Ironwood Wealth Management

Ironwood Wealth Management as of Sept. 30, 2024

Portfolio Holdings for Ironwood Wealth Management

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Long-Term Treasury ETF Etf (VGLT) 15.2 $50M 820k 61.54
Ishares TRUST Core Msci Eafe Etf Etf (IEFA) 14.7 $49M 624k 78.05
iShares 7-10 Year Treasury Bond ETF Etf (IEF) 14.1 $47M 478k 98.12
iShares S&P 500 Index Etf (IVV) 12.1 $40M 70k 576.82
Ishares Inc Core Msci Emerging Mkts Etf Etf (IEMG) 8.5 $28M 494k 57.41
Invesco BulletShares 2025 Corp Bd ETF Etf (BSCP) 6.7 $22M 1.1M 20.65
iShares Core S&P Mid-Cap ETF Etf (IJH) 4.1 $14M 221k 62.32
iShares S&P SmallCap 600 Index Etf (IJR) 3.8 $13M 107k 116.96
SPDR Developed World Ex-US ETF Etf (SPDW) 3.0 $10M 267k 37.56
Ishares National AMT Free Muni ETF Etf (MUB) 2.4 $8.1M 74k 108.63
Schwab US Large Cap Etf Etf (SCHX) 2.2 $7.5M 110k 67.85
SPDR SERIES TRUST PORTFOLIO Small Cap ETF Etf (SPSM) 1.8 $5.9M 129k 45.51
SPDR Portfolio Emerging Markets ETF Etf (SPEM) 1.3 $4.3M 104k 41.28
Schwab US Broad Market Etf Etf (SCHB) 1.1 $3.8M 57k 66.52
Ishares Short-Term National Muni Bond ETF Etf (SUB) 1.1 $3.7M 35k 106.19
iPath Bloomberg Commodity Index Total Return ETN Etn (DJP) 1.1 $3.6M 111k 32.24
Schwab International Equity ETF Etf (SCHF) 1.0 $3.3M 81k 41.12
Ishares Msci EAFE Index ETF Etf (EFA) 0.8 $2.8M 34k 83.63
Spdr S&p 500 Etf Etf (SPY) 0.8 $2.6M 4.5k 573.76
Schwab Emerging Market Equity Etf Etf (SCHE) 0.6 $2.0M 67k 29.18
Schwab US Mid-Cap Etf Etf (SCHM) 0.5 $1.5M 18k 83.09
Schwab US Small Cap Etf Etf (SCHA) 0.4 $1.5M 28k 51.50
iShares Russell 3000 Index Etf (IWV) 0.4 $1.2M 3.6k 326.73
SPDR SERIES TRUST PORTFOLIO Mid Cap ETF Etf (SPMD) 0.3 $950k 17k 54.68
Ishares Tr Barclays 1-3 Bond Etf (SHY) 0.3 $895k 11k 83.15
SPDR Nvn Barclys Short Term Mncpl Bnd ETF Etf (SHM) 0.3 $848k 18k 48.14
SPDR Portfolio Long Term Treasury ETF Etf (SPTL) 0.2 $778k 27k 29.07
SPDR Barclays Emerging Markets Local Bond ETF Etf (EBND) 0.2 $622k 29k 21.27
Vanguard Total Stock Mkt ETF Etf (VTI) 0.2 $572k 2.0k 283.19
Ishares Russell Midcap ETF Etf (IWR) 0.1 $481k 5.5k 88.14
Vanguard Emerging Market ETF Etf (VWO) 0.1 $359k 7.5k 47.85
iShares Barclays Aggregate Bond ETF Etf (AGG) 0.1 $353k 3.5k 101.26
Vanguard Mid Cap ETF Etf (VO) 0.1 $283k 1.1k 263.83
Ishares Msci Acwi Etf Etf (ACWI) 0.1 $274k 2.3k 119.56
Vanguard S&P 500 Index ETF Etf (VOO) 0.1 $273k 518.00 527.67
SPDR DJ Wilshire Global Real Estate Etf (RWO) 0.1 $211k 4.4k 47.53
Invesco BulletShares 2024 Corp Bd ETF Etf (BSCO) 0.0 $157k 7.4k 21.12
Vanguard Europe Pac Etf Etf (VEA) 0.0 $131k 2.5k 52.81
Ishares S&P 500 Value ETF Etf (IVE) 0.0 $44k 221.00 197.17
Vanguard Small Cap Index ETF Etf (VB) 0.0 $25k 105.00 238.13
Powershares Etf Etf (BKLN) 0.0 $22k 1.0k 21.01
Dentsply Intl Common Stock (XRAY) 0.0 $11k 390.00 27.06
SPDR SERIES TRUST PORTFOLIO Large Cap ETF Etf (SPLG) 0.0 $9.8k 145.00 67.51
Ishares Msci Emrg Mkt ETF Etf (EEM) 0.0 $3.7k 80.00 45.86