Ironwood Financial, llc

13F filer · CIK 0001630360

Reported Jul 17, 2026

Net seller this quarter

13F portfolio value$639MU.S. long equity reported on 13F

Positions705 new · 2 closed

Net flow last quarter-$3.86MBuys minus sells

Top 10 positions weight14.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 17, 202670 positions
AAPLApple Inc.	$43M	6.74%	0.00%	-10.0%	Q4 2014
AMZNAmazon Com Inc	$7.71M	1.21%	0.00%	-0.1%	Q4 2014
GOOGLAlphabet Inc.	$7.12M	1.11%	0.00%	-0.2%	Q3 2015
GOOGAlphabet Inc.	$6.58M	1.03%	Not reported	-0.3%	Q3 2015
LLYELI LILLY & Co	$6.17M	0.97%	0.00%	0.0%	Q4 2014
JPMJPMorgan Chase & Co	$5.24M	0.82%	0.00%	+0.4%	Q4 2014
MSFTMicrosoft Corp	$4.97M	0.78%	0.00%	-0.5%	Q4 2014
QQQInvesco QQQ Trust, Series 1	$4.7M	0.74%	Not reported	-3.7%	Q2 2018
CORCencora, Inc.	$3.64M	0.57%	0.01%	0.0%	Q4 2014
COSTCostco Wholesale Corp	$3.5M	0.55%	0.00%	-0.4%	Q4 2014
SPYSPDR S&P 500 ETF Trust	$3.28M	0.51%	Not reported	-0.5%	Q4 2014
IBMInternational Business Machines Corp	$3.13M	0.49%	0.00%	+1.9%	Q3 2018
JNJJohnson & Johnson	$2.56M	0.40%	0.00%	+0.2%	Q4 2014
RTXRTX Corp	$2.37M	0.37%	0.00%	Not reported	Q2 2020
AMGNAmgen Inc	$2.05M	0.32%	0.00%	Not reported	Q3 2018
LOWLowes Companies Inc	$1.53M	0.24%	0.00%	-1.0%	Q4 2014
HDHome Depot, Inc.	$1.5M	0.24%	0.00%	-0.5%	Q4 2014
ZIONZions Bancorporation, National Association	$1.45M	0.23%	0.01%	Not reported	Q4 2014
VOTVan Kampen Municipal Opportunity Trust II	$1.36M	0.21%	Not reported	+5.1%	Q4 2014
MCDMcdonalds Corp	$1.33M	0.21%	0.00%	Not reported	Q4 2014
NVDANvidia Corp	$1.29M	0.20%	0.00%	-13.0%	Q1 2019
INTUIntuit Inc.	$1.26M	0.20%	0.00%	-0.1%	Q4 2016
