Ironwood Financial, llc

13F Filings History

Latest 13F report
Q2 2025 - Jul 23, 2025
Value $
$466M
Signature - Title
Robin Dolezal - CCO
Location
Tucson, AZ
Summary
This page shows a list of all the recent 13F filings made by Ironwood Financial, llc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Ironwood Financial, llc reported 159 stock holdings with total value $466M as of Q2 2025. Top holdings included IVV, AAPL, IVE, IJH, and IVW.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 159 $466M $0 -$14.2K -$14.2K IVV, AAPL, IVE, IJH, IVW 13F-HR 7/23/2025, 04:26 PM
Q1 2025 160 $466M +$10.9M -$5.75M +$5.18M IVV, AAPL, IVE, IJH, IVW 13F-HR 4/15/2025, 02:40 PM
Q4 2024 158 $477M +$15.7M -$13.2M +$2.45M IVV, AAPL, IVE, IJH, IVW 13F-HR 1/16/2025, 11:15 AM
Q3 2024 151 $476M +$27.6M -$21.2M +$6.46M IVV, AAPL, IVE, IJH, IVW 13F-HR 10/16/2024, 05:11 PM
Q2 2024 148 $446M +$11.8M -$11.6M +$178K IVV, AAPL, IVE, IJH, IVW 13F-HR 7/19/2024, 05:17 PM
Q1 2024 151 $435M +$34M -$15.2M +$18.8M IVV, AAPL, IVE, IJH, IVW 13F-HR 4/17/2024, 06:40 PM
Q4 2023 144 $413M +$27.4M -$20.1M +$7.29M IVV, AAPL, IVE, IJH, IVW 13F-HR 1/19/2024, 04:26 PM
Q3 2023 140 $372M +$18.9M -$12.8M +$6.15M IVV, AAPL, IVE, IJH, BSCO 13F-HR 10/24/2023, 09:44 PM
Q2 2023 137 $380M +$12.4M -$11.6M +$790K AAPL, IVV, IVE, IJH, IVW 13F-HR 7/20/2023, 10:10 AM
Q1 2023 140 $359M +$21.9M -$1.68M +$20.2M AAPL, IVV, IVE, IJH, IVW 13F-HR 4/14/2023, 02:39 PM
Q4 2022 137 $321M +$15.3M -$7.62M +$7.64M IVV, AAPL, IVE, IJH, IVW 13F-HR 2/14/2023, 02:31 PM
Q3 2022 115 $302M +$11.4M -$4.44M +$6.93M AAPL, IVV, IVE, IVW, IJH 13F-HR 10/26/2022, 09:50 AM
Q2 2022 117 $311M +$18.5M -$6.81M +$11.7M AAPL, IVV, IVE, IVW, IJH 13F-HR 7/28/2022, 08:34 PM
Q1 2022 123 $354M +$17.1M -$8.83M +$8.23M AAPL, IVV, IVE, IVW, EUSA 13F-HR 4/19/2022, 08:35 PM
Q4 2021 124 $356M +$13.2M -$3.12M +$10.1M AAPL, IVV, IVE, EUSA, IVW 13F-HR 1/27/2022, 07:32 PM
Q3 2021 555 $342M +$14.5M -$4.34M +$10.2M AAPL, IVV, IVE, EUSA, IJH 13F-HR 11/2/2021, 04:02 PM
Q2 2021 538 $333M +$20.9M -$10.7M +$10.2M AAPL, IVV, IVE, EUSA, IJH 13F-HR 7/29/2021, 03:53 PM
Q1 2021 515 $307M +$83M -$54.6M +$28.3M AAPL, IVV, EUSA, BSCM, IJH 13F-HR 4/28/2021, 04:59 PM
Q4 2020 462 $267M +$97.4M -$11.1M +$86.3M BSCL, AAPL, IVV, BSCM, BSJL 13F-HR 1/26/2021, 02:28 PM
