Ironwood Financial, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison

Ironwood Financial, LLC, a leading financial firm, has recently released its Q1 2023 and Q2 2023 13F Holdings Comparison. This comparison highlights the changes in holdings of various funds managed by the company during these periods. Let's dive into the details.

In Q1 2023, Ironwood Financial, LLC held a significant number of shares in various companies. The data shows that their largest holding was in the technology giant, Apple Inc. The firm owned 237,159 shares of Apple Inc. in Q1, with a total value of $39,107,000. However, in Q2 2023, their holdings in Apple Inc. decreased to 219,691 shares, with a value of $42,613,000. This represents a 9% decrease in shares and a 9.2% increase in value.

Moving on to another popular holding, Ironwood Financial, LLC had significant investments in iShares Trust during both quarters. In Q1, the firm owned 86,943 shares of iShares Trust, valued at $35,740,000. In Q2, their holdings increased slightly to 88,269 shares, with a value of $39,342,000. This represents a 1.5% increase in shares and a 10.1% increase in value.

The firm also held considerable positions in Invesco Exchange-Traded Self-Index Funds. In Q1, they owned 523,344 shares of Invesco Exchange-Traded Self-Index Funds, valued at $10,775,000. However, in Q2, their holdings in these funds increased to 559,971 shares, with a value of $11,518,000. This represents a 6.9% increase in shares and a 6.6% increase in value.

Another noteworthy change occurred in Ironwood Financial, LLC's holdings of Invesco Exch Trd Slf Idx FD - Bloomberg Barclays 1-3 Year Treasury Bond ETF (BSCQ). In Q1, they owned 493,253 shares of BSCQ, valued at $9,450,000. However, in Q2, their holdings decreased to 532,085 shares, with a value of $10,080,000. This represents a 7.8% increase in shares and a 6.7% increase in value.

Ironwood Financial, LLC's holdings in various companies and funds experienced both increases and decreases during the Q1 2023 to Q2 2023 period. The changes in holdings reflect the dynamic nature of the financial market and the firm's strategic decisions to optimize their portfolio.

It is important to note that the 13F report filed by Ironwood Financial, LLC provides valuable insights for investors and market analysts. This report allows stakeholders to track the firm's holdings and make informed investment decisions.

In conclusion, Ironwood Financial, LLC's Q1 2023 vs. Q2 2023 13F Holdings Comparison reveals interesting changes in their holdings of various companies and funds. By considering these changes, investors can gain better insights into the firm's investment strategies and make informed decisions based on their own financial goals and risk tolerance.

Disclaimer: The information provided in this article is based on the data available in Ironwood Financial, LLC's 13F filings and does not constitute financial advice. Investors are encouraged to conduct their own research and consult with a professional financial advisor before making any investment decisions.