Institutional Fund
Ironwood Financial, LLC
Tucson, AZCIK 16303605 filings on record
Portfolio Value
$572.71M
Q1 2026
Holdings
168
Reported positions
New Buys
4
Opened this quarter
QoQ Change
-2.9%
from $589.60M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr12.1%
- Apple Inc6.7%
- Ishares Tr4.4%
- Ishares Tr3.6%
- Ishares Tr2.9%
- Ishares Tr2.9%
- Other67.5%
Portfolio Holdings
168 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 106.0K | $69.24M | 12.1% | +276 | Added |
| 2 | Apple Inc | 150.6K | $38.22M | 6.7% | −5.5K | Reduced |
| 3 | Ishares Tr | 370.1K | $24.99M | 4.4% | +2.9K | Added |
| 4 | Ishares Tr | 96.9K | $20.46M | 3.6% | −1.0K | Reduced |
| 5 | Ishares Tr | 134.5K | $16.72M | 2.9% | +2.4K | Added |
| 6 | Ishares Tr | 146.1K | $16.52M | 2.9% | −2.4K | Reduced |
| 7 | Ishares Tr | 559.1K | $13.00M | 2.3% | +21.9K | Added |
| 8 | Vanguard Index Fds | 38.7K | $12.43M | 2.2% | +2.2K | Added |
| 9 | Ishares Inc | 119.7K | $12.18M | 2.1% | −1.2K | Reduced |
| 10 | Ishares Tr | 555.7K | $12.16M | 2.1% | +22.6K | Added |
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