Ironwood Wealth Management, LLC.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 17, 2024), Ironwood Wealth Management, LLC. reported 44 stock positions worth $308.4 million. Its top holding was iShares Core MSCI Eafe ETF (IEFA) at 14.9% of the portfolio, followed by Vanguard Long-Term Treasury (VGLT, 14.1%) and iShares 7-10 Year Treasury B (IEF, 13.0%). Compared with Q4 2023, it opened 1 new position, sold out of 1, added to 13 and reduced 28. The biggest buy was VG Morningstar TS MKT ETF-US (VTI, shares +313%) and the biggest sale State Street SPDR Bloomberg (EBND, shares −52%).
- Most Recent 13F
- Q2 2026
- Location
- CHANDLER, AZ
- CIK
- 0001692820
- Portfolio Value
- $308.4M (Q1 2024)
- SEC Filing
- 0001104659-24-048270 ↗ filed Apr 17, 2024
Holdings Value
Holdings 44 stocks · $308.4M
| IEFA iShares Core MSCI Eafe ETF | 14.86% | 617,408 | $45.8M | Reduce -0.2% |
| VGLT Vanguard Long-Term Treasury | 14.07% | 732,527 | $43.4M | Add +2.8% |
| IEF iShares 7-10 Year Treasury B | 13.00% | 423,641 | $40.1M | Add +2.1% |
| IVV iShares Core S&P 500 ETF | 12.80% | 75,079 | $39.5M | Reduce -2.0% |
| IEMG iShares Core MSCI Emerging | 8.23% | 492,138 | $25.4M | Add +1.0% |
| BSCP Invesco Bulletshares 2025 CB | 6.53% | 985,737 | $20.1M | Add +2.7% |
| IJH iShares Core S&P Midcap ETF | 4.49% | 228,076 | $13.9M | Reduce -3.0% |
| IJR iShares Core S&P Small-Cap E | 3.77% | 105,297 | $11.6M | Add +1.9% |
| SPDW Ste STR SPDR PT DW Eu ETF | 3.27% | 281,164 | $10.1M | Reduce -4.9% |
| MUB iShares National Muni Bond E | 3.01% | 86,308 | $9.3M | Add +2.7% |
| SCHX Schwab US Large-Cap ETF | 2.38% | 118,221 | $7.3M | Reduce -4.3% |
| SPSM SS SPDR P S&P 600 Small Cap | 1.73% | 123,952 | $5.3M | Reduce -1.9% |
| SUB iShares Short-Term National | 1.31% | 38,630 | $4.0M | Reduce -0.3% |
| SPEM State Street SP PTF Em ETF | 1.28% | 108,834 | $3.9M | Reduce -1.9% |
| SCHB Schwab US Broad Market ETF | 1.17% | 58,971 | $3.6M | Reduce -0.4% |
| SCHF Schwab Intl Equity ETF | 1.15% | 90,982 | $3.6M | Reduce -1.8% |
| DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC | 1.13% | 112,523 | $3.5M | Reduce -6.0% |
| EFA iShares MSCI Eafe ETF | 0.88% | 33,995 | $2.7M | Reduce -0.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.82% | 4,818 | $2.5M | Reduce -0.0% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.58% | 70,610 | $1.8M | Reduce -1.2% |
| SCHM Schwab US Mid Cap ETF | 0.48% | 18,040 | $1.5M | Reduce -0.4% |
| SCHA Schwab US Small-Cap ETF | 0.45% | 28,029 | $1.4M | Reduce -2.8% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.40% | 23,210 | $1.2M | Reduce -5.3% |
| IWV iShares Russell 3000 ETF | 0.37% | 3,835 | $1.2M | Reduce -0.2% |
| SHY iShares 1-3 Year Treasury Bo | 0.31% | 11,556 | $945K | Reduce -5.5% |
| SHM SS SPDR N Ice St Muni ETF | 0.27% | 17,616 | $836K | Reduce -1.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.22% | 2,616 | $680K | Add +312.6% |
| EBND State Street SPDR Bloomberg | 0.19% | 29,258 | $600K | Reduce -52.0% |
| AGG iShares Core U.S. Aggregate | 0.16% | 5,136 | $503K | Reduce -0.3% |
| IWR iShares Russell Mid-Cap ETF | 0.15% | 5,617 | $472K | Add +2.3% |
| VWO Vanguard Ftse Emerging Marke | 0.10% | 7,495 | $313K | Reduce -0.4% |
| VOO Vanguard S&P 500 ETF | 0.10% | 614 | $295K | Add +124.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.09% | 1,074 | $268K | Add +0.2% |
| ACWI iShares MSCI Acwi ETF | 0.07% | 2,035 | $224K | Reduce -19.1% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.05% | 5,194 | $145K | Reduce -3.2% |
| VEA Vanguard Ftse Developed ETF | 0.04% | 2,482 | $125K | Reduce -1.3% |
| BKLN Invesco Senior Loan ETF | 0.03% | 4,306 | $91K | Reduce -60.2% |
| IVE iShares S&P 500 Value ETF | 0.03% | 414 | $77K | Add +87.3% |
| IVW iShares S&P 500 Growth ETF | 0.01% | 403 | $34K | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.01% | 112 | $26K | Add +8.7% |
