Ironwood Financial, LLC
CIK:0001630360
Investment Adviser
$575M AUM
166 holdings
Tucson, AZ, USA
Ironwood Financial, LLC offers investment advisory services, including discretionary and non-discretionary services, to clients. It is managed by Alexander D. Parrs, Daniel S. Nentl, and Robin R. Dolezal.
Investment Strategy
Varied investment strategies may include equity investments
Top Buys
I
IVVISHARES TR+$17.3M
I
IBDXISHARES TR+$7.3M
I
IBDWISHARES TR+$7.1M
I
IBHHISHARES TR+$7.0M
I
IJHISHARES TR+$5.9M
Top Sells
B
BSJPINVESCO EXCH TRD SLF IDX FD-$9.1M
B
BSCPINVESCO EXCH TRD SLF IDX FD-$7.6M
I
IBDQISHARES TR-$3.3M
I
IBHEISHARES TR-$1.5M
D
DFASDIMENSIONAL ETF TRUST-$1.1M
Top Holdings
I
IVVISHARES TR+12.7%$71.7M
A
AAPLAPPLE INC+7.4%$41.7M
I
IJHISHARES TR+4.2%$23.6M
I
IVEISHARES TR+3.7%$20.8M
I
IVWISHARES TR+3.5%$19.6M
Equity Positions (165)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 12.71% | $71.7M | 107,184 | $389.49 | $669.30 | +$17.3M |
A AAPL | APPLE INC | 7.38% | $41.7M | 163,648 | $126.73 | $254.63 | +$3.5M |
I IJH | ISHARES TR | 4.18% | $23.6M | 361,647 | $48.74 | $65.26 | +$5.9M |
I IVE | ISHARES TR | 3.69% | $20.8M | 100,962 | $129.41 | $206.51 | +$2.3M |
I IVW | ISHARES TR | 3.47% | $19.6M | 162,283 | $61.24 | $120.72 | +$3.7M |
Industry Allocation
ELECTRONIC COMPUTERS
+7.4%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+2.6%
SERVICES-PREPACKAGED SOFTWARE
+1.9%
PHARMACEUTICAL PREPARATIONS
+1.6%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+1.2%