Ironwood Financial, LLC
CIK Number: 0001630360
466.31M
Market Value
155
# of Holdings
20 months
Avg. Holding Period
41.67%
Win Rate
15.99%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&... | 598.51 | -0.87% | 96.88K | -7.65% | 57.03M | 359.79 | 11.96% |
| 2 | AAPL | Apple Inc. | 195.57 | -1.44% | 172.38K | -1.16% | 43.17M | 126.73 | 9.06% |
| 3 | IVE | iShares S&P 500... | 189.84 | -0.94% | 97.72K | -6.04% | 18.65M | 126.55 | 3.91% |
| 4 | IJH | iShares Core S&... | 60.20 | -0.88% | 296.19K | -0.27% | 18.46M | 45.25 | 3.87% |
| 5 | IVW | iShares S&P 500... | 105.37 | -0.85% | 170.46K | -1.21% | 17.31M | 61.15 | 3.63% |
| 6 | IJR | iShares Core S&... | 105.81 | -1.09% | 108.93K | -0.39% | 12.55M | 93.18 | 2.63% |
| 7 | EUSA | iShares MSCI US... | 96.22 | -0.72% | 118.7K | -10.22% | 11.32M | 69.26 | 2.37% |
| 8 | BSJQ | Invesco BulletS... | 23.34 | -0.06% | 465.1K | +1.55% | 10.83M | 24.45 | 2.27% |
| 9 | BSJP | Invesco BulletS... | 23.11 | +0.02% | 458.54K | +0.72% | 10.58M | 23.89 | 2.22% |
| 10 | BSCR | Invesco BulletS... | 19.63 | +0.03% | 511.86K | -0.31% | 9.97M | 19.17 | 2.09% |
| 11 | BSCS | Invesco BulletS... | 20.41 | -0.02% | 494.48K | +0.64% | 9.95M | 19.74 | 2.09% |
| 12 | BSCP | Invesco BulletS... | 20.73 | +0.02% | 465.45K | -2.02% | 9.61M | 21.4 | 2.02% |
| 13 | BSCQ | Invesco BulletS... | 19.54 | -0.03% | 482.58K | -0.44% | 9.38M | 20.41 | 1.97% |
| 14 | VTI | Vanguard Total ... | 293.93 | -0.86% | 30.36K | +4.79% | 8.8M | 227.33 | 1.85% |
| 15 | IBDU | iShares iBonds ... | 23.14 | +0.13% | 355.13K | +3.10% | 8.1M | 22.92 | 1.70% |
| 16 | BSJR | Invesco BulletS... | 22.64 | -0.15% | 351.64K | +2.87% | 7.88M | 22.01 | 1.65% |
| 17 | IBDV | iShares iBonds ... | 21.74 | +0.09% | 355.06K | +3.30% | 7.58M | 21.49 | 1.59% |
| 18 | AMZN | Amazon.com, Inc... | 214.87 | -0.57% | 31.66K | -0.03% | 6.95M | 156.95 | 1.46% |
| 19 | EFA | iShares MSCI EA... | 86.94 | -1.25% | 90.98K | -3.45% | 6.88M | 68.65 | 1.44% |
| 20 | ITOT | iShares Core S&... | 130.11 | -0.88% | 50.74K | -3.21% | 6.53M | 89.82 | 1.37% |
| 21 | IJS | iShares S&P Sma... | 96.41 | -1.36% | 57.32K | -5.47% | 6.23M | 74.68 | 1.31% |
| 22 | VV | Vanguard Large ... | 275.64 | -0.95% | 22.99K | +5.81% | 6.2M | 189.05 | 1.30% |
| 23 | MSFT | Microsoft Corpo... | 477.90 | -0.26% | 13.83K | -0.22% | 5.83M | 237.75 | 1.22% |
