Ironwood Wealth Management, LLC.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 6, 2025), Ironwood Wealth Management, LLC. reported 42 stock positions worth $274.0 million. Its top holding was iShares Core MSCI Eafe ETF (IEFA) at 17.4% of the portfolio, followed by Vanguard Long-Term Treasury (VGLT, 14.1%) and iShares 7-10 Year Treasury B (IEF, 13.7%). Compared with Q1 2025, it opened 1 new position, sold out of 1, added to 6 and reduced 31. The biggest buy was a new position in Invesco Bulletshares 2026 CB (BSCQ) and the biggest sale Invesco Bulletshares 2025 CB (BSCP, shares −99%).
- Most Recent 13F
- Q2 2026
- Location
- CHANDLER, AZ
- CIK
- 0001692820
- Portfolio Value
- $274.0M (Q2 2025)
- SEC Filing
- 0001104659-25-074685 ↗ filed Aug 6, 2025
Holdings Value
Holdings 42 stocks · $274.0M
| IEFA iShares Core MSCI Eafe ETF | 17.41% | 571,299 | $47.7M | Reduce -18.7% |
| VGLT Vanguard Long-Term Treasury | 14.15% | 690,694 | $38.8M | Reduce -20.2% |
| IEF iShares 7-10 Year Treasury B | 13.75% | 393,200 | $37.7M | Reduce -20.9% |
| IVV iShares Core S&P 500 ETF | 13.17% | 58,096 | $36.1M | Reduce -13.3% |
| IEMG iShares Core MSCI Emerging | 9.58% | 437,286 | $26.3M | Reduce -17.3% |
| BSCQ Invesco Bulletshares 2026 CB | 6.99% | 980,751 | $19.1M | New |
| IJH iShares Core S&P Midcap ETF | 4.37% | 192,927 | $12.0M | Reduce -16.4% |
| IJR iShares Core S&P Small-Cap E | 3.22% | 80,662 | $8.8M | Reduce -31.8% |
| SPDW Ste STR SPDR PT DW Eu ETF | 2.88% | 194,710 | $7.9M | Reduce -24.6% |
| SCHX Schwab US Large-Cap ETF | 1.71% | 191,297 | $4.7M | Reduce -26.7% |
| SUB iShares Short-Term National | 1.47% | 37,918 | $4.0M | Add +25.1% |
| MUB iShares National Muni Bond E | 1.19% | 31,304 | $3.3M | Reduce -54.7% |
| SPEM State Street SP PTF Em ETF | 1.16% | 74,093 | $3.2M | Reduce -24.4% |
| DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC | 1.13% | 91,169 | $3.1M | Reduce -26.9% |
| SCHB Schwab US Broad Market ETF | 1.06% | 121,606 | $2.9M | Reduce -26.5% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.91% | 58,436 | $2.5M | Reduce -45.1% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.91% | 93,547 | $2.5M | Add +114.7% |
| SCHA Schwab US Small-Cap ETF | 0.86% | 93,624 | $2.4M | Add +72.7% |
| SCHF Schwab Intl Equity ETF | 0.64% | 79,524 | $1.8M | Reduce -31.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.57% | 2,512 | $1.6M | Reduce -41.1% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.45% | 40,835 | $1.2M | Reduce -38.1% |
| EFA iShares MSCI Eafe ETF | 0.44% | 13,524 | $1.2M | Reduce -57.0% |
| SCHM Schwab US Mid Cap ETF | 0.37% | 36,410 | $1.0M | Reduce -15.3% |
| SHY iShares 1-3 Year Treasury Bo | 0.29% | 9,452 | $783K | Reduce -7.5% |
| IWV iShares Russell 3000 ETF | 0.25% | 1,925 | $676K | Reduce -36.8% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.18% | 8,835 | $480K | Reduce -38.0% |
| IWR iShares Russell Mid-Cap ETF | 0.13% | 3,998 | $368K | Reduce -18.9% |
| VWO Vanguard Ftse Emerging Marke | 0.13% | 7,212 | $357K | Reduce -14.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.11% | 1,118 | $313K | Reduce -5.8% |
| VOO Vanguard S&P 500 ETF | 0.11% | 522 | $297K | Add +23.1% |
| BSCP Invesco Bulletshares 2025 CB | 0.11% | 14,245 | $295K | Reduce -98.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.09% | 788 | $239K | Reduce -61.8% |
| ACWI iShares MSCI Acwi ETF | 0.08% | 1,684 | $217K | Reduce -33.5% |
