Ironwood Wealth Management, Llc.

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 42Value: $325.8MLatest: 2025Q1

Ironwood Wealth Management, LLC. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 42 holdings worth $0.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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

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46432F842

IEFA|46432F842

Shares:702.8K

Value:$53.2M

% of Portfolio:16.3% ($53.2M/$325.8M)

92206C847

VGLT|92206C847

Shares:865.1K

Value:$49.8M

% of Portfolio:15.3% ($49.8M/$325.8M)

464287440

IEF|464287440

Shares:497.3K

Value:$47.4M

% of Portfolio:14.6% ($47.4M/$325.8M)

464287200

IVV|464287200

Shares:67.0K

Value:$37.7M

% of Portfolio:11.6% ($37.7M/$325.8M)

46434G103

IEMG|46434G103

Shares:528.8K

Value:$28.5M

% of Portfolio:8.8% ($28.5M/$325.8M)

46138J825

Shares:1.1M

Value:$23.6M

% of Portfolio:7.2% ($23.6M/$325.8M)

464287507

IJH|464287507

Shares:230.7K

Value:$13.5M

% of Portfolio:4.1% ($13.5M/$325.8M)

464287804

IJR|464287804

Shares:118.2K

Value:$12.4M

% of Portfolio:3.8% ($12.4M/$325.8M)

78463X889

SPDW|78463X889

Shares:258.2K

Value:$9.4M

% of Portfolio:2.9% ($9.4M/$325.8M)

464288414

MUB|464288414

Shares:69.1K

Value:$7.3M

% of Portfolio:2.2% ($7.3M/$325.8M)

808524201

SCHX|808524201

Shares:261.0K

Value:$5.8M

% of Portfolio:1.8% ($5.8M/$325.8M)

BARCLAYS BANK PLC

DJP|06738C778

Shares:124.7K

Value:$4.4M

% of Portfolio:1.4% ($4.4M/$325.8M)

78468R853

Shares:106.5K

Value:$4.3M

% of Portfolio:1.3% ($4.3M/$325.8M)

78463X509

Shares:98.0K

Value:$3.9M

% of Portfolio:1.2% ($3.9M/$325.8M)

808524102

SCHB|808524102

Shares:165.5K

Value:$3.6M

% of Portfolio:1.1% ($3.6M/$325.8M)

464288158

Shares:30.3K

Value:$3.2M

% of Portfolio:1.0% ($3.2M/$325.8M)

464287465

EFA|464287465

Shares:31.4K

Value:$2.6M

% of Portfolio:0.8% ($2.6M/$325.8M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:4.3K

Value:$2.4M

% of Portfolio:0.7% ($2.4M/$325.8M)

808524805

SCHF|808524805

Shares:115.4K

Value:$2.3M

% of Portfolio:0.7% ($2.3M/$325.8M)

