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Robin Dolezal

Ironwood Financial, Llc

Assets Managed
$572.714M
Holdings
168
Last Quarter
2026 - Q1
Filed Date
1mo 10d ago
Growth Rate
-2.86%(2Q avg: 0.81%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Ironwood Financial, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 168 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 572.714M in assets, with a quarterly growth rate of -2.86% and a 2-quarter average growth rate of 0.81%. The portfolio is managed by Robin Dolezal, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 0.27%
12.09%
$69.235M
105,992 shares@ $653.22 avg price
AAPL
Apple Inc
Recent Activity
Decreased -3.5%
6.68%
$38.22M
150,598 shares@ $253.8 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 0.8%
4.37%
$24.99M
370,056 shares@ $67.54 avg price
IVE
Ishares S&p 500 Value Etf
Recent Activity
Decreased -1.06%
3.58%
$20.455M
96,875 shares@ $211.15 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 1.81%
2.92%
$16.718M
134,483 shares@ $124.32 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Decreased -1.6%
2.89%
$16.524M
146,091 shares@ $113.12 avg price
IBDU
Ishares Ibonds Dec 2029 Term
Recent Activity
Increased 4.09%
2.28%
$13.004M
559,085 shares@ $23.27 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 5.93%
2.17%
$12.426M
38,733 shares@ $320.82 avg price
EUSA
Ishares Msci Usa Equal Weigh
Recent Activity
Decreased -0.98%
2.13%
$12.177M
119,654 shares@ $101.77 avg price
IBDV
Ishares Ibonds Dec 2030 Corp
Recent Activity
Increased 4.25%
2.13%
$12.163M
555,651 shares@ $21.9 avg price

1-10 of 168