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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 $466,306,777
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 96,928 $54,463,660 11.68%
2.
Apple Inc.
 AAPL 171,906 $38,185,456 8.19%
3.
Ishares Trust
 IEF 97,349 $18,552,860 3.98%
4.
Ishares Trust
 IEF 302,884 $17,673,261 3.79%
5.
Ishares Trust
 IEF 170,984 $15,872,438 3.4%
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)