Ironwood Wealth Management

Ironwood Wealth Management as of June 30, 2024

Portfolio Holdings for Ironwood Wealth Management

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Long-Term Treasury ETF Etf (VGLT) 14.8 $45M 788k 57.68
Ishares TRUST Core Msci Eafe Etf Etf (IEFA) 14.3 $44M 602k 72.64
iShares 7-10 Year Treasury Bond ETF Etf (IEF) 14.1 $43M 463k 93.65
iShares S&P 500 Index Etf (IVV) 12.2 $37M 68k 547.23
Ishares Inc Core Msci Emerging Mkts Etf Etf (IEMG) 8.3 $25M 473k 53.53
Invesco BulletShares 2025 Corp Bd ETF Etf (BSCP) 6.9 $21M 1.0M 20.45
iShares Core S&P Mid-Cap ETF Etf (IJH) 4.1 $13M 215k 58.52
iShares S&P SmallCap 600 Index Etf (IJR) 3.6 $11M 102k 106.66
SPDR Developed World Ex-US ETF Etf (SPDW) 3.1 $9.5M 270k 35.08
Ishares National AMT Free Muni ETF Etf (MUB) 2.6 $7.9M 74k 106.55
Schwab US Large Cap Etf Etf (SCHX) 2.3 $7.2M 111k 64.25
SPDR SERIES TRUST PORTFOLIO Small Cap ETF Etf (SPSM) 1.8 $5.4M 129k 41.53
SPDR Portfolio Emerging Markets ETF Etf (SPEM) 1.3 $4.0M 105k 37.67
Ishares Short-Term National Muni Bond ETF Etf (SUB) 1.2 $3.7M 36k 104.55
Schwab US Broad Market Etf Etf (SCHB) 1.2 $3.7M 58k 62.87
iPath Bloomberg Commodity Index Total Return ETN Etn (DJP) 1.2 $3.6M 111k 32.06
Schwab International Equity ETF Etf (SCHF) 1.0 $3.1M 81k 38.42
Ishares Msci EAFE Index ETF Etf (EFA) 0.9 $2.7M 34k 78.33
Spdr S&p 500 Etf Etf (SPY) 0.8 $2.5M 4.6k 544.22
Schwab Emerging Market Equity Etf Etf (SCHE) 0.6 $1.8M 68k 26.56
Schwab US Mid-Cap Etf Etf (SCHM) 0.5 $1.4M 18k 77.83
Schwab US Small Cap Etf Etf (SCHA) 0.4 $1.4M 29k 47.45
iShares Russell 3000 Index Etf (IWV) 0.4 $1.1M 3.6k 308.67
SPDR Portfolio Long Term Treasury ETF Etf (SPTL) 0.4 $1.1M 41k 27.22
Ishares Tr Barclays 1-3 Bond Etf (SHY) 0.3 $1.1M 13k 81.65
SPDR SERIES TRUST PORTFOLIO Mid Cap ETF Etf (SPMD) 0.3 $974k 19k 51.30
SPDR Nvn Barclys Short Term Mncpl Bnd ETF Etf (SHM) 0.3 $831k 18k 47.19
SPDR Barclays Emerging Markets Local Bond ETF Etf (EBND) 0.2 $582k 29k 19.89
Vanguard Total Stock Mkt ETF Etf (VTI) 0.2 $539k 2.0k 267.53
iShares Barclays Aggregate Bond ETF Etf (AGG) 0.2 $502k 5.2k 97.07
Ishares Russell Midcap ETF Etf (IWR) 0.1 $442k 5.5k 81.08
Vanguard Emerging Market ETF Etf (VWO) 0.1 $328k 7.5k 43.76
Ishares Msci Acwi Etf Etf (ACWI) 0.1 $286k 2.5k 112.42
Vanguard Mid Cap ETF Etf (VO) 0.1 $260k 1.1k 242.10
Vanguard S&P 500 Index ETF Etf (VOO) 0.1 $259k 518.00 500.13
SPDR DJ Wilshire Global Real Estate Etf (RWO) 0.1 $185k 4.5k 41.53
Vanguard Europe Pac Etf Etf (VEA) 0.0 $123k 2.5k 49.42
Ishares S&P 500 Value ETF Etf (IVE) 0.0 $40k 221.00 182.01
Vanguard Small Cap Index ETF Etf (VB) 0.0 $23k 105.00 218.74
Powershares Etf Etf (BKLN) 0.0 $22k 1.0k 21.04
Dentsply Intl Common Stock (XRAY) 0.0 $9.7k 390.00 24.91
SPDR SERIES TRUST PORTFOLIO Large Cap ETF Etf (SPLG) 0.0 $9.3k 145.00 64.00
Ishares Msci Emrg Mkt ETF Etf (EEM) 0.0 $3.4k 80.00 42.59
Ishares Gold ETF Etf (IAU) 0.0 $2.6k 59.00 43.93