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, IVV, IEF, and represent 72.07% of Ironwood Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: IVV, VGLT, IEF, IDEV, SUB, IEMG, IEFA, DJP, VXF, BSCQ.
- Reduced shares in these 10 stocks: SCHX, SPEM, IJR, SPSM, SPDW, SCHB, SPY, VOO, SPMD, SPTL.
- Ironwood Wealth Management was a net buyer of stock by $7.0M.
- Ironwood Wealth Management has $349M in assets under management (AUM), dropping by 2.52%.
- 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 csv
Download as Excel
Portfolio Holdings for Ironwood Wealth Management
Ironwood Wealth Management holds 47 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Iefa Etf (IEFA) | 22.4 | $78M | 861k | 90.53 |
|
|
| VGLT Etf (VGLT) | 12.9 | $45M | +2% | 810k | 55.36 |
|
| Iemg Etf (IEMG) | 12.6 | $44M | 629k | 69.75 |
|
|
| Ivv Etf (IVV) | 12.2 | $43M | +7% | 65k | 653.21 |
|
| Ief Etf (IEF) | 12.0 | $42M | +2% | 440k | 95.44 |
|
| BSCQ Etf (BSCQ) | 6.0 | $21M | 1.1M | 19.53 |
|
|
| Ijh Etf (IJH) | 4.5 | $16M | 233k | 67.53 |
|
|
| Ijr Etf (IJR) | 3.1 | $11M | 88k | 124.31 |
|
|
| SPDW Etf (SPDW) | 2.2 | $7.7M | 170k | 45.65 |
|
|
| DJP Etn (DJP) | 1.4 | $5.0M | +5% | 105k | 48.14 |
|
| Mub Etf (MUB) | 1.3 | $4.7M | 44k | 106.15 |
|
|
| SCHX Etf (SCHX) | 1.2 | $4.2M | -3% | 164k | 25.64 |
|
| Sub Etf (SUB) | 1.0 | $3.4M | +17% | 32k | 106.50 |
|
| Spem Etf (SPEM) | 0.9 | $3.0M | -4% | 65k | 46.91 |
|
| Scha Etf (SCHA) | 0.8 | $2.7M | 92k | 29.08 |
|
|
| SPSM Etf (SPSM) | 0.7 | $2.6M | -3% | 54k | 48.32 |
|
| SCHB Etf (SCHB) | 0.7 | $2.6M | -2% | 102k | 25.10 |
|
| SCHF Etf (SCHF) | 0.5 | $1.9M | 75k | 24.75 |
|
|
| Spy Etf (SPY) | 0.4 | $1.4M | -3% | 2.2k | 650.27 |
|
| SPTL Etf (SPTL) | 0.4 | $1.4M | 55k | 26.30 |
|
|
| Sche Etf (SCHE) | 0.4 | $1.2M | 37k | 32.95 |
|
|
| Efa Etf (EFA) | 0.3 | $1.2M | 12k | 97.13 |
|
|
| Idev Etf (IDEV) | 0.3 | $1.1M | +189% | 13k | 83.57 |
|
| SCHM Etf (SCHM) | 0.3 | $1.0M | 33k | 30.96 |
|
|
| Shy Etf (SHY) | 0.3 | $874k | 11k | 82.57 |
|
|
| Iwv Etf (IWV) | 0.2 | $601k | 1.6k | 370.68 |
|
|
| SPMD Etf (SPMD) | 0.1 | $488k | -5% | 8.2k | 59.22 |
|
| Iwr Etf (IWR) | 0.1 | $400k | 4.1k | 97.23 |
|
|
| Vwo Etf (VWO) | 0.1 | $386k | 7.1k | 54.05 |
|
|
| VXF Etf (VXF) | 0.1 | $341k | +167% | 1.7k | 205.78 |
|
| Acwi Etf (ACWI) | 0.1 | $317k | 2.3k | 138.39 |
|
|
| Vo Etf (VO) | 0.1 | $307k | -4% | 1.1k | 287.18 |
|
| Vti Etf (VTI) | 0.1 | $257k | 802.00 | 320.69 |
|
|
| Voo Etf (VOO) | 0.0 | $171k | -18% | 287.00 | 596.76 |
|
| BSV Etf (BSV) | 0.0 | $119k | +56% | 1.5k | 78.40 |
|
| VB Etf (VB) | 0.0 | $95k | 363.00 | 262.17 |
|
|
| BKLN Etf (BKLN) | 0.0 | $79k | 3.9k | 20.41 |
|
|
| Vea Etf (VEA) | 0.0 | $78k | 1.2k | 64.10 |
|
|
| VMBS Etf (VMBS) | 0.0 | $69k | +55% | 1.5k | 46.95 |
|
| Biv Etf (BIV) | 0.0 | $62k | +55% | 803.00 | 77.18 |
|
| BLV Etf (BLV) | 0.0 | $53k | +55% | 767.00 | 68.81 |
|
| Emb Etf (EMB) | 0.0 | $40k | 428.00 | 93.93 |
|
|
| Rwo Etf (RWO) | 0.0 | $39k | -7% | 847.00 | 45.77 |
|
| Agg Etf (AGG) | 0.0 | $12k | -7% | 117.00 | 99.27 |
|
| Xray Common Stock (XRAY) | 0.0 | $4.5k | 390.00 | 11.60 |
|
|
| Eem Etf (EEM) | 0.0 | $4.1k | 73.00 | 56.79 |
|
|
| SPTM Etf (SPTM) | 0.0 | $395.000000 | 5.00 | 79.00 |
|
Past Filings by Ironwood Wealth Management
SEC 13F filings are viewable for Ironwood Wealth Management going back to 2017
- 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
- Ironwood Wealth Management 2022 Q2 filed July 22, 2022