Ironwood Financial, llc

Q1 2026 13F-HR Holdings

Location
Tucson, AZ
Holdings as of
3/31/2026
Date filed
4/16/2026
Form type
13F-HR
Num holdings
168
Total value ($000)
$572,714
Net value change ($000)
-16,891 (-2.9%)
New positions
4
Sold out positions
2
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
VUG 2,792 88.0%
FIDU 531 NEW
IBDX 512 5.6%
XLE 510 44.5%
IBDS 467 7.4%
IBDT 439 7.7%
IBDU 429 3.4%
VTV 424 14.2%
IBDV 405 3.4%
IBDW 390 3.4%
Top Reduces (Value $000, Stocks/ETFs)
IVV -4,579 -6.2%
AAPL -2,399 -5.9%
IVW -2,049 -11.0%
BSCQ -1,717 -19.4%
MSFT -1,329 -21.9%
AMZN -1,192 -15.5%
GOOGL -901 -13.4%
INTU -880 -31.9%
GOOGL -860 -13.7%
LLY -842 -14.9%
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