Ironwood Wealth Management, LLC.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 4, 2025), Ironwood Wealth Management, LLC. reported 45 stock positions worth $322.3 million. Its top holding was iShares Core MSCI Eafe ETF (IEFA) at 15.1% of the portfolio, followed by Vanguard Long-Term Treasury (VGLT, 14.8%) and iShares 7-10 Year Treasury B (IEF, 13.9%). Compared with Q3 2024, it opened 1 new position, added to 19 and reduced 20. The biggest buy was iShares Core MSCI Eafe ETF (IEFA, shares +11%) and the biggest sale Ste STR SPDR PT DW Eu ETF (SPDW, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- CHANDLER, AZ
- CIK
- 0001692820
- Portfolio Value
- $322.3M (Q4 2024)
- SEC Filing
- 0001104659-25-009009 ↗ filed Feb 4, 2025
Holdings Value
Holdings 45 stocks · $322.3M
| IEFA iShares Core MSCI Eafe ETF | 15.14% | 694,443 | $48.8M | Add +11.3% |
| VGLT Vanguard Long-Term Treasury | 14.79% | 861,524 | $47.7M | Add +5.1% |
| IEF iShares 7-10 Year Treasury B | 13.86% | 483,290 | $44.7M | Add +1.0% |
| IVV iShares Core S&P 500 ETF | 12.07% | 66,105 | $38.9M | Reduce -5.3% |
| IEMG iShares Core MSCI Emerging | 8.41% | 518,881 | $27.1M | Add +5.1% |
| BSCP Invesco Bulletshares 2025 CB | 7.17% | 1,118,912 | $23.1M | Add +3.1% |
| IJH iShares Core S&P Midcap ETF | 4.31% | 222,965 | $13.9M | Add +0.9% |
| IJR iShares Core S&P Small-Cap E | 4.09% | 114,527 | $13.2M | Add +6.9% |
| SPDW Ste STR SPDR PT DW Eu ETF | 2.83% | 266,829 | $9.1M | Reduce -0.2% |
| MUB iShares National Muni Bond E | 2.47% | 74,601 | $7.9M | Add +0.2% |
| SCHX Schwab US Large-Cap ETF | 2.12% | 294,607 | $6.8M | Reduce -10.7% |
| SPSM SS SPDR P S&P 600 Small Cap | 1.65% | 118,692 | $5.3M | Reduce -7.9% |
| DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC | 1.28% | 128,663 | $4.1M | Add +15.8% |
| SPEM State Street SP PTF Em ETF | 1.22% | 102,898 | $3.9M | Reduce -1.1% |
| SCHB Schwab US Broad Market ETF | 1.18% | 168,046 | $3.8M | Reduce -1.9% |
| SUB iShares Short-Term National | 1.12% | 34,267 | $3.6M | Reduce -2.4% |
| SCHF Schwab Intl Equity ETF | 0.93% | 161,766 | $3.0M | Add +0.3% |
| EFA iShares MSCI Eafe ETF | 0.83% | 35,325 | $2.7M | Add +4.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.80% | 4,377 | $2.6M | Reduce -2.3% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.55% | 66,430 | $1.8M | Reduce -1.5% |
| SCHA Schwab US Small-Cap ETF | 0.44% | 54,696 | $1.4M | Reduce -3.0% |
| SCHM Schwab US Mid Cap ETF | 0.43% | 50,406 | $1.4M | Reduce -6.8% |
| IWV iShares Russell 3000 ETF | 0.32% | 3,045 | $1.0M | Reduce -15.1% |
| SHY iShares 1-3 Year Treasury Bo | 0.31% | 12,361 | $1.0M | Add +14.8% |
| SHM SS SPDR N Ice St Muni ETF | 0.26% | 17,616 | $835K | No change |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.25% | 14,994 | $820K | Reduce -13.7% |
| EBND State Street SPDR Bloomberg | 0.18% | 29,258 | $571K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.17% | 1,835 | $532K | Reduce -9.1% |
| IWR iShares Russell Mid-Cap ETF | 0.15% | 5,441 | $481K | Reduce -0.3% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.14% | 17,744 | $465K | Reduce -33.7% |
| VWO Vanguard Ftse Emerging Marke | 0.11% | 8,392 | $370K | Add +12.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.09% | 1,113 | $294K | Add +3.6% |
| ACWI iShares MSCI Acwi ETF | 0.09% | 2,358 | $277K | Add +2.8% |
| VOO Vanguard S&P 500 ETF | 0.08% | 500 | $269K | Reduce -3.5% |
| RWO State Street SPDR Dow Jones | 0.06% | 4,495 | $193K | Add +1.5% |
