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Robin Dolezal

Ironwood Financial, Llc

Assets Managed
$638.738M
Holdings
179
Last Quarter
2026 - Q2
Filed Date
4d ago
Growth Rate
11.53%(2Q avg: 4.34%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Ironwood Financial, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 179 positions.

Assets under management

The assets under management (AUM) of Ironwood Financial, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 638.738M in assets, with a quarterly growth rate of 11.53% and a 2-quarter average growth rate of 4.34%. The portfolio is managed by Robin Dolezal, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -3.13%
12.1%
$77.267M
102,670 shares@ $752.58 avg price
AAPL
Apple Inc
Recent Activity
Decreased -9.94%
6.74%
$43.032M
135,616 shares@ $317.31 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 0.4%
4.38%
$27.954M
371,526 shares@ $75.24 avg price
IVE
Ishares S&p 500 Value Etf
Recent Activity
Decreased -3.32%
3.39%
$21.623M
93,654 shares@ $230.88 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 1.63%
3.11%
$19.815M
136,668 shares@ $144.99 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Decreased -8.81%
2.85%
$18.178M
133,209 shares@ $136.46 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 5.12%
2.36%
$15.055M
40,713 shares@ $369.79 avg price
IBDU
Ishares Ibonds Dec 2029 Term
Recent Activity
Increased 13.89%
2.3%
$14.651M
636,737 shares@ $23.01 avg price
IBDV
Ishares Ibonds Dec 2030 Corp
Recent Activity
Increased 16%
2.18%
$13.922M
644,551 shares@ $21.6 avg price
IBDW
Ishares Ibonds Dec 2031 Corp
Recent Activity
Increased 16.01%
2.14%
$13.621M
660,559 shares@ $20.63 avg price

1-10 of 179