Ironwood Wealth Management

Ironwood Wealth Management as of March 31, 2021

Portfolio Holdings for Ironwood Wealth Management

Ironwood Wealth Management holds 49 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares TRUST Core Msci Eafe Etf Etf (IEFA) 20.5 $32M 444k 72.05
iShares S&P 500 Index Etf (IVV) 19.5 $30M 76k 397.82
Guggenheim Bullet 2021 Etf 12.8 $20M 948k 21.13
Ishares Inc Core Msci Emerging Mkts Etf Etf (IEMG) 10.5 $16M 255k 64.36
iShares Core S&P Mid-Cap ETF Etf (IJH) 8.4 $13M 50k 260.29
iShares S&P SmallCap 600 Index Etf (IJR) 5.4 $8.5M 78k 108.53
Schwab US Large Cap Etf Etf (SCHX) 3.7 $5.8M 61k 96.04
SPDR Developed World Ex-US ETF Etf (SPDW) 2.4 $3.7M 105k 35.36
Schwab US Broad Market Etf Etf (SCHB) 2.2 $3.4M 35k 96.70
SPDR S&P 600 Small Cap ETF Etf 1.6 $2.5M 27k 93.98
Schwab US Mid-Cap Etf Etf (SCHM) 1.3 $2.1M 28k 74.44
SPDR Portfolio Emerging Markets ETF Etf (SPEM) 1.2 $1.9M 42k 43.79
SPDR Nvn Barclys Short Term Mncpl Bnd ETF Etf (SHM) 1.2 $1.8M 36k 49.55
Schwab Emerging Market Equity Etf Etf (SCHE) 1.1 $1.8M 56k 31.77
Spdr S&p 500 Etf Etf (SPY) 1.1 $1.7M 4.4k 396.30
Schwab US Small Cap Etf Etf (SCHA) 1.1 $1.7M 17k 99.66
Ishares National AMT Free Muni ETF Etf (MUB) 1.1 $1.6M 14k 116.07
iShares Russell 3000 Index Etf (IWV) 0.7 $1.2M 4.9k 237.14
Schwab International Equity ETF Etf (SCHF) 0.7 $1.1M 29k 37.62
Ishares Short-Term National Muni Bond ETF Etf (SUB) 0.6 $880k 8.2k 107.83
Medtronic Common Stock (MDT) 0.4 $641k 5.4k 118.11
Ishares Russell Midcap ETF Etf (IWR) 0.4 $611k 8.3k 73.98
Ishares Msci EAFE Index ETF Etf (EFA) 0.4 $606k 8.0k 75.93
iShares Barclays Aggregate Bond ETF Etf (AGG) 0.3 $501k 4.4k 113.84
SPDR SERIES TRUST PORTFOLIO Mid Cap ETF Etf (SPMD) 0.3 $450k 9.8k 45.74
Vanguard Mid Cap ETF Etf (VO) 0.2 $272k 1.2k 221.68
iPath Bloomberg Commodity Index Total Return ETN Etn (DJP) 0.2 $236k 10k 23.65
Raytheon Technologies Common Stock (RTX) 0.1 $203k 2.6k 77.16
Vanguard Emerging Market ETF Etf (VWO) 0.1 $190k 3.6k 52.15
Carrier Global Corp Common Stock (CARR) 0.1 $111k 2.6k 42.19
Otis Worldwide Corp Common Stock (OTIS) 0.1 $90k 1.3k 68.44
Vanguard Total Stock Mkt ETF Etf (VTI) 0.1 $86k 418.00 205.74
Vanguard Europe Pac Etf Etf (VEA) 0.1 $80k 1.6k 49.08
Apple Common Stock (AAPL) 0.0 $65k 531.00 122.41
Vanguard S&P 500 Index ETF Etf (VOO) 0.0 $62k 171.00 362.57
Powershares Etf Etf (BKLN) 0.0 $55k 2.5k 22.15
Ishares S&P 500 Value ETF Etf (IVE) 0.0 $34k 243.00 139.92
Ishares Msci Acwi Etf Etf (ACWI) 0.0 $33k 347.00 95.10
Gugg Bltshs 2021 Hgh Yld Etf 0.0 $28k 1.2k 22.75
Dentsply Intl Common Stock (XRAY) 0.0 $25k 390.00 64.10
Johnson & Johnson Common Stock (JNJ) 0.0 $14k 86.00 162.79
SPDR SERIES TRUST PORTFOLIO Small Cap ETF Etf (SPSM) 0.0 $14k 338.00 41.42
Vanguard Small Cap Index ETF Etf (VB) 0.0 $11k 50.00 220.00
Ishares Gold ETF Etf 0.0 $6.0k 395.00 15.19
SPDR DJ Wilshire Global Real Estate Etf (RWO) 0.0 $3.0k 72.00 41.67
iShares Emerging Markets Local Currency Bond ETF Etf (LEMB) 0.0 $2.0k 50.00 40.00
Energy Select Sector SPDR ETF Etf (XLE) 0.0 $1.0k 16.00 62.50
Spdr Nuveen Barclay Muni Bond ETF Etf (TFI) 0.0 $999.999000 21.00 47.62
Scorpio Tankers Common Stock (STNG) 0.0 $0 26.00 0.00