Ironwood Financial, llc
Annual return '25
-3.3%
SPY '25
+17.7%
Alpha
-21.0ptsvs SPY
Invested
$572.7M
Holdings
168
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Q1 2026: Increased +4141.3% (105.7k → 4.48M shares)
12.1%
02
$AAPL
APPLE INC
Q1 2026: Increased +3501.9% (156.1k → 5.62M shares)
6.7%
03
$IJH
ISHARES TR
Q1 2026: Increased +448.7% (367.1k → 2.01M shares)
4.4%
04
$IVE
ISHARES TR
Q1 2026: Increased +85.0% (97.9k → 181.1k shares)
3.6%
05
$IJR
ISHARES TR
Q1 2026: Increased +1007.4% (132.1k → 1.46M shares)
2.9%
06
$IVW
ISHARES TR
Q1 2026: Increased +306.4% (148.5k → 603.3k shares)
2.9%
07
$IBDU
ISHARES TR
Q1 2026: Sold 78.3% (537.2k → 116.4k shares)
2.3%
08
$VTI
VANGUARD INDEX FDS
Q1 2026: Increased +1813.8% (36.6k → 699.8k shares)
2.2%
09
$EUSA
ISHARES INC
Q1 2026: Sold 85.8% (120.8k → 17.1k shares)
2.1%
10
$IBDV
ISHARES TR
Q1 2026: Sold 71.8% (533.0k → 150.5k shares)
2.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:03 UTC.