Notify me when Ironwood Financial, llc files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 166 | $589,604,667 | +$18,102,970 | -$15,446,758 | +$2,656,212 | IVV, AAPL, IJH, IVE, IVW | 13F-HR | 15 Jan 2026, 17:14 |
| Q3 2025 | 166 | $564,361,994 | +$70,545,322 | -$30,059,451 | +$40,485,871 | IVV, AAPL, IJH, IVE, IVW | 13F-HR | 22 Oct 2025, 15:20 |
| Q2 2025 | 159 | $466,292,538 | $0 | -$14,239 | -$14,239 | IVV, AAPL, IVE, IJH, IVW | 13F-HR | 23 Jul 2025, 16:26 |
| Q1 2025 | 160 | $466,306,777 | +$10,939,786 | -$5,754,964 | +$5,184,822 | IVV, AAPL, IVE, IJH, IVW | 13F-HR | 15 Apr 2025, 14:40 |
| Q4 2024 | 158 | $476,701,053 | +$15,678,409 | -$13,230,079 | +$2,448,330 | IVV, AAPL, IVE, IJH, IVW | 13F-HR | 16 Jan 2025, 11:15 |
| Q3 2024 | 151 | $475,880,398 | +$27,629,762 | -$21,171,218 | +$6,458,544 | IVV, AAPL, IVE, IJH, IVW | 13F-HR | 16 Oct 2024, 17:11 |
| Q2 2024 | 148 | $446,018,548 | +$11,782,585 | -$11,604,419 | +$178,166 | IVV, AAPL, IVE, IJH, IVW | 13F-HR | 19 Jul 2024, 17:17 |
| Q1 2024 | 151 | $434,951,909 | +$34,041,749 | -$15,214,976 | +$18,826,773 | IVV, AAPL, IVE, IJH, IVW | 13F-HR | 17 Apr 2024, 18:40 |
| Q4 2023 | 144 | $412,769,066 | +$27,368,007 | -$20,081,432 | +$7,286,575 | IVV, AAPL, IVE, IJH, IVW | 13F-HR | 19 Jan 2024, 16:26 |
| Q3 2023 | 140 | $372,236,316 | +$18,921,926 | -$13,705,801 | +$5,216,125 | IVV, AAPL, IVE, IJH, BSCO | 13F-HR | 24 Oct 2023, 21:44 |
| Q2 2023 | 137 | $380,307,774 | +$12,422,375 | -$11,863,354 | +$559,021 | AAPL, IVV, IVE, IJH, IVW | 13F-HR | 20 Jul 2023, 10:10 |
| Q1 2023 | 140 | $358,663,784 | +$21,920,907 | -$1,903,218 | +$20,017,689 | AAPL, IVV, IVE, IJH, IVW | 13F-HR | 14 Apr 2023, 14:39 |
| Q4 2022 | 137 | $321,022,732 | +$15,266,179 | -$11,102,281 | +$4,163,898 | IVV, AAPL, IVE, IJH, IVW | 13F-HR | 14 Feb 2023, 15:31 |
| Q3 2022 | 115 | $301,624,000 | +$11,378,051 | -$5,938,981 | +$5,439,070 | AAPL, IVV, IVE, IVW, IJH | 13F-HR | 26 Oct 2022, 09:50 |
| Q2 2022 | 117 | $311,337,000 | +$18,494,621 | -$10,288,504 | +$8,206,117 | AAPL, IVV, IVE, IVW, IJH | 13F-HR | 28 Jul 2022, 20:34 |
| Q1 2022 | 123 | $354,292,000 | +$17,066,142 | -$14,949,420 | +$2,116,722 | AAPL, IVV, IVE, IVW, EUSA | 13F-HR | 19 Apr 2022, 20:35 |
| Q4 2021 | 124 | $365,109,000 | +$13,738,856 | -$14,834,396 | -$1,095,540 | AAPL, IVV, IVE, EUSA, IVW | 13F-HR | 27 Jan 2022, 20:32 |
| Q3 2021 | 558 | $341,555,000 | +$14,557,802 | -$4,338,814 | +$10,218,988 | AAPL, IVV, IVE, EUSA, IJH | 13F-HR | 02 Nov 2021, 16:02 |
| Q2 2021 | 546 | $333,074,000 | +$20,889,705 | -$10,711,955 | +$10,177,750 | AAPL, IVV, IVE, EUSA, IJH | 13F-HR | 29 Jul 2021, 15:53 |
| Q1 2021 | 530 | $306,526,000 | +$82,961,200 | -$54,647,010 | +$28,314,190 | AAPL, IVV, EUSA, BSCM, IJH | 13F-HR | 28 Apr 2021, 16:59 |
| Q4 2020 | 477 | $267,207,000 | +$97,364,820 | -$32,300,335 | +$65,064,485 | BSCL, AAPL, IVV, BSCM, BSJL | 13F-HR | 26 Jan 2021, 15:28 |
| Q3 2020 | 428 | $199,037,000 | +$27,022,293 | -$15,675,070 | +$11,347,223 | BSCL, IVV, BSCM, BSJL, BSCK | 13F-HR | 03 Nov 2020, 12:20 |
