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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 62.96% of Ironwood Wealth Management's stock portfolio.
Added to shares of these 10 stocks: IJH (+$11M), VGLT, IEF, BSCP, VTI, IEMG, MUB, IJR, VOO, IVE.
Started 1 new stock position in IVW.
Reduced shares in these 10 stocks: IVV, EBND, SPDW, SCHX, DJP, BKLN, SPSM, IEFA, SPEM, SPMD.
Sold out of its position in STNG.
Ironwood Wealth Management was a net buyer of stock by $12M.
Ironwood Wealth Management has $308M in assets under management (AUM), dropping by 2.90%.
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 March 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)	14.9	$46M		617k	74.22	View chart
Vanguard Long-Term Treasury ETF Etf (VGLT)	14.1	$43M	+2%	733k	59.24	View chart
iShares 7-10 Year Treasury Bond ETF Etf (IEF)	13.0	$40M	+2%	424k	94.66	View chart
iShares S&P 500 Index Etf (IVV)	12.8	$40M		75k	525.73	View chart
Ishares Inc Core Msci Emerging Mkts Etf Etf (IEMG)	8.2	$25M		492k	51.60	View chart
Invesco BulletShares 2025 Corp Bd ETF Etf (BSCP)	6.5	$20M	+2%	986k	20.43	View chart
iShares Core S&P Mid-Cap ETF Etf (IJH)	4.5	$14M	+384%	228k	60.74	View chart
iShares S&P SmallCap 600 Index Etf (IJR)	3.8	$12M		105k	110.52	View chart
SPDR Developed World Ex-US ETF Etf (SPDW)	3.3	$10M	-4%	281k	35.84	View chart
Ishares National AMT Free Muni ETF Etf (MUB)	3.0	$9.3M	+2%	86k	107.60	View chart
Schwab US Large Cap Etf Etf (SCHX)	2.4	$7.3M	-4%	118k	62.06	View chart
SPDR SERIES TRUST PORTFOLIO Small Cap ETF Etf (SPSM)	1.7	$5.3M		124k	43.04	View chart
Ishares Short-Term National Muni Bond ETF Etf (SUB)	1.3	$4.0M		39k	104.73	View chart
SPDR Portfolio Emerging Markets ETF Etf (SPEM)	1.3	$3.9M		109k	36.19	View chart
Schwab US Broad Market Etf Etf (SCHB)	1.2	$3.6M		59k	61.05	View chart
Schwab International Equity ETF Etf (SCHF)	1.2	$3.6M		91k	39.02	View chart
iPath Bloomberg Commodity Index Total Return ETN Etn (DJP)	1.1	$3.5M	-6%	113k	31.10	View chart
Ishares Msci EAFE Index ETF Etf (EFA)	0.9	$2.7M		34k	79.86	View chart
Spdr S&p 500 Etf Etf (SPY)	0.8	$2.5M		4.8k	523.07	View chart
Schwab Emerging Market Equity Etf Etf (SCHE)	0.6	$1.8M		71k	25.25	View chart
Schwab US Mid-Cap Etf Etf (SCHM)	0.5	$1.5M		18k	81.43	View chart
Schwab US Small Cap Etf Etf (SCHA)	0.4	$1.4M	-2%	28k	49.24	View chart
SPDR SERIES TRUST PORTFOLIO Mid Cap ETF Etf (SPMD)	0.4	$1.2M	-5%	23k	53.34	View chart
iShares Russell 3000 Index Etf (IWV)	0.4	$1.2M		3.8k	300.08	View chart
Ishares Tr Barclays 1-3 Bond Etf (SHY)	0.3	$945k	-5%	12k	81.78	View chart
SPDR Nvn Barclys Short Term Mncpl Bnd ETF Etf (SHM)	0.3	$836k		18k	47.44	View chart
Vanguard Total Stock Mkt ETF Etf (VTI)	0.2	$680k	+312%	2.6k	259.92	View chart
SPDR Barclays Emerging Markets Local Bond ETF Etf (EBND)	0.2	$600k	-51%	29k	20.50	View chart
iShares Barclays Aggregate Bond ETF Etf (AGG)	0.2	$503k		5.1k	97.94	View chart
Ishares Russell Midcap ETF Etf (IWR)	0.2	$472k	+2%	5.6k	84.09	View chart
Vanguard Emerging Market ETF Etf (VWO)	0.1	$313k		7.5k	41.77	View chart
Vanguard S&P 500 Index ETF Etf (VOO)	0.1	$295k	+124%	614.00	480.70	View chart
Vanguard Mid Cap ETF Etf (VO)	0.1	$268k		1.1k	249.86	View chart
Ishares Msci Acwi Etf Etf (ACWI)	0.1	$224k	-19%	2.0k	110.13	View chart
SPDR Portfolio Long Term Treasury ETF Etf (SPTL)	0.0	$145k	-3%	5.2k	27.94	View chart
Vanguard Europe Pac Etf Etf (VEA)	0.0	$125k		2.5k	50.17	View chart
Powershares Etf Etf (BKLN)	0.0	$91k	-60%	4.3k	21.15	View chart
Ishares S&P 500 Value ETF Etf (IVE)	0.0	$77k	+87%	414.00	186.81	View chart
Ishares S&P 500 Growth ETF Etf (IVW)	0.0	$34k	NEW	403.00	84.44	View chart
Vanguard Small Cap Index ETF Etf (VB)	0.0	$26k	+8%	112.00	229.29	View chart
Dentsply Intl Common Stock (XRAY)	0.0	$13k		390.00	33.19	View chart
SPDR DJ Wilshire Global Real Estate Etf (RWO)	0.0	$13k	-80%	291.00	42.82	View chart
Ishares Msci Emrg Mkt ETF Etf (EEM)	0.0	$6.8k		166.00	41.08	View chart
Ishares Gold ETF Etf (IAU)	0.0	$3.7k	+11%	89.00	42.01	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 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
Ironwood Wealth Management 2020 Q4 filed Feb. 10, 2021
Ironwood Wealth Management 2020 Q3 filed Nov. 17, 2020

View all past filings

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