Ironwood Financial, llc - Portfolio Stock Holdings
Ironwood Financial, llc disclosed 180 stock positions in a recent SEC 13F filing. $643,692,816 of stock holdings were filed, with the largest holdings including IVV, AAPL, and IJH. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $662,546,990 and has 10 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
180Est. Stock Holding Value:
$643,692,816Top Stock Holdings By Sector
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Portfolio Stock Holdings - Ironwood Financial, llc
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