0001085146-22-003602.txt : 20221026 0001085146-22-003602.hdr.sgml : 20221026 20221026095045 ACCESSION NUMBER: 0001085146-22-003602 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221026 DATE AS OF CHANGE: 20221026 EFFECTIVENESS DATE: 20221026 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: 221331500 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 primary_doc.xml 13F-HR LIVE false false false 0001630360 XXXXXXXX 09-30-2022 09-30-2022 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 10-25-2022 0 115 301624 false
INFORMATION TABLE 2 infotable.xml INFORMATION TABLE 3M CO COM 88579Y101 224 2023 SH SOLE 0 0 2023 ABBOTT LABS COM 002824100 301 3114 SH SOLE 0 0 3114 ABBVIE INC COM 00287Y109 391 2911 SH SOLE 0 0 2911 ACCELERATE DIAGNOSTICS INC COM 00430H102 19 12523 SH SOLE 0 0 12523 ALPHABET INC CAP STK CL A 02079K305 2252 23542 SH SOLE 0 0 23542 ALPHABET INC CAP STK CL C 02079K107 1898 19740 SH SOLE 0 0 19740 AMAZON COM INC COM 023135106 4063 35960 SH SOLE 0 0 35960 AMERICAN HOMES 4 RENT CL A 02665T306 384 11702 SH SOLE 0 0 11702 AMERISOURCEBERGEN CORP COM 03073E105 1652 12206 SH SOLE 0 0 12206 AMGEN INC COM 031162100 1300 5767 SH SOLE 0 0 5767 APPLE INC COM 037833100 33266 240713 SH SOLE 0 0 240713 BIOGEN INC COM 09062X103 1018 3814 SH SOLE 0 0 3814 BOEING CO COM 097023105 331 2736 SH SOLE 0 0 2736 BRISTOL-MYERS SQUIBB CO COM 110122108 983 13823 SH SOLE 0 0 13823 CIGNA CORP NEW COM 125523100 316 1139 SH SOLE 0 0 1139 COMCAST CORP NEW CL A 20030N101 453 15458 SH SOLE 0 0 15458 COSTCO WHSL CORP NEW COM 22160K105 1757 3721 SH SOLE 0 0 3721 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 410 15909 SH SOLE 0 0 15909 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 230 10350 SH SOLE 0 0 10350 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 396 10205 SH SOLE 0 0 10205 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 294 9917 SH SOLE 0 0 9917 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 2781 59774 SH SOLE 0 0 59774 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 210 11132 SH SOLE 0 0 11132 DISNEY WALT CO COM 254687106 427 4530 SH SOLE 0 0 4530 FIDELITY COMWLTH TR NASDAQ COMPSIT 315912808 300 7242 SH SOLE 0 0 7242 GSK PLC SPONSORED ADR 37733W204 271 9201 SH SOLE 0 0 9201 HALEON PLC SPON ADS 405552100 70 11505 SH SOLE 0 0 11505 HOME DEPOT INC COM 437076102 1209 4383 SH SOLE 0 0 4383 HONEYWELL INTL INC COM 438516106 601 3598 SH SOLE 0 0 3598 INTEL CORP COM 458140100 228 8835 SH SOLE 0 0 8835 INTERNATIONAL BUSINESS MACHS COM 459200101 1252 10537 SH SOLE 0 0 10537 INTUIT COM 461202103 1862 4808 SH SOLE 0 0 4808 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 46138J882 1343 63398 SH SOLE 0 0 63398 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 HY 46138J874 1932 87917 SH SOLE 0 0 87917 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 8476 406127 SH SOLE 0 0 406127 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 HY 46138J858 8894 389737 SH SOLE 0 0 389737 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 9841 482649 SH SOLE 0 0 482649 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 HY 46138J833 9362 433021 SH SOLE 0 0 433021 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 9340 468265 SH SOLE 0 0 468265 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 HY 46138J817 8989 413289 SH SOLE 0 0 413289 INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 46138J791 8159 437737 SH SOLE 0 0 437737 INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 26 46138J635 7937 362768 SH SOLE 0 0 362768 INVESCO EXCHANGE TRADED FD T DYNMC LEISURE 46137V720 744 21481 SH SOLE 0 0 21481 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 1523 11964 SH SOLE 0 0 11964 INVESCO QQQ TR UNIT SER 1 46090E103 2783 10414 SH SOLE 0 0 10414 ISHARES INC MSCI EQUAL WEITE 464286681 9342 139874 SH SOLE 0 0 139874 ISHARES TR 1 3 YR TREAS BD 464287457 1519 18706 SH SOLE 0 0 18706 ISHARES TR CORE HIGH DV ETF 46429B663 1387 15196 SH SOLE 0 0 15196 ISHARES TR CORE S&P MCP ETF 464287507 10449 47658 SH SOLE 0 0 47658 ISHARES TR CORE S&P SCP ETF 464287804 7897 90571 SH SOLE 0 0 90571 ISHARES TR CORE S&P TTL STK 464287150 4064 51095 SH SOLE 0 0 51095 ISHARES TR CORE S&P500 ETF 464287200 29624 82599 SH SOLE 0 0 82599 ISHARES TR EUROPE ETF 464287861 247 6548 SH SOLE 0 0 6548 ISHARES TR GLOBAL TECH ETF 464287291 504 11953 SH SOLE 0 0 11953 ISHARES TR INTL SEL DIV ETF 464288448 838 37179 SH SOLE 0 0 37179 ISHARES TR ISHARES SEMICDTR 464287523 410 1285 SH SOLE 0 0 1285 ISHARES TR MSCI EAFE ETF 464287465 5245 93652 SH SOLE 0 0 93652 ISHARES TR PFD AND INCM SEC 464288687 910 28720 SH SOLE 0 0 28720 ISHARES TR RUS 1000 GRW ETF 464287614 1082 5141 SH SOLE 0 0 5141 ISHARES TR RUS 2000 GRW ETF 464287648 1514 7327 SH SOLE 0 0 7327 ISHARES TR RUS MID CAP ETF 464287499 239 3843 SH SOLE 0 0 3843 ISHARES TR RUSSELL 2000 ETF 464287655 842 5105 SH SOLE 0 0 5105 ISHARES TR S&P 500 GRWT ETF 464287309 10453 180686 SH SOLE 0 0 180686 ISHARES TR S&P 500 VAL ETF 464287408 13214 102816 SH SOLE 0 0 102816 ISHARES TR S&P MC 400GR ETF 464287606 1985 31495 SH SOLE 0 0 31495 ISHARES TR S&P MC 400VL ETF 464287705 4292 47686 SH SOLE 0 0 47686 ISHARES TR S&P SML 600 GWT 464287887 1472 14478 SH SOLE 0 0 14478 ISHARES TR SELECT DIVID ETF 464287168 4566 42587 SH SOLE 0 0 42587 ISHARES TR SP SMCP600VL ETF 464287879 5309 64395 SH SOLE 0 0 64395 ISHARES TR U.S. ENERGY ETF 464287796 3030 77071 SH SOLE 0 0 77071 ISHARES TR U.S. FINLS ETF 464287788 3796 56189 SH SOLE 0 0 56189 ISHARES U S ETF TR DISCRETIONARY 46431W663 285 8177 SH SOLE 0 0 8177 ISHARES U S ETF TR TECHNOLOGY 46431W648 456 11517 SH SOLE 0 0 11517 JOHNSON & JOHNSON COM 478160104 1814 11103 SH SOLE 0 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