Q3 2020 410 $199M +$27M -$15.6M +$11.4M BSCL, IVV, BSCM, BSJL, BSCK 13F-HR 11/3/2020, 11:20 AM
Q2 2020 389 $185M +$49.8M -$18.7M +$31.1M BSCL, BSCK, BSCM, BSJL, SHY 13F-HR 7/28/2020, 02:21 PM
Q1 2020 330 $146M +$33.1M -$72.1M -$39.1M SHY, BSCL, BSCK, BSJL, BSCM 13F-HR 4/27/2020, 02:11 PM
Q4 2019 364 $218M +$5.77M -$4.53M +$1.24M IVV, BSCL, BSCK, BSJL, BSCM 13F-HR 1/23/2020, 05:08 PM
Q3 2019 368 $208M +$23.9M -$19.4M +$4.47M IVV, BSCL, BSCK, BSJL, IJH 13F-HR 10/31/2019, 04:41 PM
Q2 2019 367 $204M +$13.7M -$6.66M +$7.04M IVV, BSCK, IJH, BSCM, BSCL 13F-HR 7/29/2019, 08:59 PM
Q1 2019 360 $193M +$13.7M -$12.2M +$1.51M IVV, BSCK, IJH, BSCM, BSCL 13F-HR 4/12/2019, 02:01 PM
Q4 2018 350 $178M +$12.6M -$2.78M +$9.85M IVV, BSCK, BSCL, BSCM, IJH 13F-HR 1/17/2019, 09:44 AM
Q3 2018 349 $188M +$16.3M -$5.74M +$10.6M IVV, BSCK, IJH, EFA, BSJJ 13F-HR 10/25/2018, 06:00 PM
Q2 2018 266 $173M +$81.5M -$895K +$80.6M IVV, BSCK, BSCJ, IJH, BSJJ 13F-HR 7/27/2018, 11:30 AM
Q1 2018 239 $92.1M +$3.76M -$573K +$3.19M IVV, EFA, IJH, IJR, SPY 13F-HR 5/8/2018, 03:04 PM
Q4 2017 246 $166M +$9.87M -$7.99M +$1.88M IVV, BSCKXXXX, BSCJXXXX, EFA, IJH 13F-HR 1/26/2018, 05:34 PM
Q3 2017 254 $159M +$16M -$15.6M +$376K IVV, BSCKXXXX, BSCJXXXX, EFA, BSJJXXXX 13F-HR 11/3/2017, 02:54 PM
Q2 2017 256 $156M +$3.7M -$1.13M +$2.57M IVV, BSCKXXXX, BSCIXXXX, BSCJXXXX, BSJIXXXX 13F-HR 8/9/2017, 05:17 PM
Q1 2017 251 $151M +$32M -$24M +$7.97M IVV, BSCIXXXX, BSCKXXXX, BSCJXXXX, BSJIXXXX 13F-HR 5/1/2017, 04:13 PM
Q4 2016 256 $143M +$6.86M -$4.02M +$2.84M IVV, BSCH, BSCIXXXX, BSCJXXXX, BSJH 13F-HR 1/26/2017, 12:13 PM
Q3 2016 258 $139M +$7.39M -$3.4M +$3.99M IVV, BSCH, BSCIXXXX, BSCJXXXX, BSJH 13F-HR 11/3/2016, 03:48 PM
Q2 2016 264 $133M +$8.37M -$4.51M +$3.86M IVV, BSCH, BSCIXXXX, BSCJXXXX, BSJH 13F-HR 7/29/2016, 12:14 PM
Q1 2016 268 $129M +$9.25M -$76.9M -$67.7M IVV, BSCH, EFA, BSCIXXXX, BSJH 13F-HR 5/5/2016, 02:40 PM
Q3 2015 346 $203M +$10.2M -$5.49M +$4.66M BSCIXXXX, IVV, BSJJXXXX, SCHX, EFA 13F-HR 11/6/2015, 05:38 PM
Q2 2015 316 $211M +$8.61M -$4.4M +$4.21M BSCIXXXX, IVV, BSJJXXXX, EFA, SCHX 13F-HR 8/13/2015, 03:07 PM
Q1 2015 299 $208M +$40.7M -$17.1M +$23.6M BSCIXXXX, IVV, BSJJXXXX, EFA, SCHX 13F-HR 5/6/2015, 04:01 PM
Q4 2014 264 $181M BSCIXXXX, IVV, SCHX, EFA, BSJJXXXX Restatement 2/13/2015, 04:47 PM