2026 Q1 Portfolio Activity
In 2026 Q1, Ironwood Wealth Management, LLC. maintained a portfolio of 47 distinct positions. They heavily accumulated shares in DJP, increasing the position by 5.9%.
Position History
hover any row below to update
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Total Positions
47
Quarter
2026 Q1
Top Holding
IEFA (22.4%)
Top 10 Concentration
89.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-47 of 47
Ironwood Wealth Management, LLC. Full Holdings List — 2026 Q1
| 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 | 22.35% | 22.54% |
#1
Prev: #1
|
6.5 |
—
|
4,136 | 0.5% |
P
S
|
860,968 | $77,943,451 |
$65.10
+49.6%
|
2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | ||
|
VGLT
VGLT
|
ETF | 12.85% | 12.97% |
#2
Prev: #2
|
6.0 |
—
|
18,775 | 2.4% |
P
S
|
809,466 | $44,812,016 |
$53.38
+1.8%
|
2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-23 | ||
|
IEMG
IEMG
|
ETF | 12.59% | 12.32% |
#3
Prev: #3
|
5.5 |
—
|
5,895 | 0.9% |
P
S
|
629,332 | $43,895,914 |
$49.87
+70.1%
|
2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | ||
|
IVV
IVV
|
ETF | 12.23% | 12.24% |
#4
Prev: #4
|
6.5 |
—
|
4,496 | 7.4% |
P
S
|
65,289 | $42,647,722 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
IEF
IEF
|
ETF | 12.05% | 12.18% |
#5
Prev: #5
|
5.0 |
—
|
9,333 | 2.2% |
P
S
|
440,202 | $42,012,867 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
BSCQ
BSCQ
|
ETF | 5.96% | 6.08% |
#6
Prev: #6
|
2.9 |
—
|
6,735 | 0.6% |
P
S
|
1,063,868 | $20,777,336 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
IJH
IJH
|
ETF | 4.51% | 4.49% |
#7
Prev: #7
|
2.3 |
—
|
1,422 | 0.6% |
P
S
|
232,917 | $15,728,913 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
IJR
IJR
|
ETF | 3.15% | 3.15% |
#8
Prev: #8
|
1.8 |
—
|
-923 | -1.0% |
P
S
|
88,248 | $10,970,055 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
SPDW
SPDW
|
ETF | 2.22% | 2.23% |
#9
Prev: #9
|
1.4 |
—
|
-1,494 | -0.9% |
P
S
|
169,460 | $7,735,858 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
DJP
DJP
|
ETF | 1.45% | 1.09% |
#10
2
Prev: #12
|
2.6 |
—
|
5,798 | 5.9% |
P
S
|
104,821 | $5,046,083 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
MUB
MUB
|
ETF | 1.34% | 1.37% |
#11
1
Prev: #10
|
1.0 |
—
|
741 | 1.7% |
P
S
|
44,168 | $4,688,454 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
SCHX
SCHX
|
ETF | 1.20% | 1.34% |
#12
1
Prev: #11
|
1.0 |
—
|
-5,932 | -3.5% |
P
S
|
163,514 | $4,192,502 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
SUB
SUB
|
ETF | 0.97% | 0.84% |
#13
1
Prev: #14
|
2.4 |
—
|
4,733 | 17.6% |
P
S
|
31,612 | $3,366,674 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
SPEM
SPEM
|
ETF | 0.87% | 0.93% |
#14
1
Prev: #13
|
0.8 |
—
|
-3,045 | -4.5% |
P
S
|
64,858 | $3,042,496 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
SCHA
SCHA
|
ETF | 0.77% | 0.77% |
#15
1
Prev: #16
|
0.8 |
—
|
-92 | -0.1% |
P
S
|
91,987 | $2,674,979 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
SPSM
SPSM
|
ETF | 0.74% | 0.76% |
#16
1
Prev: #17
|
0.8 |
—
|
-1,808 | -3.3% |
P
S
|
53,519 | $2,586,042 | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
SCHB
SCHB
|
ETF | 0.73% | 0.80% |
#17
2
Prev: #15
|
0.8 |
—
|
-2,194 | -2.1% |
P
S
|
101,737 | $2,553,598 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
SCHF
SCHF
|
ETF | 0.53% | 0.53% |
#18
Prev: #18
|
1.2 |
—
|
no change | no change |
P
S
|
74,912 | $1,854,061 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
SPY
SPY
|
ETF | 0.42% | 0.46% |
#19
Prev: #19
|
0.7 |
—
|
-72 | -3.1% |
P
S
|
2,228 | $1,448,801 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
SPTL
SPTL
|
ETF | 0.41% | 0.44% |
#20
Prev: #20
|
0.7 |
—
|
-988 | -1.8% |
P
S
|
54,995 | $1,446,369 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
SCHE
SCHE
|
ETF | 0.35% | 0.36% |
#21
Prev: #21
|
0.6 |
—
|
-265 | -0.7% |
P
S
|
37,289 | $1,228,674 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
EFA
EFA
|
ETF | 0.33% | 0.34% |
#22
Prev: #22
|
0.6 |
—
|