WMTWalmart Inc.	$1.05M	0.16%	0.00%	+0.3%	Q4 2014
SCHWSchwab Charles Corp	$1M	0.16%	0.00%	Not reported	Q1 2021
PFEPfizer Inc	$790K	0.12%	0.00%	-0.9%	Q4 2014
YUMYum Brands Inc	$784K	0.12%	0.00%	Not reported	Q3 2018
BRK.BBerkshire Hathaway Inc	$771K	0.12%	Not reported	+0.2%	Q4 2014
SNASnap-on Inc	$751K	0.12%	0.00%	Not reported	Q4 2020
ABBVAbbVie Inc.	$747K	0.12%	0.00%	+0.6%	Q4 2014
BIIBBiogen Inc.	$739K	0.12%	0.00%	Not reported	Q4 2020
LMTLockheed Martin Corp	$682K	0.11%	0.00%	Not reported	Q2 2020
INTCIntel Corp	$679K	0.11%	0.00%	+12.3%	Q4 2014
MRKMerck & Co., Inc.	$669K	0.10%	0.00%	Not reported	Q4 2014
BABoeing Co	$636K	0.10%	0.00%	+2.9%	Q4 2014
AMDAdvanced Micro Devices Inc	$573K	0.09%	0.00%	-7.2%	Q3 2025
ORCLOracle Corp	$554K	0.09%	0.00%	0.0%	Q4 2014
BMYBristol Myers Squibb Co	$537K	0.08%	0.00%	-0.8%	Q4 2014
CARTMaplebear Inc.	$436K	0.07%	0.00%	Not reported	Q1 2024
HONHoneywell International Inc	$417K	0.07%	0.00%	-0.3%	Q4 2014
GLDSPDR Gold Trust	$410K	0.06%	0.00%	-0.6%	Q4 2014
HONAHoneywell Aerospace Inc.	$399K	0.06%	Not reported	-0.3%	Q2 2026
OXYOccidental Petroleum Corp	$390K	0.06%	0.00%	+4.0%	Q4 2014
CMCSAComcast Corp	$378K	0.06%	0.00%	+5.9%	Q4 2018
TSLATesla, Inc.	$375K	0.06%	0.00%	+1.6%	Q1 2017
PBTPermian Basin Royalty Trust	$345K	0.05%	Not reported	Not reported	Q3 2024
SPYXSmartpay Express, Inc.	$343K	0.05%	Not reported	-4.9%	Q1 2022
CICigna Group	$339K	0.05%	0.00%	Not reported	Q4 2014
SYKStryker Corp	$332K	0.05%	0.00%	+6.8%	Q4 2014
PSMTPricesmart Inc	$318K	0.05%	0.01%	Not reported	Q4 2014
METAMeta Platforms, Inc.	$317K	0.05%	Not reported	Not reported	Q4 2014

