Ironwood Wealth Management, LLC.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 8, 2024), Ironwood Wealth Management, LLC. reported 44 stock positions worth $306.3 million. Its top holding was Vanguard Long-Term Treasury (VGLT) at 14.8% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 14.3%) and iShares 7-10 Year Treasury B (IEF, 14.1%). Compared with Q1 2024, it opened 1 new position, sold out of 1, added to 10 and reduced 27. The biggest buy was iShares 7-10 Year Treasury B (IEF, shares +9%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −9%).
- Most Recent 13F
- Q2 2026
- Location
- CHANDLER, AZ
- CIK
- 0001692820
- Portfolio Value
- $306.3M (Q2 2024)
- SEC Filing
- 0001104659-24-087097 ↗ filed Aug 8, 2024
Holdings Value
Holdings 44 stocks · $306.3M
| VGLT Vanguard Long-Term Treasury | 14.84% | 787,912 | $45.4M | Add +7.6% |
| IEFA iShares Core MSCI Eafe ETF | 14.28% | 602,057 | $43.7M | Reduce -2.5% |
| IEF iShares 7-10 Year Treasury B | 14.15% | 462,629 | $43.3M | Add +9.2% |
| IVV iShares Core S&P 500 ETF | 12.21% | 68,361 | $37.4M | Reduce -8.9% |
| IEMG iShares Core MSCI Emerging | 8.26% | 472,606 | $25.3M | Reduce -4.0% |
| BSCP Invesco Bulletshares 2025 CB | 6.95% | 1,040,300 | $21.3M | Add +5.5% |
| IJH iShares Core S&P Midcap ETF | 4.10% | 214,736 | $12.6M | Reduce -5.8% |
| IJR iShares Core S&P Small-Cap E | 3.56% | 102,140 | $10.9M | Reduce -3.0% |
| SPDW Ste STR SPDR PT DW Eu ETF | 3.09% | 269,923 | $9.5M | Reduce -4.0% |
| MUB iShares National Muni Bond E | 2.57% | 73,963 | $7.9M | Reduce -14.3% |
| SCHX Schwab US Large-Cap ETF | 2.34% | 111,371 | $7.2M | Reduce -5.8% |
| SPSM SS SPDR P S&P 600 Small Cap | 1.75% | 129,383 | $5.4M | Add +4.4% |
| SPEM State Street SP PTF Em ETF | 1.29% | 105,005 | $4.0M | Reduce -3.5% |
| SUB iShares Short-Term National | 1.22% | 35,707 | $3.7M | Reduce -7.6% |
| SCHB Schwab US Broad Market ETF | 1.19% | 58,161 | $3.7M | Reduce -1.4% |
| DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC | 1.16% | 110,841 | $3.6M | Reduce -1.5% |
| SCHF Schwab Intl Equity ETF | 1.02% | 81,295 | $3.1M | Reduce -10.7% |
| EFA iShares MSCI Eafe ETF | 0.87% | 33,837 | $2.7M | Reduce -0.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.82% | 4,637 | $2.5M | Reduce -3.8% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.59% | 67,818 | $1.8M | Reduce -4.0% |
| SCHM Schwab US Mid Cap ETF | 0.46% | 18,028 | $1.4M | Reduce -0.1% |
| SCHA Schwab US Small-Cap ETF | 0.44% | 28,491 | $1.4M | Add +1.6% |
| IWV iShares Russell 3000 ETF | 0.36% | 3,586 | $1.1M | Reduce -6.5% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.36% | 40,504 | $1.1M | Add +679.8% |
| SHY iShares 1-3 Year Treasury Bo | 0.35% | 12,978 | $1.1M | Add +12.3% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.32% | 18,988 | $974K | Reduce -18.2% |
| SHM SS SPDR N Ice St Muni ETF | 0.27% | 17,616 | $831K | No change |
| EBND State Street SPDR Bloomberg | 0.19% | 29,258 | $582K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.18% | 2,015 | $539K | Reduce -23.0% |
| AGG iShares Core U.S. Aggregate | 0.16% | 5,173 | $502K | Add +0.7% |
| IWR iShares Russell Mid-Cap ETF | 0.14% | 5,455 | $442K | Reduce -2.9% |
| VWO Vanguard Ftse Emerging Marke | 0.11% | 7,495 | $328K | No change |
| ACWI iShares MSCI Acwi ETF | 0.09% | 2,544 | $286K | Add +25.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.08% | 1,074 | $260K | No change |
