Institutional Fund
Ironwood Wealth Management, LLC.
Chandler, AZCIK 16928205 filings on record
Portfolio Value
$348.70M
Q1 2026
Holdings
47
Reported positions
New Buys
0
Opened this quarter
QoQ Change
+2.5%
from $340.13M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr22.4%
- Vanguard Scottsdale Fds12.9%
- Ishares Inc12.6%
- Ishares Tr12.2%
- Ishares Tr12.0%
- Invesco Exch Trd Slf Idx Fd6.0%
- Other22.0%
Portfolio Holdings
47 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 861.0K | $77.94M | 22.4% | +4.1K | Added |
| 2 | Vanguard Scottsdale Fds | 809.5K | $44.81M | 12.9% | +18.8K | Added |
| 3 | Ishares Inc | 629.3K | $43.90M | 12.6% | +5.9K | Added |
| 4 | Ishares Tr | 65.3K | $42.65M | 12.2% | +4.5K | Added |
| 5 | Ishares Tr | 440.2K | $42.01M | 12.0% | +9.3K | Added |
| 6 | Invesco Exch Trd Slf Idx Fd | 1.06M | $20.78M | 6.0% | +6.7K | Added |
| 7 | Ishares Tr | 232.9K | $15.73M | 4.5% | +1.4K | Added |
| 8 | Ishares Tr | 88.2K | $10.97M | 3.1% | −923 | Reduced |
| 9 | Spdr Index Shs Fds | 169.5K | $7.74M | 2.2% | −1.5K | Reduced |
| 10 | Barclays Bank PLC | 104.8K | $5.05M | 1.4% | +5.8K | Added |
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