Q1 2026Reported Apr 16, 202666 positions
AAPLApple Inc.	$38.2M	6.67%	0.00%	-3.5%	Q4 2014
AMZNAmazon Com Inc	$6.5M	1.13%	0.00%	Not reported	Q4 2014
GOOGLAlphabet Inc.	$5.82M	1.02%	0.00%	-0.1%	Q3 2015
GOOGAlphabet Inc.	$5.4M	0.94%	Not reported	+0.1%	Q3 2015
LLYELI LILLY & Co	$4.8M	0.84%	0.00%	Not reported	Q4 2014
MSFTMicrosoft Corp	$4.73M	0.83%	0.00%	+0.6%	Q4 2014
JPMJPMorgan Chase & Co	$4.59M	0.80%	0.00%	+0.1%	Q4 2014
QQQInvesco QQQ Trust, Series 1	$3.96M	0.69%	Not reported	-0.1%	Q2 2018
COSTCostco Wholesale Corp	$3.78M	0.66%	0.00%	+0.5%	Q4 2014
CORCencora, Inc.	$3.73M	0.65%	0.01%	Not reported	Q4 2014
SPYSPDR S&P 500 ETF Trust	$2.87M	0.50%	Not reported	-1.3%	Q4 2014
IBMInternational Business Machines Corp	$2.56M	0.45%	0.00%	+0.1%	Q3 2018
JNJJohnson & Johnson	$2.42M	0.42%	0.00%	Not reported	Q4 2014
RTXRTX Corp	$2.33M	0.41%	0.00%	Not reported	Q2 2020
AMGNAmgen Inc	$2M	0.35%	0.00%	Not reported	Q3 2018
INTUIntuit Inc.	$1.87M	0.33%	0.00%	Not reported	Q4 2016
LOWLowes Companies Inc	$1.76M	0.31%	0.00%	Not reported	Q4 2014
MCDMcdonalds Corp	$1.52M	0.26%	0.00%	Not reported	Q4 2014
HDHome Depot, Inc.	$1.47M	0.26%	0.00%	+0.3%	Q4 2014
NVDANvidia Corp	$1.27M	0.22%	0.00%	+2.8%	Q1 2019
ZIONZions Bancorporation, National Association	$1.19M	0.21%	0.01%	Not reported	Q4 2014
WMTWalmart Inc.	$1.13M	0.20%	0.00%	Not reported	Q4 2014
VOTVan Kampen Municipal Opportunity Trust II	$1.11M	0.19%	Not reported	+5.5%	Q4 2014
SCHWSchwab Charles Corp	$921K	0.16%	0.00%	Not reported	Q1 2021
PFEPfizer Inc	$913K	0.16%	0.00%	-0.6%	Q4 2014
HONHoneywell International Inc	$850K	0.15%	0.00%	Not reported	Q4 2014
LMTLockheed Martin Corp	$792K	0.14%	0.00%	Not reported	Q2 2020
YUMYum Brands Inc	$754K	0.13%	0.00%	Not reported	Q3 2018
BRK.BBerkshire Hathaway Inc	$742K	0.13%	Not reported	-1.1%	Q4 2014
SNASnap-on Inc	$680K	0.12%	0.00%	Not reported	Q4 2020
ABBVAbbVie Inc.	$652K	0.11%	0.00%	-1.8%	Q4 2014
MRKMerck & Co., Inc.	$649K	0.11%	0.00%	Not reported	Q4 2014
BIIBBiogen Inc.	$648K	0.11%	0.00%	Not reported	Q4 2020
ORCLOracle Corp	$619K	0.11%	0.00%	0.0%	Q4 2014
BABoeing Co	$571K	0.10%	0.00%	Not reported	Q4 2014
BMYBristol Myers Squibb Co	$554K	0.10%	0.00%	Not reported	Q4 2014
GLDSPDR Gold Trust	$484K	0.08%	0.00%	-1.1%	Q4 2014
SLViShares Silver Trust	$448K	0.08%	0.00%	-15.0%	Q4 2014
OXYOccidental Petroleum Corp	$445K	0.08%	0.00%	+1.4%	Q4 2014
CMCSAComcast Corp	$428K	0.07%	0.00%	+1.0%	Q4 2018
TSLATesla, Inc.	$348K	0.06%	0.00%	Not reported	Q1 2017
CARTMaplebear Inc.	$338K	0.06%	0.00%	-5.2%	Q1 2024
SPYXSmartpay Express, Inc.	$311K	0.05%	Not reported	0.0%	Q1 2022
SYKStryker Corp	$309K	0.05%	0.00%	Not reported	Q4 2014
DISWalt Disney Co	$308K	0.05%	0.00%	Not reported	Q4 2014
SPMDSupermedia Inc.	$305K	0.05%	Not reported	Not reported	Q4 2024
CICigna Group	$297K	0.05%	0.00%	Not reported	Q4 2014
ABTAbbott Laboratories	$288K	0.05%	0.00%	+1.8%	Q4 2014
XOMExxonMobil Holdings Corp	$288K	0.05%	0.00%	Not reported	Q4 2014
PEPPepsico Inc	$287K	0.05%	0.00%	+2.8%	Q4 2014