| VOO Vanguard S&P 500 ETF | 0.08% | 518 | $259K | Reduce -15.6% |
| RWO State Street SPDR Dow Jones | 0.06% | 4,457 | $185K | Add +1431.6% |
| VEA Vanguard Ftse Developed ETF | 0.04% | 2,482 | $123K | No change |
| IVE iShares S&P 500 Value ETF | 0.01% | 221 | $40K | Reduce -46.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.01% | 105 | $23K | Reduce -6.3% |
| BKLN Invesco Senior Loan ETF | 0.01% | 1,026 | $22K | Reduce -76.2% |
| XRAY Dentsply Sirona Inc. | 0.00% | 390 | $10K | No change |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.00% | 145 | $9K | New |
| EEM iShares MSCI Emerging Market | 0.00% | 80 | $3K | Reduce -51.8% |
| IAU iShares Gold Trust | 0.00% | 59 | $3K | Reduce -33.7% |
Portfolio Sells Q1 2024 → Q2 2024
| IVV iShares Core S&P 500 ETF | Reduce -8.9% | 12.21% | −0.58 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -2.5% | 14.28% | −0.58 |
| MUB iShares National Muni Bond E | Reduce -14.3% | 2.57% | −0.44 |
| IJH iShares Core S&P Midcap ETF | Reduce -5.8% | 4.10% | −0.39 |
| IJR iShares Core S&P Small-Cap E | Reduce -3.0% | 3.56% | −0.22 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -4.0% | 3.09% | −0.18 |
| SCHF Schwab Intl Equity ETF | Reduce -10.7% | 1.02% | −0.13 |
| SUB iShares Short-Term National | Reduce -7.6% | 1.22% | −0.09 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -18.2% | 0.32% | −0.08 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -23.0% | 0.18% | −0.04 |
| SCHX Schwab US Large-Cap ETF | Reduce -5.8% | 2.34% | −0.04 |
| BKLN Invesco Senior Loan ETF | Reduce -76.2% | 0.01% | −0.02 |
| SCHM Schwab US Mid Cap ETF | Reduce -0.1% | 0.46% | −0.02 |
| EFA iShares MSCI Eafe ETF | Reduce -0.5% | 0.87% | −0.01 |
| IVE iShares S&P 500 Value ETF | Reduce -46.6% | 0.01% | −0.01 |
| IWV iShares Russell 3000 ETF | Reduce -6.5% | 0.36% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -15.6% | 0.08% | −0.01 |
| IVW iShares S&P 500 Growth ETF | Sold out | 0.00% | −0.01 |
| IWR iShares Russell Mid-Cap ETF | Reduce -2.9% | 0.14% | −0.01 |
| EEM iShares MSCI Emerging Market | Reduce -51.8% | 0.00% | −0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -6.3% | 0.01% | −0.00 |
| IAU iShares Gold Trust | Reduce -33.7% | 0.00% | −0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -3.8% | 0.82% | +0.01 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -4.0% | 0.59% | +0.01 |
| SPEM State Street SP PTF Em ETF | Reduce -3.5% | 1.29% | +0.01 |
| DJP Ipath Bloomberg Commodity Inc. | Reduce -1.5% | 1.16% | +0.03 |
| IEMG iShares Core MSCI Emerging | Reduce -4.0% | 8.26% | +0.03 |
| SCHB Schwab US Broad Market ETF | Reduce -1.4% | 1.19% | +0.03 |
Portfolio Buys Q1 2024 → Q2 2024
| IEF iShares 7-10 Year Treasury B | Add +9.2% | 14.15% | +1.14 |
| VGLT Vanguard Long-Term Treasury | Add +7.6% | 14.84% | +0.77 |
| BSCP Invesco Bulletshares 2025 CB | Add +5.5% | 6.95% | +0.42 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Add +679.8% | 0.36% | +0.31 |
| RWO State Street SPDR Dow Jones | Add +1431.6% | 0.06% | +0.06 |
| SHY iShares 1-3 Year Treasury Bo | Add +12.3% | 0.35% | +0.04 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +4.4% | 1.75% | +0.02 |
| ACWI iShares MSCI Acwi ETF | Add +25.0% | 0.09% | +0.02 |
| SPYM Ste STR SPDR PT S&P 500 ETF | New | 0.00% | +0.00 |
| AGG iShares Core U.S. Aggregate | Add +0.7% | 0.16% | +0.00 |
| SCHA Schwab US Small-Cap ETF | Add +1.6% | 0.44% | −0.01 |
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 |