Ironwood Wealth Management

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

  • Top 5 stock holdings are IEFA, BSCK, IVV, IEMG, BSJK, and represent 68.05% of Ironwood Wealth Management's stock portfolio.
  • Ironwood Wealth Management has $135M in assets under management (AUM), dropping by 0.00%.

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

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Portfolio Holdings for Ironwood Wealth Management

Companies in the Ironwood Wealth Management portfolio as of the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares TRUST Core Msci Eafe Etf Etf (IEFA) 16.8 $23M 397k 57.16
Invesco BulletShares 2020 Investment Grade Corporate Bond ETF Etf (BSCK) 16.5 $22M 1.0M 21.28
iShares S&P 500 Index Etf (IVV) 15.4 $21M 67k 309.69
Ishares Inc Core Msci Emerging Mkts Etf Etf (IEMG) 9.9 $13M 281k 47.60
Invesco BulletShares 2020 High Yield Corporate Bond ETF Etf (BSJK) 9.4 $13M 546k 23.28
iShares Core S&P Mid-Cap ETF Etf (IJH) 7.1 $9.6M 54k 177.81
Schwab US Large Cap Etf Etf (SCHX) 4.6 $6.2M 83k 74.10
iShares S&P SmallCap 600 Index Etf (IJR) 3.7 $5.0M 73k 68.29
SPDR Developed World Ex-US ETF Etf (SPDW) 2.2 $3.0M 109k 27.62
Schwab US Broad Market Etf Etf (SCHB) 2.2 $3.0M 41k 73.48
Schwab Emerging Market Equity Etf Etf (SCHE) 1.6 $2.2M 89k 24.35
Schwab US Mid-Cap Etf Etf (SCHM) 1.5 $2.1M 39k 52.62
Schwab US Small Cap Etf Etf (SCHA) 1.4 $1.9M 30k 65.35
SPDR Portfolio Emerging Markets ETF Etf (SPEM) 1.3 $1.7M 52k 33.47

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SPDR S&P 600 Small Cap ETF Etf (SLY) 1.3 $1.7M 29k 59.01
Spdr S&p 500 Etf Etf (SPY) 1.2 $1.6M 5.1k 308.35
Schwab International Equity ETF Etf (SCHF) 0.8 $1.1M 38k 29.76
iShares Russell 3000 Index Etf (IWV) 0.8 $1.0M 5.8k 180.15
Ishares Russell Midcap ETF Etf (IWR) 0.4 $538k 10k 53.65
Ishares Msci EAFE Index ETF Etf (EFA) 0.4 $525k 8.6k 60.85
iShares Barclays Aggregate Bond ETF Etf (AGG) 0.4 $502k 4.2k 118.26
SPDR SERIES TRUST PORTFOLIO Mid Cap ETF Etf (SPMD) 0.3 $358k 12k 31.26
Vanguard Mid Cap ETF Etf (VO) 0.2 $265k 1.6k 163.88
Raytheon Technologies Common Stock (RTX) 0.1 $162k 2.6k 61.57
Vanguard Emerging Market ETF Etf (VWO) 0.1 $139k 3.5k 39.56
Vanguard Total Stock Mkt ETF Etf (VTI) 0.1 $93k 591.00 157.36
Vanguard Small Cap Index ETF Etf (VB) 0.0 $65k 443.00 146.73
Powershares Etf Etf (BKLN) 0.0 $65k 3.0k 21.36
Vanguard Europe Pac Etf Etf (VEA) 0.0 $49k 1.3k 38.46
Apple Common Stock (AAPL) 0.0 $36k 100.00 360.00
PowerShares Cleantech Portfolio ETF Etf (PZD) 0.0 $35k 716.00 48.88
Ishares S&P 500 Value ETF Etf (IVE) 0.0 $26k 243.00 107.00
Vanguard S&P 500 Index ETF Etf (VOO) 0.0 $23k 81.00 283.95
iShares Emerging Markets Local Currency Bond ETF Etf (LEMB) 0.0 $22k 538.00 40.89
Ishares Gold ETF Etf (IAU) 0.0 $21k 1.2k 17.34
SPDR SERIES TRUST PORTFOLIO Small Cap ETF Etf (SPSM) 0.0 $19k 715.00 26.57
Dentsply Intl Common Stock (XRAY) 0.0 $17k 390.00 43.59
Johnson & Johnson Common Stock (JNJ) 0.0 $12k 86.00 139.53
SPDR DJ Wilshire Global Real Estate Etf (RWO) 0.0 $9.0k 241.00 37.34
iPath Bloomberg Commodity Index Total Return ETN Etn (DJP) 0.0 $4.0k 236.00 16.95
SPDR Barclays Emerging Markets Local Bond ETF Etf (EBND) 0.0 $3.0k 117.00 25.64
Ishares S&P 500 Growth ETF Etf (IVW) 0.0 $2.0k 11.00 181.82
Energy Select Sector SPDR ETF Etf (XLE) 0.0 $999.999000 22.00 45.45
Scorpio Tankers Common Stock (STNG) 0.0 $0 33.00 0.00

Past Filings by Ironwood Wealth Management

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