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 72.25% of Ironwood Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: IEFA (+$28M), IJH, VGLT, IVV, IEF, IEMG, BSCQ, IDEV, VXF, IJR.
- Started 7 new stock positions in BLV, BSV, IDEV, VMBS, SPTM, BIV, VXF.
- Reduced shares in these 10 stocks: VOO, SPDW, SCHX, SCHB, SPEM, DJP, SPSM, SPTL, BSCP, VEA.
- Sold out of its position in BSCP.
- Ironwood Wealth Management was a net buyer of stock by $39M.
- Ironwood Wealth Management has $340M in assets under management (AUM), dropping by 13.98%.
- Central Index Key (CIK): 0001692820
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Portfolio Holdings for Ironwood Wealth Management
Ironwood Wealth Management holds 47 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Iefa Etf (IEFA) | 22.5 | $77M | +58% | 857k | 89.46 |
|
| VGLT Etf (VGLT) | 13.0 | $44M | +4% | 791k | 55.80 |
|
| Iemg Etf (IEMG) | 12.3 | $42M | +2% | 623k | 67.22 |
|
| Ivv Etf (IVV) | 12.2 | $42M | +4% | 61k | 684.94 |
|
| Ief Etf (IEF) | 12.2 | $41M | +4% | 431k | 96.16 |
|
| BSCQ Etf (BSCQ) | 6.1 | $21M | +3% | 1.1M | 19.57 |
|
| Ijh Etf (IJH) | 4.5 | $15M | +21% | 232k | 66.00 |
|
| Ijr Etf (IJR) | 3.2 | $11M | 89k | 120.18 |
|
|
| SPDW Etf (SPDW) | 2.2 | $7.6M | 171k | 44.41 |
|
|
| Mub Etf (MUB) | 1.4 | $4.7M | 43k | 107.11 |
|
|
| SCHX Etf (SCHX) | 1.3 | $4.6M | 169k | 26.91 |
|
|
| DJP Etn (DJP) | 1.1 | $3.7M | 99k | 37.61 |
|
|
| Spem Etf (SPEM) | 0.9 | $3.2M | 68k | 46.81 |
|
|
| Sub Etf (SUB) | 0.8 | $2.9M | 27k | 106.70 |
|
|
| SCHB Etf (SCHB) | 0.8 | $2.7M | 104k | 26.23 |
|
|
| Scha Etf (SCHA) | 0.8 | $2.6M | 92k | 28.48 |
|
|
| SPSM Etf (SPSM) | 0.8 | $2.6M | 55k | 46.86 |
|
|
| SCHF Etf (SCHF) | 0.5 | $1.8M | 75k | 24.04 |
|
|
| Spy Etf (SPY) | 0.5 | $1.6M | 2.3k | 681.85 |
|
|
| SPTL Etf (SPTL) | 0.4 | $1.5M | 56k | 26.47 |
|
|
| Sche Etf (SCHE) | 0.4 | $1.2M | 38k | 32.75 |
|
|
| Efa Etf (EFA) | 0.3 | $1.2M | +2% | 12k | 96.03 |
|
| SCHM Etf (SCHM) | 0.3 | $980k | 33k | 30.07 |
|
|
| Shy Etf (SHY) | 0.3 | $864k | 10k | 82.82 |
|
|
| Iwv Etf (IWV) | 0.2 | $627k | 1.6k | 386.85 |
|
|
| SPMD Etf (SPMD) | 0.1 | $507k | 8.8k | 57.91 |
|
|
| Iwr Etf (IWR) | 0.1 | $396k | +3% | 4.1k | 96.27 |
|
| Vwo Etf (VWO) | 0.1 | $382k | 7.1k | 53.76 |
|
|
| Idev Etf (IDEV) | 0.1 | $370k | NEW | 4.5k | 82.48 |
|
| Vo Etf (VO) | 0.1 | $325k | 1.1k | 290.22 |
|
|
| Acwi Etf (ACWI) | 0.1 | $323k | +17% | 2.3k | 141.47 |
|
| Vti Etf (VTI) | 0.1 | $264k | 788.00 | 335.09 |
|
|
| Voo Etf (VOO) | 0.1 | $221k | -38% | 352.00 | 627.81 |
|
| VXF Etf (VXF) | 0.0 | $129k | NEW | 619.00 | 209.03 |
|
| VB Etf (VB) | 0.0 | $94k | 363.00 | 258.14 |
|
|
| BKLN Etf (BKLN) | 0.0 | $81k | 3.9k | 21.00 |
|
|
| BSV Etf (BSV) | 0.0 | $76k | NEW | 968.00 | 78.83 |
|
| Vea Etf (VEA) | 0.0 | $76k | -19% | 1.2k | 62.48 |
|
| VMBS Etf (VMBS) | 0.0 | $45k | NEW | 944.00 | 47.09 |
|
| Emb Etf (EMB) | 0.0 | $41k | 428.00 | 96.28 |
|
|
| Rwo Etf (RWO) | 0.0 | $41k | 912.00 | 45.02 |
|
|
| Biv Etf (BIV) | 0.0 | $40k | NEW | 515.00 | 77.84 |
|
| BLV Etf (BLV) | 0.0 | $34k | NEW | 493.00 | 69.50 |
|
| Agg Etf (AGG) | 0.0 | $13k | +2% | 126.00 | 99.88 |
|
| Xray Common Stock (XRAY) | 0.0 | $4.5k | 390.00 | 11.43 |
|
|
| Eem Etf (EEM) | 0.0 | $4.0k | 73.00 | 54.71 |
|
|
| SPTM Etf (SPTM) | 0.0 | $413.000000 | NEW | 5.00 | 82.60 |
|
Past Filings by Ironwood Wealth Management
SEC 13F filings are viewable for Ironwood Wealth Management going back to 2017
- 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
- Ironwood Wealth Management 2022 Q1 filed May 12, 2022