Portfolio (Quarterly) Guide ↗

Ironwood Financial, llc

· CIK 0001630360

13F Portfolio $572.7B AUM 168 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 4 New 44 Added 43 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	SCHE	SCHWAB STRATEGIC TR	—	6,349	$218K	0.04%	SOLD
2	AOR	ISHARES TR	—	3,090	$205K	0.04%	SOLD

Sector Allocation

Technology 42.7%

Financial Services 13.2%

Healthcare 11.9%

Consumer Cyclical 11.1%

Communication Services 10.5%

Consumer Defensive 4.7%

Industrials 4.5%

Energy 1.0%

Real Estate 0.4%