DOSSIER · 13F-HR · Q2 2026

Ironwood Wealth Management, LLC.

$451M in tracked AUM across 55 positions as of Q2 2026.

IW
CIK 0001692820 · last filed Jun 30, 2026
Total AUM
$451M
as of Q2 2026
Holdings
55
positions
Whale Score
68
68
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Ironwood Wealth Management, LLC. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IEFA
IEFA
$80M830K17.8%
02
DFGX
DFGX
$51M952K11.3%
03
IVV
IVV
$49M65K10.9%
04
IEMG
IEMG
$46M557K10.2%
05
IEF
IEF
$45M480K10.1%
06
VCIT
VCIT
$27M329K6.0%
07
VGSH
VGSH
$18M317K4.1%
08
IJH
IJH
$17M223K3.8%
09
VCSH
VCSH
$17M213K3.7%
10
IJR
IJR
$12M80K2.6%

Filing history

2026Q2Jun 30
$451M 29.4%
55 positionsView →
2026Q1Mar 31
$349M 2.5%
47 positionsView →
2025Q4Dec 31
$340M 14.0%
47 positionsView →
2025Q3Sep 30
$298M 8.9%
41 positionsView →
2025Q2Jun 30
$274M 15.9%
42 positionsLocked
2025Q1Mar 31
$326M 1.1%
42 positionsLocked
2024Q4Dec 31
$322M 3.0%
45 positionsLocked
2024Q3Sep 30
$332M 8.5%
44 positionsLocked
2024Q2Jun 30
$306M 0.7%
44 positionsLocked
2024Q1Mar 31
$308M 2.9%
44 positionsLocked
2023Q4Dec 31
$300M 22.3%
44 positionsLocked
2023Q3Sep 30
$245M 8.8%
48 positionsLocked
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