Ironwood Wealth Management

Ironwood Wealth Management as of March 31, 2023

Portfolio Holdings for Ironwood Wealth Management

Ironwood Wealth Management holds 45 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares S&P 500 Index Etf (IVV) 14.8 $38M 91k 411.08
Ishares TRUST Core Msci Eafe Etf Etf (IEFA) 14.6 $37M 552k 66.85
iShares 7-10 Year Treasury Bond ETF Etf (IEF) 14.4 $37M 369k 99.12
Ishares Inc Core Msci Emerging Mkts Etf Etf (IEMG) 9.2 $23M 476k 48.79
Invesco BulletShares 2024 Corp Bd ETF Etf 9.0 $23M 1.1M 20.59
iShares Core S&P Mid-Cap ETF Etf (IJH) 4.5 $12M 46k 250.16
SPDR Developed World Ex-US ETF Etf (SPDW) 4.0 $10M 315k 32.12
iShares S&P SmallCap 600 Index Etf (IJR) 3.1 $7.7M 80k 96.70
Schwab US Large Cap Etf Etf (SCHX) 3.0 $7.7M 159k 48.37
iPath Bloomberg Commodity Index Total Return ETN Etn (DJP) 2.5 $6.4M 202k 31.59
SPDR S&P 600 Small Cap ETF Etf 2.1 $5.4M 65k 84.03
SPDR Nvn Barclys Short Term Mncpl Bnd ETF Etf (SHM) 1.9 $4.8M 101k 47.55
SPDR Barclays Emerging Markets Local Bond ETF Etf (EBND) 1.8 $4.6M 215k 21.22
Schwab International Equity ETF Etf (SCHF) 1.7 $4.3M 124k 34.80
Vanguard Europe Pac Etf Etf (VEA) 1.5 $3.8M 85k 45.17
SPDR Portfolio Emerging Markets ETF Etf (SPEM) 1.5 $3.8M 112k 34.13
Ishares Short-Term National Muni Bond ETF Etf (SUB) 1.4 $3.4M 33k 104.68
Schwab US Small Cap Etf Etf (SCHA) 1.3 $3.2M 77k 41.93
Schwab US Broad Market Etf Etf (SCHB) 1.3 $3.2M 66k 47.85
Ishares Msci EAFE Index ETF Etf (EFA) 1.0 $2.5M 34k 71.52
Ishares National AMT Free Muni ETF Etf (MUB) 0.9 $2.4M 22k 107.74
Spdr S&p 500 Etf Etf (SPY) 0.9 $2.2M 5.5k 409.39
Schwab Emerging Market Equity Etf Etf (SCHE) 0.7 $1.9M 77k 24.52
Schwab US Mid-Cap Etf Etf (SCHM) 0.6 $1.5M 22k 67.85
iShares Russell 3000 Index Etf (IWV) 0.5 $1.2M 4.9k 235.41
SPDR SERIES TRUST PORTFOLIO Mid Cap ETF Etf (SPMD) 0.4 $1.1M 26k 43.94
Spdr Nuveen Barclay Muni Bond ETF Etf (TFI) 0.2 $604k 13k 46.82
SPDR SERIES TRUST PORTFOLIO Small Cap ETF Etf (SPSM) 0.2 $602k 16k 37.77
iShares Barclays Aggregate Bond ETF Etf (AGG) 0.2 $474k 4.8k 99.64
Ishares Russell Midcap ETF Etf (IWR) 0.2 $388k 5.5k 69.92
Powershares Etf Etf (BKLN) 0.1 $309k 15k 20.80
Vanguard Emerging Market ETF Etf (VWO) 0.1 $305k 7.6k 40.40
Vanguard Mid Cap ETF Etf (VO) 0.1 $229k 1.1k 210.92
Ishares Msci Acwi Etf Etf (ACWI) 0.1 $210k 2.3k 91.16
Vanguard Total Stock Mkt ETF Etf (VTI) 0.1 $158k 776.00 204.05
Vanguard S&P 500 Index ETF Etf (VOO) 0.0 $119k 316.00 376.07
Ishares S&P 500 Value ETF Etf (IVE) 0.0 $37k 243.00 151.76
SPDR DJ Wilshire Global Real Estate Etf (RWO) 0.0 $23k 549.00 41.16
Dentsply Intl Common Stock (XRAY) 0.0 $15k 390.00 39.28
Ishares 0 To 3 Mnth Treasury Bnd Etf Etf (SGOV) 0.0 $14k 136.00 100.58
Vanguard Small Cap Index ETF Etf (VB) 0.0 $14k 71.00 189.89
Ishares Msci Emrg Mkt ETF Etf (EEM) 0.0 $8.2k 209.00 39.46
Ishares TRUST Emerging Debt ETF Etf (EMB) 0.0 $6.3k 73.00 86.27
Ishares Gold ETF Etf (IAU) 0.0 $6.1k 162.00 37.37
VanEck Vectors High-Yield Municipal Index ETF Etf (HYD) 0.0 $3.8k 74.00 51.74