Ironwood Financial, llc: 13F holdings
CIK 16303602026Q2
| Positions | 179 |
|---|
| Reported value | $638.7m |
|---|
| Filed | 2026-07-17 |
|---|
Change since last quarter
| Positions | 179 (+11 vs prior quarter) |
|---|
| Reported value | $638.7m (+11.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 102,670 | $77.3m | 12.1% |
| AAPL APPLE INC | 135,616 | $43.0m | 6.7% |
| IJH ISHARES TR | 371,526 | $28.0m | 4.4% |
| IVE ISHARES TR | 93,654 | $21.6m | 3.4% |
| IJR ISHARES TR | 136,668 | $19.8m | 3.1% |
| IWF ISHARES TR | 133,209 | $18.2m | 2.8% |
| VTI VANGUARD INDEX FDS | 40,713 | $15.1m | 2.4% |
| IBDU ISHARES TR | 636,737 | $14.7m | 2.3% |
| IBDV ISHARES TR | 644,551 | $13.9m | 2.2% |
| IBDW ISHARES TR | 660,559 | $13.6m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1630360")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples