Ironwood Wealth Management
Latest statistics and disclosures from Ironwood Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IEFA, DFGX, IVV, IEMG, IEF, and represent 60.25% of Ironwood Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: DFGX (+$51M), VCIT (+$27M), VGSH (+$18M), VCSH (+$17M), AVDV (+$7.3M), VTEB (+$6.4M), DJP, IEF, SCHZ, MUB.
- Started 8 new stock positions in BNDX, VCSH, AVDV, VTEB, SCHZ, DFGX, VGSH, VCIT.
- Reduced shares in these 10 stocks: VGLT (-$34M), BSCQ (-$16M), IEMG (-$6.0M), IEFA, IJR, SPTL, SHY, IJH, SCHA, SPY.
- Sold out of its position in SPTM.
- Ironwood Wealth Management was a net buyer of stock by $75M.
- Ironwood Wealth Management has $451M in assets under management (AUM), dropping by 29.40%.
- 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 June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Iefa Etf (IEFA) | 17.8 | $80M | -3% | 830k | 96.58 |
|
| DFGX Etf (DFGX) | 11.3 | $51M | NEW | 953k | 53.59 |
|
| Ivv Etf (IVV) | 10.9 | $49M | 66k | 748.89 |
|
|
| Iemg Etf (IEMG) | 10.2 | $46M | -11% | 557k | 82.84 |
|
| Ief Etf (IEF) | 10.1 | $45M | +9% | 480k | 94.57 |
|
| Vcit Etf (VCIT) | 6.0 | $27M | NEW | 329k | 82.65 |
|
| VGSH Etf (VGSH) | 4.1 | $18M | NEW | 317k | 58.20 |
|
| Ijh Etf (IJH) | 3.8 | $17M | -4% | 223k | 77.11 |
|
| VCSH Etf (VCSH) | 3.7 | $17M | NEW | 213k | 79.03 |
|
| Ijr Etf (IJR) | 2.6 | $12M | -9% | 80k | 148.31 |
|
| VGLT Etf (VGLT) | 2.5 | $11M | -74% | 203k | 55.18 |
|
| DJP Etf (DJP) | 1.9 | $8.8M | +91% | 200k | 43.71 |
|
| SPDW Etf (SPDW) | 1.8 | $8.3M | -2% | 165k | 50.39 |
|
| Avdv Etf (AVDV) | 1.6 | $7.3M | NEW | 71k | 103.05 |
|
| Vteb Etf (VTEB) | 1.4 | $6.4M | NEW | 127k | 50.58 |
|
| Mub Etf (MUB) | 1.3 | $5.9M | +24% | 55k | 107.62 |
|
| BSCQ Etf (BSCQ) | 1.2 | $5.2M | -74% | 267k | 19.52 |
|
| SCHX Etf (SCHX) | 1.0 | $4.4M | -7% | 151k | 29.43 |
|
| Spem Etf (SPEM) | 0.7 | $3.2M | -4% | 62k | 51.78 |
|
| SPSM Etf (SPSM) | 0.7 | $3.0M | -2% | 52k | 57.67 |
|
| SCHB Etf (SCHB) | 0.6 | $2.9M | 101k | 28.96 |
|
|
| Sub Etf (SUB) | 0.6 | $2.8M | -17% | 26k | 106.47 |
|
| Scha Etf (SCHA) | 0.6 | $2.6M | -20% | 73k | 36.13 |
|
| SCHF Etf (SCHF) | 0.5 | $2.1M | 75k | 27.70 |
|
|
| Idev Etf (IDEV) | 0.5 | $2.0M | +75% | 23k | 89.01 |
|
| SCHZ Etf (SCHZ) | 0.4 | $1.8M | NEW | 79k | 23.13 |
|
| Efa Etf (EFA) | 0.3 | $1.2M | 12k | 103.88 |
|
|
| Sche Etf (SCHE) | 0.3 | $1.2M | -9% | 34k | 36.26 |
|
| BNDX Etf (BNDX) | 0.2 | $1.1M | NEW | 23k | 48.43 |
|
| SCHM Etf (SCHM) | 0.2 | $1.0M | -16% | 27k | 36.87 |
|
| Spy Etf (SPY) | 0.2 | $976k | -41% | 1.3k | 746.63 |
|
| Iwv Etf (IWV) | 0.1 | $670k | -2% | 1.6k | 426.40 |
|
| VXF Etf (VXF) | 0.1 | $666k | +63% | 2.7k | 246.17 |
|
| SPTL Etf (SPTL) | 0.1 | $536k | -62% | 20k | 26.23 |
|
| SPMD Etf (SPMD) | 0.1 | $514k | -7% | 7.6k | 67.56 |
|
| Vo Etf (VO) | 0.1 | $345k | +300% | 4.3k | 80.57 |
|
| BSV Etf (BSV) | 0.1 | $307k | +160% | 3.9k | 77.91 |
|
| VMBS Etf (VMBS) | 0.0 | $176k | +157% | 3.8k | 46.81 |
|
| Biv Etf (BIV) | 0.0 | $159k | +158% | 2.1k | 76.68 |
|
| Voo Etf (VOO) | 0.0 | $145k | -26% | 211.00 | 688.36 |
|
| BLV Etf (BLV) | 0.0 | $136k | +157% | 2.0k | 68.92 |
|
| Vti Etf (VTI) | 0.0 | $133k | -55% | 358.00 | 370.04 |
|
| Iwr Etf (IWR) | 0.0 | $115k | -74% | 1.0k | 110.32 |
|
| VB Etf (VB) | 0.0 | $104k | -5% | 342.00 | 303.12 |
|
| Vea Etf (VEA) | 0.0 | $87k | 1.2k | 71.25 |
|
|
| BKLN Etf (BKLN) | 0.0 | $51k | -34% | 2.5k | 20.37 |
|
| Shy Etf (SHY) | 0.0 | $49k | -94% | 602.00 | 82.11 |
|
| Rwo Etf (RWO) | 0.0 | $42k | 847.00 | 49.71 |
|
|
| Emb Etf (EMB) | 0.0 | $41k | 428.00 | 96.44 |
|
|
| Acwi Etf (ACWI) | 0.0 | $21k | -94% | 130.00 | 157.48 |
|
| Vwo Etf (VWO) | 0.0 | $17k | -95% | 289.00 | 59.78 |
|
| Agg Etf (AGG) | 0.0 | $5.9k | -48% | 60.00 | 98.98 |
|
| Xray Stock (XRAY) | 0.0 | $4.1k | 390.00 | 10.61 |
|
|
| Eem Etf (EEM) | 0.0 | $4.0k | -19% | 59.00 | 68.41 |
|
Past Filings by Ironwood Wealth Management
SEC 13F filings are viewable for Ironwood Wealth Management going back to 2017
- Ironwood Wealth Management 2026 Q2 filed July 30, 2026
- Ironwood Wealth Management 2026 Q1 filed April 23, 2026
- Ironwood Wealth Management 2025 Q4 filed Feb. 2, 2026
- Ironwood Wealth Management 2025 Q3 filed Oct. 27, 2025
- Ironwood Wealth Management 2025 Q2 filed Aug. 6, 2025
- Ironwood Wealth Management 2025 Q1 filed April 25, 2025
- Ironwood Wealth Management 2024 Q4 filed Feb. 4, 2025
- 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