$129 Million is the total value of Ironwood Financial, llc's 301 reported holdings in Q1 2016. The portfolio turnover from Q4 2015 to Q1 2016 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | New | ISHARES TRcore s&p500 etf | $17,834,000 | – | 86,301 | +100.0% | 13.80% | – |
| BSCH | New | CLAYMORE EXCHANGE TRD FD TRgugg crp bd 2017 | $10,665,000 | – | 471,065 | +100.0% | 8.25% | – |
| EFA | New | ISHARES TRmsci eafe etf | $9,000,000 | – | 157,444 | +100.0% | 6.96% | – |
| BSCI | New | CLAYMORE EXCHANGE TRD FD TRgug bull2018 e | $8,517,000 | – | 403,265 | +100.0% | 6.59% | – |
| BSJH | New | CLAYMORE EXCHANGE TRD FD TRgug blt2017 hy | $8,075,000 | – | 316,801 | +100.0% | 6.25% | – |
| BSCJ | New | CLAYMORE EXCHANGE TRD FD TRgug bull2019 e | $7,510,000 | – | 353,929 | +100.0% | 5.81% | – |
| IJH | New | ISHARES TRcore s&p mcp etf | $7,370,000 | – | 51,110 | +100.0% | 5.70% | – |
| BSJI | New | CLAYMORE EXCHANGE TRD FD TRgug blt2018 hy | $6,897,000 | – | 285,825 | +100.0% | 5.34% | – |
| BSJJ | New | CLAYMORE EXCHANGE TRD FD TRgug bul 2019 hy | $4,918,000 | – | 212,638 | +100.0% | 3.81% | – |
| IJR | New | ISHARES TRcore s&p scp etf | $4,292,000 | – | 38,127 | +100.0% | 3.32% | – |
| BSJG | New | CLAYMORE EXCHANGE TRD FD TRgug blt2016 hy | $2,680,000 | – | 103,802 | +100.0% | 2.07% | – |
| IVE | New | ISHARES TRs&p 500 val etf | $2,465,000 | – | 27,410 | +100.0% | 1.91% | – |
| SIG | New | SIGNET JEWELERS LIMITED | $2,211,000 | – | 17,830 | +100.0% | 1.71% | – |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $2,145,000 | – | 10,436 | +100.0% | 1.66% | – |
| SCHX | New | SCHWAB STRATEGIC TRus lrg cap etf | $2,043,000 | – | 41,836 | +100.0% | 1.58% | – |
| IVW | New | ISHARES TRs&p 500 grwt etf | $2,022,000 | – | 17,450 | +100.0% | 1.56% | – |
| VV | New | VANGUARD INDEX FDSlarge cap etf | $1,966,000 | – | 20,912 | +100.0% | 1.52% | – |
| SCHO | New | SCHWAB STRATEGIC TRsht tm us tres | $1,863,000 | – | 36,680 | +100.0% | 1.44% | – |
| SHY | New | ISHARES TR1-3 yr tr bd etf | $1,746,000 | – | 20,529 | +100.0% | 1.35% | – |
| PFF | New | ISHARES TRu.s. pfd stk etf | $1,665,000 | – | 42,668 | +100.0% | 1.29% | – |
| IEV | New | ISHARES TReurope etf | $1,477,000 | – | 37,753 | +100.0% | 1.14% | – |
| BSCG | New | CLAYMORE EXCHANGE TRD FD TRgugg crp bd 2016 | $1,419,000 | – | 64,340 | +100.0% | 1.10% | – |
| QQQ | New | POWERSHARES QQQ TRUSTunit ser 1 | $1,395,000 | – | 12,776 | +100.0% | 1.08% | – |
| ITOT | New | ISHARES TRcore s&p ttl stk | $1,379,000 | – | 14,766 | +100.0% | 1.07% | – |
| SCHF | New | SCHWAB STRATEGIC TRintl eqty etf | $1,300,000 | – | 47,960 | +100.0% | 1.01% | – |
| SCHM | New | SCHWAB STRATEGIC TRus mid-cap etf | $1,114,000 | – | 27,454 | +100.0% | 0.86% | – |
| SCHB | New | SCHWAB STRATEGIC TRus brd mkt etf | $1,039,000 | – | 21,079 | +100.0% | 0.80% | – |
| STIP | New | ISHARES TR0-5 yr tips etf | $936,000 | – | 9,293 | +100.0% | 0.72% | – |
| VEU | New | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $701,000 | – | 16,238 | +100.0% | 0.54% | – |
| SCHA | New | SCHWAB STRATEGIC TRus sml cap etf | $653,000 | – | 12,553 | +100.0% | 0.50% | – |
| DVY | New | ISHARES TRselect divid etf | $640,000 | – | 7,841 | +100.0% | 0.50% | – |
| VO | New | VANGUARD INDEX FDSmid cap etf | $461,000 | – | 3,800 | +100.0% | 0.36% | – |