| 24 | RSP | Invesco S&P 500... | 177.26 | -1.01% | 31.04K | +12.71% | 5.44M | 154.65 | 1.14% |
| 25 | IJJ | iShares S&P Mid... | 120.25 | -0.96% | 42.11K | -7.96% | 5.26M | 71.38 | 1.10% |
| 26 | AGG | iShares Core U.... | 98.08 | +0.33% | 51.02K | -4.07% | 4.94M | 97.72 | 1.04% |
| 27 | DVY | iShares Select ... | 129.58 | -0.84% | 36.21K | -6.96% | 4.75M | 104.91 | 1.00% |
| 28 | QQQ | Invesco QQQ Tru... | 528.89 | -1.01% | 8.96K | -15.28% | 4.58M | 264.54 | 0.96% |
| 29 | HYG | iShares iBoxx $... | 79.44 | -0.1% | 53.95K | -0.21% | 4.24M | 77.18 | 0.89% |
| 30 | VEA | Vanguard Develo... | 55.73 | -1.28% | 85.21K | +6.33% | 4.07M | 47.12 | 0.85% |
| 31 | LLY | Eli Lilly and C... | 791.46 | -2% | 5.25K | -0.55% | 4.05M | 177.08 | 0.85% |
| 32 | GOOGL | Alphabet Inc. | 175.88 | -0.51% | 20.27K | 0.00% | 3.84M | 92.84 | 0.81% |
| 33 | IBDQ | iShares iBonds ... | 25.12 | -0.07% | 147.27K | +8.16% | 3.69M | 24.69 | 0.77% |
| 34 | JPM | JPMorgan Chase ... | 269.39 | -0.36% | 15.29K | -0.05% | 3.67M | 130.46 | 0.77% |
| 35 | GOOG | Alphabet Inc. | 177.16 | -0.44% | 18.92K | 0.00% | 3.6M | 94.05 | 0.76% |
| 36 | COST | Costco Wholesal... | 977.59 | -0.69% | 3.85K | +0.57% | 3.53M | 387.38 | 0.74% |
| 37 | IBDR | iShares iBonds ... | 24.18 | +0.07% | 139.36K | +12.76% | 3.35M | 23.83 | 0.70% |
| 38 | VT | Vanguard Total ... | 124.76 | -1.02% | 27.89K | +11.16% | 3.28M | 105.36 | 0.69% |
| 39 | SPY | SPDR S&P 500 ET... | 597.40 | -0.88% | 5.16K | -2.12% | 3.02M | 349.38 | 0.63% |
| 40 | LQD | iShares iBoxx $... | 107.97 | +0.35% | 26.03K | -2.21% | 2.78M | 109.73 | 0.58% |
| 41 | IJK | iShares S&P Mid... | 88.11 | -0.76% | 30.05K | -2.66% | 2.73M | 75.94 | 0.57% |
| 42 | INTU | Intuit Inc. | 764.51 | -0.46% | 4.34K | 0.00% | 2.73M | 383.69 | 0.57% |
| 43 | IBDW | iShares iBonds ... | 20.75 | +0.22% | 132.64K | +17.88% | 2.7M | 20.63 | 0.57% |
| 44 | BSCT | Invesco BulletS... | 18.61 | +0.03% | 130.83K | +3.76% | 2.4M | 18.38 | 0.50% |
| 45 | IBM | International B... | 283.06 | +0.44% | 10.58K | 0.00% | 2.33M | 124.75 | 0.49% |
| 46 | DFAS | Dimensional U.S... | 61.76 | -1.07% | 34.92K | 0.00% | 2.27M | 48 | 0.48% |
| 47 | IBDS | iShares iBonds ... | 24.14 | +0.06% | 94.29K | +18.51% | 2.26M | 23.72 | 0.47% |
| 48 | IBDT | iShares iBonds ... | 25.23 | +0.02% | 88.84K | +20.43% | 2.21M | 24.85 | 0.46% |
| 49 | VEU | Vanguard FTSE A... | 65.74 | -1.28% | 32.96K | +12.47% | 1.89M | 53.82 | 0.40% |
