Ironwood Financial, llc
All 13F Filings
- Location
- Tucson, AZ
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 643,692
- Description
- —
- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/20/2026 | 172 | 643,692 | 13F-HR | Ironwood Financial, llc |
| Q2 2026 | 7/17/2026 | 179 | 638,738 | 13F-HR | Ironwood Financial, llc |
| Q1 2026 | 4/16/2026 | 168 | 572,714 | 13F-HR | Ironwood Financial, llc |
| Q4 2025 | 1/15/2026 | 166 | 589,605 | 13F-HR | Ironwood Financial, llc |
| Q3 2025 | 10/22/2025 | 166 | 564,362 | 13F-HR | Ironwood Financial, llc |
| Q2 2025 | 7/23/2025 | 159 | 466,293 | 13F-HR | Ironwood Financial, llc |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 127.1 K | 19.7% | 45 | 0 | 45 |
| ETFs | 420.1 K | 65.3% | 0 | 4.822 K | -4.822 K |
| Debt | 96.52 K | 15.0% | 9.732 K | 0 | 9.732 K |
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Fund Snapshot
Q3 2026
Latest filed
10/20/2026
Total value ($000)
643,692
Holdings
172
QoQ value change ($000)
4,954
(0.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.