0001085146-22-001456.txt : 20220420
0001085146-22-001456.hdr.sgml : 20220420
20220419203523
ACCESSION NUMBER: 0001085146-22-001456
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220331
FILED AS OF DATE: 20220420
DATE AS OF CHANGE: 20220419
EFFECTIVENESS DATE: 20220420
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Ironwood Financial, llc
CENTRAL INDEX KEY: 0001630360
IRS NUMBER: 364659322
STATE OF INCORPORATION: AZ
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-16526
FILM NUMBER: 22836132
BUSINESS ADDRESS:
STREET 1: 1926 E FT. LOWELL ROAD
STREET 2: STE 100
CITY: TUCSON
STATE: AZ
ZIP: 85719
BUSINESS PHONE: 5203184600
MAIL ADDRESS:
STREET 1: 1926 E FT. LOWELL ROAD
STREET 2: STE 100
CITY: TUCSON
STATE: AZ
ZIP: 85719
FORMER COMPANY:
FORMER CONFORMED NAME: Ironwood Wealth Management, llc
DATE OF NAME CHANGE: 20150109
13F-HR
1
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13F-HR
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false
false
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0001630360
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03-31-2022
03-31-2022
false
Ironwood Financial, llc
1926 E FT. LOWELL ROAD
STE 100
TUCSON
AZ
85719
13F HOLDINGS REPORT
028-16526
N
Robin Dolezal
CCO
520-318-4600
/s/Robin Dolezal
Tucson
AZ
04-14-2022
0
123
354292
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INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
3M CO
COM
88579Y101
298
2003
SH
SOLE
0
0
2003
ABBOTT LABS
COM
002824100
369
3114
SH
SOLE
0
0
3114
ABBVIE INC
COM
00287Y109
472
2911
SH
SOLE
0
0
2911
ACCELERATE DIAGNOSTICS INC
COM
00430H102
181
125678
SH
SOLE
0
0
125678
ALPHABET INC
CAP STK CL A
02079K305
3246
1167
SH
SOLE
0
0
1167
ALPHABET INC
CAP STK CL C
02079K107
2757
987
SH
SOLE
0
0
987
AMAZON COM INC
COM
023135106
5901
1810
SH
SOLE
0
0
1810
AMERICAN HOMES 4 RENT
CL A
02665T306
500
12487
SH
SOLE
0
0
12487
AMERISOURCEBERGEN CORP
COM
03073E105
1888
12206
SH
SOLE
0
0
12206
AMGEN INC
COM
031162100
1395
5767
SH
SOLE
0
0
5767
APPLE INC
COM
037833100
42016
240628
SH
SOLE
0
0
240628
BIOGEN INC
COM
09062X103
803
3814
SH
SOLE
0
0
3814
BOEING CO
COM
097023105
454
2370
SH
SOLE
0
0
2370
BRISTOL-MYERS SQUIBB CO
COM
110122108
1009
13823
SH
SOLE
0
0
13823
CHOICE HOTELS INTL INC
COM
169905106
229
1618
SH
SOLE
0
0
1618
CIGNA CORP NEW
COM
125523100
273
1139
SH
SOLE
0
0
1139
COMCAST CORP NEW
CL A
20030N101
724
15458
SH
SOLE
0
0
15458
COSTCO WHSL CORP NEW
COM
22160K105
2140
3717
SH
SOLE
0
0
3717
DISNEY WALT CO
COM
254687106
621
4531
SH
SOLE
0
0
4531
FIDELITY COMWLTH TR
NASDAQ COMPSIT
315912808
261
4702
SH
SOLE
0
0
4702
GLAXOSMITHKLINE PLC
SPONSORED ADR
37733W105
501
11505
SH
SOLE
0
0
11505
HOME DEPOT INC
COM
437076102
1317
4401
SH
SOLE
0
0
4401
HONEYWELL INTL INC
COM
438516106
700
3598
SH
SOLE
0
0
3598
INTEL CORP
COM
458140100
438
8835
SH
SOLE
0
0
8835
INTERNATIONAL BUSINESS MACHS
COM
459200101
1370
10537
SH
SOLE
0
0
10537
INTUIT
COM
461202103
2312
4808
SH
SOLE
0
0
4808
INVESCO EXCH TRD SLF IDX FD
BULSHS 2022 CB
46138J882
2715
127693
SH
SOLE
0
0
127693
INVESCO EXCH TRD SLF IDX FD
BULSHS 2022 HY
46138J874
4548
198518
SH
SOLE
0
0
198518
INVESCO EXCH TRD SLF IDX FD
BULSHS 2023 CB
46138J866
7603
360347
SH
SOLE
0
0
360347
