Ironwood Wealth Management, LLC.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 8, 2024), Ironwood Wealth Management, LLC. reported 44 stock positions worth $332.3 million. Its top holding was Vanguard Long-Term Treasury (VGLT) at 15.2% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 14.7%) and iShares 7-10 Year Treasury B (IEF, 14.1%). Compared with Q2 2024, it opened 1 new position, sold out of 1, added to 12 and reduced 17. The biggest buy was iShares Core MSCI Eafe ETF (IEFA, shares +4%) and the biggest sale SS SPDR PF LNG TRM TSY E-Usd (SPTL, shares −34%).
- Most Recent 13F
- Q2 2026
- Location
- CHANDLER, AZ
- CIK
- 0001692820
- Portfolio Value
- $332.3M (Q3 2024)
- SEC Filing
- 0001104659-24-106964 ↗ filed Oct 8, 2024
Holdings Value
Holdings 44 stocks · $332.3M
| VGLT Vanguard Long-Term Treasury | 15.18% | 819,614 | $50.4M | Add +4.0% |
| IEFA iShares Core MSCI Eafe ETF | 14.66% | 624,209 | $48.7M | Add +3.7% |
| IEF iShares 7-10 Year Treasury B | 14.12% | 478,306 | $46.9M | Add +3.4% |
| IVV iShares Core S&P 500 ETF | 12.11% | 69,786 | $40.3M | Add +2.1% |
| IEMG iShares Core MSCI Emerging | 8.53% | 493,565 | $28.3M | Add +4.4% |
| BSCP Invesco Bulletshares 2025 CB | 6.74% | 1,085,083 | $22.4M | Add +4.3% |
| IJH iShares Core S&P Midcap ETF | 4.14% | 220,897 | $13.8M | Add +2.9% |
| IJR iShares Core S&P Small-Cap E | 3.77% | 107,132 | $12.5M | Add +4.9% |
| SPDW Ste STR SPDR PT DW Eu ETF | 3.02% | 267,433 | $10.0M | Reduce -0.9% |
| MUB iShares National Muni Bond E | 2.43% | 74,433 | $8.1M | Add +0.6% |
| SCHX Schwab US Large-Cap ETF | 2.25% | 109,978 | $7.5M | Reduce -1.3% |
| SPSM SS SPDR P S&P 600 Small Cap | 1.76% | 128,863 | $5.9M | Reduce -0.4% |
| SPEM State Street SP PTF Em ETF | 1.29% | 104,092 | $4.3M | Reduce -0.9% |
| SCHB Schwab US Broad Market ETF | 1.14% | 57,121 | $3.8M | Reduce -1.8% |
| SUB iShares Short-Term National | 1.12% | 35,095 | $3.7M | Reduce -1.7% |
| DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC | 1.08% | 111,096 | $3.6M | Add +0.2% |
| SCHF Schwab Intl Equity ETF | 1.00% | 80,631 | $3.3M | Reduce -0.8% |
| EFA iShares MSCI Eafe ETF | 0.85% | 33,713 | $2.8M | Reduce -0.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.77% | 4,480 | $2.6M | Reduce -3.4% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.59% | 67,425 | $2.0M | Reduce -0.6% |
| SCHM Schwab US Mid Cap ETF | 0.45% | 18,034 | $1.5M | Add +0.0% |
| SCHA Schwab US Small-Cap ETF | 0.44% | 28,189 | $1.5M | Reduce -1.1% |
| IWV iShares Russell 3000 ETF | 0.35% | 3,586 | $1.2M | No change |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.29% | 17,366 | $950K | Reduce -8.5% |
| SHY iShares 1-3 Year Treasury Bo | 0.27% | 10,763 | $895K | Reduce -17.1% |
| SHM SS SPDR N Ice St Muni ETF | 0.26% | 17,616 | $848K | No change |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.23% | 26,748 | $778K | Reduce -34.0% |
| EBND State Street SPDR Bloomberg | 0.19% | 29,258 | $622K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.17% | 2,018 | $571K | Add +0.1% |
| IWR iShares Russell Mid-Cap ETF | 0.14% | 5,455 | $481K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.11% | 7,495 | $359K | No change |
