Ironwood Wealth Management

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

  • Top 5 stock holdings are IEFA, VGLT, IEMG, IEF, IVV, and represent 70.02% of Ironwood Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: IEMG (+$11M), VGLT, IEF, MUB, IJR, BSCQ, DJP, SHY, ACWI, VOO.
  • Reduced shares in these 10 stocks: IEFA, SUB, SPTL, SPDW, SCHX, SCHB, BSCP, SPEM, EFA, SPY.
  • Sold out of its position in EBND.
  • Ironwood Wealth Management was a net buyer of stock by $12M.
  • Ironwood Wealth Management has $298M in assets under management (AUM), dropping by 8.93%.
  • Central Index Key (CIK): 0001692820

Tip: Access up to 7 years of quarterly data

Positions held by Ironwood Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Ironwood Wealth Management

Ironwood Wealth Management holds 41 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares TRUST Core Msci Eafe Etf Etf (IEFA) 15.8 $47M -5% 541k 87.31
 View chart
Vanguard Long-Term Treasury ETF Etf (VGLT) 14.4 $43M +9% 756k 56.86
 View chart
Ishares Inc Core Msci Emerging Mkts Etf Etf (IEMG) 13.5 $40M +39% 610k 65.92
 View chart
iShares 7-10 Year Treasury Bond ETF Etf (IEF) 13.3 $40M +4% 411k 96.46
 View chart
iShares S&P 500 Index Etf (IVV) 13.0 $39M 58k 669.30
 View chart
Invesco BulletShares 2026 Corp Bd ETF Etf (BSCQ) 6.7 $20M +4% 1.0M 19.56
 View chart
iShares Core S&P Mid-Cap ETF Etf (IJH) 4.2 $13M 191k 65.26
 View chart
iShares S&P SmallCap 600 Index Etf (IJR) 3.5 $11M +9% 89k 118.83
 View chart
SPDR Developed World Ex-US ETF Etf (SPDW) 2.5 $7.4M -11% 173k 42.79
 View chart
Ishares National AMT Free Muni ETF Etf (MUB) 1.5 $4.6M +38% 43k 106.49
 View chart
Schwab US Large Cap Etf Etf (SCHX) 1.5 $4.5M -9% 172k 26.34
 View chart
iPath Bloomberg Commodity Index Total Return ETN Etn (DJP) 1.2 $3.5M +9% 100k 35.44
 View chart
SPDR Portfolio Emerging Markets ETF Etf (SPEM) 1.1 $3.2M -7% 69k 46.81
 View chart
Ishares Short-Term National Muni Bond ETF Etf (SUB) 1.0 $2.9M -29% 27k 106.78
 View chart
Schwab US Broad Market Etf Etf (SCHB) 0.9 $2.7M -13% 105k 25.71
 View chart
SPDR SERIES TRUST PORTFOLIO Small Cap ETF Etf (SPSM) 0.9 $2.6M -4% 56k 46.32
 View chart
Schwab US Small Cap Etf Etf (SCHA) 0.9 $2.6M 93k 27.90
 View chart
Schwab International Equity ETF Etf (SCHF) 0.6 $1.7M -5% 75k 23.28
 View chart
SPDR Etf (SPTL) 0.5 $1.5M -39% 57k 26.95
 View chart
Spdr S&p 500 Etf Etf (SPY) 0.5 $1.5M -8% 2.3k 666.11
 View chart
Schwab Emerging Market Equity Etf Etf (SCHE) 0.4 $1.3M -7% 38k 33.37
 View chart
Ishares Msci EAFE Index ETF Etf (EFA) 0.4 $1.1M -13% 12k 93.37
 View chart
Schwab US Mid-Cap Etf Etf (SCHM) 0.3 $974k -9% 33k 29.64
 View chart
Ishares Tr Barclays 1-3 Bond Etf (SHY) 0.3 $871k +11% 11k 82.96
 View chart
iShares Russell 3000 Index Etf (IWV) 0.2 $614k -15% 1.6k 378.94
 View chart
SPDR SERIES TRUST PORTFOLIO Mid Cap ETF Etf (SPMD) 0.2 $500k 8.8k 57.19
 View chart
Vanguard Emerging Market ETF Etf (VWO) 0.1 $388k 7.2k 54.18
 View chart
Ishares Russell Midcap ETF Etf (IWR) 0.1 $385k 4.0k 96.55
 View chart
Vanguard S&P 500 Index ETF Etf (VOO) 0.1 $351k +9% 572.00 612.89
 View chart
Vanguard Mid Cap ETF Etf (VO) 0.1 $330k 1.1k 293.74
 View chart
Ishares Msci Acwi Etf Etf (ACWI) 0.1 $267k +14% 1.9k 138.21
 View chart
Vanguard Total Stock Mkt ETF Etf (VTI) 0.1 $259k 790.00 328.01
 View chart
Vanguard Small Cap Index ETF Etf (VB) 0.0 $94k 368.00 254.37
 View chart
Vanguard Europe Pac Etf Etf (VEA) 0.0 $90k -6% 1.5k 59.94
 View chart
Powershares Etf Etf (BKLN) 0.0 $81k 3.9k 20.93
 View chart
SPDR DJ Wilshire Global Real Estate Etf (RWO) 0.0 $42k 912.00 45.77
 View chart
Ishares TRUST Emerging Debt ETF Etf (EMB) 0.0 $41k 428.00 95.19
 View chart
Invesco BulletShares 2025 Corp Bd ETF Etf (BSCP) 0.0 $22k -92% 1.0k 20.69
 View chart
iShares Barclays Aggregate Bond ETF Etf (AGG) 0.0 $12k 123.00 100.25
 View chart
Dentsply Intl Common Stock (XRAY) 0.0 $4.9k 390.00 12.69
 View chart
Ishares Msci Emrg Mkt ETF Etf (EEM) 0.0 $3.9k -8% 73.00 53.40
 View chart

Past Filings by Ironwood Wealth Management

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

View all past filings