INVESCO EXCH TRD SLF IDX FD
BULSHS 2023 HY
46138J858
9103
371380
SH
SOLE
0
0
371380
INVESCO EXCH TRD SLF IDX FD
BULSHS 2024 CB
46138J841
9964
472897
SH
SOLE
0
0
472897
INVESCO EXCH TRD SLF IDX FD
BULSHS 2024 HY
46138J833
9531
400140
SH
SOLE
0
0
400140
INVESCO EXCH TRD SLF IDX FD
BULSHS 2025 CB
46138J825
9021
431418
SH
SOLE
0
0
431418
INVESCO EXCH TRD SLF IDX FD
BULSHS 2025 HY
46138J817
9175
386005
SH
SOLE
0
0
386005
INVESCO EXCH TRD SLF IDX FD
BULSHS 2026 CB
46138J791
8085
404851
SH
SOLE
0
0
404851
INVESCO EXCH TRD SLF IDX FD
INVSCO BLSH 26
46138J635
8030
328499
SH
SOLE
0
0
328499
INVESCO EXCHANGE TRADED FD T
DYNMC LEISURE
46137V720
1079
22132
SH
SOLE
0
0
22132
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
1354
8585
SH
SOLE
0
0
8585
INVESCO QQQ TR
UNIT SER 1
46090E103
1996
5505
SH
SOLE
0
0
5505
ISHARES INC
MSCI EQUAL WEITE
464286681
12416
146358
SH
SOLE
0
0
146358
ISHARES TR
1 3 YR TREAS BD
464287457
4021
48245
SH
SOLE
0
0
48245
ISHARES TR
CORE HIGH DV ETF
46429B663
1569
14674
SH
SOLE
0
0
14674
ISHARES TR
CORE S&P MCP ETF
464287507
12232
45583
SH
SOLE
0
0
45583
ISHARES TR
CORE S&P SCP ETF
464287804
8484
78641
SH
SOLE
0
0
78641
ISHARES TR
CORE S&P TTL STK
464287150
2137
21168
SH
SOLE
0
0
21168
ISHARES TR
CORE S&P500 ETF
464287200
34974
77088
SH
SOLE
0
0
77088
ISHARES TR
EUROPE ETF
464287861
273
5438
SH
SOLE
0
0
5438
ISHARES TR
GLOBAL TECH ETF
464287291
718
12379
SH
SOLE
0
0
12379
ISHARES TR
IBONDS 23 TRM HG
46435U150
214
8976
SH
SOLE
0
0
8976
ISHARES TR
IBONDS 24 TRM HG
46435U184
339
14263
SH
SOLE
0
0
14263
ISHARES TR
IBONDS DEC2026
46435GAA0
230
9312
SH
SOLE
0
0
9312
ISHARES TR
IBONDS DEC24 ETF
46434VBG4
336
13405
SH
SOLE
0
0
13405
ISHARES TR
IBONDS DEC25 ETF
46434VBD1
241
9541
SH
SOLE
0
0
9541
ISHARES TR
INTL SEL DIV ETF
464288448
1200
37791
SH
SOLE
0
0
37791
ISHARES TR
ISHARES SEMICDTR
464287523
631
1334
SH
SOLE
0
0
1334
ISHARES TR
MRGSTR MD CP ETF
464288208
208
3092
SH
SOLE
0
0
3092
ISHARES TR
MSCI EAFE ETF
464287465
6424
87281
SH
SOLE
0
0
87281
ISHARES TR
PFD AND INCM SEC
464288687
1103
30281
SH
SOLE
0
0
30281
ISHARES TR
RUS 1000 GRW ETF
464287614
1457
5248
SH
SOLE
0
0
5248
ISHARES TR
RUS 2000 GRW ETF
464287648
1935
7568
SH
SOLE
0
0
7568
ISHARES TR
RUS MID CAP ETF
464287499
253
3238
SH
SOLE
0
0
3238
ISHARES TR
RUSSELL 2000 ETF
464287655
1066
5193
SH
SOLE
0
0
5193
ISHARES TR
S&P 500 GRWT ETF
464287309
14339
184517
SH
SOLE
0
0
184517
ISHARES TR
S&P 500 VAL ETF
464287408
15853
100433
SH
SOLE
0
0
100433
ISHARES TR
S&P MC 400GR ETF
464287606
2428
30875
SH
SOLE
0
0
30875
ISHARES TR
S&P MC 400VL ETF
464287705
5122
46158
SH
SOLE
0
0
46158
ISHARES TR
S&P SML 600 GWT
464287887
1829
14411
SH
SOLE
0
0
14411
ISHARES TR
SELECT DIVID ETF
464287168
5491
42854
SH
SOLE
0
0
42854
ISHARES TR
SP SMCP600VL ETF
464287879
6685
64679
SH
SOLE
0
0
64679
ISHARES TR
U.S. ENERGY ETF
464287796
6827
166839
SH
SOLE
0
0
166839
ISHARES TR
U.S. FINLS ETF
464287788
4630
54770
SH
SOLE
0
0
54770
ISHARES U S ETF TR
CONSUMER STPLS
46431W671
917
27024
SH
SOLE
0
0
27024
ISHARES U S ETF TR
DISCRETIONARY
46431W663
364
8304
SH
SOLE
0
0
8304
ISHARES U S ETF TR
TECHNOLOGY
46431W648
642
11639
SH
SOLE
0
0
11639
JOHNSON & JOHNSON
COM
478160104
1813
10227
SH
SOLE
0
0
10227
JPMORGAN CHASE & CO
COM
46625H100