| SWK | New | STANLEY BLACK & DECKER INC | $421,000 | – | 4,000 | +100.0% | 0.33% | – |
| BKLN | New | POWERSHARES ETF TRUST IIsenior ln port | $415,000 | – | 18,268 | +100.0% | 0.32% | – |
| RTN | New | RAYTHEON CO | $398,000 | – | 3,242 | +100.0% | 0.31% | – |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $373,000 | – | 3,342 | +100.0% | 0.29% | – |
| BSCK | New | CLAYMORE EXCHANGE TRD FD TRgug bull2020 e | $359,000 | – | 16,785 | +100.0% | 0.28% | – |
| VTV | New | VANGUARD INDEX FDSvalue etf | $300,000 | – | 3,638 | +100.0% | 0.23% | – |
| IBMG | New | ISHARES TRibonds sep18 etf | $300,000 | – | 11,700 | +100.0% | 0.23% | – |
| IMCB | New | ISHARES TRmrgstr md cp etf | $299,000 | – | 2,056 | +100.0% | 0.23% | – |
| AAPL | New | APPLE INC | $282,000 | – | 2,589 | +100.0% | 0.22% | – |
| RSP | New | RYDEX ETF TRUSTgug s&p500 eq wt | $255,000 | – | 3,248 | +100.0% | 0.20% | – |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $236,000 | – | 2,217 | +100.0% | 0.18% | – |
| IP | New | INTL PAPER CO | $205,000 | – | 5,000 | +100.0% | 0.16% | – |
| ILCB | New | ISHARES TRmrngstr lg-cp et | $202,000 | – | 1,695 | +100.0% | 0.16% | – |
| SCHV | New | SCHWAB STRATEGIC TRus lcap va etf | $189,000 | – | 4,376 | +100.0% | 0.15% | – |
| PGX | New | POWERSHARES ETF TR IIpfd portfolio | $188,000 | – | 12,590 | +100.0% | 0.14% | – |
| WFC | New | WELLS FARGO & CO NEW | $182,000 | – | 3,768 | +100.0% | 0.14% | – |
| FLOT | New | ISHARES TRfltg rate bd etf | $177,000 | – | 3,508 | +100.0% | 0.14% | – |
| ISCB | New | ISHARES TRmrgstr sm cp etf | $174,000 | – | 1,307 | +100.0% | 0.14% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $161,000 | – | 4,665 | +100.0% | 0.12% | – |
| XEL | New | XCEL ENERGY INC | $161,000 | – | 3,860 | +100.0% | 0.12% | – |
| AOR | New | ISHARESgrwt allocat etf | $160,000 | – | 4,052 | +100.0% | 0.12% | – |
| FBND | New | FIDELITYtotal bd etf | $155,000 | – | 3,168 | +100.0% | 0.12% | – |
| ORCL | New | ORACLE CORP | $147,000 | – | 3,592 | +100.0% | 0.11% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $136,000 | – | 956 | +100.0% | 0.10% | – |
| VGK | New | VANGUARD INTL EQUITY INDEX Fftse europe etf | $130,000 | – | 2,673 | +100.0% | 0.10% | – |
| XLF | New | SELECT SECTOR SPDR TRsbi int-finl | $127,000 | – | 5,634 | +100.0% | 0.10% | – |
| HON | New | HONEYWELL INTL INC | $122,000 | – | 1,092 | +100.0% | 0.09% | – |
| IDU | New | ISHARES TRu.s. utilits etf | $111,000 | – | 897 | +100.0% | 0.09% | – |
| IJT | New | ISHARES TRsp smcp600gr etf | $111,000 | – | 893 | +100.0% | 0.09% | – |
| IDLV | New | POWERSHARES ETF TR IIintl dev lowvl | $111,000 | – | 3,722 | +100.0% | 0.09% | – |
| WNS | New | WNS HOLDINGS LTDspon adr | $104,000 | – | 3,393 | +100.0% | 0.08% | – |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $103,000 | – | 985 | +100.0% | 0.08% | – |
| SCHG | New | SCHWAB STRATEGIC TRus lcap gr etf | $91,000 | – | 1,743 | +100.0% | 0.07% | – |
| DOW | New | DOW CHEM CO | $88,000 | – | 1,739 | +100.0% | 0.07% | – |
| GLD | New | SPDR GOLD TRUST | $82,000 | – | 693 | +100.0% | 0.06% | – |
| RAI | New | REYNOLDS AMERICAN INC | $80,000 | – | 1,600 | +100.0% | 0.06% | – |
| IXJ | New | ISHARES TRglob hlthcre etf | $79,000 | – | 823 | +100.0% | 0.06% | – |
