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Home > Institutional Investor > Ironwood Financial, Llc > Profile

Instuitional Investor - Ironwood Financial, Llc

Fund Profile
Filing Period:
Fund Name: Ironwood Financial, Llc
Portfolio Value $476,701,053
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 96,884 $57,033,434 11.96%
2.
Apple Inc.
 AAPL 172,385 $43,168,734 9.05%
3.
Ishares Trust
 IEF 97,722 $18,653,157 3.91%
4.
Ishares Trust
 IEF 296,194 $18,455,836 3.87%
5.
Ishares Trust
 IEF 170,456 $17,306,363 3.63%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)