Ironwood Financial, llc

Q3 2026 13F-HR Holdings

Location
Tucson, AZ
Holdings as of
9/30/2026
Date filed
10/20/2026
Form type
13F-HR
Num holdings
172
Total value ($000)
$643,692
Net value change ($000)
+4,954 (0.8%)
New positions
3
Sold out positions
10
Turnover %
2.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
IBDY 4,186 78.4%
IBHI 2,923 56.5%
IBDX 2,269 19.6%
IBDT 1,822 18.1%
IVV 1,627 2.1%
BIV 1,560 42.8%
MSFT 1,525 30.7%
IBHH 1,353 13.9%
IBDV 1,112 8.0%
YSS 1,105 NEW
Top Reduces (Value $000, Stocks/ETFs)
BSJQ -5,287 -100.0%
IBDR -4,312 -100.0%
BSCQ -3,093 -100.0%
IBHF -1,740 -100.0%
IJR -851 -4.3%
IJH -849 -3.0%
IBM -764 -24.4%
BSCS -601 -5.7%
IVE -564 -2.6%
BSCR -532 -5.3%
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