| 50 | SCHM | Schwab U.S. Mid... | 27.23 | -0.86% | 68.27K | +238.47% | 1.89M | 16.86 | 0.40% |
| 51 | VO | Vanguard Mid Ca... | 271.50 | -0.82% | 6.98K | 0.00% | 1.84M | 201.23 | 0.39% |
| 52 | HDV | iShares Core Hi... | 116.30 | -0.63% | 16.39K | +5.94% | 1.84M | 94.68 | 0.39% |
| 53 | BSJS | Invesco BulletS... | 21.88 | -0.3% | 84.59K | +13.45% | 1.83M | 21.16 | 0.38% |
| 54 | LOW | Lowe's Companie... | 211.90 | -1.94% | 7.43K | 0.00% | 1.83M | 162.62 | 0.38% |
| 55 | HD | The Home Depot,... | 348.70 | -1.37% | 4.54K | +0.71% | 1.76M | 276.92 | 0.37% |
| 56 | IJT | iShares S&P Sma... | 128.65 | -0.81% | 12.8K | -4.7% | 1.73M | 114.91 | 0.36% |
| 57 | IWF | iShares Russell... | 406.54 | -0.88% | 4.3K | -5.52% | 1.73M | 216.89 | 0.36% |
| 58 | IWO | iShares Russell... | 275.38 | -1.06% | 5.86K | -5.95% | 1.69M | 221.56 | 0.35% |
| 59 | SCHX | Schwab U.S. Lar... | 23.65 | -0.88% | 68.9K | +240.66% | 1.6M | 12.31 | 0.34% |
| 60 | VB | Vanguard Small ... | 230.11 | -0.97% | 6.59K | -0.48% | 1.58M | 184.9 | 0.33% |
| 61 | IBHE | iShares iBonds ... | 23.19 | +0.04% | 64.55K | +13.01% | 1.5M | 22.89 | 0.31% |
| 62 | AMGN | Amgen Inc. | 290.07 | -1.86% | 5.68K | -0.53% | 1.48M | 233.95 | 0.31% |
| 63 | JNJ | Johnson & Johns... | 152.38 | -1.83% | 9.94K | -0.02% | 1.44M | 158.18 | 0.30% |
| 64 | MCD | McDonald's Corp... | 292.33 | -1.33% | 4.84K | 0.00% | 1.4M | 236.1 | 0.29% |
| 65 | IBHF | iShares iBonds ... | 23.09 | -0.17% | 60.12K | +15.72% | 1.39M | 22.85 | 0.29% |
| 66 | XLF | Financial Selec... | 50.20 | -0.64% | 28.68K | +8.79% | 1.39M | 26.41 | 0.29% |
| 67 | BSCU | Invesco BulletS... | 16.66 | +0.09% | 79.43K | +9.51% | 1.3M | 16.61 | 0.27% |
| 68 | SCHA | Schwab U.S. Sma... | 24.52 | -1.07% | 48.63K | +135.11% | 1.26M | 16.88 | 0.26% |
| 69 | RTX | RTX Corporation | 148.49 | +1.39% | 10.46K | -2.79% | 1.21M | 66.36 | 0.25% |
| 70 | ZION | Zions Bancorpor... | 47.26 | -1.23% | 20.6K | 0.00% | 1.12M | 43.76 | 0.23% |
| 71 | IBHG | iShares iBonds ... | 22.32 | -0.02% | 48.01K | +17.32% | 1.07M | 21.98 | 0.22% |
| 72 | VTV | Vanguard Value ... | 172.71 | -0.87% | 6.03K | +16.85% | 1.02M | 143.28 | 0.21% |
| 73 | IETC | iShares Evolved... | 90.01 | -0.86% | 11.03K | 0.00% | 941.34K | 33.35 | 0.20% |
| 74 | IXN | iShares Global ... | 87.14 | -0.75% | 10.79K | -0.07% | 914.79K | 38.8 | 0.19% |
| 75 | VOO | Vanguard 500 In... | 549.20 | -0.88% | 1.67K | +8.24% | 899.43K | 386.45 | 0.19% |
