Latest Ironwood Wealth Management, LLC. Stock Portfolio
Ironwood Wealth Management, LLC. Performance:
2025 Q4: 1.02%YTD: 11.49%2024: -11.59%
Performance for 2025 Q4 is 1.02%, and YTD is 11.49%, and 2024 is -11.59%.
About Ironwood Wealth Management, LLC. and 13F Hedge Fund Stock Holdings
Ironwood Wealth Management, LLC. is a hedge fund based in Chandler, AZ. On 2026-02-02, the fund reported it's updated stock portfolio. In the 13F Holdings report, Ironwood Wealth Management, LLC. reported an equity portfolio of $340.1 Millions as of 31 Dec, 2025.
The top stock holdings of Ironwood Wealth Management, LLC. are IBCE, BNDW, EMGF. The fund has invested 22.5% of it's portfolio in IEFA and 13% of portfolio in VGLT.
The fund managers got completely rid off INVESCO BULLETSHARES 2025 CORP BD ETF (BSAE) stocks. They significantly reduced their stock positions in VOO (VB), VEA (VEA) and SCHX (FNDA). Ironwood Wealth Management, LLC. opened new stock positions in IDEV (AGT), VXF (VB) and BSV (BIV). The fund showed a lot of confidence in some stocks as they added substantially to IEFA (IBCE), IJH (IJR) and ACWI (AAXJ).
The top stock holdings of Ironwood Wealth Management, LLC. are IBCE, BNDW, EMGF. The fund has invested 22.5% of it's portfolio in IEFA and 13% of portfolio in VGLT.
The fund managers got completely rid off INVESCO BULLETSHARES 2025 CORP BD ETF (BSAE) stocks. They significantly reduced their stock positions in VOO (VB), VEA (VEA) and SCHX (FNDA). Ironwood Wealth Management, LLC. opened new stock positions in IDEV (AGT), VXF (VB) and BSV (BIV). The fund showed a lot of confidence in some stocks as they added substantially to IEFA (IBCE), IJH (IJR) and ACWI (AAXJ).
Ironwood Wealth Management, LLC. Annual Return Estimates Vs S&P 500
Our best estimate is that Ironwood Wealth Management, LLC. made a return of 1.02% in the last quarter. In trailing 12 months, it's portfolio return was 11.49%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| idev | 369,911 |
| vxf | 129,389 |
| bsv | 76,303 |
| vmbs | 44,457 |
| biv | 40,090 |
| blv | 34,265 |
| sptm | 413 |
New stocks bought by Ironwood Wealth Management, LLC.
Additions
| Ticker | % Inc. |
|---|---|
| iefa | 58.4 |
| ijh | 21.21 |
| acwi | 17.89 |
| ivv | 4.83 |
| ief | 4.73 |
| vglt | 4.56 |
| bscq | 3.61 |
| iwr | 3.19 |
Additions to existing portfolio by Ironwood Wealth Management, LLC.
Reductions
| Ticker | % Reduced |
|---|---|
| voo | -38.46 |
| vea | -19.44 |
| schx | -1.73 |
| sptl | -1.63 |
| vb | -1.36 |
| spdw | -1.33 |
| schb | -1.27 |
| spsm | -1.03 |
Ironwood Wealth Management, LLC. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| invesco bulletshares 2025 corp bd etf | -21,476 |
Ironwood Wealth Management, LLC. got rid off the above stocks
Sector Distribution
Ironwood Wealth Management, LLC. has about 100% of it's holdings in Others sector.
- Others
| Sector | % |
|---|---|
| Others | 100 |
Market Cap. Distribution
Ironwood Wealth Management, LLC. has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
| Category | % |
|---|---|
| UNALLOCATED | 100 |
Stocks belong to which Index?
About 0% of the stocks held by Ironwood Wealth Management, LLC. either belong to S&P 500 or RUSSELL 2000 index.
- Others
| Index | % |
|---|---|
| Others | 100 |
| Top 5 Winners (%) | % | |
|---|---|---|
| 6.1 % | ||
| VEA | 3.8 % | |
| CWI | 3.8 % | |
| FNDA | 3.3 % | |
| IJR | 2.8 % | |
| Top 5 Winners ($) | $ | |
|---|---|---|
| IBCE | 1.5 M | |
| IJR | 0.9 M | |
| EMGF | 0.8 M | |
| CWI | 0.3 M | |
| 0.2 M | ||
| Top 5 Losers (%) | % | |
|---|---|---|
| XRAY | -9.9 % | |
| FNDA | -1.9 % | |
| BNDW | -1.8 % | |
| BIL | -1.8 % | |
| CWI | -1.6 % | |
| Top 5 Losers ($) | $ | |
|---|---|---|
| BNDW | -0.8 M | |
| IJR | -0.1 M | |
| BIL | 0.0 M | |
| FNDA | 0.0 M | |
| VB | 0.0 M | |
Ironwood Wealth Management, LLC. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Ironwood Wealth Management, LLC.
Ironwood Wealth Management, LLC. has 47 stocks in it's portfolio. About 89.6% of the portfolio is in top 10 stocks. BNDW proved to be the most loss making stock for the portfolio. IBCE was the most profitable stock for Ironwood Wealth Management, LLC. last quarter.
Last Reported on: 02 Feb, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAXJ | mub | 1.37 | 43,427 | 4,651,430 | added | 0.27 | ||
| AAXJ | sub | 0.84 | 26,879 | 2,867,940 | added | 0.38 | ||
| AAXJ | acwi | 0.10 | 2,280 | 322,558 | added | 17.89 | ||
| AAXJ | emb | 0.01 | 428 | 41,208 | unchanged | 0.00 | ||
| AGT | idev | 0.11 | 4,485 | 369,911 | new | |||
| BAB | bkln | 0.02 | 3,859 | 81,039 | unchanged | 0.00 | ||
| BIL | spsm | 0.76 | 55,327 | 2,592,610 | reduced | -1.03 | ||
| BIL | sptl | 0.44 | 55,983 | 1,481,870 | reduced | -1.63 | ||
| BIL | spmd | 0.15 | 8,761 | 507,322 | added | 0.13 | ||
| BIL | sptm | 0.00 | 5.00 | 413 | new | |||
| BIV | bsv | 0.02 | 968 | 76,303 | new | |||
| BIV | biv | 0.01 | 515 | 40,090 | new | |||
| BIV | blv | 0.01 | 493 | 34,265 | new | |||
| BNDW | vglt | 12.97 | 790,691 | 44,120,500 | added | 4.56 | ||
| BNDW | vmbs | 0.01 | 944 | 44,457 | new | |||
| BSAE | bscq | 6.08 | 1,057,130 | 20,693,400 | added | 3.61 | ||
| BSAE | invesco bulletshares 2025 corp bd etf | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| CWI | spdw | 2.23 | 170,954 | 7,592,070 | reduced | -1.33 | ||
| CWI | spem | 0.94 | 67,903 | 3,178,550 | reduced | -0.94 | ||
| CWI | rwo | 0.01 | 912 | 41,058 | unchanged | 0.00 | ||