| VEA Vanguard Ftse Developed ETF | 0.03% | 1,616 | $92K | Reduce -43.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.03% | 366 | $87K | Add +262.4% |
| BKLN Invesco Senior Loan ETF | 0.03% | 3,811 | $80K | Add +267.5% |
| EBND State Street SPDR Bloomberg | 0.03% | 3,441 | $74K | No change |
| RWO State Street SPDR Dow Jones | 0.01% | 912 | $40K | Reduce -79.7% |
| EMB iShares JP Morgan Usd Emergi | 0.01% | 428 | $40K | No change |
| AGG iShares Core U.S. Aggregate | 0.00% | 121 | $12K | Reduce -33.5% |
| XRAY Dentsply Sirona Inc. | 0.00% | 390 | $6K | No change |
| EEM iShares MSCI Emerging Market | 0.00% | 80 | $4K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| BSCP Invesco Bulletshares 2025 CB | Reduce -98.8% | 0.11% | −7.14 |
| VGLT Vanguard Long-Term Treasury | Reduce -20.2% | 14.15% | −1.15 |
| MUB iShares National Muni Bond E | Reduce -54.7% | 1.19% | −1.04 |
| IEF iShares 7-10 Year Treasury B | Reduce -20.9% | 13.75% | −0.81 |
| IJR iShares Core S&P Small-Cap E | Reduce -31.8% | 3.22% | −0.58 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -45.1% | 0.91% | −0.42 |
| EFA iShares MSCI Eafe ETF | Reduce -57.0% | 0.44% | −0.35 |
| DJP Ipath Bloomberg Commodity Inc. | Reduce -26.9% | 1.13% | −0.22 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -41.1% | 0.57% | −0.17 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -38.1% | 0.45% | −0.11 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -61.8% | 0.09% | −0.09 |
| SCHX Schwab US Large-Cap ETF | Reduce -26.7% | 1.71% | −0.06 |
| SCHF Schwab Intl Equity ETF | Reduce -31.1% | 0.64% | −0.06 |
| IWV iShares Russell 3000 ETF | Reduce -36.8% | 0.25% | −0.05 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -38.0% | 0.18% | −0.05 |
| RWO State Street SPDR Dow Jones | Reduce -79.7% | 0.01% | −0.05 |
| SCHB Schwab US Broad Market ETF | Reduce -26.5% | 1.06% | −0.04 |
| SPEM State Street SP PTF Em ETF | Reduce -24.4% | 1.16% | −0.03 |
| IVE iShares S&P 500 Value ETF | Sold out | 0.00% | −0.01 |
| ACWI iShares MSCI Acwi ETF | Reduce -33.5% | 0.08% | −0.01 |
| VEA Vanguard Ftse Developed ETF | Reduce -43.9% | 0.03% | −0.01 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -24.6% | 2.88% | −0.01 |
| AGG iShares Core U.S. Aggregate | Reduce -33.5% | 0.00% | −0.00 |
| IWR iShares Russell Mid-Cap ETF | Reduce -18.9% | 0.13% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -14.8% | 0.13% | +0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -5.8% | 0.11% | +0.02 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -7.5% | 0.29% | +0.03 |
| SCHM Schwab US Mid Cap ETF | Reduce -15.3% | 0.37% | +0.03 |
| IJH iShares Core S&P Midcap ETF | Reduce -16.4% | 4.37% | +0.24 |
| IEMG iShares Core MSCI Emerging | Reduce -17.3% | 9.58% | +0.82 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -18.7% | 17.41% | +1.09 |
| IVV iShares Core S&P 500 ETF | Reduce -13.3% | 13.17% | +1.61 |
Portfolio Buys Q1 2025 → Q2 2025
| BSCQ Invesco Bulletshares 2026 CB | New | 6.99% | +6.99 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Add +114.7% | 0.91% | +0.54 |
| SUB iShares Short-Term National | Add +25.1% | 1.47% | +0.49 |
| SCHA Schwab US Small-Cap ETF | Add +72.7% | 0.86% | +0.47 |
| VOO Vanguard S&P 500 ETF | Add +23.1% | 0.11% | +0.04 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +262.4% | 0.03% | +0.02 |
| BKLN Invesco Senior Loan ETF | Add +267.5% | 0.03% | +0.02 |
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 |