Ironwood Wealth Management, Llc. Portfolio Holdings

Ironwood Wealth Management, Llc.

  • $271 Million
  • Q2 2025

Ironwood Wealth Management, Llc. has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $271 Million distributed in 42 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $47.7M, Vanguard Long Term Treasury Et with a value of $38.8M, Ishares Barclays with a value of $37.7M, Ishares Core S&P 500 ETF with a value of $36.1M, and Ishares Inc with a value of $23.5M.

Examining the 13F form we can see an decrease of $54.2M in the current position value, from $325M to 271M.

Below you can find more details about Ironwood Wealth Management, Llc. portfolio as well as his latest detailed transactions.

Portfolio value $271 Million
ETFs: $271 Million
Healthcare: $6,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.81B
$6,000 0.0% of portfolio
390
Q2 2020 New

Summary

  • Portfolio
  • No. of Stocks 42
  • Current Value $271 Million
  • Prior Value $325 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 06, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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