Ironwood Financial, llc

CIK 0001630360 · Q2 2026

13F Equity AUM

$638.7M

+11.5% QoQ

Positions

179

+11 QoQ

AUM Rank

#4,293

Top 34%

Skill Alpha (FF)

+6.9%/yr

Alpha Generator

Rank #561 · Top 7%

vs S&P -1.5%/yr (unadj.)

Quarters Tracked

~8 years

Portfolio Concentration

Top 5: 29.7%Top 10: 41.5%Top 20: 57.6%

IVV12.1%

AAPL6.7%

IJH4.4%

IVE3.4%

IJR3.1%

IVW2.9%

VTI2.4%

IBDU2.3%

IBDV2.2%

IBDW2.1%

Others (169)58.5%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services81.8%

Technology8.8%

Healthcare2.4%

Communication Services2.3%

Consumer Cyclical2.1%

Other2.5%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 179Median: 0.16%Avg: 0.56%

0–0.5%

131(18.4%)

0.5–1%

20(14.6%)

1–3%

23(37.2%)

3–5%

3(10.9%)

5%+

2(18.8%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 179vs 20 funds

0%Low

179

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New15Increased59Decreased78Exited4

New Positions

BIV0.6%

+48K

SPHY0.5%

+127K

IBHJ0.2%

+49K

HONEYWELL INTL INC0.1%

+2K

HONEYWELL AEROSPACE …0.1%

+2K

CSCO0.1%

+3K

JAAA0.0%

+5K

FTNT0.0%

+2K

LRCX0.0%

+735

BND0.0%

+3K

Increased

IBDY0.8%

+194K(+1158%)

IBDT1.6%

+157K(+64%)

IBHI0.8%

+119K(+114%)

IBDW2.1%

+91K(+16%)

IBDV2.2%

+89K(+16%)

HDV0.5%

+86K(+411%)

IBDX1.8%

+85K(+22%)

IBDU2.3%

+78K(+14%)

IBDS1.3%

+69K(+25%)

VUG1.0%

+60K(+439%)

Decreased

BSCQ0.5%

-205,914(-57%)

BSJQ0.8%

-168,974(-42%)

IBDR0.7%

-147,666(-45%)

IBHF0.3%

-53,715(-41%)

HYG0.3%

-26,983(-54%)

AAPL6.7%

-14,982(-10%)

IVW2.9%

-12,882(-9%)

BSJR1.3%

-7,591(-2%)

BSCR1.6%

-4,572(-1%)

EUSA2.1%

-4,369(-4%)

Exited

HON

-3,760

PFF

-8,658

YUMC

-4,474

-11,001

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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