Ironwood Financial, LLC ETF holdings
Tucson, AZ
Reported $513.0M in 116 ETFs in its Form 13F for June 30, 2026.
ETF value
$513.0M
ETFs held
116
Change from prior quarter
+11.7%
With price moves
ETFs as a share of its 13F
80.3%
of $638.7M
Top 10 of 116 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $77.3M | 102,670 | −3,322 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $28.0M | 371,526 | +1,470 shares |
| IVE | iShares S&P 500 Value ETF | $21.6M | 93,654 | −3,221 shares |
| IJR | iShares Core S&P Small-Cap ETF | $19.8M | 136,668 | +2,185 shares |
| IVW | iShares S&P 500 Growth ETF | $18.2M | 133,209 | −12,882 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $15.1M | 40,713 | +1,980 shares |
| IBDU | iShares iBonds Dec 2029 Term Corporate ETF | $14.7M | 636,737 | +77,652 shares |
| IBDV | iShares iBonds Dec 2030 Term Corporate ETF | $13.9M | 644,551 | +88,900 shares |
| IBDW | iShares iBonds Dec 2031 Term Corporate ETF | $13.6M | 660,559 | +91,148 shares |
| EUSA | iShares MSCI USA Equal Weighted ETF | $13.2M | 115,285 | −4,369 shares |
106 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001630360. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Ironwood Financial, LLC own?
Ironwood Financial, LLC reported 116 ETF positions worth $513.0M in its Form 13F for June 30, 2026. The largest was IVV, at $77.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.