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Ironwood Wealth Management

Latest statistics and disclosures from Ironwood Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are IEFA, VGLT, IEF, IVV, IEMG, and represent 64.27% of Ironwood Wealth Management's stock portfolio.
Added to shares of these 10 stocks: IEFA, SCHX, SCHB, VGLT, SCHF, IEMG, SCHM, IJR, BSCP, SCHA.
Started 1 new stock position in EMB.
Reduced shares in these 10 stocks: IVV, SPSM, AGG, SPTL, IWV, Bsco etf, SPMD, SUB, SPY, VTI.
Ironwood Wealth Management was a net buyer of stock by $18M.
Ironwood Wealth Management has $322M in assets under management (AUM), dropping by -3.01%.
Central Index Key (CIK): 0001692820

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Portfolio Holdings for Ironwood Wealth Management

Ironwood Wealth Management holds 45 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares TRUST Core Msci Eafe Etf Etf (IEFA)	15.1	$49M	+11%	694k	70.28	View chart
Vanguard Long-Term Treasury ETF Etf (VGLT)	14.8	$48M	+5%	862k	55.35	View chart
iShares 7-10 Year Treasury Bond ETF Etf (IEF)	13.9	$45M		483k	92.45	View chart
iShares S&P 500 Index Etf (IVV)	12.1	$39M	-5%	66k	588.68	View chart
Ishares Inc Core Msci Emerging Mkts Etf Etf (IEMG)	8.4	$27M	+5%	519k	52.22	View chart
Invesco BulletShares 2025 Corp Bd ETF Etf (BSCP)	7.2	$23M	+3%	1.1M	20.65	View chart
iShares Core S&P Mid-Cap ETF Etf (IJH)	4.3	$14M		223k	62.31	View chart
iShares S&P SmallCap 600 Index Etf (IJR)	4.1	$13M	+6%	115k	115.22	View chart
SPDR Developed World Ex-US ETF Etf (SPDW)	2.8	$9.1M		267k	34.13	View chart
Ishares National AMT Free Muni ETF Etf (MUB)	2.5	$7.9M		75k	106.55	View chart
Schwab US Large Cap Etf Etf (SCHX)	2.1	$6.8M	+167%	295k	23.18	View chart
SPDR SERIES TRUST PORTFOLIO Small Cap ETF Etf (SPSM)	1.7	$5.3M	-7%	119k	44.92	View chart
iPath Bloomberg Commodity Index Total Return ETN Etn (DJP)	1.3	$4.1M	+15%	129k	32.09	View chart
SPDR Portfolio Emerging Markets ETF Etf (SPEM)	1.2	$3.9M		103k	38.37	View chart
Schwab US Broad Market Etf Etf (SCHB)	1.2	$3.8M	+194%	168k	22.70	View chart
Ishares Short-Term National Muni Bond ETF Etf (SUB)	1.1	$3.6M	-2%	34k	105.48	View chart
Schwab International Equity ETF Etf (SCHF)	0.9	$3.0M	+100%	162k	18.50	View chart
Ishares Msci EAFE Index ETF Etf (EFA)	0.8	$2.7M	+4%	35k	75.61	View chart
Spdr S&p 500 Etf Etf (SPY)	0.8	$2.6M	-2%	4.4k	586.08	View chart
Schwab Emerging Market Equity Etf Etf (SCHE)	0.5	$1.8M		66k	26.63	View chart
Schwab US Small Cap Etf Etf (SCHA)	0.4	$1.4M	+94%	55k	25.86	View chart
Schwab US Mid-Cap Etf Etf (SCHM)	0.4	$1.4M	+179%	50k	27.71	View chart
iShares Russell 3000 Index Etf (IWV)	0.3	$1.0M	-15%	3.0k	334.25	View chart
Ishares Tr Barclays 1-3 Bond Etf (SHY)	0.3	$1.0M	+14%	12k	81.98	View chart
SPDR Nvn Barclys Short Term Mncpl Bnd ETF Etf (SHM)	0.3	$835k		18k	47.39	View chart
SPDR SERIES TRUST PORTFOLIO Mid Cap ETF Etf (SPMD)	0.3	$820k	-13%	15k	54.69	View chart
SPDR Barclays Emerging Markets Local Bond ETF Etf (EBND)	0.2	$571k		29k	19.53	View chart
Vanguard Total Stock Mkt ETF Etf (VTI)	0.2	$532k	-9%	1.8k	289.88	View chart
Ishares Russell Midcap ETF Etf (IWR)	0.1	$481k		5.4k	88.40	View chart
SPDR Portfolio Long Term Treasury ETF Etf (SPTL)	0.1	$465k	-33%	18k	26.19	View chart
Vanguard Emerging Market ETF Etf (VWO)	0.1	$370k	+11%	8.4k	44.04	View chart
Vanguard Mid Cap ETF Etf (VO)	0.1	$294k	+3%	1.1k	264.13	View chart
Ishares Msci Acwi Etf Etf (ACWI)	0.1	$277k	+2%	2.4k	117.52	View chart
Vanguard S&P 500 Index ETF Etf (VOO)	0.1	$269k	-3%	500.00	538.81	View chart
SPDR DJ Wilshire Global Real Estate Etf (RWO)	0.1	$193k		4.5k	42.89	View chart
Vanguard Europe Pac Etf Etf (VEA)	0.0	$128k	+7%	2.7k	47.82	View chart
Ishares S&P 500 Value ETF Etf (IVE)	0.0	$42k		221.00	190.88	View chart
Ishares TRUST Emerging Debt ETF Etf (EMB)	0.0	$38k	NEW	428.00	89.04	View chart
Vanguard Small Cap Index ETF Etf (VB)	0.0	$24k	-3%	101.00	240.22	View chart
Powershares Etf Etf (BKLN)	0.0	$22k		1.0k	21.07	View chart
SPDR SERIES TRUST PORTFOLIO Large Cap ETF Etf (SPLG)	0.0	$20k	+100%	290.00	68.94	View chart
iShares Barclays Aggregate Bond ETF Etf (AGG)	0.0	$16k	-95%	167.00	96.73	View chart
Dentsply Intl Common Stock (XRAY)	0.0	$7.4k		390.00	18.98	View chart
Ishares Msci Emrg Mkt ETF Etf (EEM)	0.0	$3.3k		80.00	41.83	View chart
Invesco BulletShares 2024 Corp Bd ETF Etf	0.0	$274.999400	-99%	13.00	21.15	View chart

