Ironwood Financial, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

Introduction:

Investors are always curious to know how the holdings of various funds have changed over time. In this article, we will analyze the Q2 2023 and Q3 2023 13F Holdings of Ironwood Financial, LLC. The 13F filing provides insight into the investments made by institutional investors, giving us a glimpse into their strategies and preferences.

Ironwood Financial, LLC is a prominent player in the financial industry, and their 13F filings offer valuable information for investors looking to understand the market trends and make informed decisions. Let's dive into the details and explore the changes in their holdings.

Ironwood Financial, LLC's Q2 2023 vs. Q3 2023 13F Holdings:

In Q2 2023, Ironwood Financial, LLC held various securities across different sectors. Their top holdings included:

1. ISHARES TR (IVV):

- Option Type: N/A

- Q2 2023 (SHARES): 88,269

- Q3 2023 (SHARES): 92,168

- Q2 2023 VALUE ($000): 39,342

- Q3 2023 VALUE ($000): 39,579

- Chg %: 0.6

2. APPLE INC (AAPL):

- Option Type: N/A

- Q2 2023 (SHARES): 219,691

- Q3 2023 (SHARES): 220,621

- Q2 2023 VALUE ($000): 42,613

- Q3 2023 VALUE ($000): 37,772

- Chg %: -11.4

3. ISHARES TR (IVE):

- Option Type: N/A

- Q2 2023 (SHARES): 105,336

- Q3 2023 (SHARES): 104,533

- Q2 2023 VALUE ($000): 16,979

- Q3 2023 VALUE ($000): 16,081

- Chg %: -5.3

And so on...

Analysis and Insights:

From the above holdings comparison, we can derive several insights into Ironwood Financial, LLC's investment strategy:

1. Changing Preferences:

- Ironwood Financial, LLC reduced its holdings in Apple Inc (AAPL) by 11.4% in Q3 2023 compared to Q2 2023. This could indicate a change in their outlook on the stock or a reallocation of funds to other opportunities.

2. Sector Diversification:

- Ironwood Financial, LLC's holdings span across different sectors. This diversification suggests that they are not overexposed to any particular industry and are seeking a balanced portfolio.

3. Significant Changes:

- In Q3 2023, Ironwood Financial, LLC made significant changes to their holdings. For example, their holdings in ISHARES TR (IVW) decreased by 4.4% in terms of shares and 4.4% in terms of value.

4. Strategic Moves:

- Ironwood Financial, LLC increased its holdings in INVESCO EXCH TRD SLF IDX FD (BSCO) by 4.1% in Q3 2023. This indicates their interest in the exchange-traded self-index fund and their confidence in its future prospects.

Conclusion:

Ironwood Financial, LLC's Q2 2023 vs. Q3 2023 13F Holdings provide valuable insights into their investment decisions and changing strategies. The analysis of their holdings can help investors gain a better understanding of market trends and make informed decisions.

Please note that the information presented in this article is derived from public filings and should not be considered as financial advice. Investors should conduct their own research and consult with a professional financial advisor before making any investment decisions.