Ironwood Wealth Management, LLC. Diversified Active

Location: Chandler, AZ

CIK: 0001692820 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 27, 2025

Total Value: $298M (100.0% shares, 0.0% debt)

Holdings (41)

IEFA Ishares TRUST Core Msci Eafe Etf 15.8%
Value $47.23M Shares 540,937 Share Price $87.31 Est. Cost/Share $66.73 Unrealized @ Report Date +30.8%
VGLT Vanguard Long-Term Treasury ETF 14.4%
Value $43M Shares 756,176 Share Price $56.86 Est. Cost/Share $57.68 Unrealized @ Report Date -1.4%
IEMG Ishares Inc Core Msci Emerging Mkts Etf 13.5%
Value $40.22M Shares 610,090 Share Price $65.92 Est. Cost/Share $55.41 Unrealized @ Report Date +19.0%
IEF iShares 7-10 Year Treasury Bond ETF 13.3%
Value $39.68M Shares 411,397 Share Price $96.46 Est. Cost/Share $99.67 Unrealized @ Report Date -3.2%
IVV iShares S&P 500 Index (ETF) 13.0%
Value $38.81M Shares 57,990 Share Price $669.30 Est. Cost/Share $349.08 Unrealized @ Report Date +91.7%
BSCQ Invesco BulletShares 2026 Corp Bd ETF 6.7%
Value $19.96M Shares 1,020,325 Share Price $19.56 Est. Cost/Share $19.50 Unrealized @ Report Date +0.3%
IJH iShares Core S&P Mid-Cap ETF 4.2%
Value $12.46M Shares 190,992 Share Price $65.26 Est. Cost/Share $54.12 Unrealized @ Report Date +20.6%
IJR iShares S&P SmallCap 600 Index (ETF) 3.5%
Value $10.52M Shares 88,489 Share Price $118.83 Est. Cost/Share $96.89 Unrealized @ Report Date +22.6%
SPDW SPDR Developed World Ex-US ETF 2.5%
Value $7.414M Shares 173,257 Share Price $42.79 Est. Cost/Share $29.98 Unrealized @ Report Date +42.7%
MUB Ishares National AMT Free Muni ETF 1.5%
Value $4.612M Shares 43,311 Share Price $106.49 Est. Cost/Share $105.99 Unrealized @ Report Date +0.5%
SCHX Schwab US Large Cap Etf 1.5%
Value $4.542M Shares 172,432 Share Price $26.34 Est. Cost/Share $19.97 Unrealized @ Report Date +31.9%
DJP iPath Bloomberg Commodity Index Total Return ETN 1.2%
Value $3.537M Shares 99,790 Share Price $35.44 Est. Cost/Share $32.92 Unrealized @ Report Date +7.6%
SPEM SPDR Portfolio Emerging Markets ETF 1.1%
Value $3.209M Shares 68,548 Share Price $46.81 Est. Cost/Share $38.46 Unrealized @ Report Date +21.7%
SUB Ishares Short-Term National Muni Bond ETF 1.0%
Value $2.859M Shares 26,777 Share Price $106.78 Est. Cost/Share $104.09 Unrealized @ Report Date +2.6%
SCHB Schwab US Broad Market Etf 0.9%
Value $2.706M Shares 105,270 Share Price $25.71 Est. Cost/Share $19.69 Unrealized @ Report Date +30.6%
SPSM SPDR SERIES TRUST PORTFOLIO Small Cap ETF 0.9%
Value $2.589M Shares 55,901 Share Price $46.32 Est. Cost/Share $37.40 Unrealized @ Report Date +23.9%
SCHA Schwab US Small Cap Etf 0.9%
Value $2.58M Shares 92,489 Share Price $27.90 Est. Cost/Share $23.54 Unrealized @ Report Date +18.5%
SCHF Schwab International Equity ETF 0.6%
Value $1.746M Shares 74,989 Share Price $23.28 Est. Cost/Share $17.64 Unrealized @ Report Date +32.0%
SPTL SPDR(R) Portfolio Long Term Treasury ETF 0.5%
Value $1.534M Shares 56,908 Share Price $26.95 Est. Cost/Share $26.50 Unrealized @ Report Date +1.7%
