2026 Q2 Portfolio Activity
In 2026 Q2, Ironwood Wealth Management, LLC. maintained a portfolio of 55 distinct positions. The most significant new addition was DFGX, now representing 11.31% of the total fund value. They heavily accumulated shares in DJP, increasing the position by 91.1%. The fund also reduced its exposure to VGLT by 74.9%.
Position History
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Total Positions
55
Quarter
2026 Q2
Top Holding
IEFA (17.8%)
Top 10 Concentration
80.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 55
Ironwood Wealth Management, LLC. Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IEFA
IEFA
|
ETF | 17.77% | 22.35% |
#1
Prev: #1
|
6.5 |
—
|
-30,573 | -3.6% |
P
S
|
830,395 | $80,199,503 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
DFGX
DFGX
|
ETF | 11.31% | — |
#2
Prev: #—
|
9.0 |
—
|
952,480 | — |
NEW
|
952,480 | $51,047,975 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
IVV
IVV
|
ETF | 10.86% | 12.23% |
#3
1
Prev: #4
|
5.5 |
—
|
172 | 0.3% |
P
S
|
65,461 | $49,023,365 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
IEMG
IEMG
|
ETF | 10.23% | 12.59% |
#4
1
Prev: #3
|
5.0 |
—
|
-72,204 | -11.5% |
P
S
|
557,128 | $46,152,472 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
IEF
IEF
|
ETF | 10.07% | 12.05% |
#5
Prev: #5
|
6.5 |
—
|
40,101 | 9.1% |
P
S
|
480,303 | $45,422,219 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
VCIT
VCIT
|
ETF | 6.03% | — |
#6
Prev: #—
|
5.9 |
—
|
329,314 | — |
NEW
|
329,314 | $27,217,802 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
VGSH
VGSH
|
ETF | 4.09% | — |
#7
Prev: #—
|
5.1 |
—
|
316,720 | — |
NEW
|
316,720 | $18,433,104 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
IJH
IJH
|
ETF | 3.81% | 4.51% |
#8
1
Prev: #7
|
2.0 |
—
|
-9,805 | -4.2% |
P
S
|
223,112 | $17,204,157 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
VCSH
VCSH
|
ETF | 3.73% | — |
#9
Prev: #—
|
5.0 |
—
|
212,762 | — |
NEW
|
212,762 | $16,814,581 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
IJR
IJR
|
ETF | 2.61% | 3.15% |
#10
2
Prev: #8
|
1.5 |
—
|
-8,737 | -9.9% |
P
S
|
79,511 | $11,792,208 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
VGLT
VGLT
|
ETF | 2.48% | 12.85% |
#11
9
Prev: #2
|
1.0 |
—
|
-606,617 | -74.9% |
P
S
|
202,849 | $11,193,188 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
DJP
DJP
|
ETF | 1.94% | 1.45% |
#12
2
Prev: #10
|
3.8 |
—
|
95,539 | 91.1% |
P
S
|
200,360 | $8,757,735 | 2019 Q2 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
SPDW
SPDW
|
ETF | 1.84% | 2.22% |
#13
4
Prev: #9
|
1.2 |
—
|
-4,440 | -2.6% |
P
S
|
165,020 | $8,315,367 | 2018 Q3 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
AVDV
AVDV
|
ETF | 1.63% | — |
#14
Prev: #—
|
4.2 |
—
|
71,156 | — |
NEW
|
71,156 | $7,332,589 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
VTEB
VTEB
|
ETF | 1.42% | — |
#15
Prev: #—
|
4.1 |
—
|
126,647 | — |
NEW
|
126,647 | $6,405,792 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
MUB
MUB
|
ETF | 1.31% | 1.34% |
#16
5
Prev: #11
|
3.0 |
—
|
10,691 | 24.2% |
P
S
|
54,859 | $5,903,943 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
BSCQ
BSCQ
|
ETF | 1.16% | 5.96% |
#17
11
Prev: #6
|
0.5 |
—
|
-796,432 | -74.9% |
P
S
|
267,436 | $5,221,690 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
SCHX
SCHX
|
ETF | 0.98% | 1.20% |
#18
6
Prev: #12
|
0.9 |
—
|
-12,535 | -7.7% |
P
S
|
150,979 | $4,443,315 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
SPEM
SPEM
|
ETF | 0.71% | 0.87% |
#19
5
Prev: #14
|
0.8 |
—
|
-2,751 | -4.2% |
P
S
|
62,107 | $3,215,908 | 2018 Q3 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
SPSM
SPSM
|
ETF | 0.66% | 0.74% |
#20
4
Prev: #16
|
0.8 |
—
|
-1,587 | -3.0% |
P
S
|
51,932 | $2,994,924 | 2018 Q2 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
SCHB
SCHB
|
ETF | 0.65% | 0.73% |
#21
4
Prev: #17
|
0.8 |
—
|
-1,115 | -1.1% |
P
S
|
100,622 | $2,914,004 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
SUB
SUB
|
ETF | 0.62% | 0.97% |
#22
9
Prev: #13
|
0.7 |
—
|
-5,403 | -17.1% |
P
S
|
26,209 | $2,790,457 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
SCHA
SCHA
|
ETF | 0.58% | 0.77% |
#23
8
Prev: #15
|
0.2 |
—
|
-19,285 | -21.0% |
P
S
|
