You're signed outSign in or to get full access.
Ironwood Wealth Management, LLC.
CIK:0001692820
Investment Adviser
$662M AUM
42 holdings
Chandler, AZ, USA
Ironwood Wealth Management, LLC is an SEC registered investment adviser located in Chandler, Arizona.
Latest 13F Filing Activity
Ironwood Wealth Management, LLC. filed their most recent 13F report on Jun 30, 2025 disclosing 42 equity positions with a total 13F market value of $274M. The fund increased holdings in Invesco Bulletshares 2026 Corp. BD Etf, Spdr(r) Portfolio Long Term Treasury Etf, Schwab Us Small Cap Etf among other positions. Ironwood Wealth Management, LLC. reduced exposure to Invesco Bulletshares 2025 Corp. BD Etf, Vanguard Long-term Treasury Etf, Ishares 7-10 Year Treasury Bond Etf among others.
Top Buys
Top Holdings
Equity Positions (42)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IEFA | Ishares TRUST Core Msci Eafe Etf | 17.41% | $47.7M | 571,299 | $64.97 | $83.48 | -$5.5M |
V VGLT | Vanguard Long-Term Treasury ETF | 14.15% | $38.8M | 690,694 | $58.88 | $56.12 | -$11.1M |
I IEF | iShares 7-10 Year Treasury Bond ETF | 13.75% | $37.7M | 393,200 | $99.52 | $95.77 | -$9.8M |
I IVV | iShares S&P 500 Index (ETF) | 13.17% | $36.1M | 58,096 | $351.10 | $620.90 | -$1.6M |
I IEMG | Ishares Inc Core Msci Emerging Mkts Etf | 9.58% | $26.3M | 437,286 | $51.70 | $60.03 | -$2.3M |
Industry Allocation
COMMERCIAL BANKS, NEC
+1.2%
DENTAL EQUIPMENT & SUPPLIES
+0.0%
Investment Team (2)
| Name | Role | Location | |
|---|---|---|---|
 | Investment Manager | Philadelphia, PA , United States | |
R Rex Weeks | Portfolio Manager | Phoenix, AZ , United States |
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more