Ironwood Financial, llc

Q4 2025 13F-HR Holdings

Location
Tucson, AZ
Holdings as of
12/31/2025
Date filed
1/15/2026
Form type
13F-HR
Num holdings
166
Total value ($000)
$589,605
Net value change ($000)
+25,243 (4.5%)
New positions
7
Sold out positions
7
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/22/2025 Next filing: 4/16/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVV 2,076 2.9%
IJH 1,812 7.7%
GOOGL 1,799 36.5%
GOOGL 1,654 35.9%
LLY 1,641 41.0%
IBDS 1,480 30.4%
IBDR 1,444 21.5%
IJR 1,413 9.2%
IBDX 1,215 15.4%
VTI 1,083 9.5%
Top Reduces (Value $000, Stocks/ETFs)
BSJQ -1,088 -9.8%
AAPL -1,051 -2.5%
IVW -1,018 -5.2%
BSJP -861 -100.0%
BSCQ -629 -6.7%
MSFT -549 -8.3%
BSCP -482 -100.0%
EUSA -391 -2.9%
ORCL -340 -28.3%
AGG -298 -6.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type