SPY SPDR S&P 500 ETF 0.5%
Value $1.532M Shares 2,300 Share Price $666.11 Est. Cost/Share $311.30 Unrealized @ Report Date +114.0%
SCHE Schwab Emerging Market Equity Etf 0.4%
Value $1.254M Shares 37,578 Share Price $33.37 Est. Cost/Share $25.67 Unrealized @ Report Date +30.0%
EFA Ishares Msci EAFE Index ETF 0.4%
Value $1.096M Shares 11,743 Share Price $93.37 Est. Cost/Share $64.10 Unrealized @ Report Date +45.7%
SCHM Schwab US Mid-Cap Etf 0.3%
Value $974K Shares 32,860 Share Price $29.64 Est. Cost/Share $24.88 Unrealized @ Report Date +19.1%
SHY Ishares Tr Barclays 1-3 Bond (SHY) 0.3%
Value $871K Shares 10,500 Share Price $82.96 Est. Cost/Share $81.34 Unrealized @ Report Date +2.0%
IWV iShares Russell 3000 Index (ETF) 0.2%
Value $614K Shares 1,620 Share Price $378.94 Est. Cost/Share $172.95 Unrealized @ Report Date +119.1%
SPMD SPDR SERIES TRUST PORTFOLIO Mid Cap ETF 0.2%
Value $500K Shares 8,750 Share Price $57.19 Est. Cost/Share $40.88 Unrealized @ Report Date +39.9%
VWO Vanguard Emerging Market ETF 0.1%
Value $388K Shares 7,160 Share Price $54.18 Est. Cost/Share $41.65 Unrealized @ Report Date +30.1%
IWR Ishares Russell Midcap ETF 0.1%
Value $385K Shares 3,987 Share Price $96.55 Est. Cost/Share $50.95 Unrealized @ Report Date +89.5%
VOO Vanguard S&P 500 Index ETF 0.1%
Value $351K Shares 572 Share Price $612.89 Est. Cost/Share $441.14 Unrealized @ Report Date +38.8%
VO Vanguard Mid Cap ETF 0.1%
Value $330K Shares 1,122 Share Price $293.74 * Est. Cost/Share $39.66 Unrealized @ Report Date +85.2%
ACWI Ishares Msci Acwi Etf 0.1%
Value $267K Shares 1,934 Share Price $138.21 Est. Cost/Share $103.58 Unrealized @ Report Date +33.5%
VTI Vanguard Total Stock Mkt ETF 0.1%
Value $259K Shares 790 Share Price $328.01 Est. Cost/Share $240.74 Unrealized @ Report Date +36.3%
VB Vanguard Small Cap Index ETF 0.0%
Value $93,608 Shares 368 Share Price $254.37 Est. Cost/Share $212.29 Unrealized @ Report Date +19.8%
VEA Vanguard Europe Pac Etf 0.0%
Value $90,327 Shares 1,507 Share Price $59.94 Est. Cost/Share $41.94 Unrealized @ Report Date +42.9%
BKLN Powershares Etf 0.0%
Value $80,769 Shares 3,859 Share Price $20.93 Est. Cost/Share $20.78 Unrealized @ Report Date +0.7%
RWO SPDR DJ Wilshire Global Real Estate (ETF) 0.0%
Value $41,742 Shares 912 Share Price $45.77 Est. Cost/Share $41.17 Unrealized @ Report Date +11.2%
EMB Ishares TRUST Emerging Debt ETF 0.0%
Value $40,741 Shares 428 Share Price $95.19 Est. Cost/Share $91.28 Unrealized @ Report Date +4.3%
— Invesco BulletShares 2025 Corp Bd ETF 0.0%
Value $21,476 Shares 1,038 Share Price $20.69 Est. Cost/Share $20.30 Unrealized @ Report Date —
AGG iShares Barclays Aggregate Bond ETF 0.0%
Value $12,331 Shares 123 Share Price $100.25 Est. Cost/Share $112.82 Unrealized @ Report Date -11.1%
XRAY Dentsply Intl Inc 0.0%
Value $4,949 Shares 390 Share Price $12.69 Est. Cost/Share $42.29 Unrealized @ Report Date -70.0%
EEM Ishares Msci Emrg Mkt ETF 0.0%
Value $3,898 Shares 73 Share Price $53.40 Est. Cost/Share $42.99 Unrealized @ Report Date +24.2%