Latest Ironwood Wealth Management, LLC. Stock Portfolio

Ironwood Wealth Management, LLC. Performance:

2026 Q1: 0.44%YTD: 0.44%2025: 11.49%

Performance for 2026 Q1 is 0.44%, and YTD is 0.44%, and 2025 is 11.49%.

About Ironwood Wealth Management, LLC. and 13F Hedge Fund Stock Holdings

Ironwood Wealth Management, LLC. is a hedge fund based in Chandler, AZ. On 2026-04-23, the fund reported it's updated stock portfolio. In the 13F Holdings report, Ironwood Wealth Management, LLC. reported an equity portfolio of $348.7 Millions as of 31 Mar, 2026.

The top stock holdings of Ironwood Wealth Management, LLC. are IBCE, BNDW, EMGF. The fund has invested 22.4% of it's portfolio in IEFA and 12.8% of portfolio in VGLT.

They significantly reduced their stock positions in VOO (VB), AGG (IJR) and RWO (CWI). The fund showed a lot of confidence in some stocks as they added substantially to IDEV (AGT), VXF (VB) and BSV (BIV).

Ironwood Wealth Management, LLC. Annual Return Estimates Vs S&P 500

Our best estimate is that Ironwood Wealth Management, LLC. made a return of 0.44% in the last quarter. In trailing 12 months, it's portfolio return was 10.55%.

Performance
S&P 500

New Buys

No new stocks were added by Ironwood Wealth Management, LLC.

Additions

Ticker	% Inc.
idev	189
vxf	167
bsv	56.1
biv	55.92
blv	55.58
vmbs	55.08
sub	17.61
ivv	7.4

Additions to existing portfolio by Ironwood Wealth Management, LLC.

Reductions

Ticker	% Reduced
voo	-18.47
agg	-7.14
rwo	-7.13
spmd	-5.89
vo	-4.55
spem	-4.48
schx	-3.5
spsm	-3.27

Ironwood Wealth Management, LLC. reduced stake in above stock

Sold off

None of the stocks were completely sold off by Ironwood Wealth Management, LLC.

Sector Distribution

Ironwood Wealth Management, LLC. has about 100% of it's holdings in Others sector.

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.

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.

Index	%
Others	100

Top 5 Winners (%)		%
OIL	djp	27.0 %
IJR	eem	3.8 %
EMGF	iemg	3.8 %
IJR	ijr	3.4 %
BIL	spsm	3.1 %

Top 5 Winners ($)		$
EMGF	iemg	1.6 M
OIL	djp	1.1 M
IBCE	iefa	0.9 M
IJR	ijr	0.4 M
IJR	ijh	0.4 M

Top 5 Losers (%)		%
FNDA	schx	-4.6 %
SPY	spy	-4.6 %
VB	voo	-4.5 %
IJR	ivv	-4.5 %
BIL	sptm	-4.4 %

Top 5 Losers ($)		$
IJR	ivv	-2.0 M
BNDW	vglt	-0.4 M
IJR	ief	-0.3 M
FNDA	schx	-0.2 M
FNDA	schb	-0.1 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 89.4% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. EMGF was the most profitable stock for Ironwood Wealth Management, LLC. last quarter.

Last Reported on: 23 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAXJ	mub	1.34	44,168	4,688,450	added	1.71

AAXJ	sub	0.96	31,612	3,366,670	added	17.61

AAXJ	acwi	0.09	2,293	317,321	added	0.57

AAXJ	emb	0.01	428	40,202	unchanged	0.00

AGT	idev	0.31	13,005	1,086,820	added	189

BAB	bkln	0.02	3,859	78,762	unchanged	0.00

BIL	spsm	0.74	53,519	2,586,040	reduced	-3.27

BIL	sptl	0.42	54,995	1,446,370	reduced	-1.76

BIL	spmd	0.14	8,245	488,285	reduced	-5.89

BIL	sptm	0.00	5.00	395	unchanged	0.00

BIV	bsv	0.03	1,511	118,456	added	56.1

BIV	biv	0.02	803	61,974	added	55.92

BIV	blv	0.01	767	52,781	added	55.58

BNDW	vglt	12.85	809,466	44,812,000	added	2.37

BNDW	vmbs	0.02	1,464	68,742	added	55.08

BSAE	bscq	5.96	1,063,870	20,777,300	added	0.64

CWI	spdw	2.22	169,460	7,735,860	reduced	-0.87

CWI	spem	0.87	64,858	3,042,500	reduced	-4.48

CWI	rwo	0.01	847	38,767	reduced	-7.13

EMGF	iemg	12.59	629,332	43,895,900	added	0.95