-74 | -0.6% |
P
S
|
11,946 | $1,160,315 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
IDEV
IDEV
|
ETF | 0.31% | 0.11% |
#23
6
Prev: #29
|
3.1 |
—
|
8,520 | 190.0% |
P
S
|
13,005 | $1,086,816 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
SCHM
SCHM
|
ETF | 0.29% | 0.29% |
#24
1
Prev: #23
|
0.6 |
—
|
5 | 0.0% |
P
S
|
32,594 | $1,009,115 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
SHY
SHY
|
ETF | 0.25% | 0.25% |
#25
1
Prev: #24
|
0.6 |
—
|
147 | 1.4% |
P
S
|
10,578 | $873,453 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
IWV
IWV
|
ETF | 0.17% | 0.18% |
#26
1
Prev: #25
|
1.1 |
—
|
no change | no change |
P
S
|
1,620 | $600,502 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
SPMD
SPMD
|
ETF | 0.14% | 0.15% |
#27
1
Prev: #26
|
0.6 |
—
|
-516 | -5.9% |
P
S
|
8,245 | $488,285 | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
IWR
IWR
|
ETF | 0.11% | 0.12% |
#28
1
Prev: #27
|
1.0 |
—
|
no change | no change |
P
S
|
4,114 | $400,004 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
VWO
VWO
|
ETF | 0.11% | 0.11% |
#29
1
Prev: #28
|
0.5 |
—
|
28 | 0.4% |
P
S
|
7,140 | $385,938 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
VXF
VXF
|
ETF | 0.10% | 0.04% |
#30
4
Prev: #34
|
3.0 |
—
|
1,039 | 167.9% |
P
S
|
1,658 | $341,186 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
ACWI
ACWI
|
ETF | 0.09% | 0.09% |
#31
Prev: #31
|
0.5 |
—
|
13 | 0.6% |
P
S
|
2,293 | $317,321 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
VO
VO
|
ETF | 0.09% | 0.10% |
#32
2
Prev: #30
|
0.5 |
—
|
-51 | -4.6% |
P
S
|
1,069 | $306,995 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
VTI
VTI
|
ETF | 0.07% | 0.08% |
#33
1
Prev: #32
|
0.5 |
—
|
14 | 1.8% |
P
S
|
802 | $257,197 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
VOO
VOO
|
ETF | 0.05% | 0.06% |
#34
1
Prev: #33
|
0.5 |
—
|
-65 | -18.5% |
P
S
|
287 | $171,270 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
BSV
BSV
|
ETF | 0.03% | 0.02% |
#35
2
Prev: #37
|
3.0 |
—
|
543 | 56.1% |
P
S
|
1,511 | $118,456 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
VB
VB
|
ETF | 0.03% | 0.03% |
#36
1
Prev: #35
|
1.0 |
—
|
no change | no change |
P
S
|
363 | $95,169 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
BKLN
BKLN
|
ETF | 0.02% | 0.02% |
#37
1
Prev: #36
|
1.0 |
—
|
no change | no change |
P
S
|
3,859 | $78,762 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
VEA
VEA
|
ETF | 0.02% | 0.02% |
#38
Prev: #38
|
1.0 |
—
|
no change | no change |
P
S
|
1,214 | $77,821 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
VMBS
VMBS
|
ETF | 0.02% | 0.01% |
#39
Prev: #39
|
3.0 |
—
|
520 | 55.1% |
P
S
|
1,464 | $68,742 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
BIV
BIV
|
ETF | 0.02% | 0.01% |
#40
2
Prev: #42
|
3.0 |
—
|
288 | 55.9% |
P
S
|
803 | $61,974 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
BLV
BLV
|
ETF | 0.02% | 0.01% |
#41
2
Prev: #43
|
3.0 |
—
|
274 | 55.6% |
P
S
|
767 | $52,781 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
EMB
EMB
|
ETF | 0.01% | 0.01% |
#42
2
Prev: #40
|
1.0 |
—
|
no change | no change |
P
S
|
428 | $40,202 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
RWO
RWO
|
ETF | 0.01% | 0.01% |
#43
2
Prev: #41
|
0.5 |
—
|
-65 | -7.1% |
P
S
|
847 | $38,767 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
AGG
AGG
|
ETF | 0.00% | 0.00% |
#44
Prev: #44
|
0.5 |
—
|
-9 | -7.1% |
P
S
|
117 | $11,615 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
XRAY
XRAY
|
Healthcare | 0.00% | 0.00% |
#45
Prev: #45
|
1.0 |
—
|
no change | no change |
P
S
|
390 | $4,524 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
EEM
EEM
|
ETF | 0.00% | 0.00% |
#46
Prev: #46
|
1.0 |
—
|
no change | no change |
P
S
|
73 | $4,146 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
SPTM
SPTM
|
ETF | 0.00% | 0.00% |
#47
Prev: #47
|
1.0 |
—
|
no change | no change |
P
S
|
5 | $395 | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-04-23 |
Showing 1-47 of 47 holdings