| 76 | PFE | Pfizer Inc. | 24.00 | -1.64% | 33.67K | +0.60% | 893.32K | 36.97 | 0.19% |
| 77 | AVUV | Avantis U.S. Sm... | 89.36 | -0.9% | 9.1K | +50.98% | 878.26K | 94.33 | 0.18% |
| 78 | NVDA | NVIDIA Corporat... | 144.07 | -0.43% | 6.48K | +1.63% | 870.6K | 45.98 | 0.18% |
| 79 | SCHB | Schwab U.S. Bro... | 23.02 | -0.82% | 38.01K | +345.24% | 862.83K | 17.18 | 0.18% |
| 80 | SCHF | Schwab Internat... | 21.61 | -1.35% | 46.3K | +127.56% | 856.52K | 15.15 | 0.18% |
| 81 | IWM | iShares Russell... | 208.41 | -1.12% | 3.86K | -4.12% | 852.68K | 211.61 | 0.18% |
| 82 | IWR | iShares Russell... | 89.14 | -1% | 9.64K | 0.00% | 852.01K | 60.17 | 0.18% |
| 83 | HON | Honeywell Inter... | 221.84 | -1% | 3.76K | 0.00% | 849.35K | 186.72 | 0.18% |
| 84 | WMT | Walmart Inc. | 94.21 | -0.08% | 9.05K | 0.00% | 817.61K | 45.9 | 0.17% |
| 85 | PEJ | Invesco Dynamic... | 53.75 | -0.76% | 15.41K | -1.1% | 804.67K | 29.14 | 0.17% |
| 86 | SPYV | SPDR Portfolio ... | 51.12 | -0.88% | 15.31K | +62.08% | 783.07K | 43.72 | 0.16% |
| 87 | SCHV | Schwab U.S. Lar... | 27.02 | -0.83% | 29.23K | +201.92% | 762.08K | 22.73 | 0.16% |
| 88 | SOXX | iShares Semicon... | 225.67 | -0.78% | 3.5K | -0.68% | 755.08K | 90.45 | 0.16% |
| 89 | IDV | iShares Interna... | 33.59 | -1.16% | 27.1K | -8.95% | 741.88K | 25.67 | 0.16% |
| 90 | SCHW | The Charles Sch... | 88.94 | -0.03% | 9.8K | -2% | 725.43K | 63.97 | 0.15% |
| 91 | ORCL | Oracle Corporat... | 207.88 | -1.53% | 4.27K | 0.00% | 711.55K | 57.64 | 0.15% |
| 92 | VBK | Vanguard Small ... | 268.41 | -0.83% | 2.45K | +42.55% | 685.87K | 264.43 | 0.14% |
| 93 | VOE | Vanguard Mid-Ca... | 161.54 | -0.79% | 4.07K | +47.21% | 657.73K | 165.78 | 0.14% |
| 94 | YUM | Yum! Brands, In... | 140.02 | -1.35% | 4.85K | 0.00% | 650.81K | 107.82 | 0.14% |
| 95 | LMT | Lockheed Martin... | 478.69 | +2.49% | 1.31K | 0.00% | 636.58K | 355.04 | 0.13% |
| 96 | SNA | Snap-on Incorpo... | 307.14 | -1.66% | 1.87K | 0.00% | 635.51K | 185.14 | 0.13% |
| 97 | VOT | Vanguard Mid-Ca... | 270.97 | -0.87% | 2.34K | +44.07% | 594.8K | 246.61 | 0.12% |
| 98 | DFUS | Dimensional U.S... | 64.76 | -0.87% | 9.21K | 0.00% | 587.26K | 40.75 | 0.12% |
| 99 | VUG | Vanguard Growth... | 420.16 | -0.82% | 1.42K | +6.12% | 583.44K | 293.03 | 0.12% |
| 100 | MRK | Merck & Co., In... | 78.33 | -3.25% | 5.78K | +0.87% | 575.23K | 79.83 | 0.12% |