| IWV | New | ISHARES TRrussell 3000 etf | $79,000 | – | 653 | +100.0% | 0.06% | – |
| IBME | New | ISHARESibonds sep16 etf | $79,000 | – | 3,000 | +100.0% | 0.06% | – |
| IYY | New | ISHARES TRdow jones us etf | $77,000 | – | 755 | +100.0% | 0.06% | – |
| VXF | New | VANGUARD INDEX FDSextend mkt etf | $77,000 | – | 935 | +100.0% | 0.06% | – |
| DIG | New | PROSHARES TR | $78,000 | – | 2,510 | +100.0% | 0.06% | – |
| IYW | New | ISHARES TRu.s. tech etf | $72,000 | – | 667 | +100.0% | 0.06% | – |
| IYF | New | ISHARES TRu.s. finls etf | $70,000 | – | 830 | +100.0% | 0.05% | – |
| IWR | New | ISHARES TRrus mid-cap etf | $70,000 | – | 531 | +100.0% | 0.05% | – |
| IMCV | New | ISHARES TRmrgstr md cp val | $68,000 | – | 556 | +100.0% | 0.05% | – |
| ILCV | New | ISHARES TRmrngstr lg-cp vl | $62,000 | – | 733 | +100.0% | 0.05% | – |
| APU | New | AMERIGAS PARTNERS L Punit l p int | $58,000 | – | 1,331 | +100.0% | 0.04% | – |
| OEF | New | ISHARES TRs&p 100 etf | $58,000 | – | 633 | +100.0% | 0.04% | – |
| CI | New | CIGNA CORPORATION | $56,000 | – | 406 | +100.0% | 0.04% | – |
| BSJK | New | CLAYMORE EXCHANGE TRD FD TRgug bul 2020 hy | $53,000 | – | 2,340 | +100.0% | 0.04% | – |
| VEA | New | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $52,000 | – | 1,441 | +100.0% | 0.04% | – |
| GE | New | GENERAL ELECTRIC CO | $51,000 | – | 1,607 | +100.0% | 0.04% | – |
| SCHZ | New | SCHWAB STRATEGIC TRus aggregate b | $50,000 | – | 950 | +100.0% | 0.04% | – |
| IMCG | New | ISHARES TRmrgstr md cp grw | $50,000 | – | 330 | +100.0% | 0.04% | – |
| SYK | New | STRYKER CORP | $49,000 | – | 455 | +100.0% | 0.04% | – |
| AOK | New | ISHARESconser alloc etf | $48,000 | – | 1,484 | +100.0% | 0.04% | – |
| BFK | New | BLACKROCK MUN INCOME TRsh ben int | $46,000 | – | 3,000 | +100.0% | 0.04% | – |
| IBDB | New | ISHARES TRibonds mar18 etf | $47,000 | – | 457 | +100.0% | 0.04% | – |
| EFG | New | ISHARES TReafe grwth etf | $45,000 | – | 684 | +100.0% | 0.04% | – |
| VT | New | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $43,000 | – | 745 | +100.0% | 0.03% | – |
| XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $39,000 | – | 744 | +100.0% | 0.03% | – |
| MUB | New | ISHARES TRnational mun etf | $39,000 | – | 349 | +100.0% | 0.03% | – |
| MSFT | New | MICROSOFT CORP | $38,000 | – | 681 | +100.0% | 0.03% | – |
| TIER | New | TIER REIT INC | $37,000 | – | 2,781 | +100.0% | 0.03% | – |
| IJS | New | ISHARES TRsp smcp600vl etf | $37,000 | – | 325 | +100.0% | 0.03% | – |
| VOT | New | VANGUARD INDEX FDSmcap gr idxvip | $36,000 | – | 356 | +100.0% | 0.03% | – |
| ACG | New | ALLIANCEBERNSTEIN INCOME FUN | $36,000 | – | 4,542 | +100.0% | 0.03% | – |
| SPH | New | SUBURBAN PROPANE PARTNERS Lunit ltd partn | $36,000 | – | 1,204 | +100.0% | 0.03% | – |
| EFV | New | ISHARES TReafe value etf | $35,000 | – | 781 | +100.0% | 0.03% | – |
| CVX | New | CHEVRON CORP NEW | $35,000 | – | 368 | +100.0% | 0.03% | – |
| SLV | New | ISHARES SILVER TRUSTishares | $33,000 | – | 2,265 | +100.0% | 0.03% | – |
| CXP | New | COLUMBIA PPTY TR INC | $33,000 | – | 1,509 | +100.0% | 0.03% | – |
| ILCG | New | ISHARES TRmrngstr lg-cp gr | $34,000 | – | 285 | +100.0% | 0.03% | – |
| AXDX | New | ACCELERATE DIAGNOSTICS INC | $34,000 | – | 2,399 | +100.0% | 0.03% | – |
