of $18.4M, Ishares Core S&P Mid Cap ETF with a value of $17.6M, and Ishares S&P 500 Growth ETF with a value of $15.8M.
Examining the 13F form we can see an decrease of $12.3M in the current position value, from $476M to 463M.
Below you can find more details about Ironwood Financial, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$463 Million
ETFs: $350 Million
Technology: $49.6 Million
Healthcare: $14 Million
Consumer Cyclical: $12.4 Million
Communication Services: $7.22 Million
Financial Services: $6.33 Million
Consumer Defensive: $4.7 Million
Industrials: $4.18 Million
Other: $1.28 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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