| 101 | CMCSA | Comcast Corpora... | 34.53 | -1.65% | 15.14K | 0.00% | 568.28K | 50.94 | 0.12% |
| 102 | ONEQ | Fidelity Nasdaq... | 76.81 | -0.85% | 7.13K | 0.00% | 542.57K | 32.21 | 0.11% |
| 103 | BIIB | Biogen Inc. | 126.62 | -3.37% | 3.54K | 0.00% | 540.57K | 248.99 | 0.11% |
| 104 | ABBV | AbbVie Inc. | 185.53 | -2.8% | 2.89K | 0.00% | 513.92K | 108.47 | 0.11% |
| 105 | DFIV | Dimensional Int... | 42.60 | -1.14% | 14.43K | -0.03% | 511.87K | 28.89 | 0.11% |
| 106 | BMY | Bristol-Myers S... | 47.26 | -2.88% | 9.03K | 0.00% | 510.68K | 61.63 | 0.11% |
| 107 | IEFA | iShares Core MS... | 80.91 | -1.24% | 6.84K | -0.58% | 480.75K | 63.85 | 0.10% |
| 108 | SCHG | Schwab U.S. Lar... | 27.99 | -0.86% | 17.14K | +306.52% | 477.77K | 14.41 | 0.10% |
| 109 | SCHD | Schwab U.S. Div... | 26.70 | -0.8% | 16.39K | +413.82% | 447.81K | 27.82 | 0.09% |
| 110 | XLE | Energy Select S... | 88.69 | +0.97% | 5.18K | +65.59% | 443.99K | 86.95 | 0.09% |
| 111 | VIOO | Vanguard S&P Sm... | 98.06 | -1.15% | 4.01K | 0.00% | 425.66K | 86.66 | 0.09% |
| 112 | BA | The Boeing Comp... | 200.30 | -0.69% | 2.3K | 0.00% | 407.81K | 209.07 | 0.09% |
| 113 | SPLG | SPDR Portfolio ... | 70.28 | -0.87% | 5.72K | +100.00% | 394.68K | 68.94 | 0.08% |
| 114 | IYF | iShares U.S. Fi... | 114.30 | -0.84% | 3.5K | -41.61% | 387.14K | 71.4 | 0.08% |
| 115 | DFUV | Dimensional US ... | 41.24 | -0.88% | 9.27K | 0.00% | 379.33K | 31.6 | 0.08% |
| 116 | CART | Instacart (Mapl... | 43.59 | -0.64% | 9.04K | 0.00% | 374.27K | 36.86 | 0.08% |
| 117 | IYE | iShares U.S. En... | 46.77 | +0.68% | 8.07K | -48.37% | 367.7K | 20.8 | 0.08% |
| 118 | BSCV | Invesco BulletS... | 16.38 | +0.12% | 22.64K | +32.87% | 363.29K | 16.27 | 0.08% |
| 119 | SPYG | SPDR Portfolio ... | 91.36 | -0.84% | 4.1K | +100.00% | 360.13K | 87.9 | 0.08% |
| 120 | DIS | The Walt Disney... | 118.14 | -1.12% | 3.23K | 0.00% | 359.33K | 172.89 | 0.08% |
| 121 | AMH | American Homes ... | 36.42 | +1.00% | 9.55K | 0.00% | 357.25K | 26.99 | 0.07% |
| 122 | EEM | iShares MSCI Em... | 46.62 | -1.3% | 8.32K | +6.42% | 348.17K | 38.27 | 0.07% |
| 123 | IGV | iShares Expande... | 106.53 | -0.81% | 3.4K | 0.00% | 340.91K | 68.25 | 0.07% |
| 124 | SYK | Stryker Corpora... | 373.25 | -1.02% | 939 | 0.00% | 338.09K | 244.49 | 0.07% |
| 125 | VGT | Vanguard Inform... | 629.24 | -0.73% | 540 | 0.00% | 335.77K | 414.9 | 0.07% |
