StockDriftsStockDriftsTop 50 Ironwood Wealth Management, LLC. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IEFA | IEFA | 17.77% | 830.4K | $80.2M | -3.55%(-30.57K) | $74.51(+35.98%) | 2026-06-30 | |
| DFGX | DFGX | 11.31% | 952.5K | $51.0M | new | $52.86(-1.27%) | 2026-06-30 | |
| IVV | IVV | 10.86% | 65.5K | $49.0M | +0.26%(+172) | $352.86(+120.75%) | 2026-06-30 | |
| IEMG | IEMG | 10.23% | 557.1K | $46.2M | -11.47%(-72.20K) | $55.79(+48.12%) | 2026-06-30 | |
| IEF | IEF | 10.07% | 480.3K | $45.4M | +9.11%(+40.10K) | $99.74(-6.79%) | 2026-06-30 | |
| VCIT | VCIT | 6.03% | 329.3K | $27.2M | new | $82.48(-1.61%) | 2026-06-30 | |
| VGSH | VGSH | 4.09% | 316.7K | $18.4M | new | $58.35(-0.33%) | 2026-06-30 | |
| IJH | IJH | 3.81% | 223.1K | $17.2M | -4.21%(-9.80K) | $47.62(+64.97%) | 2026-06-30 | |
| VCSH | VCSH | 3.73% | 212.8K | $16.8M | new | $79.03(-0.51%) | 2026-06-30 | |
| IJR | IJR | 2.61% | 79.5K | $11.8M | -9.90%(-8.74K) | $96.85(+54.84%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.97% | +33.00% | +4.28% | +23.29% |
| Top 20 Holdings Unweighted | +12.37% | +41.88% | +5.28% | +29.31% |
Ironwood Wealth Management, LLC. reports $451.23M in US-listed equity holdings across 54 positions in its most recent 13F filing. Its largest disclosed positions are IEFA (17.8%), DFGX (11.3%) and IVV (10.9%). The top 20 holdings account for 94.64% of reported assets. Its disclosed equity book has returned +33.00% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Ironwood Wealth Management, LLC.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1692820). View Ironwood Wealth Management, LLC.’s 13F filings on SEC