Ironwood Wealth Management, LLC.
CIK 1692820 · View on SEC EDGAR ↗
- Portfolio value
- $446.9M
- Positions
- 54
- As of
- June 30, 2026
#4,077 of 9,443 by 13F value · top 43.2%
Portfolio value QoQ: +28.1% 13F does not disclose cash
- Top 10 holdings weight
- 81.30%
- Top 25 holdings weight
- 97.38%
- Positions above 1%
- 16
- Effective number of positions
- 11.2
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 16.72% Est. buys $137,138,586 · sells $66,509,119
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 88.5% still held
- New positions
- 8
- Increased
- 11
- Decreased
- 32
- Closed
- 1
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Health Care
0.0%
Other/Unmapped
100.0%
Full portfolio 54 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| IEFA | $80,199,503 | 17.95% | 830,395 | $2,256,052 | Down ×1 | ||
| DFGX Dimensional Global ex US Core Fixed Income ETF | $51,047,975 | 11.42% | 952,480 | Up ×1 | |||
| IVV | $49,023,365 | 10.97% | 65,461 | $6,375,643 | Up ×3 | ||
| IEMG | $46,152,472 | 10.33% | 557,128 | $2,256,558 | Down ×1 | ||
| IEF iShares 7-10 Year Treasury Bond ETF | $45,422,219 | 10.16% | 480,303 | $3,409,352 | Up ×4 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $27,217,802 | 6.09% | 329,314 | Up ×1 | |||
| VGSH Vanguard Short-Term Treasury ETF | $18,433,104 | 4.13% | 316,720 | Up ×1 | |||
| IJH | $17,204,157 | 3.85% | 223,112 | $1,475,244 | Down ×1 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $16,814,581 | 3.76% | 212,762 | Up ×1 | |||
| IJR | $11,792,208 | 2.64% | 79,511 | $822,153 | Down ×2 | ||
| VGLT Vanguard Long-Term Treasury ETF | $11,193,188 | 2.50% | 202,849 | $-33,618,828 | Down ×1 | ||
| SPDW | $8,315,367 | 1.86% | 165,020 | $579,509 | Down ×6 | ||
| AVDV | $7,332,589 | 1.64% | 71,156 | Up ×1 | |||
| VTEB | $6,405,792 | 1.43% | 126,647 | Up ×1 | |||
| MUB | $5,903,943 | 1.32% | 54,859 | $1,215,489 | Up ×4 | ||
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $5,221,690 | 1.17% | 267,436 | $-15,555,646 | Down ×1 | ||
| SCHX | $4,443,315 | 0.99% | 150,979 | $250,813 | Down ×6 | ||
| DJP | $4,378,212 | 0.98% | 100,165 | $-667,871 | Down ×1 | ||
| SPEM | $3,215,908 | 0.72% | 62,107 | $173,412 | Down ×6 | ||
| SPSM | $2,994,924 | 0.67% | 51,932 | $408,882 | Down ×6 | ||
| SCHB | $2,914,004 | 0.65% | 100,622 | $360,406 | Down ×6 | ||
| SUB | $2,790,457 | 0.62% | 26,209 | $-576,217 | Down ×1 | ||
| SCHA | $2,626,727 | 0.59% | 72,702 | $-48,252 | Down ×4 | ||
| SCHF | $2,066,798 | 0.46% | 74,614 | $212,737 | Down ×1 | ||
| IDEV | $2,034,119 | 0.46% | 22,853 | $947,303 | Up ×2 | ||
| SCHZ | $1,815,978 | 0.41% | 78,512 | Up ×1 | |||
| EFA | $1,233,575 | 0.28% | 11,875 | $73,260 | Down ×2 | ||
| SCHE | $1,224,901 | 0.27% | 33,781 | $-3,773 | Down ×6 | ||
| BNDX Vanguard Total International Bond ETF | $1,128,015 | 0.25% | 23,292 | Up ×1 | |||
| SCHM | $1,002,470 | 0.22% | 27,189 | $-6,645 | Down ×1 | ||
| SPY SPY | $975,848 | 0.22% | 1,307 | $-472,953 | Down ×2 | ||
| IWV | $670,301 | 0.15% | 1,572 | $69,799 | Down ×1 | ||
| VXF | $665,650 | 0.15% | 2,704 | $324,464 | Up ×2 | ||
| SPTL | $535,853 | 0.12% | 20,429 | $-910,516 | Down ×4 | ||
| SPMD | $513,610 | 0.11% | 7,602 | $25,325 | Down ×2 | ||
| VO | $344,517 | 0.08% | 4,276 | $37,522 | Up ×1 | ||
| BSV | $307,204 | 0.07% | 3,943 | $188,748 | Up ×2 | ||
| VMBS Vanguard Mortgage-Backed Securities ETF | $176,248 | 0.04% | 3,765 | $107,506 | Up ×2 | ||
| BIV | $159,425 | 0.04% | 2,079 | $97,451 | Up ×2 | ||
| VOO | $145,243 | 0.03% | 211 | $-26,027 | Down ×3 | ||
| BLV | $136,329 | 0.03% | 1,978 | $83,548 | Up ×2 | ||
| VTI | $132,474 | 0.03% | 358 | $-124,723 | Down ×1 | ||
| IWR | $115,395 | 0.03% | 1,046 | $-284,609 | Down ×1 | ||
| VB | $103,667 | 0.02% | 342 | $8,498 | Down ×1 | ||
| VEA | $86,569 | 0.02% | 1,215 | $8,748 | Up ×1 | ||
| BKLN | $51,353 | 0.01% | 2,521 | $-27,409 | Down ×1 | ||
| SHY iShares 1-3 Year Treasury Bond ETF | $49,430 | 0.01% | 602 | $-824,023 | Down ×1 | ||
| RWO | $42,104 | 0.01% | 847 | $3,337 | |||
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $41,276 | 0.01% | 428 | $1,074 | |||
| ACWI iShares MSCI ACWI ETF | $20,472 | 0.00% | 130 | $-296,849 | Down ×1 | ||
| VWO | $17,276 | 0.00% | 289 | $-368,662 | Down ×1 | ||
| AGG | $5,939 | 0.00% | 60 | $-5,676 | Down ×2 | ||
| XRAY DENTSPLY SIRONA Inc. - Common Stock | $4,138 | 0.00% | 390 | $-386 | |||
| EEM | $4,036 | 0.00% | 59 | $-110 | Down ×1 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| IVV | $49,023,365 | 10.97% | up ×3 |
| IEF | $45,422,219 | 10.16% | up ×4 |
| MUB | $5,903,943 | 1.32% | up ×4 |
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| SHM | March 31, 2025 | 17,616 | $834,822 | No longer tracked |
| EBND | Sept. 30, 2025 | 3,441 | $73,637 | No longer tracked |
| IVE | June 30, 2025 | 196 | $37,354 | No longer tracked |
| BSCP | Dec. 31, 2025 | 1,038 | $21,476 | No longer tracked |
| SPYM | March 31, 2025 | 290 | $19,993 | No longer tracked |
| SPTM | June 30, 2026 | 5 | $395 | No longer tracked |
| BSCO | March 31, 2025 | 13 | $275 | No longer tracked |