| Q2 2020 | 398 | $185,132,000 | +$49,806,322 | -$19,235,563 | +$30,570,759 | BSCL, BSCK, BSCM, BSJL, SHY | 13F-HR | 28 Jul 2020, 14:21 |
| Q1 2020 | 343 | $146,009,000 | +$33,098,300 | -$73,519,923 | -$40,421,623 | SHY, BSCL, BSCK, BSJL, BSCM | 13F-HR | 27 Apr 2020, 14:11 |
| Q4 2019 | 373 | $218,241,000 | +$5,735,894 | -$4,792,170 | +$943,724 | IVV, BSCL, BSCK, BSJL, BSCM | 13F-HR | 23 Jan 2020, 18:08 |
| Q3 2019 | 378 | $208,400,000 | +$23,870,266 | -$19,800,872 | +$4,069,394 | IVV, BSCL, BSCK, BSJL, IJH | 13F-HR | 31 Oct 2019, 16:41 |
| Q2 2019 | 373 | $203,712,000 | +$13,699,287 | -$6,802,016 | +$6,897,271 | IVV, BSCK, IJH, BSCM, BSCL | 13F-HR | 29 Jul 2019, 20:59 |
| Q1 2019 | 369 | $193,438,000 | +$13,734,591 | -$12,254,871 | +$1,479,720 | IVV, BSCK, IJH, BSCM, BSCL | 13F-HR | 12 Apr 2019, 14:01 |
| Q4 2018 | 360 | $178,182,000 | +$12,628,598 | -$5,152,985 | +$7,475,613 | IVV, BSCK, BSCL, BSCM, IJH | 13F-HR | 17 Jan 2019, 10:44 |
| Q3 2018 | 357 | $188,372,000 | +$16,306,001 | -$5,839,718 | +$10,466,283 | IVV, BSCK, IJH, EFA, BSJJ | 13F-HR | 25 Oct 2018, 18:00 |
| Q2 2018 | 278 | $172,675,000 | +$81,519,197 | -$3,162,526 | +$78,356,671 | IVV, BSCK, BSCJ, IJH, BSJJ | 13F-HR | 27 Jul 2018, 11:30 |
| Q1 2018 | 253 | $92,166,000 | +$3,764,893 | -$76,402,410 | -$72,637,517 | IVV, EFA, IJH, IJR, SPY | 13F-HR | 08 May 2018, 15:04 |
| Q4 2017 | 255 | $166,012,000 | +$9,871,402 | -$8,970,731 | +$900,671 | IVV, BSCK, BSCJ, EFA, IJH | 13F-HR | 26 Jan 2018, 18:34 |
| Q3 2017 | 261 | $161,975,000 | +$18,855,911 | -$15,778,921 | +$3,076,990 | IVV, BSCK, BSCJ, EFA, BSJJ | 13F-HR | 03 Nov 2017, 14:54 |
| Q2 2017 | 260 | $155,573,000 | +$3,701,504 | -$1,196,721 | +$2,504,783 | IVV, BSCK, BSCI, BSCJ, BSJI | 13F-HR | 09 Aug 2017, 17:17 |
| Q1 2017 | 261 | $150,879,000 | +$31,997,704 | -$24,372,445 | +$7,625,259 | IVV, BSCI, BSCK, BSCJ, BSJI | 13F-HR | 01 May 2017, 16:13 |
| Q4 2016 | 265 | $142,519,000 | +$6,863,655 | -$5,913,005 | +$950,650 | IVV, BSCH, BSCI, BSCJ, BSJH | 13F-HR | 26 Jan 2017, 13:13 |
| Q3 2016 | 266 | $139,517,000 | +$7,385,717 | -$3,664,101 | +$3,721,616 | IVV, BSCH, BSCI, BSCJ, BSJH | 13F-HR | 03 Nov 2016, 15:48 |
| Q2 2016 | 273 | $133,878,000 | +$8,366,536 | -$4,758,257 | +$3,608,279 | IVV, BSCH, BSCI, BSCJ, BSJH | 13F-HR | 29 Jul 2016, 12:14 |
| Q1 2016 | 279 | $129,198,000 | +$9,253,054 | -$88,282,691 | -$79,029,637 | IVV, BSCH, EFA, BSCI, BSJH | 13F-HR | 05 May 2016, 14:40 |
| Q3 2015 | 364 | $203,328,000 | +$10,152,334 | -$5,710,046 | +$4,442,288 | BSCI, IVV, BSJJ, SCHX, EFA | 13F-HR | 06 Nov 2015, 18:38 |
| Q2 2015 | 329 | $210,922,000 | +$8,614,106 | -$4,497,965 | +$4,116,141 | BSCI, IVV, BSJJ, EFA, SCHX | 13F-HR | 13 Aug 2015, 15:07 |
| Q1 2015 | 315 | $207,791,000 | +$40,648,841 | -$17,160,833 | +$23,488,008 | BSCI, IVV, BSJJ, EFA, SCHX | 13F-HR | 06 May 2015, 16:01 |
| Q4 2014 | 294 | $181,039,000 | $0 | $0 | $0 | BSCI, IVV, SCHX, EFA, BSJJ | Restatement | 13 Feb 2015, 17:47 |