| IUSV | New | ISHARES TRcore us val etf | $33,000 | – | 259 | +100.0% | 0.03% | – |
| VOE | New | VANGUARD INDEX FDSmcap vl idxvip | $32,000 | – | 369 | +100.0% | 0.02% | – |
| IWB | New | ISHARES TRrus 1000 etf | $31,000 | – | 270 | +100.0% | 0.02% | – |
| HALO | New | HALOZYME THERAPEUTICS INC | $30,000 | – | 3,150 | +100.0% | 0.02% | – |
| AOM | New | ISHARESmodert alloc etf | $30,000 | – | 861 | +100.0% | 0.02% | – |
| XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $28,000 | – | 565 | +100.0% | 0.02% | – |
| JNJ | New | JOHNSON & JOHNSON | $28,000 | – | 263 | +100.0% | 0.02% | – |
| PG | New | PROCTER & GAMBLE CO | $29,000 | – | 349 | +100.0% | 0.02% | – |
| XOM | New | EXXON MOBIL CORP | $29,000 | – | 342 | +100.0% | 0.02% | – |
| PRSC | New | PROVIDENCE SVC CORP | $26,000 | – | 500 | +100.0% | 0.02% | – |
| SWHC | New | SMITH & WESSON HLDG CORP | $25,000 | – | 950 | +100.0% | 0.02% | – |
| FLRN | New | SPDR SER TRinv grd flt rt | $25,000 | – | 815 | +100.0% | 0.02% | – |
| ICF | New | ISHARES TRcohen&steer reit | $24,000 | – | 235 | +100.0% | 0.02% | – |
| IJJ | New | ISHARES TRs&p mc 400vl etf | $25,000 | – | 202 | +100.0% | 0.02% | – |
| IOO | New | ISHARES TRglobal 100 etf | $24,000 | – | 333 | +100.0% | 0.02% | – |
| MCD | New | MCDONALDS CORP | $25,000 | – | 200 | +100.0% | 0.02% | – |
| MDYV | New | SPDR SERIES TRUSTs&p 400 mdcp val | $24,000 | – | 295 | +100.0% | 0.02% | – |
| USO | New | UNITED STATES OIL FUND LPunits | $23,000 | – | 2,357 | +100.0% | 0.02% | – |
| PSCT | New | POWERSHARES ETF TR IIs&p smcp it po | $23,000 | – | 425 | +100.0% | 0.02% | – |
| GIM | New | TEMPLETON GLOBAL INCOME FD | $23,000 | – | 3,506 | +100.0% | 0.02% | – |
| PFE | New | PFIZER INC | $22,000 | – | 752 | +100.0% | 0.02% | – |
| PPL | New | PPL CORP | $22,000 | – | 576 | +100.0% | 0.02% | – |
| SCHP | New | SCHWAB STRATEGIC TRus tips etf | $21,000 | – | 385 | +100.0% | 0.02% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $21,000 | – | 27 | +100.0% | 0.02% | – |
| SPLV | New | POWERSHARES ETF TR IIs&p500 low vol | $19,000 | – | 475 | +100.0% | 0.02% | – |
| HDV | New | ISHARES TRcore high dv etf | $20,000 | – | 250 | +100.0% | 0.02% | – |
| SHM | New | SPDR SER TRnuvn br sht muni | $20,000 | – | 410 | +100.0% | 0.02% | – |
| XLG | New | RYDEX ETF TRUSTguggenhm s&p 500 | $20,000 | – | 135 | +100.0% | 0.02% | – |
| QCOM | New | QUALCOMM INC | $20,000 | – | 400 | +100.0% | 0.02% | – |
| GNMK | New | GENMARK DIAGNOSTICS INC | $20,000 | – | 3,830 | +100.0% | 0.02% | – |
| IGOV | New | ISHARES TRintl trea bd etf | $19,000 | – | 195 | +100.0% | 0.02% | – |
| JPM | New | JPMORGAN CHASE & CO | $20,000 | – | 344 | +100.0% | 0.02% | – |
| MRK | New | MERCK & CO INC NEW | $18,000 | – | 346 | +100.0% | 0.01% | – |
| HCP | New | HCP INC | $17,000 | – | 525 | +100.0% | 0.01% | – |
| ROP | New | ROPER TECHNOLOGIES INC | $17,000 | – | 95 | +100.0% | 0.01% | – |
| MDY | New | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $17,000 | – | 65 | +100.0% | 0.01% | – |
| C | New | CITIGROUP INC | $17,000 | – | 400 | +100.0% | 0.01% | – |
| T | New | AT&T INC | $15,000 | – | 378 | +100.0% | 0.01% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $15,000 | – | 20 | +100.0% | 0.01% | – |
