Ironwood-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "DJP",
  null,
  "MUB",
  "IJH",
  null,
  "IJR",
  "EEM",
  null,
  "IEMG",
  "IVV",
  "SPY",
  null,
  null,
  null,
  "IEFA",
  "SCHX",
  "SPDW",
  null,
  null,
  null,
  null,
  "VO",
  "VWO",
  "IWV",
  null,
  "IEF",
  "IWR",
  "SCHB",
  null,
  "IVE",
  "VEA",
  "VGLT",
  "VB",
  "VOO",
  null,
  null,
  "SCHF",
  "SCHA",
  "XRAY",
  "EFA",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-25
Total Holdings: 42
Total Value: 325783833
Accession Number: 0001104659-25-039345
Form Type: 13F-HR
CIK: ironwood-wealth-management
Manager Name: Ironwood-Wealth-Management

Data Enrichment

64% identified

27 identified15 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

42 positions • $325.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 2 of 3

Sort by:

808524607

SCHA|808524607

Shares:54.2K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$325.8M)

78464A664

Shares:43.6K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$325.8M)

808524508

Shares:43.0K

Value:$1.1M

% of Portfolio:0.3% ($1.1M/$325.8M)

464287689

IWV|464287689

Shares:3.0K

Value:$967.2K

% of Portfolio:0.3% ($967.2K/$325.8M)

464287457

Shares:10.2K

Value:$844.9K

% of Portfolio:0.3% ($844.9K/$325.8M)

78464A847

Shares:14.3K

Value:$729.4K

% of Portfolio:0.2% ($729.4K/$325.8M)

922908769

VTI|922908769

Shares:2.1K

Value:$567.4K

% of Portfolio:0.2% ($567.4K/$325.8M)

464287499

IWR|464287499

Shares:4.9K

Value:$419.4K

% of Portfolio:0.1% ($419.4K/$325.8M)

922042858

VWO|922042858

Shares:8.5K

Value:$383.1K

% of Portfolio:0.1% ($383.1K/$325.8M)

922908629

VO|922908629

Shares:1.2K

Value:$307.0K

% of Portfolio:0.1% ($307.0K/$325.8M)

464288257

Shares:2.5K

Value:$295.0K

% of Portfolio:0.1% ($295.0K/$325.8M)

922908363

VOO|922908363

Shares:424

Value:$217.9K

% of Portfolio:0.1% ($217.9K/$325.8M)

78463X749

Shares:4.5K

Value:$196.2K

% of Portfolio:0.1% ($196.2K/$325.8M)

921943858

VEA|921943858

Shares:2.9K

Value:$146.4K

% of Portfolio:0.0% ($146.4K/$325.8M)

78464A391

Shares:3.4K

Value:$69.1K

% of Portfolio:0.0% ($69.1K/$325.8M)

464288281

Shares:428

Value:$38.8K

% of Portfolio:0.0% ($38.8K/$325.8M)

464287408

IVE|464287408

Shares:196

Value:$37.4K

% of Portfolio:0.0% ($37.4K/$325.8M)

922908751

VB|922908751

Shares:101

Value:$22.4K

% of Portfolio:0.0% ($22.4K/$325.8M)

46138G508

Shares:1.0K

Value:$21.5K

% of Portfolio:0.0% ($21.5K/$325.8M)

