Ironwood Wealth Management, llc

RIA/Wealth

Ironwood Wealth Management, llc is a RIA/Wealth based in Atlanta, GA led by Daniel Shay Nentl, reporting $574.9M in AUM as of Q3 2025 with 79% ETF concentration.

Managing PartnerDaniel Shay Nentl

Portfolio Value: $564.4M
Positions: 166
Top Holding: IVV at 12.71%
Last Reported: Q3 2025

Address3355 Lenox Rd, Suite 925, Atlanta, GA, 30326, United States

Top Holdings

Largest long holdings in Ironwood Wealth Management, llc's portfolio (42.6% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares Core S&P 500 ETF IVV	ETF ETF	$71.7M	12.71%	+$6.9M Bought	— 107.2K shares	Q1 2016 Held for 9y 8m
2 Apple AAPL	Consumer Electronics Technology	$41.7M	7.38%	-$2.1M Sold	0.00% 163.6K shares	Q1 2016 Held for 9y 8m
3 iShares Core S&P Mid-Cap ETF IJH	ETF ETF	$23.6M	4.18%	+$3.8M Bought	— 361.6K shares	Q1 2016 Held for 9y 8m
4 iShares S&P 500 Value IVE	ETF ETF	$20.8M	3.69%	+$746.1K Bought	— 101.0K shares	Q1 2016 Held for 9y 8m
5 iShares S&P 500 Growth ETF IVW	ETF ETF	$19.6M	3.47%	-$1.1M Sold	— 162.3K shares	Q1 2016 Held for 9y 8m
6 iShares Core S&P Small-Cap ETF IJR	ETF ETF	$15.3M	2.71%	+$2.3M Bought	— 128.8K shares	Q1 2016 Held for 9y 8m
7 iShares MSCI USA Equal Weighted ETF EUSA	ETF ETF	$13.3M	2.35%	+$1.0M Bought	— 129.0K shares	Q2 2020 Held for 5y 5m
8 IBDU iShares iBonds Dec 2029 Term Corporate ETF IBDU	ETF ETF	$11.7M	2.08%	+$2.9M Bought	— 499.9K shares	Q4 2023 Held for 1y 11m
9 Vanguard Total Stock Market VTI	ETF ETF	$11.5M	2.03%	+$1.5M Bought	— 34.9K shares	Q1 2016 Held for 9y 8m
10 Invesco BulletShares 2026 High Yield Corporate Bond BSJQ	ETF ETF	$11.1M	1.96%	+$141.7K Bought	— 472.2K shares	Q3 2020 Held for 5y 2m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Ironwood Wealth Management, llc's latest filing

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Market Value

$564.4M

Prior: $466.3M

Q/Q Change

+21.03%

+$98.1M

Net Flows % of MV

+6.71%

Turnover Ratio

8.91%

New Purchases

4 stocks

$2.0M

Added To

70 stocks

+$65.9M

Sold Out Of

5 stocks

$2.3M

Reduced Holdings

52 stocks

-$27.8M

Increased Positions

Position	Shares Δ	Change
1 iShares iBonds 2029 Term High Yield and Income IBHI	New	0 → 55.7K +$1.3M
2 GBTC Grayscale Bitcoin Trust GBTC	New	0 → 2.4K +$214.9K
3 Invesco NASDAQ 100 ETF QQQM	New	0 → 864.0 +$213.5K
4 Advanced Micro Devices AMD	New	0 → 1.3K +$211.0K
5 IBHH iShares iBonds 2028 Term High Yield and Income IBHH	+1,945.77%	15.0K → 306.2K +$6.9M

Decreased Positions

Position	Shares Δ	Change
1 iShares iBonds 2025 Term High Yield and Income IBHE	Sold	64.3K → 0 −$1.5M
2 Yum China Holdings YUMC	Sold	4.5K → 0 −$232.9K
3 Choice Hotels International CHH	Sold	1.5K → 0 −$201.8K
4 Exxon Mobil XOM	Sold	1.7K → 0 −$200.4K
5 Global Medical REIT GMRE	Sold	3.0K → 0 −$131.3K