| BDX | New | BECTON DICKINSON & CO | $15,000 | – | 100 | +100.0% | 0.01% | – |
| COST | New | COSTCO WHSL CORP NEW | $16,000 | – | 100 | +100.0% | 0.01% | – |
| FB | New | FACEBOOK INCcl a | $15,000 | – | 133 | +100.0% | 0.01% | – |
| HD | New | HOME DEPOT INC | $15,000 | – | 110 | +100.0% | 0.01% | – |
| INTC | New | INTEL CORP | $16,000 | – | 500 | +100.0% | 0.01% | – |
| LOW | New | LOWES COS INC | $15,000 | – | 200 | +100.0% | 0.01% | – |
| NAZ | New | NUVEEN ARIZ PREM INCOME MUN | $16,000 | – | 1,000 | +100.0% | 0.01% | – |
| SNDK | New | SANDISK CORP | $15,000 | – | 200 | +100.0% | 0.01% | – |
| TYPE | New | MONOTYPE IMAGING HOLDINGS IN | $14,000 | – | 595 | +100.0% | 0.01% | – |
| KHC | New | KRAFT HEINZ CO | $14,000 | – | 175 | +100.0% | 0.01% | – |
| IYE | New | ISHARES TRu.s. energy etf | $14,000 | – | 404 | +100.0% | 0.01% | – |
| OHI | New | OMEGA HEALTHCARE INVS INC | $14,000 | – | 393 | +100.0% | 0.01% | – |
| DBL | New | DOUBLELINE OPPORTUNISTIC CR | $13,000 | – | 500 | +100.0% | 0.01% | – |
| IYT | New | ISHARES TRtrans avg etf | $13,000 | – | 94 | +100.0% | 0.01% | – |
| ADM | New | ARCHER DANIELS MIDLAND CO | $12,000 | – | 330 | +100.0% | 0.01% | – |
| AGN | New | ALLERGAN PLC | $12,000 | – | 44 | +100.0% | 0.01% | – |
| TBK | New | TRIUMPH BANCORP INC | $11,000 | – | 725 | +100.0% | 0.01% | – |
| ABBV | New | ABBVIE INC | $12,000 | – | 214 | +100.0% | 0.01% | – |
| IXUS | New | ISHARES TRcore mscitotal | $11,000 | – | 225 | +100.0% | 0.01% | – |
| BAC | New | BANK AMER CORP | $11,000 | – | 800 | +100.0% | 0.01% | – |
| IYK | New | ISHARES TRu.s. cnsm gd etf | $11,000 | – | 100 | +100.0% | 0.01% | – |
| VZ | New | VERIZON COMMUNICATIONS INC | $11,000 | – | 198 | +100.0% | 0.01% | – |
| ABT | New | ABBOTT LABS | $10,000 | – | 230 | +100.0% | 0.01% | – |
| IGF | New | ISHARES TRglb infrastr etf | $10,000 | – | 250 | +100.0% | 0.01% | – |
| USB | New | US BANCORP DEL | $9,000 | – | 229 | +100.0% | 0.01% | – |
| KO | New | COCA COLA CO | $9,000 | – | 200 | +100.0% | 0.01% | – |
| FCX | New | FREEPORT-MCMORAN INCcl b | $9,000 | – | 829 | +100.0% | 0.01% | – |
| PIN | New | POWERSHARES INDIA ETF TRindia port | $9,000 | – | 458 | +100.0% | 0.01% | – |
| MMM | New | 3M CO | $9,000 | – | 53 | +100.0% | 0.01% | – |
| IWP | New | ISHARES TRrus md cp gr etf | $9,000 | – | 94 | +100.0% | 0.01% | – |
| ISCV | New | ISHARES TRmrning sm cp etf | $9,000 | – | 77 | +100.0% | 0.01% | – |
| CELG | New | CELGENE CORP | $8,000 | – | 84 | +100.0% | 0.01% | – |
| MDYG | New | SPDR SERIES TRUSTs&p 400 mdcp grw | $8,000 | – | 65 | +100.0% | 0.01% | – |
| XON | New | INTREXON CORP | $8,000 | – | 249 | +100.0% | 0.01% | – |
| VTL | New | VITAL THERAPIES INC | $8,000 | – | 860 | +100.0% | 0.01% | – |
| MA | New | MASTERCARD INCcl a | $6,000 | – | 61 | +100.0% | 0.01% | – |
| FNDX | New | SCHWAB STRATEGIC TRschwab fdt us lg | $6,000 | – | 215 | +100.0% | 0.01% | – |
| IYC | New | ISHARES TRu.s. cnsm sv etf | $7,000 | – | 48 | +100.0% | 0.01% | – |
| ES | New | EVERSOURCE ENERGY | $6,000 | – | 100 | +100.0% | 0.01% | – |
| HHY | New | BROOKFIELD HIGH INCOME FD IN | $6,000 | – | 856 | +100.0% | 0.01% | – |
| SOCL | New | GLOBAL X FDSsocial med etf | $6,000 | – | 350 | +100.0% | 0.01% | – |
| CAH | New | CARDINAL HEALTH INC | $6,000 | – | 73 | +100.0% | 0.01% | – |