| VEA Vanguard Ftse Developed ETF | 0.04% | 2,674 | $128K | Add +7.7% |
| IVE iShares S&P 500 Value ETF | 0.01% | 221 | $42K | No change |
| EMB iShares JP Morgan Usd Emergi | 0.01% | 428 | $38K | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.01% | 101 | $24K | Reduce -3.8% |
| BKLN Invesco Senior Loan ETF | 0.01% | 1,037 | $22K | Add +1.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.01% | 290 | $20K | Add +100.0% |
| AGG iShares Core U.S. Aggregate | 0.01% | 167 | $16K | Reduce -95.2% |
| XRAY Dentsply Sirona Inc. | 0.00% | 390 | $7K | No change |
| EEM iShares MSCI Emerging Market | 0.00% | 80 | $3K | No change |
| BSCO Invesco Bulletshares 2024 CB | 0.00% | 13 | $275 | Reduce -99.8% |
Portfolio Sells Q3 2024 → Q4 2024
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -0.2% | 2.83% | −0.20 |
| SCHX Schwab US Large-Cap ETF | Reduce -10.7% | 2.12% | −0.13 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -7.9% | 1.65% | −0.11 |
| AGG iShares Core U.S. Aggregate | Reduce -95.2% | 0.01% | −0.10 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Reduce -33.7% | 0.14% | −0.09 |
| SPEM State Street SP PTF Em ETF | Reduce -1.1% | 1.22% | −0.07 |
| BSCO Invesco Bulletshares 2024 CB | Reduce -99.8% | 0.00% | −0.05 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -1.5% | 0.55% | −0.04 |
| IVV iShares Core S&P 500 ETF | Reduce -5.3% | 12.07% | −0.04 |
| IWV iShares Russell 3000 ETF | Reduce -15.1% | 0.32% | −0.04 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -13.7% | 0.25% | −0.03 |
| SCHM Schwab US Mid Cap ETF | Reduce -6.8% | 0.43% | −0.02 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -9.1% | 0.17% | −0.01 |
| SUB iShares Short-Term National | Reduce -2.4% | 1.12% | −0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -3.8% | 0.01% | 0.00 |
| VOO Vanguard S&P 500 ETF | Reduce -3.5% | 0.08% | +0.00 |
| SCHA Schwab US Small-Cap ETF | Reduce -3.0% | 0.44% | +0.00 |
| IWR iShares Russell Mid-Cap ETF | Reduce -0.3% | 0.15% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.3% | 0.80% | +0.02 |
| SCHB Schwab US Broad Market ETF | Reduce -1.9% | 1.18% | +0.04 |
Portfolio Buys Q3 2024 → Q4 2024
| IEFA iShares Core MSCI Eafe ETF | Add +11.3% | 15.14% | +0.48 |
| BSCP Invesco Bulletshares 2025 CB | Add +3.1% | 7.17% | +0.43 |
| IJR iShares Core S&P Small-Cap E | Add +6.9% | 4.09% | +0.32 |
| DJP Ipath Bloomberg Commodity Inc. | Add +15.8% | 1.28% | +0.20 |
| IJH iShares Core S&P Midcap ETF | Add +0.9% | 4.31% | +0.17 |
| SHY iShares 1-3 Year Treasury Bo | Add +14.8% | 0.31% | +0.05 |
| MUB iShares National Muni Bond E | Add +0.2% | 2.47% | +0.03 |
| EMB iShares JP Morgan Usd Emergi | New | 0.01% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +12.0% | 0.11% | +0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +3.6% | 0.09% | +0.01 |
| ACWI iShares MSCI Acwi ETF | Add +2.8% | 0.09% | +0.00 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +100.0% | 0.01% | +0.00 |
| BKLN Invesco Senior Loan ETF | Add +1.1% | 0.01% | +0.00 |
| VEA Vanguard Ftse Developed ETF | Add +7.7% | 0.04% | +0.00 |
| RWO State Street SPDR Dow Jones | Add +1.5% | 0.06% | −0.00 |
| EFA iShares MSCI Eafe ETF | Add +4.8% | 0.83% | −0.02 |
| SCHF Schwab Intl Equity ETF | Add +0.3% | 0.93% | −0.07 |
| IEMG iShares Core MSCI Emerging | Add +5.1% | 8.41% | −0.12 |
| IEF iShares 7-10 Year Treasury B | Add +1.0% | 13.86% | −0.26 |
| VGLT Vanguard Long-Term Treasury | Add +5.1% | 14.79% | −0.38 |
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 |