72,702 | $2,626,727 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
SCHF
SCHF
|
ETF | 0.46% | 0.53% |
#24
6
Prev: #18
|
0.7 |
—
|
-298 | -0.4% |
P
S
|
74,614 | $2,066,798 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
IDEV
IDEV
|
ETF | 0.45% | 0.31% |
#25
2
Prev: #23
|
3.2 |
—
|
9,848 | 75.7% |
P
S
|
22,853 | $2,034,119 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
SCHZ
SCHZ
|
ETF | 0.40% | — |
#26
Prev: #—
|
3.7 |
—
|
78,512 | — |
NEW
|
78,512 | $1,815,978 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
EFA
EFA
|
ETF | 0.27% | 0.33% |
#27
5
Prev: #22
|
0.6 |
—
|
-71 | -0.6% |
P
S
|
11,875 | $1,233,575 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
SCHE
SCHE
|
ETF | 0.27% | 0.35% |
#28
7
Prev: #21
|
0.6 |
—
|
-3,508 | -9.4% |
P
S
|
33,781 | $1,224,901 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
BNDX
BNDX
|
ETF | 0.25% | — |
#29
Prev: #—
|
3.6 |
—
|
23,292 | — |
NEW
|
23,292 | $1,128,015 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
SCHM
SCHM
|
ETF | 0.22% | 0.29% |
#30
6
Prev: #24
|
0.6 |
—
|
-5,405 | -16.6% |
P
S
|
27,189 | $1,002,470 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
SPY
SPY
|
ETF | 0.22% | 0.42% |
#31
12
Prev: #19
|
0.1 |
—
|
-921 | -41.3% |
P
S
|
1,307 | $975,848 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
IWV
IWV
|
ETF | 0.15% | 0.17% |
#32
6
Prev: #26
|
0.6 |
—
|
-48 | -3.0% |
P
S
|
1,572 | $670,301 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
VXF
VXF
|
ETF | 0.15% | 0.10% |
#33
3
Prev: #30
|
3.1 |
—
|
1,046 | 63.1% |
P
S
|
2,704 | $665,650 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
SPTL
SPTL
|
ETF | 0.12% | 0.41% |
#34
14
Prev: #20
|
0.0 |
—
|
-34,566 | -62.9% |
P
S
|
20,429 | $535,853 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
SPMD
SPMD
|
ETF | 0.11% | 0.14% |
#35
8
Prev: #27
|
0.5 |
—
|
-643 | -7.8% |
P
S
|
7,602 | $513,610 | 2018 Q2 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
VO
VO
|
ETF | 0.08% | 0.09% |
#36
4
Prev: #32
|
3.0 |
—
|
3,207 | 300.0% |
P
S
|
4,276 | $344,517 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
BSV
BSV
|
ETF | 0.07% | 0.03% |
#37
2
Prev: #35
|
3.0 |
—
|
2,432 | 161.0% |
P
S
|
3,943 | $307,204 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
VMBS
VMBS
|
ETF | 0.04% | 0.02% |
#38
1
Prev: #39
|
3.0 |
—
|
2,301 | 157.2% |
P
S
|
3,765 | $176,248 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
BIV
BIV
|
ETF | 0.04% | 0.02% |
#39
1
Prev: #40
|
3.0 |
—
|
1,276 | 158.9% |
P
S
|
2,079 | $159,425 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
VOO
VOO
|
ETF | 0.03% | 0.05% |
#40
6
Prev: #34
|
0.0 |
—
|
-76 | -26.5% |
P
S
|
211 | $145,243 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
BLV
BLV
|
ETF | 0.03% | 0.02% |
#41
Prev: #41
|
3.0 |
—
|
1,211 | 157.9% |
P
S
|
1,978 | $136,329 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
VTI
VTI
|
ETF | 0.03% | 0.07% |
#42
9
Prev: #33
|
0.0 |
—
|
-444 | -55.4% |
P
S
|
358 | $132,474 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
IWR
IWR
|
ETF | 0.03% | 0.11% |
#43
15
Prev: #28
|
0.0 |
—
|
-3,068 | -74.6% |
P
S
|
1,046 | $115,395 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
VB
VB
|
ETF | 0.02% | 0.03% |
#44
8
Prev: #36
|
0.5 |
—
|
-21 | -5.8% |
P
S
|
342 | $103,667 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
VEA
VEA
|
ETF | 0.02% | 0.02% |
#45
7
Prev: #38
|
0.5 |
—
|
1 | 0.1% |
P
S
|
1,215 | $86,569 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
BKLN
BKLN
|
ETF | 0.01% | 0.02% |
#46
9
Prev: #37
|
0.0 |
—
|
-1,338 | -34.7% |
P
S
|
2,521 | $51,353 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
SHY
SHY
|
ETF | 0.01% | 0.25% |
#47
22
Prev: #25
|
0.0 |
—
|
-9,976 | -94.3% |
P
S
|
602 | $49,430 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
RWO
RWO
|
ETF | 0.01% | 0.01% |
#48
5
Prev: #43
|
1.0 |
—
|
no change | no change |
P
S
|
847 | $42,104 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
EMB
EMB
|
ETF | 0.01% | 0.01% |
#49
7
Prev: #42
|
1.0 |
—
|
no change | no change |
P
S
|
428 | $41,276 | 2018 Q3 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
ACWI
ACWI
|
ETF | 0.00% | 0.09% |
#50
19
Prev: #31
|
0.0 |
—
|
-2,163 | -94.3% |
P
S
|
130 | $20,472 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-30 |
Showing 1-50 of 55 holdings