| USL | New | UNITED STS 12 MONTH OIL FD Lunit ben int | $7,000 | – | 422 | +100.0% | 0.01% | – |
| DIS | New | DISNEY WALT CO | $7,000 | – | 70 | +100.0% | 0.01% | – |
| XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $7,000 | – | 90 | +100.0% | 0.01% | – |
| TGT | New | TARGET CORP | $6,000 | – | 75 | +100.0% | 0.01% | – |
| XLI | New | SELECT SECTOR SPDR TRsbi int-inds | $6,000 | – | 115 | +100.0% | 0.01% | – |
| CVY | New | CLAYMORE EXCHANGE TRD FD TRgug multi asset | $7,000 | – | 380 | +100.0% | 0.01% | – |
| RGR | New | STURM RUGER & CO INC | $6,000 | – | 90 | +100.0% | 0.01% | – |
| FLTB | New | FIDELITYltd trm bd etf | $7,000 | – | 134 | +100.0% | 0.01% | – |
| EWJ | New | ISHARESmsci japan etf | $6,000 | – | 500 | +100.0% | 0.01% | – |
| ZBH | New | ZIMMER BIOMET HLDGS INC | $6,000 | – | 60 | +100.0% | 0.01% | – |
| PSCE | New | POWERSHARES ETF TR IIs&p smcp ene p | $6,000 | – | 395 | +100.0% | 0.01% | – |
| HBM | New | HUDBAY MINERALS INC | $6,000 | – | 1,535 | +100.0% | 0.01% | – |
| IYJ | New | ISHARES TRu.s. inds etf | $7,000 | – | 65 | +100.0% | 0.01% | – |
| PIM | New | PUTNAM MASTER INTER INCOME Tsh ben int | $7,000 | – | 1,500 | +100.0% | 0.01% | – |
| FCOR | New | FIDELITYcorp bond etf | $6,000 | – | 130 | +100.0% | 0.01% | – |
| CCL | New | CARNIVAL CORPpaired ctf | $5,000 | – | 100 | +100.0% | 0.00% | – |
| FNV | New | FRANCO NEVADA CORP | $5,000 | – | 79 | +100.0% | 0.00% | – |
| CIM | New | CHIMERA INVT CORP | $5,000 | – | 360 | +100.0% | 0.00% | – |
| SE | New | SPECTRA ENERGY CORP | $5,000 | – | 162 | +100.0% | 0.00% | – |
| SLW | New | SILVER WHEATON CORP | $5,000 | – | 320 | +100.0% | 0.00% | – |
| PSX | New | PHILLIPS 66 | $5,000 | – | 55 | +100.0% | 0.00% | – |
| PFL | New | PIMCO INCOME STRATEGY FUND | $5,000 | – | 500 | +100.0% | 0.00% | – |
| GRC | New | GORMAN RUPP CO | $5,000 | – | 177 | +100.0% | 0.00% | – |
| RPM | New | RPM INTL INC | $5,000 | – | 115 | +100.0% | 0.00% | – |
| MET | New | METLIFE INC | $5,000 | – | 110 | +100.0% | 0.00% | – |
| VBK | New | VANGUARD INDEX FDSsml cp grw etf | $5,000 | – | 41 | +100.0% | 0.00% | – |
| COPX | New | GLOBAL X FDSglobal x copper | $5,000 | – | 385 | +100.0% | 0.00% | – |
| SLYV | New | SPDR SERIES TRUSTs&p 600 smcp val | $5,000 | – | 55 | +100.0% | 0.00% | – |
| VBR | New | VANGUARD INDEX FDSsm cp val etf | $4,000 | – | 36 | +100.0% | 0.00% | – |
| PSTG | New | PURE STORAGE INCcl a | $4,000 | – | 282 | +100.0% | 0.00% | – |
| PCLN | New | PRICELINE GRP INC | $4,000 | – | 3 | +100.0% | 0.00% | – |
| EWC | New | ISHARESmsci cda etf | $4,000 | – | 160 | +100.0% | 0.00% | – |
| GK | New | G & K SVCS INCcl a | $4,000 | – | 50 | +100.0% | 0.00% | – |
| BP | New | BP PLCsponsored adr | $4,000 | – | 130 | +100.0% | 0.00% | – |
| PDLI | New | PDL BIOPHARMA INC | $4,000 | – | 1,150 | +100.0% | 0.00% | – |
| AIRM | New | AIR METHODS CORP | $4,000 | – | 123 | +100.0% | 0.00% | – |
| CERN | New | CERNER CORP | $4,000 | – | 69 | +100.0% | 0.00% | – |
| RYT | New | RYDEX ETF TRUSTgug s&p500eqwtte | $4,000 | – | 40 | +100.0% | 0.00% | – |
| RGLD | New | ROYAL GOLD INC | $3,000 | – | 63 | +100.0% | 0.00% | – |
| MDVN | New | MEDIVATION INC | $2,000 | – | 50 | +100.0% | 0.00% | – |
| IWO | New | ISHARES TRrus 2000 grw etf | $2,000 | – | 15 | +100.0% | 0.00% | – |
