Ironwood Financial, llc

Q2 2026 13F-HR Holdings

Location
Tucson, AZ
Holdings as of
6/30/2026
Date filed
7/17/2026
Form type
13F-HR
Num holdings
179
Total value ($000)
$638,738
Net value change ($000)
+66,024 (11.5%)
New positions
15
Sold out positions
4
Turnover %
1.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/16/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 8,032 11.6%
IBDY 4,908 1136.1%
AAPL 4,812 12.6%
IBDT 3,885 63.0%
BIV 3,644 NEW
IJR 3,097 18.5%
IJH 2,964 11.9%
SPHY 2,964 NEW
IBHI 2,758 114.0%
VTI 2,629 21.2%
Top Reduces (Value $000, Stocks/ETFs)
BSCQ -4,019 -56.5%
BSJQ -3,970 -42.9%
IBDR -3,588 -45.4%
HYG -2,148 -53.8%
IBHF -1,266 -42.1%
HON -850 -100.0%
INTU -620 -33.1%
COST -278 -7.4%
PFF -263 -100.0%
LOW -227 -12.9%
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