Ironwood Wealth Management, LLC.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 25, 2025), Ironwood Wealth Management, LLC. reported 42 stock positions worth $325.8 million. Its top holding was iShares Core MSCI Eafe ETF (IEFA) at 16.3% of the portfolio, followed by Vanguard Long-Term Treasury (VGLT, 15.3%) and iShares 7-10 Year Treasury B (IEF, 14.6%). Compared with Q4 2024, it sold out of 3, added to 15 and reduced 20. The biggest buy was iShares Core MSCI Eafe ETF (IEFA, shares +1%) and the biggest sale Schwab US Large-Cap ETF (SCHX, shares −11%).
- Most Recent 13F
- Q2 2026
- Location
- CHANDLER, AZ
- CIK
- 0001692820
- Portfolio Value
- $325.8M (Q1 2025)
- SEC Filing
- 0001104659-25-039345 ↗ filed Apr 25, 2025
Holdings Value
Holdings 42 stocks · $325.8M
| IEFA iShares Core MSCI Eafe ETF | 16.32% | 702,759 | $53.2M | Add +1.2% |
| VGLT Vanguard Long-Term Treasury | 15.30% | 865,136 | $49.8M | Add +0.4% |
| IEF iShares 7-10 Year Treasury B | 14.56% | 497,272 | $47.4M | Add +2.9% |
| IVV iShares Core S&P 500 ETF | 11.56% | 67,006 | $37.7M | Add +1.4% |
| IEMG iShares Core MSCI Emerging | 8.76% | 528,775 | $28.5M | Add +1.9% |
| BSCP Invesco Bulletshares 2025 CB | 7.24% | 1,140,976 | $23.6M | Add +2.0% |
| IJH iShares Core S&P Midcap ETF | 4.13% | 230,697 | $13.5M | Add +3.5% |
| IJR iShares Core S&P Small-Cap E | 3.79% | 118,209 | $12.4M | Add +3.2% |
| SPDW Ste STR SPDR PT DW Eu ETF | 2.89% | 258,170 | $9.4M | Reduce -3.3% |
| MUB iShares National Muni Bond E | 2.24% | 69,148 | $7.3M | Reduce -7.3% |
| SCHX Schwab US Large-Cap ETF | 1.77% | 261,032 | $5.8M | Reduce -11.4% |
| DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC | 1.35% | 124,689 | $4.4M | Reduce -3.1% |
| SPSM SS SPDR P S&P 600 Small Cap | 1.33% | 106,461 | $4.3M | Reduce -10.3% |
| SPEM State Street SP PTF Em ETF | 1.18% | 97,994 | $3.9M | Reduce -4.8% |
| SCHB Schwab US Broad Market ETF | 1.09% | 165,463 | $3.6M | Reduce -1.5% |
| SUB iShares Short-Term National | 0.98% | 30,319 | $3.2M | Reduce -11.5% |
| EFA iShares MSCI Eafe ETF | 0.79% | 31,434 | $2.6M | Reduce -11.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.73% | 4,263 | $2.4M | Reduce -2.6% |
| SCHF Schwab Intl Equity ETF | 0.70% | 115,383 | $2.3M | Reduce -28.7% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.56% | 65,978 | $1.8M | Reduce -0.7% |
| SCHA Schwab US Small-Cap ETF | 0.39% | 54,218 | $1.3M | Reduce -0.9% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.36% | 43,564 | $1.2M | Add +145.5% |
| SCHM Schwab US Mid Cap ETF | 0.35% | 43,005 | $1.1M | Reduce -14.7% |
| IWV iShares Russell 3000 ETF | 0.30% | 3,045 | $967K | No change |
| SHY iShares 1-3 Year Treasury Bo | 0.26% | 10,213 | $845K | Reduce -17.4% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.22% | 14,252 | $729K | Reduce -5.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.17% | 2,065 | $567K | Add +12.5% |
| IWR iShares Russell Mid-Cap ETF | 0.13% | 4,930 | $419K | Reduce -9.4% |
| VWO Vanguard Ftse Emerging Marke | 0.12% | 8,464 | $383K | Add +0.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.09% | 1,187 | $307K | Add +6.7% |
| ACWI iShares MSCI Acwi ETF | 0.09% | 2,534 | $295K | Add +7.5% |
| VOO Vanguard S&P 500 ETF | 0.07% | 424 | $218K | Reduce -15.2% |
| RWO State Street SPDR Dow Jones | 0.06% | 4,495 | $196K | No change |