| 126 | TSLA | Tesla, Inc. | 316.28 | -3.9% | 781 | +1.17% | 315.4K | 263.27 | 0.07% |
| 127 | XLY | Consumer Discre... | 210.37 | -1.71% | 1.38K | 0.00% | 310.28K | 150.57 | 0.07% |
| 128 | ABT | Abbott Laborato... | 132.22 | -1.34% | 2.73K | -0.18% | 309.02K | 102.19 | 0.06% |
| 129 | CI | Cigna Corporati... | 312.35 | -0.66% | 1.11K | 0.00% | 307.34K | 203.19 | 0.06% |
| 130 | VNQ | Vanguard Real E... | 89.56 | -0.38% | 3.42K | -6.76% | 304.9K | 108.9 | 0.06% |
| 131 | SCHE | Schwab Emerging... | 29.38 | -1.26% | 11.28K | -5.22% | 300.41K | 27.47 | 0.06% |
| 132 | SPYX | SPDR S&P 500 Fo... | 49.05 | -0.88% | 6.22K | -33.44% | 299.73K | 26.97 | 0.06% |
| 133 | GLD | SPDR Gold Share... | 311.95 | +0.05% | 1.19K | +8.47% | 288.38K | 242.99 | 0.06% |
| 134 | META | Meta Platforms,... | 697.17 | -0.7% | 489 | 0.00% | 286.46K | 491.35 | 0.06% |
| 135 | PFF | iShares Preferr... | 30.18 | -0.13% | 8.95K | -33.33% | 281.27K | 38.14 | 0.06% |
| 136 | BSJT | Invesco BulletS... | 21.28 | +0.05% | 12.74K | +100.00% | 272.58K | 21.39 | 0.06% |
| 137 | PEP | PepsiCo, Inc. | 129.25 | -1.64% | 1.79K | 0.00% | 271.89K | 146.3 | 0.06% |
| 138 | OXY | Occidental Petr... | 46.01 | +1.50% | 5.45K | +3.18% | 269.24K | 56.51 | 0.06% |
| 139 | SPMD | SPDR Portfolio ... | 52.98 | -0.89% | 4.92K | +100.00% | 268.8K | 54.69 | 0.06% |
| 140 | V | Visa Inc. | 357.69 | +0.62% | 835 | 0.00% | 263.89K | 274.95 | 0.06% |
| 141 | IEDI | iShares Evolved... | 52.86 | -0.83% | 4.88K | -31.06% | 260.71K | 31.8 | 0.05% |
| 142 | TQQQ | ProShares Ultra... | 73.47 | -3.07% | 3.15K | -1.47% | 249.26K | 75.03 | 0.05% |
| 143 | XLC | Communication S... | 103.40 | -0.9% | 2.55K | 0.00% | 247.06K | 82.54 | 0.05% |
| 144 | SCHK | Schwab 1000 Ind... | 28.82 | -0.84% | 8.38K | +100.00% | 237.15K | 28.31 | 0.05% |
| 145 | IEV | iShares Europe ... | 61.65 | -1.39% | 4.46K | 0.00% | 232.31K | 49.25 | 0.05% |
| 146 | SPSM | SPDR Portfolio ... | 41.43 | -1.11% | 5.14K | +100.00% | 231.07K | 44.92 | 0.05% |
| 147 | DFAC | Dimensional U.S... | 34.70 | -0.89% | 6.47K | -36.55% | 223.87K | 23.3 | 0.05% |
| 148 | WFC | Wells Fargo & C... | 72.50 | -0.88% | 3.14K | +100.00% | 220.62K | 70.24 | 0.05% |
| 149 | TRV | The Travelers C... | 264.15 | -0.37% | 911 | 0.00% | 219.45K | 234.12 | 0.05% |
| 150 | CHH | Choice Hotels I... | 124.30 | +0.60% | 1.52K | +100.00% | 215.81K | 141.98 | 0.05% |