Ironwood Wealth Management

Ironwood Wealth Management as of March 31, 2024

Portfolio Holdings for Ironwood Wealth Management

Ironwood Wealth Management holds 44 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares TRUST Core Msci Eafe Etf Etf (IEFA) 14.9 $46M 617k 74.22
Vanguard Long-Term Treasury ETF Etf (VGLT) 14.1 $43M 733k 59.24
iShares 7-10 Year Treasury Bond ETF Etf (IEF) 13.0 $40M 424k 94.66
iShares S&P 500 Index Etf (IVV) 12.8 $40M 75k 525.73
Ishares Inc Core Msci Emerging Mkts Etf Etf (IEMG) 8.2 $25M 492k 51.60
Invesco BulletShares 2025 Corp Bd ETF Etf (BSCP) 6.5 $20M 986k 20.43
iShares Core S&P Mid-Cap ETF Etf (IJH) 4.5 $14M 228k 60.74
iShares S&P SmallCap 600 Index Etf (IJR) 3.8 $12M 105k 110.52
SPDR Developed World Ex-US ETF Etf (SPDW) 3.3 $10M 281k 35.84
Ishares National AMT Free Muni ETF Etf (MUB) 3.0 $9.3M 86k 107.60
Schwab US Large Cap Etf Etf (SCHX) 2.4 $7.3M 118k 62.06
SPDR SERIES TRUST PORTFOLIO Small Cap ETF Etf (SPSM) 1.7 $5.3M 124k 43.04
Ishares Short-Term National Muni Bond ETF Etf (SUB) 1.3 $4.0M 39k 104.73
SPDR Portfolio Emerging Markets ETF Etf (SPEM) 1.3 $3.9M 109k 36.19
Schwab US Broad Market Etf Etf (SCHB) 1.2 $3.6M 59k 61.05
Schwab International Equity ETF Etf (SCHF) 1.2 $3.6M 91k 39.02
iPath Bloomberg Commodity Index Total Return ETN Etn (DJP) 1.1 $3.5M 113k 31.10
Ishares Msci EAFE Index ETF Etf (EFA) 0.9 $2.7M 34k 79.86
Spdr S&p 500 Etf Etf (SPY) 0.8 $2.5M 4.8k 523.07
Schwab Emerging Market Equity Etf Etf (SCHE) 0.6 $1.8M 71k 25.25
Schwab US Mid-Cap Etf Etf (SCHM) 0.5 $1.5M 18k 81.43
Schwab US Small Cap Etf Etf (SCHA) 0.4 $1.4M 28k 49.24
SPDR SERIES TRUST PORTFOLIO Mid Cap ETF Etf (SPMD) 0.4 $1.2M 23k 53.34
iShares Russell 3000 Index Etf (IWV) 0.4 $1.2M 3.8k 300.08
Ishares Tr Barclays 1-3 Bond Etf (SHY) 0.3 $945k 12k 81.78
SPDR Nvn Barclys Short Term Mncpl Bnd ETF Etf (SHM) 0.3 $836k 18k 47.44
Vanguard Total Stock Mkt ETF Etf (VTI) 0.2 $680k 2.6k 259.92
SPDR Barclays Emerging Markets Local Bond ETF Etf (EBND) 0.2 $600k 29k 20.50
iShares Barclays Aggregate Bond ETF Etf (AGG) 0.2 $503k 5.1k 97.94
Ishares Russell Midcap ETF Etf (IWR) 0.2 $472k 5.6k 84.09
Vanguard Emerging Market ETF Etf (VWO) 0.1 $313k 7.5k 41.77
Vanguard S&P 500 Index ETF Etf (VOO) 0.1 $295k 614.00 480.70
Vanguard Mid Cap ETF Etf (VO) 0.1 $268k 1.1k 249.86
Ishares Msci Acwi Etf Etf (ACWI) 0.1 $224k 2.0k 110.13
SPDR Portfolio Long Term Treasury ETF Etf (SPTL) 0.0 $145k 5.2k 27.94
Vanguard Europe Pac Etf Etf (VEA) 0.0 $125k 2.5k 50.17
Powershares Etf Etf (BKLN) 0.0 $91k 4.3k 21.15
Ishares S&P 500 Value ETF Etf (IVE) 0.0 $77k 414.00 186.81
Ishares S&P 500 Growth ETF Etf (IVW) 0.0 $34k 403.00 84.44
Vanguard Small Cap Index ETF Etf (VB) 0.0 $26k 112.00 229.29
Dentsply Intl Common Stock (XRAY) 0.0 $13k 390.00 33.19
SPDR DJ Wilshire Global Real Estate Etf (RWO) 0.0 $13k 291.00 42.82
Ishares Msci Emrg Mkt ETF Etf (EEM) 0.0 $6.8k 166.00 41.08
Ishares Gold ETF Etf (IAU) 0.0 $3.7k 89.00 42.01