Ironwood Financial
Ironwood Financial reported 172 stocks worth $644M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are IVV (12.3%), AAPL (6.7%) and IJH (4.2%). Compared with Q2 2026, the fund opened new positions in YSS, added to IVV, IJH and IJR, trimmed AAPL, IVE and IVW and sold out of BSJQ, IBDR and BSCQ.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $78.9M | 12.3% | 103K | +345 (+0%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $43.2M | 6.7% | 130K | −5,750 (−4%) | 8 of 8 | |
| 3 |  IJH Ishares TR | $27.1M | 4.2% | 377K | +5,197 (+1%) | 8 of 8 | |
| 4 |  IVE Ishares TR | $21.1M | 3.3% | 92K | −1,404 (−1%) | 8 of 8 | |
| 5 |  IJR Ishares TR | $19M | 3.0% | 139K | +2,733 (+2%) | 8 of 8 | |
| 6 |  IVW Ishares TR | $18.8M | 2.9% | 132K | −975 (−1%) | 8 of 8 | |
| 7 |  IBDU Ishares TR | $15.7M | 2.4% | 693K | +56K (+9%) | 8 of 8 | |
| 8 |  VTI Vanguard Total Stock Market ETF | $15.6M | 2.4% | 42K | +966 (+2%) | 8 of 8 | |
| 9 |  IBDV Ishares TR | $15M | 2.3% | 711K | +67K (+10%) | 8 of 8 | |
| 10 |  IBDW Ishares TR | $14.3M | 2.2% | 711K | +51K (+8%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 BSJQ Invesco Bulletshares 2026 High Yield Corp Bond ETF | $5.3M | 230K |
 IBDR Ishares TR | $4.3M | 178K |
 BSCQ Invesco Exch Trd Slf Idx FD | $3.1M | 158K |
 IBHF Ishares TR | $1.7M | 77K |
 PBT Permian Basin Rty TR Unit Ben Int | $345K | 12K |
🔒 Free account: see all 10.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 20, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Ironwood Financial 13F FAQ
What does Ironwood Financial own?
Ironwood Financial reported 172 stocks worth $644M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are IVV (12.3%), AAPL (6.7%) and IJH (4.2%). The table above lists every position in the filing (the top 10 without an account).
What did Ironwood Financial buy and sell in Q3 2026?
Compared with Q2 2026: 3 new positions, 55 added to, 68 trimmed and 10 sold out. New positions include YSS. It sold all of BSJQ, IBDR and BSCQ.
When will Ironwood Financial file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Ironwood Financial's portfolio worth?
The Q3 2026 filing reports $644M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.