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Home > Institutional Investor > Ironwood Wealth Management, Llc. > Profile

Instuitional Investor - Ironwood Wealth Management, Llc.

Fund Profile
Filing Period:
Fund Name: Ironwood Wealth Management, Llc.
Portfolio Value $298,414,197
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 VLUE 540,937 $47,229,233 15.83%
2.
Vanguard Scottsdale Funds
 756,176 $42,996,154 14.41%
3.
Ishares Inc Core Msci Emerging Mkts Etf - ETF
 610,090 $40,217,118 13.48%
4.
Ishares Trust
 IEF 411,397 $39,683,348 13.3%
5.
Ishares Trust
 IEF 57,990 $38,812,438 13.01%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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