Ironwood Wealth Management, LLC.

CIK: 0001692820SEC EDGAR →

Portfolio Value

$340.1M

Holdings

47

As of

Q4 2025

New Positions

47

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

IEFA

856,832$76.7M
22.54%
2

VGLT

790,691$44.1M
12.97%
3

IEMG

623,437$41.9M
12.32%
4

IVV

60,793$41.6M
12.24%
5

IEF

430,869$41.4M
12.18%
6

BSCQ

1,057,133$20.7M
6.08%
7

IJH

231,495$15.3M
4.49%
8

IJR

89,171$10.7M
3.15%
9

SPDW

170,954$7.6M
2.23%
10

MUB

43,427$4.7M
1.37%

Quarterly Changes

Top Buys

AQLTNEW
$76.7M
VGLTNEW
$44.1M
IEMGNEW
$41.9M
IVVNEW
$41.6M
IEFNEW
$41.4M

Top Sells

No sells this quarter

New Positions (47)

$76.7M · 857K shares
$44.1M · 791K shares
$41.9M · 623K shares
$41.6M · 61K shares
$41.4M · 431K shares
$20.7M · 1.1M shares
$15.3M · 231K shares
$10.7M · 89K shares
$7.6M · 171K shares
$4.7M · 43K shares
$4.6M · 169K shares
$3.7M · 99K shares
$3.2M · 68K shares
$2.9M · 27K shares
$2.7M · 104K shares
$2.6M · 92K shares
$2.6M · 55K shares
$1.8M · 75K shares
$1.6M · 2K shares
$1.5M · 56K shares
$1.2M · 38K shares
$1.2M · 12K shares
$979K · 33K shares
$863K · 10K shares
$626K · 2K shares
$507K · 9K shares
$396K · 4K shares
$382K · 7K shares
$369K · 4K shares
$325K · 1K shares
$322K · 2K shares
$264K · 788 shares
$220K · 352 shares
$129K · 619 shares
$93K · 363 shares
$81K · 4K shares
$76K · 968 shares
$75K · 1K shares
$44K · 944 shares
$41K · 912 shares
$41K · 428 shares
$40K · 515 shares
$34K · 493 shares
$12K · 126 shares
$4K · 390 shares
$3K · 73 shares
$0 · 5 shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services44$259.7M76.4%
Unknown1$76.7M22.5%
Technology1$3.7M1.1%
Healthcare1$4K0.0%