| AGG iShares Core U.S. Aggregate | 0.11% | 3,490 | $353K | Reduce -32.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.09% | 1,074 | $283K | No change |
| ACWI iShares MSCI Acwi ETF | 0.08% | 2,295 | $274K | Reduce -9.8% |
| VOO Vanguard S&P 500 ETF | 0.08% | 518 | $273K | No change |
| RWO State Street SPDR Dow Jones | 0.06% | 4,430 | $211K | Reduce -0.6% |
| BSCO Invesco Bulletshares 2024 CB | 0.05% | 7,417 | $157K | New |
| VEA Vanguard Ftse Developed ETF | 0.04% | 2,482 | $131K | No change |
| IVE iShares S&P 500 Value ETF | 0.01% | 221 | $44K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.01% | 105 | $25K | No change |
| BKLN Invesco Senior Loan ETF | 0.01% | 1,026 | $22K | No change |
| XRAY Dentsply Sirona Inc. | 0.00% | 390 | $11K | No change |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.00% | 145 | $10K | No change |
| EEM iShares MSCI Emerging Market | 0.00% | 80 | $4K | No change |
Portfolio Sells Q2 2024 → Q3 2024
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Reduce -34.0% | 0.23% | −0.13 |
| SUB iShares Short-Term National | Reduce -1.7% | 1.12% | −0.10 |
| SCHX Schwab US Large-Cap ETF | Reduce -1.3% | 2.25% | −0.09 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -17.1% | 0.27% | −0.08 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -0.9% | 3.02% | −0.07 |
| AGG iShares Core U.S. Aggregate | Reduce -32.5% | 0.11% | −0.06 |
| SCHB Schwab US Broad Market ETF | Reduce -1.8% | 1.14% | −0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -3.4% | 0.77% | −0.05 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -8.5% | 0.29% | −0.03 |
| SCHF Schwab Intl Equity ETF | Reduce -0.8% | 1.00% | −0.02 |
| EFA iShares MSCI Eafe ETF | Reduce -0.4% | 0.85% | −0.02 |
| ACWI iShares MSCI Acwi ETF | Reduce -9.8% | 0.08% | −0.01 |
| SCHA Schwab US Small-Cap ETF | Reduce -1.1% | 0.44% | −0.00 |
| IAU iShares Gold Trust | Sold out | 0.00% | −0.00 |
| SPEM State Street SP PTF Em ETF | Reduce -0.9% | 1.29% | +0.00 |
| RWO State Street SPDR Dow Jones | Reduce -0.6% | 0.06% | +0.00 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -0.6% | 0.59% | +0.00 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -0.4% | 1.76% | +0.01 |
Portfolio Buys Q2 2024 → Q3 2024
| IEFA iShares Core MSCI Eafe ETF | Add +3.7% | 14.66% | +0.38 |
| VGLT Vanguard Long-Term Treasury | Add +4.0% | 15.18% | +0.34 |
| IEMG iShares Core MSCI Emerging | Add +4.4% | 8.53% | +0.27 |
| IJR iShares Core S&P Small-Cap E | Add +4.9% | 3.77% | +0.21 |
| BSCO Invesco Bulletshares 2024 CB | New | 0.05% | +0.05 |
| IJH iShares Core S&P Midcap ETF | Add +2.9% | 4.14% | +0.04 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.1% | 0.17% | −0.00 |
| SCHM Schwab US Mid Cap ETF | Add +0.0% | 0.45% | −0.01 |
| IEF iShares 7-10 Year Treasury B | Add +3.4% | 14.12% | −0.02 |
| DJP Ipath Bloomberg Commodity Inc. | Add +0.2% | 1.08% | −0.08 |
| IVV iShares Core S&P 500 ETF | Add +2.1% | 12.11% | −0.10 |
| MUB iShares National Muni Bond E | Add +0.6% | 2.43% | −0.14 |
| BSCP Invesco Bulletshares 2025 CB | Add +4.3% | 6.74% | −0.20 |
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 |