808524706

Shares:66.0K

Value:$1.8M

% of Portfolio:0.6% ($1.8M/$325.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IEFAcusip46432F842)	702.8K	QoQ +1.19% (+8.3K) YoY +13.82% (+85.4K)	All Managers (Combined)	$53.2M	16.3% ($53.2M/$325.8M)	QoQ +8.92% (+$4.4M) YoY +16.01% (+$7.3M)
(VGLTcusip92206C847)	865.1K	QoQ +0.41% (+3.6K) YoY +18.10% (+132.6K)	All Managers (Combined)	$49.8M	15.3% ($49.8M/$325.8M)	QoQ +4.51% (+$2.2M) YoY +14.85% (+$6.4M)
(IEFcusip464287440)	497.3K	QoQ +2.89% (+14.0K) YoY +17.38% (+73.6K)	All Managers (Combined)	$47.4M	14.6% ($47.4M/$325.8M)	QoQ +6.14% (+$2.7M) YoY +18.26% (+$7.3M)
(IVVcusip464287200)	67.0K	QoQ +1.36% (-901) YoY -10.75% (-8.1K)	All Managers (Combined)	$37.7M	11.6% ($37.7M/$325.8M)	QoQ -3.24% (-$1.3M) YoY -4.61% (-$1.8M)
(IEMGcusip46434G103)	528.8K	QoQ +1.90% (+9.9K) YoY +7.44% (+36.6K)	All Managers (Combined)	$28.5M	8.8% ($28.5M/$325.8M)	QoQ +5.32% (+$1.4M) YoY +12.37% (+$3.1M)
(cusip46138J825)✕	1.1M	QoQ +1.97% (+22.1K) YoY +15.74% (+155.2K)	All Managers (Combined)	$23.6M	7.2% ($23.6M/$325.8M)	QoQ +2.12% (+$489.9K) YoY +17.16% (+$3.5M)
(IJHcusip464287507)	230.7K	QoQ +3.46% (-7.7K) YoY +1.14% (-2.6K)	All Managers (Combined)	$13.5M	4.1% ($13.5M/$325.8M)	QoQ -3.10% (-$431.8K) YoY -2.83% (-$392.2K)
(IJRcusip464287804)	118.2K	QoQ +3.21% (-3.7K) YoY +12.26% (+12.9K)	All Managers (Combined)	$12.4M	3.8% ($12.4M/$325.8M)	QoQ -6.32% (-$834.7K) YoY +6.21% (+$723.7K)
(SPDWcusip78463X889)	258.2K	QoQ -3.24% (-8.7K) YoY -8.17% (-23.0K)	All Managers (Combined)	$9.4M	2.9% ($9.4M/$325.8M)	QoQ +3.21% (-$293.1K) YoY -6.71% (-$677.0K)
(MUBcusip464288414)	69.1K	QoQ -7.30% (-5.5K) YoY -19.88% (-17.2K)	All Managers (Combined)	$7.3M	2.2% ($7.3M/$325.8M)	QoQ -8.27% (-$657.9K) YoY -21.49% (-$2.0M)
(SCHXcusip808524201)	261.0K	QoQ -11.39% (-33.6K) YoY +120.80% (-142.8K)	All Managers (Combined)	$5.8M	1.8% ($5.8M/$325.8M)	QoQ -15.60% (-$1.1M) YoY -21.44% (-$1.6M)
BARCLAYS BANK PLC(DJPcusip06738C778)	124.7K	QoQ -3.08% (-4.0K) YoY +10.81% (+12.2K)	All Managers (Combined)	$4.4M	1.4% ($4.4M/$325.8M)	QoQ +6.63% (-$274.0K) YoY +25.81% (+$903.3K)
(cusip78468R853)✕	106.5K	QoQ -10.30% (-12.2K) YoY -14.11% (-17.5K)	All Managers (Combined)	$4.3M	1.3% ($4.3M/$325.8M)	QoQ -18.61% (-$992.3K) YoY -18.66% (-$995.5K)
(cusip78463X509)✕	98.0K	QoQ -4.76% (-4.9K) YoY -9.96% (-10.8K)	All Managers (Combined)	$3.9M	1.2% ($3.9M/$325.8M)	QoQ -2.28% (-$90.2K) YoY -2.04% (-$80.7K)
(SCHBcusip808524102)	165.5K	QoQ -1.53% (-2.6K) YoY +180.58% (-106.5K)	All Managers (Combined)	$3.6M	1.1% ($3.6M/$325.8M)	QoQ -6.61% (-$252.2K) YoY -1.04% (-$37.8K)
(cusip464288158)✕	30.3K	QoQ -11.52% (-3.9K) YoY -21.51% (-8.3K)	All Managers (Combined)	$3.2M	1.0% ($3.2M/$325.8M)	QoQ -11.42% (-$412.8K) YoY -20.86% (-$844.1K)
(EFAcusip464287465)	31.4K	QoQ -11.01% (-3.9K) YoY -7.53% (-2.6K)	All Managers (Combined)	$2.6M	0.8% ($2.6M/$325.8M)	QoQ -3.81% (-$101.8K) YoY -5.36% (-$145.7K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	4.3K	QoQ -2.60% (-114) YoY -11.51% (-555)	All Managers (Combined)	$2.4M	0.7% ($2.4M/$325.8M)	QoQ -7.03% (-$180.6K) YoY -5.37% (-$135.5K)
(SCHFcusip808524805)	115.4K	QoQ -28.67% (-46.4K) YoY +26.81% (-24.4K)	All Managers (Combined)	$2.3M	0.7% ($2.3M/$325.8M)	QoQ -23.73% (-$710.4K) YoY -35.71% (-$1.3M)
(cusip808524706)✕	66.0K	QoQ -0.68% (-452) YoY -6.55% (-4.6K)	All Managers (Combined)	$1.8M	0.6% ($1.8M/$325.8M)	QoQ +2.82% (-$50.0K) YoY +2.02% (-$36.1K)