| VEA Vanguard Ftse Developed ETF | 0.04% | 2,881 | $146K | Add +7.7% |
| EBND State Street SPDR Bloomberg | 0.02% | 3,441 | $69K | Reduce -88.2% |
| EMB iShares JP Morgan Usd Emergi | 0.01% | 428 | $39K | No change |
| IVE iShares S&P 500 Value ETF | 0.01% | 196 | $37K | Reduce -11.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.01% | 101 | $22K | No change |
| BKLN Invesco Senior Loan ETF | 0.01% | 1,037 | $21K | No change |
| AGG iShares Core U.S. Aggregate | 0.01% | 182 | $18K | Add +9.0% |
| XRAY Dentsply Sirona Inc. | 0.00% | 390 | $6K | No change |
| EEM iShares MSCI Emerging Market | 0.00% | 80 | $3K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| SCHX Schwab US Large-Cap ETF | Reduce -11.4% | 1.77% | −0.35 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -10.3% | 1.33% | −0.32 |
| SHM SS SPDR N Ice St Muni ETF | Sold out | 0.00% | −0.26 |
| MUB iShares National Muni Bond E | Reduce -7.3% | 2.24% | −0.23 |
| SCHF Schwab Intl Equity ETF | Reduce -28.7% | 0.70% | −0.23 |
| EBND State Street SPDR Bloomberg | Reduce -88.2% | 0.02% | −0.16 |
| SUB iShares Short-Term National | Reduce -11.5% | 0.98% | −0.14 |
| SCHB Schwab US Broad Market ETF | Reduce -1.5% | 1.09% | −0.09 |
| SCHM Schwab US Mid Cap ETF | Reduce -14.7% | 0.35% | −0.09 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.6% | 0.73% | −0.06 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -17.4% | 0.26% | −0.06 |
| SCHA Schwab US Small-Cap ETF | Reduce -0.9% | 0.39% | −0.05 |
| SPEM State Street SP PTF Em ETF | Reduce -4.8% | 1.18% | −0.04 |
| EFA iShares MSCI Eafe ETF | Reduce -11.0% | 0.79% | −0.04 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -5.0% | 0.22% | −0.03 |
| IWR iShares Russell Mid-Cap ETF | Reduce -9.4% | 0.13% | −0.02 |
| VOO Vanguard S&P 500 ETF | Reduce -15.2% | 0.07% | −0.02 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Sold out | 0.00% | −0.01 |
| IVE iShares S&P 500 Value ETF | Reduce -11.3% | 0.01% | −0.00 |
| BSCO Invesco Bulletshares 2024 CB | Sold out | 0.00% | −0.00 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -0.7% | 0.56% | +0.01 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -3.3% | 2.89% | +0.06 |
| DJP Ipath Bloomberg Commodity Inc. | Reduce -3.1% | 1.35% | +0.07 |
Portfolio Buys Q4 2024 → Q1 2025
| IEFA iShares Core MSCI Eafe ETF | Add +1.2% | 16.32% | +1.18 |
| IEF iShares 7-10 Year Treasury B | Add +2.9% | 14.56% | +0.70 |
| VGLT Vanguard Long-Term Treasury | Add +0.4% | 15.30% | +0.51 |
| IEMG iShares Core MSCI Emerging | Add +1.9% | 8.76% | +0.35 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Add +145.5% | 0.36% | +0.22 |
| BSCP Invesco Bulletshares 2025 CB | Add +2.0% | 7.24% | +0.07 |
| VTI VG Morningstar TS MKT ETF-US | Add +12.5% | 0.17% | +0.01 |
| VEA Vanguard Ftse Developed ETF | Add +7.7% | 0.04% | +0.01 |
| ACWI iShares MSCI Acwi ETF | Add +7.5% | 0.09% | +0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +6.7% | 0.09% | +0.00 |
| VWO Vanguard Ftse Emerging Marke | Add +0.9% | 0.12% | +0.00 |
| AGG iShares Core U.S. Aggregate | Add +9.0% | 0.01% | +0.00 |
| IJH iShares Core S&P Midcap ETF | Add +3.5% | 4.13% | −0.18 |
| IJR iShares Core S&P Small-Cap E | Add +3.2% | 3.79% | −0.30 |
| IVV iShares Core S&P 500 ETF | Add +1.4% | 11.56% | −0.52 |
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 |