Q4 2025Reported Jan 15, 202663 positions
AAPLApple Inc.	$40.6M	6.89%	0.00%	-4.6%	Q4 2014
AMZNAmazon Com Inc	$7.69M	1.30%	0.00%	-0.2%	Q4 2014
GOOGLAlphabet Inc.	$6.72M	1.14%	0.00%	0.0%	Q3 2015
GOOGAlphabet Inc.	$6.26M	1.06%	Not reported	-0.5%	Q3 2015
MSFTMicrosoft Corp	$6.06M	1.03%	0.00%	-0.5%	Q4 2014
LLYELI LILLY & Co	$5.64M	0.96%	0.00%	-0.5%	Q4 2014
JPMJPMorgan Chase & Co	$5.06M	0.86%	0.00%	0.0%	Q4 2014
QQQInvesco QQQ Trust, Series 1	$4.31M	0.73%	Not reported	-8.7%	Q2 2018
CORCencora, Inc.	$4.07M	0.69%	0.01%	Not reported	Q4 2014
COSTCostco Wholesale Corp	$3.56M	0.60%	0.00%	-1.5%	Q4 2014
IBMInternational Business Machines Corp	$3.3M	0.56%	0.00%	Not reported	Q3 2018
SPYSPDR S&P 500 ETF Trust	$3.1M	0.53%	Not reported	-8.0%	Q4 2014
INTUIntuit Inc.	$2.76M	0.47%	0.00%	Not reported	Q4 2016
RTXRTX Corp	$2.34M	0.40%	0.00%	-0.7%	Q2 2020
JNJJohnson & Johnson	$2.08M	0.35%	0.00%	0.0%	Q4 2014
LOWLowes Companies Inc	$2.01M	0.34%	0.00%	0.0%	Q4 2014
AMGNAmgen Inc	$1.85M	0.31%	0.00%	-0.1%	Q3 2018
HDHome Depot, Inc.	$1.67M	0.28%	0.00%	-0.8%	Q4 2014
MCDMcdonalds Corp	$1.5M	0.25%	0.00%	-0.5%	Q4 2014
NVDANvidia Corp	$1.31M	0.22%	0.00%	+0.3%	Q1 2019
ZIONZions Bancorporation, National Association	$1.22M	0.21%	0.01%	Not reported	Q4 2014
VOTVan Kampen Municipal Opportunity Trust II	$1.17M	0.20%	Not reported	+8.1%	Q4 2014
WMTWalmart Inc.	$1.07M	0.18%	0.00%	0.0%	Q4 2014
SCHWSchwab Charles Corp	$999K	0.17%	0.00%	0.0%	Q1 2021
ORCLOracle Corp	$861K	0.15%	0.00%	-1.4%	Q4 2014
PFEPfizer Inc	$827K	0.14%	0.00%	-0.6%	Q4 2014
HONHoneywell International Inc	$784K	0.13%	0.00%	Not reported	Q4 2014
BRK.BBerkshire Hathaway Inc	$781K	0.13%	Not reported	Not reported	Q4 2014
YUMYum Brands Inc	$761K	0.13%	0.00%	Not reported	Q3 2018
LMTLockheed Martin Corp	$722K	0.12%	0.00%	Not reported	Q2 2020
BABoeing Co	$688K	0.12%	0.00%	Not reported	Q4 2014
ABBVAbbVie Inc.	$671K	0.11%	0.00%	0.0%	Q4 2014
SNASnap-on Inc	$670K	0.11%	0.00%	Not reported	Q4 2020
BIIBBiogen Inc.	$656K	0.11%	0.00%	-0.2%	Q4 2020
SLViShares Silver Trust	$597K	0.10%	0.00%	-5.7%	Q4 2014
MRKMerck & Co., Inc.	$589K	0.10%	0.00%	-2.9%	Q4 2014
BMYBristol Myers Squibb Co	$509K	0.09%	0.00%	+1.1%	Q4 2014
GLDSPDR Gold Trust	$480K	0.08%	0.00%	Not reported	Q4 2014
CMCSAComcast Corp	$429K	0.07%	0.00%	Not reported	Q4 2018
TSLATesla, Inc.	$420K	0.07%	0.00%	-3.1%	Q1 2017
CARTMaplebear Inc.	$400K	0.07%	0.00%	+5.5%	Q1 2024
DISWalt Disney Co	$361K	0.06%	0.00%	Not reported	Q4 2014
ABTAbbott Laboratories	$344K	0.06%	0.00%	Not reported	Q4 2014
SYKStryker Corp	$339K	0.06%	0.00%	Not reported	Q4 2014
SPYXSmartpay Express, Inc.	$335K	0.06%	Not reported	+0.3%	Q1 2022
SPMDSupermedia Inc.	$313K	0.05%	Not reported	0.0%	Q4 2024
METAMeta Platforms, Inc.	$310K	0.05%	Not reported	+0.6%	Q4 2014
CICigna Group	$307K	0.05%	0.00%	Not reported	Q4 2014
SCHKSirona Dental Systems, Inc.	$293K	0.05%	0.01%	Not reported	Q4 2024
OXYOccidental Petroleum Corp	$289K	0.05%	0.00%	+0.2%	Q4 2014

