Ironwood Wealth Management

Ironwood Wealth Management as of March 31, 2025

Portfolio Holdings for Ironwood Wealth Management

Ironwood Wealth Management holds 42 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares TRUST Core Msci Eafe Etf Etf (IEFA) 16.3 $53M 703k 75.65
Vanguard Long-Term Treasury ETF Etf (VGLT) 15.3 $50M 865k 57.61
iShares 7-10 Year Treasury Bond ETF Etf (IEF) 14.6 $47M 497k 95.37
iShares S&P 500 Index Etf (IVV) 11.6 $38M 67k 561.90
Ishares Inc Core Msci Emerging Mkts Etf Etf (IEMG) 8.8 $29M 529k 53.97
Invesco BulletShares 2025 Corp Bd ETF Etf (BSCP) 7.2 $24M 1.1M 20.68
iShares Core S&P Mid-Cap ETF Etf (IJH) 4.1 $14M 231k 58.35
iShares S&P SmallCap 600 Index Etf (IJR) 3.8 $12M 118k 104.57
SPDR Developed World Ex-US ETF Etf (SPDW) 2.9 $9.4M 258k 36.41
Ishares National AMT Free Muni ETF Etf (MUB) 2.2 $7.3M 69k 105.44
Schwab US Large Cap Etf Etf (SCHX) 1.8 $5.8M 261k 22.08
iPath Bloomberg Commodity Index Total Return ETN Etn (DJP) 1.4 $4.4M 125k 35.31
SPDR SERIES TRUST PORTFOLIO Small Cap ETF Etf (SPSM) 1.3 $4.3M 107k 40.76
SPDR Portfolio Emerging Markets ETF Etf (SPEM) 1.2 $3.9M 98k 39.37
Schwab US Broad Market Etf Etf (SCHB) 1.1 $3.6M 166k 21.53
Ishares Short-Term National Muni Bond ETF Etf (SUB) 1.0 $3.2M 30k 105.60
Ishares Msci EAFE Index ETF Etf (EFA) 0.8 $2.6M 31k 81.73
Spdr S&p 500 Etf Etf (SPY) 0.7 $2.4M 4.3k 559.39
Schwab International Equity ETF Etf (SCHF) 0.7 $2.3M 115k 19.78
Schwab Emerging Market Equity Etf Etf (SCHE) 0.6 $1.8M 66k 27.57
Schwab US Small Cap Etf Etf (SCHA) 0.4 $1.3M 54k 23.43
Spdra Etf (SPTL) 0.4 $1.2M 44k 27.26
Schwab US Mid-Cap Etf Etf (SCHM) 0.3 $1.1M 43k 26.20
iShares Russell 3000 Index Etf (IWV) 0.3 $967k 3.0k 317.64
Ishares Tr Barclays 1-3 Bond Etf (SHY) 0.3 $845k 10k 82.73
SPDR SERIES TRUST PORTFOLIO Mid Cap ETF Etf (SPMD) 0.2 $729k 14k 51.18
Vanguard Total Stock Mkt ETF Etf (VTI) 0.2 $567k 2.1k 274.79
Ishares Russell Midcap ETF Etf (IWR) 0.1 $419k 4.9k 85.07
Vanguard Emerging Market ETF Etf (VWO) 0.1 $383k 8.5k 45.26
Vanguard Mid Cap ETF Etf (VO) 0.1 $307k 1.2k 258.62
Ishares Msci Acwi Etf Etf (ACWI) 0.1 $295k 2.5k 116.41
Vanguard S&P 500 Index ETF Etf (VOO) 0.1 $218k 424.00 513.91
SPDR DJ Wilshire Global Real Estate Etf (RWO) 0.1 $196k 4.5k 43.64
Vanguard Europe Pac Etf Etf (VEA) 0.0 $146k 2.9k 50.83
SPDR Barclays Emerging Markets Local Bond ETF Etf (EBND) 0.0 $69k 3.4k 20.07
Ishares TRUST Emerging Debt ETF Etf (EMB) 0.0 $39k 428.00 90.59
Ishares S&P 500 Value ETF Etf (IVE) 0.0 $37k 196.00 190.58
Vanguard Small Cap Index ETF Etf (VB) 0.0 $22k 101.00 221.88
Powershares Etf Etf (BKLN) 0.0 $22k 1.0k 20.70
iShares Barclays Aggregate Bond ETF Etf (AGG) 0.0 $18k 182.00 98.76
Dentsply Intl Common Stock (XRAY) 0.0 $5.8k 390.00 14.94
Ishares Msci Emrg Mkt ETF Etf (EEM) 0.0 $3.5k 80.00 43.70