Ironwood Financial, llc
All 13F Filings
- Location
- Tucson, AZ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 638,738
- Description
- —
- Website
- —
- 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 |
|---|---|---|---|---|---|
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 127 K | 19.9% | 12.87 K | 0 | 12.87 K |
| ETFs | 424.9 K | 66.5% | 45.85 K | 0 | 45.85 K |
| Debt | 86.78 K | 13.6% | 7.294 K | 0 | 7.294 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/17/2026
Total value ($000)
638,738
Holdings
179
QoQ value change ($000)
66,024
(11.5%)
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.