| XRAY Dentsply Sirona Inc. | 0.00% | 390 | $13K | No change |
| RWO State Street SPDR Dow Jones | 0.00% | 291 | $12K | Reduce -81.0% |
| EEM iShares MSCI Emerging Market | 0.00% | 166 | $7K | No change |
| IAU iShares Gold Trust | 0.00% | 89 | $4K | Add +11.3% |
Portfolio Sells Q4 2023 → Q1 2024
| EBND State Street SPDR Bloomberg | Reduce -52.0% | 0.19% | −0.24 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -4.9% | 3.27% | −0.09 |
| DJP Ipath Bloomberg Commodity Inc. | Reduce -6.0% | 1.13% | −0.08 |
| SUB iShares Short-Term National | Reduce -0.3% | 1.31% | −0.05 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -1.9% | 1.73% | −0.05 |
| BKLN Invesco Senior Loan ETF | Reduce -60.2% | 0.03% | −0.05 |
| SPEM State Street SP PTF Em ETF | Reduce -1.9% | 1.28% | −0.03 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -5.5% | 0.31% | −0.03 |
| RWO State Street SPDR Dow Jones | Reduce -81.0% | 0.00% | −0.02 |
| STNG Scorpio Tankers Inc. | Sold out | 0.00% | −0.01 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -1.5% | 0.27% | −0.01 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -1.2% | 0.58% | −0.01 |
| ACWI iShares MSCI Acwi ETF | Reduce -19.1% | 0.07% | −0.01 |
| AGG iShares Core U.S. Aggregate | Reduce -0.3% | 0.16% | −0.01 |
| SCHA Schwab US Small-Cap ETF | Reduce -2.8% | 0.45% | −0.01 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Reduce -3.2% | 0.05% | −0.00 |
| VWO Vanguard Ftse Emerging Marke | Reduce -0.4% | 0.10% | −0.00 |
| VEA Vanguard Ftse Developed ETF | Reduce -1.3% | 0.04% | +0.00 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -5.3% | 0.40% | +0.00 |
| SCHF Schwab Intl Equity ETF | Reduce -1.8% | 1.15% | +0.01 |
| SCHM Schwab US Mid Cap ETF | Reduce -0.4% | 0.48% | +0.02 |
| EFA iShares MSCI Eafe ETF | Reduce -0.4% | 0.88% | +0.02 |
| IWV iShares Russell 3000 ETF | Reduce -0.2% | 0.37% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.0% | 0.82% | +0.05 |
| SCHX Schwab US Large-Cap ETF | Reduce -4.3% | 2.38% | +0.05 |
| SCHB Schwab US Broad Market ETF | Reduce -0.4% | 1.17% | +0.07 |
| IJH iShares Core S&P Midcap ETF | Reduce -3.0% | 4.49% | +0.14 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -0.2% | 14.86% | +0.34 |
| IVV iShares Core S&P 500 ETF | Reduce -2.0% | 12.80% | +0.59 |
Portfolio Buys Q4 2023 → Q1 2024
| VTI VG Morningstar TS MKT ETF-US | Add +312.6% | 0.22% | +0.17 |
| VOO Vanguard S&P 500 ETF | Add +124.1% | 0.10% | +0.06 |
| IJR iShares Core S&P Small-Cap E | Add +1.9% | 3.77% | +0.04 |
| IVE iShares S&P 500 Value ETF | Add +87.3% | 0.03% | +0.01 |
| IEMG iShares Core MSCI Emerging | Add +1.0% | 8.23% | +0.01 |
| IVW iShares S&P 500 Growth ETF | New | 0.01% | +0.01 |
| IWR iShares Russell Mid-Cap ETF | Add +2.3% | 0.15% | +0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +0.2% | 0.09% | +0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +8.7% | 0.01% | +0.00 |
| IAU iShares Gold Trust | Add +11.3% | 0.00% | +0.00 |
| BSCP Invesco Bulletshares 2025 CB | Add +2.7% | 6.53% | −0.02 |
| MUB iShares National Muni Bond E | Add +2.7% | 3.01% | −0.03 |
| IEF iShares 7-10 Year Treasury B | Add +2.1% | 13.00% | −0.34 |
| VGLT Vanguard Long-Term Treasury | Add +2.8% | 14.07% | −0.55 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 54 | $451.2M | IEFA, DFGX, IVV, IEMG, IEF |
| Q1 2026 | 47 | $348.7M | IEFA, VGLT, IEMG, IVV, IEF |
| Q4 2025 | 47 | $340.1M | IEFA, VGLT, IEMG, IVV, IEF |
| Q3 2025 | 41 | $298.4M | IEFA, VGLT, IEMG, IEF, IVV |
| Q2 2025 | 42 | $274.0M | IEFA, VGLT, IEF, IVV, IEMG |
| Q1 2025 | 42 | $325.8M | IEFA, VGLT, IEF, IVV, IEMG |
| Q4 2024 | 45 | $322.3M | IEFA, VGLT, IEF, IVV, IEMG |
| Q3 2024 | 44 | $332.3M | VGLT, IEFA, IEF, IVV, IEMG |
| Q2 2024 | 44 | $306.3M | VGLT, IEFA, IEF, IVV, IEMG |
| Q1 2024 | 44 | $308.4M | IEFA, VGLT, IEF, IVV, IEMG |