Past Filings by Ironwood Wealth Management

SEC 13F filings are viewable for Ironwood Wealth Management going back to 2017

Ironwood Wealth Management 2024 Q4 filed Feb. 4, 2025
Ironwood Wealth Management 2024 Q3 filed Oct. 8, 2024
Ironwood Wealth Management 2024 Q2 filed Aug. 8, 2024
Ironwood Wealth Management 2024 Q1 filed April 17, 2024
Ironwood Wealth Management 2023 Q4 filed Jan. 29, 2024
Ironwood Wealth Management 2023 Q3 filed Oct. 26, 2023
Ironwood Wealth Management 2023 Q2 filed Aug. 8, 2023
Ironwood Wealth Management 2023 Q1 filed April 27, 2023
Ironwood Wealth Management 2022 Q4 filed Feb. 14, 2023
Ironwood Wealth Management 2022 Q3 filed Nov. 18, 2022
Ironwood Wealth Management 2022 Q2 filed July 22, 2022
Ironwood Wealth Management 2022 Q1 filed May 12, 2022
Ironwood Wealth Management 2021 Q4 filed Feb. 1, 2022
Ironwood Wealth Management 2021 Q3 restated filed Oct. 21, 2021
Ironwood Wealth Management 2021 Q3 filed Oct. 12, 2021
Ironwood Wealth Management 2021 Q2 filed July 28, 2021

View all past filings

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