2149
15768
SH
SOLE
0
0
15768
LILLY ELI & CO
COM
532457108
1572
5489
SH
SOLE
0
0
5489
LINDE PLC
SHS
G5494J103
223
699
SH
SOLE
0
0
699
LOCKHEED MARTIN CORP
COM
539830109
622
1410
SH
SOLE
0
0
1410
LOWES COS INC
COM
548661107
1543
7630
SH
SOLE
0
0
7630
MCDONALDS CORP
COM
580135101
932
3770
SH
SOLE
0
0
3770
MERCK & CO INC
COM
58933Y105
426
5186
SH
SOLE
0
0
5186
MICROSOFT CORP
COM
594918104
3936
12765
SH
SOLE
0
0
12765
OCCIDENTAL PETE CORP
COM
674599105
334
5886
SH
SOLE
0
0
5886
ORACLE CORP
COM
68389X105
371
4484
SH
SOLE
0
0
4484
PEPSICO INC
COM
713448108
317
1892
SH
SOLE
0
0
1892
PFIZER INC
COM
717081103
1868
36081
SH
SOLE
0
0
36081
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
1066
10761
SH
SOLE
0
0
10761
SCHWAB CHARLES CORP
COM
808513105
768
9111
SH
SOLE
0
0
9111
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
326
11722
SH
SOLE
0
0
11722
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
847
23080
SH
SOLE
0
0
23080
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
319
5972
SH
SOLE
0
0
5972
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
539
7557
SH
SOLE
0
0
7557
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
1059
19669
SH
SOLE
0
0
19669
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
1660
21883
SH
SOLE
0
0
21883
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
1100
23217
SH
SOLE
0
0
23217
SELECT SECTOR SPDR TR
FINANCIAL
81369Y605
1043
27207
SH
SOLE
0
0
27207
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
272
1472
SH
SOLE
0
0
1472
SNAP ON INC
COM
833034101
426
2074
SH
SOLE
0
0
2074
SPDR GOLD TR
GOLD SHS
78463V107
303
1676
SH
SOLE
0
0
1676
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1888
4180
SH
SOLE
0
0
4180
SPDR SER TR
SPDR S&P 500 ETF
78468R796
409
3688
SH
SOLE
0
0
3688
STRYKER CORPORATION
COM
863667101
251
939
SH
SOLE
0
0
939
T2 BIOSYSTEMS INC
COM
89853L104
11
21701
SH
SOLE
0
0
21701
TESLA INC
COM
88160R101
220
204
SH
SOLE
0
0
204
VANGUARD INDEX FDS
GROWTH ETF
922908736
236
822
SH
SOLE
0
0
822
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
1787
8569
SH
SOLE
0
0
8569
VANGUARD INDEX FDS
MID CAP ETF
922908629
360
1512
SH
SOLE
0
0
1512
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
411
3790
SH
SOLE
0
0
3790
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
202
487
SH
SOLE
0
0
487
VANGUARD INDEX FDS
SMALL CP ETF
922908751
310
1457
SH
SOLE
0
0
1457
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
2870
12608
SH
SOLE
0
0
12608
VANGUARD INDEX FDS
VALUE ETF
922908744
252
1705
SH
SOLE
0
0
1705
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
1075
18666
SH
SOLE
0
0
18666
VANGUARD INTL EQUITY INDEX F
FTSE SMCAP ETF
922042718
252
2032
SH
SOLE
0
0
2032
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
1317
12998
SH
SOLE
0
0
12998
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
1264
26321
SH
SOLE
0
0
26321
VERIZON COMMUNICATIONS INC
COM
92343V104
210
4121
SH
SOLE
0
0
4121
WALMART INC
COM
931142103
496
3331
SH
SOLE
0
0
3331
WNS HLDGS LTD
SPON ADR
92932M101
290
3393
SH
SOLE
0
0
3393
YUM BRANDS INC
COM
988498101
592
4997
SH
SOLE
0
0
4997
ZIMMER BIOMET HOLDINGS INC
COM
98956P102
381
2977
SH
SOLE
0
0
2977
ZIONS BANCORPORATION N A
COM
989701107
1407
21463
SH
SOLE
0
0
21463