| ILF | New | ISHARES TRlatn amer 40 etf | $3,000 | – | 120 | +100.0% | 0.00% | – |
| PRGX | New | PRGX GLOBAL INC | $2,000 | – | 400 | +100.0% | 0.00% | – |
| PEP | New | PEPSICO INC | $2,000 | – | 15 | +100.0% | 0.00% | – |
| EEM | New | ISHARES TRmsci emg mkt etf | $2,000 | – | 54 | +100.0% | 0.00% | – |
| FXI | New | ISHARES TRchina lg-cap etf | $3,000 | – | 75 | +100.0% | 0.00% | – |
| BKF | New | ISHARESmsci bric indx | $2,000 | – | 67 | +100.0% | 0.00% | – |
| TBT | New | PROSHARES TR | $2,000 | – | 65 | +100.0% | 0.00% | – |
| HP | New | HELMERICH & PAYNE INC | $2,000 | – | 39 | +100.0% | 0.00% | – |
| HTGM | New | HTG MOLECULAR DIAGNOSTICS IN | $2,000 | – | 870 | +100.0% | 0.00% | – |
| RRC | New | RANGE RES CORP | $3,000 | – | 99 | +100.0% | 0.00% | – |
| GPRO | New | GOPRO INCcl a | $2,000 | – | 200 | +100.0% | 0.00% | – |
| GG | New | GOLDCORP INC NEW | $2,000 | – | 144 | +100.0% | 0.00% | – |
| SPEU | New | SPDR INDEX SHS FDSstoxx eur 50 etf | $2,000 | – | 65 | +100.0% | 0.00% | – |
| DWX | New | SPDR INDEX SHS FDSs&p intl etf | $2,000 | – | 45 | +100.0% | 0.00% | – |
| JNK | New | SPDR SERIES TRUSTbrc hgh yld bd | $3,000 | – | 77 | +100.0% | 0.00% | – |
| GM | New | GENERAL MTRS CO | $3,000 | – | 98 | +100.0% | 0.00% | – |
| SCHE | New | SCHWAB STRATEGIC TRemrg mkteq etf | $2,000 | – | 85 | +100.0% | 0.00% | – |
| COP | New | CONOCOPHILLIPS | $2,000 | – | 61 | +100.0% | 0.00% | – |
| SNH | New | SENIOR HSG PPTYS TRsh ben int | $2,000 | – | 127 | +100.0% | 0.00% | – |
| SU | New | SUNCOR ENERGY INC NEW | $3,000 | – | 100 | +100.0% | 0.00% | – |
| DATA | New | TABLEAU SOFTWARE INCcl a | $2,000 | – | 50 | +100.0% | 0.00% | – |
| CNP | New | CENTERPOINT ENERGY INC | $3,000 | – | 133 | +100.0% | 0.00% | – |
| DDD | New | 3-D SYS CORP DEL | $2,000 | – | 110 | +100.0% | 0.00% | – |
| TWC | New | TIME WARNER CABLE INC | $2,000 | – | 8 | +100.0% | 0.00% | – |
| CA | New | CA INC | $2,000 | – | 50 | +100.0% | 0.00% | – |
| BLUE | New | BLUEBIRD BIO INC | $3,000 | – | 75 | +100.0% | 0.00% | – |
| VPL | New | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $2,000 | – | 34 | +100.0% | 0.00% | – |
| VEEV | New | VEEVA SYS INC | $3,000 | – | 100 | +100.0% | 0.00% | – |
| BAX | New | BAXTER INTL INC | $3,000 | – | 71 | +100.0% | 0.00% | – |
| BXLT | New | BAXALTA INC | $3,000 | – | 71 | +100.0% | 0.00% | – |
| GYLD | New | ARROW ETF TRarrow dj glb yld | $3,000 | – | 195 | +100.0% | 0.00% | – |
| NLY | New | ANNALY CAP MGMT INC | $3,000 | – | 300 | +100.0% | 0.00% | – |
| AMZN | New | AMAZON COM INC | $3,000 | – | 5 | +100.0% | 0.00% | – |
| DCA | New | VIRTUS TOTAL RETURN FD | $2,000 | – | 456 | +100.0% | 0.00% | – |
| WELL | New | WELLTOWER INC | $2,000 | – | 33 | +100.0% | 0.00% | – |
| AOA | New | ISHARESaggres alloc etf | $2,000 | – | 46 | +100.0% | 0.00% | – |
| IEO | New | ISHARES TRus oil&gs ex etf | $2,000 | – | 35 | +100.0% | 0.00% | – |
| SPGM | New | SPDR INDEX SHS FDSmsci acwi etf | $1,000 | – | 16 | +100.0% | 0.00% | – |
| IDV | New | ISHARES TRintl sel div etf | $1,000 | – | 41 | +100.0% | 0.00% | – |
| MO | New | ALTRIA GROUP INC | $1,000 | – | 15 | +100.0% | 0.00% | – |
| BX | New | BLACKSTONE GROUP L P | $1,000 | – | 50 | +100.0% | 0.00% | – |
| AUY | New | YAMANA GOLD INC | $1,000 | – | 386 | +100.0% | 0.00% | – |
