Ironwood Wealth Management

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

  • Top 5 stock holdings are IEFA, IVV, IEF, BSCO, IEMG, and represent 61.98% of Ironwood Wealth Management's stock portfolio.
  • Ironwood Wealth Management has $224M in assets under management (AUM), dropping by 0.00%.
  • Central Index Key (CIK): 0001692820

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Portfolio Holdings for Ironwood Wealth Management

Ironwood Wealth Management holds 54 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares TRUST Core Msci Eafe Etf Etf (IEFA) 18.2 $41M 691k 58.85
iShares S&P 500 Index Etf (IVV) 14.9 $33M 88k 379.15
iShares 7-10 Year Treasury Bond ETF Etf (IEF) 10.2 $23M 223k 102.30
Invesco BulletShares 2024 Corp Bd ETF Etf (BSCO) 10.1 $23M 1.1M 20.74
Ishares Inc Core Msci Emerging Mkts Etf Etf (IEMG) 8.6 $19M 391k 49.06
Ishares 0 To 3 Mnth Treasury Bnd Etf Etf (SGOV) 7.6 $17M 171k 100.12
iShares S&P SmallCap 600 Index Etf (IJR) 5.1 $11M 123k 92.41
iShares Core S&P Mid-Cap ETF Etf (IJH) 4.6 $10M 46k 226.23
SPDR Nvn Barclys Short Term Mncpl Bnd ETF Etf (SHM) 3.6 $8.0M 170k 47.26
iPath Bloomberg Commodity Index Total Return ETN Etn (DJP) 2.4 $5.3M 153k 34.80
Schwab US Large Cap Etf Etf (SCHX) 2.2 $4.8M 108k 44.66
SPDR Portfolio Emerging Markets ETF Etf (SPEM) 1.9 $4.2M 120k 34.77
SPDR Developed World Ex-US ETF Etf (SPDW) 1.8 $4.1M 143k 28.84
Schwab US Broad Market Etf Etf (SCHB) 1.2 $2.7M 61k 44.18

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SPDR Barclays Emerging Markets Local Bond ETF Etf (EBND) 1.1 $2.4M 117k 20.45
SPDR S&P 600 Small Cap ETF Etf (SLY) 0.9 $2.0M 26k 80.09
Spdr S&p 500 Etf Etf (SPY) 0.8 $1.7M 4.6k 377.30
Schwab Emerging Market Equity Etf Etf (SCHE) 0.7 $1.6M 63k 25.37
Ishares National AMT Free Muni ETF Etf (MUB) 0.6 $1.4M 13k 106.40
Schwab US Small Cap Etf Etf (SCHA) 0.5 $1.0M 27k 39.01
Schwab US Mid-Cap Etf Etf (SCHM) 0.4 $953k 15k 62.75
Schwab International Equity ETF Etf (SCHF) 0.4 $818k 26k 31.46
iShares Russell 3000 Index Etf (IWV) 0.3 $720k 3.3k 217.52
Ishares Msci EAFE Index ETF Etf (EFA) 0.2 $554k 8.9k 62.51
Medtronic Common Stock (MDT) 0.2 $489k 5.4k 89.77
iShares Barclays Aggregate Bond ETF Etf (AGG) 0.2 $469k 4.6k 101.65
Ishares Russell Midcap ETF Etf (IWR) 0.2 $374k 5.8k 64.69
Spdr Nuveen Barclay Muni Bond ETF Etf (TFI) 0.2 $361k 7.9k 45.91
SPDR SERIES TRUST PORTFOLIO Mid Cap ETF Etf (SPMD) 0.2 $341k 8.6k 39.71
Raytheon Technologies Common Stock (RTX) 0.1 $261k 2.7k 96.17
Vanguard Mid Cap ETF Etf (VO) 0.1 $222k 1.1k 196.98
Vanguard Emerging Market ETF Etf (VWO) 0.1 $166k 4.0k 41.75
Apple Common Stock (AAPL) 0.1 $145k 1.1k 136.53
Guggenheim Bullet 2022 Etf (BSCM) 0.0 $109k 5.2k 21.12
Ishares Msci Acwi Etf Etf (ACWI) 0.0 $104k 1.2k 83.94
Vanguard S&P 500 Index ETF Etf (VOO) 0.0 $95k 274.00 346.72
Carrier Global Corp Common Stock (CARR) 0.0 $94k 2.6k 35.73
Otis Worldwide Corp Common Stock (OTIS) 0.0 $93k 1.3k 70.29
SPDR SERIES TRUST PORTFOLIO Small Cap ETF Etf (SPSM) 0.0 $88k 2.5k 35.86
Vanguard Europe Pac Etf Etf (VEA) 0.0 $86k 2.1k 40.78
Vanguard Total Stock Mkt ETF Etf (VTI) 0.0 $81k 428.00 189.25
Ishares Short-Term National Muni Bond ETF Etf (SUB) 0.0 $73k 702.00 103.99
Powershares Etf Etf (BKLN) 0.0 $46k 2.3k 20.05
Ishares S&P 500 Value ETF Etf (IVE) 0.0 $33k 243.00 135.80
Johnson & Johnson Common Stock (JNJ) 0.0 $23k 132.00 174.24
Dentsply Intl Common Stock (XRAY) 0.0 $14k 390.00 35.90
Alibaba Group Hldg Common Stock (BABA) 0.0 $13k 118.00 110.17
ChargePoint Holdings Common Stock (CHPT) 0.0 $11k 776.00 14.18
Vanguard Small Cap Index ETF Etf (VB) 0.0 $11k 61.00 180.33
Applied Materials Common Stock (AMAT) 0.0 $9.0k 100.00 90.00
Ishares Gold ETF Etf (IAU) 0.0 $7.0k 194.00 36.08
Ishares Msci Emrg Mkt ETF Etf (EEM) 0.0 $7.0k 180.00 38.89
SPDR DJ Wilshire Global Real Estate Etf (RWO) 0.0 $3.0k 73.00 41.10
iShares Emerging Markets Local Currency Bond ETF Etf (LEMB) 0.0 $0 9.00 0.00

Past Filings by Ironwood Wealth Management

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

View all past filings