Long-term investor
Ironwood Financial, LLC @ironwoodfinancialllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001630360).
Record
- Tracked since 2025-12-31 (261 days), 16 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +5.3%
- Max drawdown n/a · win rate 33% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 12.1% · long · since 2025-12-31
- AAPL · 6.7% · long · since 2025-12-31
- IJH · 4.4% · long · since 2025-12-31
- IVE · 3.4% · long · since 2025-12-31
- IJR · 3.1% · long · since 2025-12-31
- IVW · 2.8% · long · since 2025-12-31
- VTI · 2.4% · long · since 2025-12-31
- IBDU · 2.3% · long · since 2025-12-31
- IBDV · 2.2% · long · since 2025-12-31
- IBDW · 2.1% · long · since 2025-12-31
- EUSA · 2.1% · long · since 2025-12-31
- IBDX · 1.8% · long · since 2025-12-31