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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 VGLT, IEFA, IEF, IVV, IEMG, and represent 64.60% of Ironwood Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VGLT, IEFA, IEF, IEMG, BSCP, IVV, IJR, IJH, BSCO, MUB.
Started 1 new stock position in BSCO.
Reduced shares in these 10 stocks: SPTL, SHY, AGG, SCHX, SPDW, SPY, SPMD, SCHB, SUB, SPEM.
Sold out of its position in IAU.
Ironwood Wealth Management was a net buyer of stock by $7.9M.
Ironwood Wealth Management has $332M in assets under management (AUM), dropping by 8.51%.
Central Index Key (CIK): 0001692820

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Portfolio Holdings for Ironwood Wealth Management

Ironwood Wealth Management holds 44 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Long-Term Treasury ETF Etf (VGLT)	15.2	$50M	+4%	820k	61.54	View chart
Ishares TRUST Core Msci Eafe Etf Etf (IEFA)	14.7	$49M	+3%	624k	78.05	View chart
iShares 7-10 Year Treasury Bond ETF Etf (IEF)	14.1	$47M	+3%	478k	98.12	View chart
iShares S&P 500 Index Etf (IVV)	12.1	$40M	+2%	70k	576.82	View chart
Ishares Inc Core Msci Emerging Mkts Etf Etf (IEMG)	8.5	$28M	+4%	494k	57.41	View chart
Invesco BulletShares 2025 Corp Bd ETF Etf (BSCP)	6.7	$22M	+4%	1.1M	20.65	View chart
iShares Core S&P Mid-Cap ETF Etf (IJH)	4.1	$14M	+2%	221k	62.32	View chart
iShares S&P SmallCap 600 Index Etf (IJR)	3.8	$13M	+4%	107k	116.96	View chart
SPDR Developed World Ex-US ETF Etf (SPDW)	3.0	$10M		267k	37.56	View chart
Ishares National AMT Free Muni ETF Etf (MUB)	2.4	$8.1M		74k	108.63	View chart
Schwab US Large Cap Etf Etf (SCHX)	2.2	$7.5M		110k	67.85	View chart
SPDR SERIES TRUST PORTFOLIO Small Cap ETF Etf (SPSM)	1.8	$5.9M		129k	45.51	View chart
SPDR Portfolio Emerging Markets ETF Etf (SPEM)	1.3	$4.3M		104k	41.28	View chart
Schwab US Broad Market Etf Etf (SCHB)	1.1	$3.8M		57k	66.52	View chart
Ishares Short-Term National Muni Bond ETF Etf (SUB)	1.1	$3.7M		35k	106.19	View chart
iPath Bloomberg Commodity Index Total Return ETN Etn (DJP)	1.1	$3.6M		111k	32.24	View chart
Schwab International Equity ETF Etf (SCHF)	1.0	$3.3M		81k	41.12	View chart
Ishares Msci EAFE Index ETF Etf (EFA)	0.8	$2.8M		34k	83.63	View chart
Spdr S&p 500 Etf Etf (SPY)	0.8	$2.6M	-3%	4.5k	573.76	View chart
Schwab Emerging Market Equity Etf Etf (SCHE)	0.6	$2.0M		67k	29.18	View chart
Schwab US Mid-Cap Etf Etf (SCHM)	0.5	$1.5M		18k	83.09	View chart
Schwab US Small Cap Etf Etf (SCHA)	0.4	$1.5M		28k	51.50	View chart
iShares Russell 3000 Index Etf (IWV)	0.4	$1.2M		3.6k	326.73	View chart
SPDR SERIES TRUST PORTFOLIO Mid Cap ETF Etf (SPMD)	0.3	$950k	-8%	17k	54.68	View chart
Ishares Tr Barclays 1-3 Bond Etf (SHY)	0.3	$895k	-17%	11k	83.15	View chart
SPDR Nvn Barclys Short Term Mncpl Bnd ETF Etf (SHM)	0.3	$848k		18k	48.14	View chart
SPDR Portfolio Long Term Treasury ETF Etf (SPTL)	0.2	$778k	-33%	27k	29.07	View chart
SPDR Barclays Emerging Markets Local Bond ETF Etf (EBND)	0.2	$622k		29k	21.27	View chart
Vanguard Total Stock Mkt ETF Etf (VTI)	0.2	$572k		2.0k	283.19	View chart
Ishares Russell Midcap ETF Etf (IWR)	0.1	$481k		5.5k	88.14	View chart
Vanguard Emerging Market ETF Etf (VWO)	0.1	$359k		7.5k	47.85	View chart
iShares Barclays Aggregate Bond ETF Etf (AGG)	0.1	$353k	-32%	3.5k	101.26	View chart
Vanguard Mid Cap ETF Etf (VO)	0.1	$283k		1.1k	263.83	View chart
Ishares Msci Acwi Etf Etf (ACWI)	0.1	$274k	-9%	2.3k	119.56	View chart
Vanguard S&P 500 Index ETF Etf (VOO)	0.1	$273k		518.00	527.67	View chart
SPDR DJ Wilshire Global Real Estate Etf (RWO)	0.1	$211k		4.4k	47.53	View chart
Invesco BulletShares 2024 Corp Bd ETF Etf (BSCO)	0.0	$157k	NEW	7.4k	21.12	View chart
Vanguard Europe Pac Etf Etf (VEA)	0.0	$131k		2.5k	52.81	View chart
Ishares S&P 500 Value ETF Etf (IVE)	0.0	$44k		221.00	197.17	View chart
Vanguard Small Cap Index ETF Etf (VB)	0.0	$25k		105.00	238.13	View chart
Powershares Etf Etf (BKLN)	0.0	$22k		1.0k	21.01	View chart
Dentsply Intl Common Stock (XRAY)	0.0	$11k		390.00	27.06	View chart
SPDR SERIES TRUST PORTFOLIO Large Cap ETF Etf (SPLG)	0.0	$9.8k		145.00	67.51	View chart
Ishares Msci Emrg Mkt ETF Etf (EEM)	0.0	$3.7k		80.00	45.86	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 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
Ironwood Wealth Management 2021 Q1 filed April 8, 2021

View all past filings

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