Q3 2025Reported Oct 22, 202563 positions
AAPLApple Inc.	$41.7M	7.38%	0.00%	-4.8%	Q4 2014
AMZNAmazon Com Inc	$6.86M	1.22%	0.00%	-1.2%	Q4 2014
MSFTMicrosoft Corp	$6.61M	1.17%	0.00%	+1.0%	Q4 2014
GOOGLAlphabet Inc.	$4.92M	0.87%	0.00%	Not reported	Q3 2015
JPMJPMorgan Chase & Co	$4.91M	0.87%	0.00%	+1.2%	Q4 2014
GOOGAlphabet Inc.	$4.61M	0.82%	Not reported	0.0%	Q3 2015
QQQInvesco QQQ Trust, Series 1	$4.52M	0.80%	Not reported	-14.5%	Q2 2018
LLYELI LILLY & Co	$4M	0.71%	0.00%	Not reported	Q4 2014
CORCencora, Inc.	$3.71M	0.66%	0.01%	Not reported	Q4 2014
COSTCostco Wholesale Corp	$3.55M	0.63%	0.00%	-0.3%	Q4 2014
SPYSPDR S&P 500 ETF Trust	$3.23M	0.57%	Not reported	-3.4%	Q4 2014
IBMInternational Business Machines Corp	$2.98M	0.53%	0.00%	-0.1%	Q3 2018
INTUIntuit Inc.	$2.96M	0.52%	0.00%	Not reported	Q4 2016
RTXRTX Corp	$2.03M	0.36%	0.00%	-4.1%	Q2 2020
LOWLowes Companies Inc	$1.87M	0.33%	0.00%	Not reported	Q4 2014
JNJJohnson & Johnson	$1.84M	0.33%	0.00%	0.0%	Q4 2014
HDHome Depot, Inc.	$1.82M	0.32%	0.00%	-1.1%	Q4 2014
AMGNAmgen Inc	$1.61M	0.28%	0.00%	0.0%	Q3 2018
MCDMcdonalds Corp	$1.49M	0.26%	0.00%	+1.2%	Q4 2014
NVDANvidia Corp	$1.32M	0.23%	0.00%	-7.9%	Q1 2019
ORCLOracle Corp	$1.2M	0.21%	0.00%	Not reported	Q4 2014
ZIONZions Bancorporation, National Association	$1.16M	0.21%	0.01%	Not reported	Q4 2014
VOTVan Kampen Municipal Opportunity Trust II	$1.11M	0.20%	Not reported	+34.7%	Q4 2014
WMTWalmart Inc.	$937K	0.17%	0.00%	+0.1%	Q4 2014
SCHWSchwab Charles Corp	$936K	0.17%	0.00%	Not reported	Q1 2021
PFEPfizer Inc	$839K	0.15%	0.00%	-1.0%	Q4 2014
HONHoneywell International Inc	$791K	0.14%	0.00%	Not reported	Q4 2014
BRK.BBerkshire Hathaway Inc	$787K	0.14%	Not reported	Not reported	Q4 2014
YUMYum Brands Inc	$737K	0.13%	0.00%	Not reported	Q3 2018
ABBVAbbVie Inc.	$706K	0.13%	0.00%	+4.9%	Q4 2014
LMTLockheed Martin Corp	$654K	0.12%	0.00%	-0.3%	Q2 2020
SNASnap-on Inc	$649K	0.11%	0.00%	Not reported	Q4 2020
BABoeing Co	$619K	0.11%	0.00%	-0.9%	Q4 2014
BIIBBiogen Inc.	$496K	0.09%	0.00%	+0.2%	Q4 2020
MRKMerck & Co., Inc.	$466K	0.08%	0.00%	-0.6%	Q4 2014
CMCSAComcast Corp	$463K	0.08%	0.00%	Not reported	Q4 2018
TSLATesla, Inc.	$430K	0.08%	0.00%	-2.6%	Q1 2017
BMYBristol Myers Squibb Co	$407K	0.07%	0.00%	Not reported	Q4 2014
GLDSPDR Gold Trust	$404K	0.07%	0.00%	-3.8%	Q4 2014
ABTAbbott Laboratories	$369K	0.07%	0.00%	Not reported	Q4 2014
DISWalt Disney Co	$366K	0.06%	0.00%	Not reported	Q4 2014
METAMeta Platforms, Inc.	$352K	0.06%	Not reported	-2.0%	Q4 2014
SLViShares Silver Trust	$348K	0.06%	0.00%	+3.2%	Q4 2014
SYKStryker Corp	$347K	0.06%	0.00%	Not reported	Q4 2014
CARTMaplebear Inc.	$332K	0.06%	0.00%	Not reported	Q1 2024
CICigna Group	$321K	0.06%	0.00%	Not reported	Q4 2014
SPYXSmartpay Express, Inc.	$320K	0.06%	Not reported	-7.2%	Q1 2022
OXYOccidental Petroleum Corp	$319K	0.06%	0.00%	+26.9%	Q4 2014
SPMDSupermedia Inc.	$295K	0.05%	Not reported	Not reported	Q4 2024
SCHKSirona Dental Systems, Inc.	$281K	0.05%	0.01%	Not reported	Q4 2024

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