| SO | New | SOUTHERN CO | $1,000 | – | 12 | +100.0% | 0.00% | – |
| FAS | New | DIREXION SHS ETF TRdly fin bull new | $1,000 | – | 36 | +100.0% | 0.00% | – |
| FLY | New | FLY LEASING LTDsponsored adr | $1,000 | – | 40 | +100.0% | 0.00% | – |
| TLN | New | TALEN ENERGY CORP | $1,000 | – | 71 | +100.0% | 0.00% | – |
| NMM | New | NAVIOS MARITIME PARTNERS L Punit lpi | $1,000 | – | 500 | +100.0% | 0.00% | – |
| NAT | New | NORDIC AMERICAN TANKERS LIMI | $1,000 | – | 50 | +100.0% | 0.00% | – |
| SLYG | New | SPDR SERIES TRUSTs&p 600 smcp grw | $1,000 | – | 3 | +100.0% | 0.00% | – |
| MDD | New | SPDR INDEX SHS FDSs&pintl mc etf | $1,000 | – | 34 | +100.0% | 0.00% | – |
| RMR | New | RMR GROUP INCcl a | $0 | – | 1 | +100.0% | 0.00% | – |
| PWE | New | PENN WEST PETE LTD NEW | $0 | – | 120 | +100.0% | 0.00% | – |
| YGEHY | New | YINGLI GREEN ENERGY HLDG COadr new | $0 | – | 1 | +100.0% | 0.00% | – |
| PGHEF | New | PENGROWTH ENERGY CORP | $0 | – | 377 | +100.0% | 0.00% | – |
| ZIOP | New | ZIOPHARM ONCOLOGY INC | $0 | – | 40 | +100.0% | 0.00% | – |
| CYH | New | COMMUNITY HEALTH SYS INC NEW | $0 | – | 27 | +100.0% | 0.00% | – |
| CHT | New | CHUNGHWA TELECOM CO LTDspon adr new11 | $0 | – | 13 | +100.0% | 0.00% | – |
| PACW | New | PACWEST BANCORP DEL | $0 | – | 7 | +100.0% | 0.00% | – |
| FIT | New | FITBIT INCcl a | $0 | – | 30 | +100.0% | 0.00% | – |
| FTR | New | FRONTIER COMMUNICATIONS CORP | $0 | – | 47 | +100.0% | 0.00% | – |
| GSIH | New | GENERAL STEEL HOLDINGS INC | $0 | – | 92 | +100.0% | 0.00% | – |
| GSB | New | GLOBALSCAPE INC | $0 | – | 35 | +100.0% | 0.00% | – |
| PJT | New | PJT PARTNERS INC | $0 | – | 1 | +100.0% | 0.00% | – |
| MGM | New | MGM RESORTS INTERNATIONAL | $0 | – | 14 | +100.0% | 0.00% | – |
| AIG | New | AMERICAN INTL GROUP INC | $0 | – | 5 | +100.0% | 0.00% | – |
| OMEX | New | ODYSSEY MARINE EXPLORATION I | $0 | – | 7 | +100.0% | 0.00% | – |
| GPS | New | GAP INC DEL | $0 | – | 2 | +100.0% | 0.00% | – |
| LINEQ | New | LINN ENERGY LLCunit ltd liab | $0 | – | 290 | +100.0% | 0.00% | – |
| NWSA | New | NEWS CORP NEWcl a | $0 | – | 9 | +100.0% | 0.00% | – |
| UNP | New | UNION PAC CORP | $0 | – | 4 | +100.0% | 0.00% | – |
| LIT | New | GLOBAL X FDSglobal x lithium | $0 | – | 13 | +100.0% | 0.00% | – |
| RPTP | New | RAPTOR PHARMACEUTICAL CORP | $0 | – | 55 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-05-05
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Ishares TRUST S&P 500 | 35 | Q3 2023 | 29.2% |
| ISHARES TR | 35 | Q3 2023 | 10.7% |
| Ishares Tr Msci Eafe Fd | 35 | Q3 2023 | 10.9% |
| Ishares Tr S&P Smallcap | 35 | Q3 2023 | 7.5% |
| ISHARES TR | 35 | Q3 2023 | 4.7% |
| ISHARES TR | 35 | Q3 2023 | 4.2% |
| Ishares Tr Barclays 1-3 Bond (SHY) | 35 | Q3 2023 | 20.4% |
| SCHW US LCAP ETF | 35 | Q3 2023 | 5.5% |
| S P D R TRUST Unit SR | 35 | Q3 2023 | 2.9% |
| SCHWAB STRATEGIC TR | 35 | Q3 2023 | 3.9% |
View Ironwood Financial, llc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-19 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-04-14 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-10-26 |
| 13F-HR | 2022-07-29 |
| 13F-HR | 2022-04-20 |
| 13F-HR | 2022-01-28 |
View Ironwood Financial, llc's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.