Ironwood Financial, llc

13F Filings History

Latest 13F report
Q3 2024 - Oct 16, 2024
Value $
$476M
Signature - Title
Robin Dolezal - CCO
Location
Tucson, AZ
Summary
This page shows a list of all the recent 13F filings made by Ironwood Financial, llc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Ironwood Financial, llc reported 151 stock holdings with total value $476M as of Q3 2024. Top holdings included IVV, AAPL, IVE, IJH, and IVW.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 151 $476M +$27.6M -$21.2M +$6.46M IVV, AAPL, IVE, IJH, IVW 13F-HR 10/16/2024, 05:11 PM
Q2 2024 148 $446M +$11.8M -$11.6M +$178K IVV, AAPL, IVE, IJH, IVW 13F-HR 7/19/2024, 05:17 PM
Q1 2024 151 $435M +$34M -$15.2M +$18.8M IVV, AAPL, IVE, IJH, IVW 13F-HR 4/17/2024, 06:40 PM
Q4 2023 144 $413M +$27.4M -$20.1M +$7.29M IVV, AAPL, IVE, IJH, IVW 13F-HR 1/19/2024, 04:26 PM
Q3 2023 140 $372M +$18.9M -$13.7M +$5.22M IVV, AAPL, IVE, IJH, BSCO 13F-HR 10/24/2023, 09:44 PM
Q2 2023 137 $380M +$12.4M -$11.9M +$559K AAPL, IVV, IVE, IJH, IVW 13F-HR 7/20/2023, 10:10 AM
Q1 2023 140 $359M +$21.9M -$1.9M +$20M AAPL, IVV, IVE, IJH, IVW 13F-HR 4/14/2023, 02:39 PM
Q4 2022 137 $321M +$15.3M -$11.1M +$4.16M IVV, AAPL, IVE, IJH, IVW 13F-HR 2/14/2023, 03:31 PM
Q3 2022 115 $302M +$11.4M -$5.94M +$5.44M AAPL, IVV, IVE, IVW, IJH 13F-HR 10/26/2022, 09:50 AM
Q2 2022 117 $311M +$18.5M -$10.3M +$8.21M AAPL, IVV, IVE, IVW, IJH 13F-HR 7/28/2022, 08:34 PM
Q1 2022 123 $354M +$17.1M -$14.9M +$2.12M AAPL, IVV, IVE, IVW, EUSA 13F-HR 4/19/2022, 08:35 PM
Q4 2021 124 $365M +$13.7M -$14.8M -$1.1M AAPL, IVV, IVE, EUSA, IVW 13F-HR 1/27/2022, 08:32 PM
Q3 2021 558 $342M +$14.6M -$4.34M +$10.2M AAPL, IVV, IVE, EUSA, IJH 13F-HR 11/2/2021, 04:02 PM
Q2 2021 546 $333M +$20.9M -$10.7M +$10.2M AAPL, IVV, IVE, EUSA, IJH 13F-HR 7/29/2021, 03:53 PM
Q1 2021 530 $307M +$83M -$54.6M +$28.3M AAPL, IVV, EUSA, BSCM, IJH 13F-HR 4/28/2021, 04:59 PM
Q4 2020 477 $267M +$97.4M -$32.3M +$65.1M BSCL, AAPL, IVV, BSCM, BSJL 13F-HR 1/26/2021, 03:28 PM
Q3 2020 428 $199M +$27M -$15.7M +$11.3M BSCL, IVV, BSCM, BSJL, BSCK 13F-HR 11/3/2020, 12:20 PM
Q2 2020 398 $185M +$49.8M -$19.2M +$30.6M BSCL, BSCK, BSCM, BSJL, SHY 13F-HR 7/28/2020, 02:21 PM
Q1 2020 343 $146M +$33.1M -$73.5M -$40.4M SHY, BSCL, BSCK, BSJL, BSCM 13F-HR 4/27/2020, 02:11 PM
Q4 2019 373 $218M +$5.74M -$4.79M +$944K IVV, BSCL, BSCK, BSJL, BSCM 13F-HR 1/23/2020, 06:08 PM
Q3 2019 378 $208M +$23.9M -$19.8M +$4.07M IVV, BSCL, BSCK, BSJL, IJH 13F-HR 10/31/2019, 04:41 PM
Q2 2019 373 $204M +$13.7M -$6.8M +$6.9M IVV, BSCK, IJH, BSCM, BSCL 13F-HR 7/29/2019, 08:59 PM
Q1 2019 369 $193M +$13.7M -$12.3M +$1.48M IVV, BSCK, IJH, BSCM, BSCL 13F-HR 4/12/2019, 02:01 PM
Q4 2018 360 $178M +$12.6M -$5.15M +$7.48M IVV, BSCK, BSCL, BSCM, IJH 13F-HR 1/17/2019, 10:44 AM
Q3 2018 357 $188M +$16.3M -$5.84M +$10.5M IVV, BSCK, IJH, EFA, BSJJ 13F-HR 10/25/2018, 06:00 PM
Q2 2018 278 $173M +$81.5M -$3.16M +$78.4M IVV, BSCK, BSCJ, IJH, BSJJ 13F-HR 7/27/2018, 11:30 AM
Q1 2018 253 $92.2M +$3.76M -$76.4M -$72.6M IVV, EFA, IJH, IJR, SPY 13F-HR 5/8/2018, 03:04 PM
Q4 2017 255 $166M +$9.87M -$8.97M +$901K IVV, BSCK, BSCJ, EFA, IJH 13F-HR 1/26/2018, 06:34 PM
Q3 2017 261 $162M +$18.9M -$15.8M +$3.08M IVV, BSCK, BSCJ, EFA, BSJJ 13F-HR 11/3/2017, 02:54 PM
Q2 2017 260 $156M +$3.7M -$1.2M +$2.5M IVV, BSCK, BSCI, BSCJ, BSJI 13F-HR 8/9/2017, 05:17 PM
Q1 2017 261 $151M +$32M -$24.4M +$7.63M IVV, BSCI, BSCK, BSCJ, BSJI 13F-HR 5/1/2017, 04:13 PM
Q4 2016 265 $143M +$6.86M -$5.91M +$951K IVV, BSCH, BSCI, BSCJ, BSJH 13F-HR 1/26/2017, 01:13 PM
Q3 2016 266 $140M +$7.39M -$3.66M +$3.72M IVV, BSCH, BSCI, BSCJ, BSJH 13F-HR 11/3/2016, 03:48 PM
Q2 2016 273 $134M +$8.37M -$4.76M +$3.61M IVV, BSCH, BSCI, BSCJ, BSJH 13F-HR 7/29/2016, 12:14 PM
Q1 2016 279 $129M +$9.25M -$88.3M -$79M IVV, BSCH, EFA, BSCI, BSJH 13F-HR 5/5/2016, 02:40 PM
Q3 2015 364 $203M +$10.2M -$5.71M +$4.44M BSCI, IVV, BSJJ, SCHX, EFA 13F-HR 11/6/2015, 06:38 PM
Q2 2015 329 $211M +$8.61M -$4.5M +$4.12M BSCI, IVV, BSJJ, EFA, SCHX 13F-HR 8/13/2015, 03:07 PM
Q1 2015 315 $208M +$40.6M -$17.2M +$23.5M BSCI, IVV, BSJJ, EFA, SCHX 13F-HR 5/6/2015, 04:01 PM
Q4 2014 294 $181M $0 $0 BSCI, IVV, SCHX, EFA, BSJJ Restatement 2/13/2015, 05:47 PM