464287226

Shares:182

Value:$18.0K

% of Portfolio:0.0% ($18.0K/$325.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(SCHAcusip808524607)	54.2K	QoQ -0.87% (-478) YoY +93.43% (-26.2K)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$325.8M)	QoQ -10.18% (-$144.1K) YoY -7.95% (-$109.8K)
(cusip78464A664)✕	43.6K	QoQ +145.51% (+25.8K) YoY +738.73% (+38.4K)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$325.8M)	QoQ +155.54% (+$722.8K) YoY +718.32% (+$1.0M)
(cusip808524508)✕	43.0K	QoQ -14.68% (-7.4K) YoY +138.38% (-25.0K)	All Managers (Combined)	$1.1M	0.3% ($1.1M/$325.8M)	QoQ -19.33% (-$270.0K) YoY -23.29% (-$342.2K)
(IWVcusip464287689)	3.0K	QoQ 0.00% (-0) YoY -20.59% (-790)	All Managers (Combined)	$967.2K	0.3% ($967.2K/$325.8M)	QoQ -4.96% (-$50.6K) YoY -15.95% (-$183.6K)
(cusip464287457)✕	10.2K	QoQ -17.37% (-2.1K) YoY -11.62% (-1.3K)	All Managers (Combined)	$844.9K	0.3% ($844.9K/$325.8M)	QoQ -16.62% (-$168.5K) YoY -10.59% (-$100.2K)
(cusip78464A847)✕	14.3K	QoQ -4.94% (-742) YoY -38.59% (-9.0K)	All Managers (Combined)	$729.4K	0.2% ($729.4K/$325.8M)	QoQ -11.05% (-$90.6K) YoY -41.08% (-$508.6K)
(VTIcusip922908769)	2.1K	QoQ +12.53% (+230) YoY -21.06% (-551)	All Managers (Combined)	$567.4K	0.2% ($567.4K/$325.8M)	QoQ +6.67% (+$35.5K) YoY -16.54% (-$112.5K)
(IWRcusip464287499)	4.9K	QoQ -9.39% (-511) YoY -12.23% (-687)	All Managers (Combined)	$419.4K	0.1% ($419.4K/$325.8M)	QoQ -12.80% (-$61.6K) YoY -11.20% (-$52.9K)
(VWOcusip922042858)	8.5K	QoQ +0.85% (+72) YoY +12.92% (+969)	All Managers (Combined)	$383.1K	0.1% ($383.1K/$325.8M)	QoQ +3.65% (+$13.5K) YoY +22.36% (+$70.0K)
(VOcusip922908629)	1.2K	QoQ +6.64% (+74) YoY +10.52% (+113)	All Managers (Combined)	$307.0K	0.1% ($307.0K/$325.8M)	QoQ +4.42% (+$13.0K) YoY +14.39% (+$38.6K)
(cusip464288257)✕	2.5K	QoQ +7.46% (+176) YoY +24.52% (+499)	All Managers (Combined)	$295.0K	0.1% ($295.0K/$325.8M)	QoQ +6.44% (+$17.9K) YoY +31.61% (+$70.9K)
(VOOcusip922908363)	424	QoQ -15.20% (-76) YoY -30.94% (-190)	All Managers (Combined)	$217.9K	0.1% ($217.9K/$325.8M)	QoQ -19.11% (-$51.5K) YoY -26.17% (-$77.3K)
(cusip78463X749)✕	4.5K	QoQ 0.00% (+0) YoY +1444.67% (+4.2K)	All Managers (Combined)	$196.2K	0.1% ($196.2K/$325.8M)	QoQ +1.74% (+$3.4K) YoY +1474.20% (+$183.7K)
(VEAcusip921943858)	2.9K	QoQ +7.74% (+207) YoY +16.07% (+399)	All Managers (Combined)	$146.4K	0.0% ($146.4K/$325.8M)	QoQ +14.52% (+$18.6K) YoY +17.60% (+$21.9K)
(cusip78464A391)✕	3.4K	QoQ -88.23% (-25.8K) YoY -88.23% (-25.8K)	All Managers (Combined)	$69.1K	0.0% ($69.1K/$325.8M)	QoQ -87.91% (-$502.3K) YoY -88.48% (-$530.7K)
(cusip464288281)✕	428	QoQ 0.00% (+0) YoY NEW(+428)	All Managers (Combined)	$38.8K	0.0% ($38.8K/$325.8M)	QoQ +1.74% (+$664) YoY NEW(+$38.8K)
(IVEcusip464287408)	196	QoQ -11.31% (-25) YoY -52.65% (-218)	All Managers (Combined)	$37.4K	0.0% ($37.4K/$325.8M)	QoQ -11.44% (-$4.8K) YoY -51.70% (-$40.0K)
(VBcusip922908751)	101	QoQ 0.00% (-0) YoY -9.82% (-11)	All Managers (Combined)	$22.4K	0.0% ($22.4K/$325.8M)	QoQ -7.63% (-$1.9K) YoY -12.73% (-$3.3K)
(cusip46138G508)✕	1.0K	QoQ 0.00% (-0) YoY -75.91% (-3.3K)	All Managers (Combined)	$21.5K	0.0% ($21.5K/$325.8M)	QoQ -1.75% (-$384) YoY -76.42% (-$69.6K)
(cusip464287226)✕	182	QoQ +8.98% (+15) YoY -96.45% (-5.0K)	All Managers (Combined)	$18.0K	0.0% ($18.0K/$325.8M)	QoQ +11.27% (+$1.8K) YoY -96.42% (-$485.1K)