Ironwood Financial, llc

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Tucson, AZ
CIK
0001630360
Alternate names
Ironwood Wealth Management, llc
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 144 412,769 IVV, AAPL, IVE, IJH 13F-HR 1/19/2024 000108514624000346
Q3 2023 140 372,236 IVV, AAPL, IVE, IJH 13F-HR 10/24/2023 000108514623003911
Q2 2023 137 380,307 AAPL, IVV, IVE, IJH 13F-HR 7/20/2023 000108514623002765
Q1 2023 140 358,663 AAPL, IVV, IVE, IJH 13F-HR 4/14/2023 000108514623001684
Q4 2022 137 321,022 IVV, AAPL, IVE, IJH 13F-HR 2/14/2023 000108514623001287
Q3 2022 115 301,624 AAPL, IVV, IVE, IVW 13F-HR 10/26/2022 000108514622003602
Q2 2022 117 311,337 AAPL, IVV, IVE, IVW 13F-HR 7/28/2022 000108514622002651
Q1 2022 123 354,292 AAPL, IVV, IVE, IVW 13F-HR 4/19/2022 000108514622001456
Q4 2021 124 365,109 AAPL, IVV, IVE, EUSA 13F-HR 1/27/2022 000108514622000362
Q3 2021 613 341,587 AAPL, IVV, IVE, EUSA 13F-HR 11/2/2021 000163036021000005
Q2 2021 596 333,098 AAPL, IVV, IVE, EUSA 13F-HR 7/29/2021 000163036021000004
Q1 2021 579 306,555 AAPL, IVV, EUSA, BSCM 13F-HR 4/28/2021 000163036021000003
Q4 2020 507 267,221 BSCL, AAPL, IVV, BSCM 13F-HR 1/26/2021 000163036021000001
Q3 2020 454 199,057 BSCL, IVV, BSCM, BSJL 13F-HR 11/3/2020 000163036020000005
Q2 2020 426 185,143 BSCL, BSCK, BSCM, BSJL 13F-HR 7/28/2020 000163036020000004
Q1 2020 367 146,023 SHY, BSCL, BSCK, BSJL 13F-HR 4/27/2020 000163036020000003
Q4 2019 394 218,248 IVV, BSCL, BSCK, BSJL 13F-HR 1/24/2020 000163036020000002
Q3 2019 403 208,412 IVV, BSCL, BSCK, BSJL 13F-HR 10/31/2019 000163036019000009
Q2 2019 395 203,719 IVV, BSCK, IJH, BSCM 13F-HR 7/30/2019 000163036019000008
Q1 2019 391 193,448 IVV, BSCK, IJH, BSCM 13F-HR 4/12/2019 000163036019000005
Q4 2018 383 178,196 IVV, BSCK, BSCL, BSCM 13F-HR 1/17/2019 000163036019000001
Q3 2018 376 188,380 IVV, BSCK, IJH, EFA 13F-HR 10/26/2018 000163036018000005
Q2 2018 297 172,690 IVV, BSCK, BSCJ, IJH 13F-HR 7/27/2018 000163036018000004
Q1 2018 271 92,182 IVV, EFA, IJH, IJR 13F-HR 5/8/2018 000163036018000003
Q4 2017 274 166,022 CLAYMORE EXCHANGE TRD FD TR, IVV, EFA, IJH 13F-HR 1/29/2018 000163036018000002
Q3 2017 283 161,983 CLAYMORE EXCHANGE TRD FD TR, IVV, EFA, IJH 13F-HR 11/3/2017 000163036017000005
Q2 2017 281 155,577 CLAYMORE EXCHANGE TRD FD TR, IVV, EFA, IJH 13F-HR 8/9/2017 000163036017000004
Q1 2017 283 150,894 CLAYMORE EXCHANGE TRD FD TR, IVV, EFA, IJH 13F-HR 5/1/2017 000163036017000003
Q4 2016 285 142,530 CLAYMORE EXCHANGE TRD FD TR, IVV, BSCH, BSJH 13F-HR 1/26/2017 000163036017000001
Q3 2016 288 139,527 CLAYMORE EXCHANGE TRD FD TR, IVV, BSCH, BSJH 13F-HR 11/3/2016 000163036016000012
Q2 2016 295 133,890 CLAYMORE EXCHANGE TRD FD TR, IVV, BSCH, BSJH 13F-HR 7/29/2016 000163036016000011
Q1 2016 301 129,213 CLAYMORE EXCHANGE TRD FD TR, IVV, BSCH, EFA 13F-HR 5/5/2016 000163036016000010
Q3 2015 398 203,349 Claymore Exchange Traded Fd TRUST Guggen, IVV, CLAYMORE EXCHANGE TRD FD TR, SCHX 13F-HR 11/9/2015 000163036015000008
Q2 2015 383 210,933 CLAYMORE EXCHANGE TRD FD TR, Claymore Exchange Traded Fd TRUST Guggen, IVV, EFA 13F-HR 8/13/2015 000163036015000007
Q1 2015 378 207,809 Claymore Exchange Traded Fd TRUST Guggen, IVV, CLAYMORE EXCHANGE TRD FD TR, EFA 13F-HR 5/6/2015 000163036015000005
Q4 2014 496 181,598 CLAYMORE EXCHANGE TRADED FD TRUST GUGGENHEIM BULLETSHARES 2018, IVV, SCHX, EFA RESTATEMENT 2/17/2015 000163036015000004
Additional filings from Ironwood Financial, llc that have since been restated