Ironwood Wealth Management

Ironwood Wealth Management as of June 30, 2023

Portfolio Holdings for Ironwood Wealth Management

Ironwood Wealth Management holds 42 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares S&P 500 Index Etf (IVV) 15.6 $42M 94k 445.71
Ishares TRUST Core Msci Eafe Etf Etf (IEFA) 14.5 $39M 577k 67.50
iShares 7-10 Year Treasury Bond ETF Etf (IEF) 13.6 $37M 378k 96.60
Ishares Inc Core Msci Emerging Mkts Etf Etf (IEMG) 9.2 $25M 502k 49.29
Invesco BulletShares 2024 Corp Bd ETF Etf (BSCO) 9.0 $24M 1.2M 20.57
iShares Core S&P Mid-Cap ETF Etf (IJH) 4.8 $13M 50k 261.48
SPDR Developed World Ex-US ETF Etf (SPDW) 3.9 $10M 321k 32.54
iShares S&P SmallCap 600 Index Etf (IJR) 3.3 $8.9M 89k 99.65
Schwab US Large Cap Etf Etf (SCHX) 3.1 $8.4M 160k 52.37
SPDR SERIES TRUST PORTFOLIO Small Cap ETF Etf (SPSM) 2.4 $6.6M 169k 38.84
iPath Bloomberg Commodity Index Total Return ETN Etn (DJP) 2.4 $6.6M 215k 30.57
SPDR Barclays Emerging Markets Local Bond ETF Etf (EBND) 1.9 $5.1M 240k 21.16
SPDR Nvn Barclys Short Term Mncpl Bnd ETF Etf (SHM) 1.8 $4.9M 104k 47.05
Schwab International Equity ETF Etf (SCHF) 1.6 $4.4M 124k 35.65
Vanguard Europe Pac Etf Etf (VEA) 1.5 $4.0M 86k 46.18
SPDR Portfolio Emerging Markets ETF Etf (SPEM) 1.4 $3.8M 112k 34.38
Ishares Short-Term National Muni Bond ETF Etf (SUB) 1.3 $3.5M 34k 104.04
Schwab US Broad Market Etf Etf (SCHB) 1.3 $3.4M 65k 51.70
Schwab US Small Cap Etf Etf (SCHA) 1.2 $3.4M 77k 43.80
Ishares Msci EAFE Index ETF Etf (EFA) 0.9 $2.5M 34k 72.50
Spdr S&p 500 Etf Etf (SPY) 0.9 $2.5M 5.6k 443.28
Ishares National AMT Free Muni ETF Etf (MUB) 0.9 $2.4M 22k 106.73
Schwab Emerging Market Equity Etf Etf (SCHE) 0.7 $1.9M 77k 24.63
Schwab US Mid-Cap Etf Etf (SCHM) 0.6 $1.6M 23k 71.03
SPDR SERIES TRUST PORTFOLIO Mid Cap ETF Etf (SPMD) 0.5 $1.2M 27k 45.89
iShares Russell 3000 Index Etf (IWV) 0.5 $1.2M 4.8k 254.48
Spdr Nuveen Barclay Muni Bond ETF Etf (TFI) 0.2 $466k 10k 46.16
iShares Barclays Aggregate Bond ETF Etf (AGG) 0.2 $466k 4.8k 97.95
Ishares Russell Midcap ETF Etf (IWR) 0.2 $405k 5.5k 73.03
Powershares Etf Etf (BKLN) 0.1 $324k 15k 21.04
Vanguard Emerging Market ETF Etf (VWO) 0.1 $307k 7.6k 40.68
Vanguard Mid Cap ETF Etf (VO) 0.1 $236k 1.1k 220.16
Ishares Msci Acwi Etf Etf (ACWI) 0.1 $219k 2.3k 95.94
Vanguard Total Stock Mkt ETF Etf (VTI) 0.1 $162k 734.00 220.25
Vanguard S&P 500 Index ETF Etf (VOO) 0.0 $132k 325.00 407.28
SPDR DJ Wilshire Global Real Estate Etf (RWO) 0.0 $60k 1.5k 41.07
Ishares S&P 500 Value ETF Etf (IVE) 0.0 $39k 243.00 161.19
VanEck Vectors High-Yield Municipal Index ETF Etf (HYD) 0.0 $30k 574.00 51.34
Vanguard Small Cap Index ETF Etf (VB) 0.0 $23k 116.00 199.18
Dentsply Intl Common Stock (XRAY) 0.0 $16k 390.00 40.02
Ishares Msci Emrg Mkt ETF Etf (EEM) 0.0 $8.3k 209.00 39.56
Ishares Gold ETF Etf (IAU) 0.0 $5.9k 162.00 36.39