Ironwood Wealth Management, llc Portfolio Holdings
Q3 2025•166 long positions•$564.4M portfolio value
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Holding171 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $71.7M 12.71% | +$6.9M Bought | — 107.2K shares | 96.9K → 107.2K +$6.9M | +10.58% | — — | Q1 2016 Held for 9y 8m | |
Consumer Electronics Technology | $41.7M 7.38% | -$2.1M Sold | 0.001% 163.6K shares | 171.9K → 163.6K −$2.1M | -4.8% | $3.78T Mega Cap | Q1 2016 Held for 9y 8m | |
ETF ETF | $23.6M 4.18% | +$3.8M Bought | — 361.6K shares | 302.9K → 361.6K +$3.8M | +19.4% | — — | Q1 2016 Held for 9y 8m | |
ETF ETF | $20.8M 3.69% | +$746.1K Bought | — 101.0K shares | 97.3K → 101.0K +$746.1K | +3.71% | — — | Q1 2016 Held for 9y 8m | |
ETF ETF | $19.6M 3.47% | -$1.1M Sold | — 162.3K shares | 171.0K → 162.3K −$1.1M | -5.09% | — — | Q1 2016 Held for 9y 8m | |
ETF ETF | $15.3M 2.71% | +$2.3M Bought | — 128.8K shares | 109.3K → 128.8K +$2.3M | +17.82% | — — | Q1 2016 Held for 9y 8m | |
ETF ETF | $13.3M 2.35% | +$1.0M Bought | — 129.0K shares | 119.3K → 129.0K +$1.0M | +8.21% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $11.7M 2.08% | +$2.9M Bought | — 499.9K shares | 377.4K → 499.9K +$2.9M | +32.44% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $11.5M 2.03% | +$1.5M Bought | — 34.9K shares | 30.5K → 34.9K +$1.5M | +14.53% | — — | Q1 2016 Held for 9y 8m | |
ETF ETF | $11.1M 1.96% | +$141.7K Bought | — 472.2K shares | 466.1K → 472.2K +$141.7K | +1.3% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $11.0M 1.95% | +$2.6M Bought | — 496.0K shares | 378.0K → 496.0K +$2.6M | +31.22% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $10.6M 1.89% | +$305.8K Bought | — 517.3K shares | 502.4K → 517.3K +$305.8K | +2.96% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $10.5M 1.86% | +$324.7K Bought | — 531.7K shares | 515.2K → 531.7K +$324.7K | +3.2% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $10.5M 1.86% | +$7.0M Bought | — 493.5K shares | 164.7K → 493.5K +$7.0M | +199.58% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $9.5M 1.68% | +$16.7K Bought | — 483.5K shares | 482.7K → 483.5K +$16.7K | +0.18% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $8.6M 1.52% | +$452.4K Bought | — 377.7K shares | 357.8K → 377.7K +$452.4K | +5.56% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $8.5M 1.5% | +$1.5M Bought | — 27.5K shares | 22.5K → 27.5K +$1.5M | +22.15% | — — | Q1 2016 Held for 9y 8m | |
ETF ETF | $8.3M 1.47% | -$26.4K Sold | — 88.7K shares | 89.0K → 88.7K −$26.4K | -0.32% | — — | Q1 2016 Held for 9y 8m | |
ETF ETF | $8.1M 1.43% | +$1.5M Bought | — 42.5K shares | 34.7K → 42.5K +$1.5M | +22.57% | — — | Q1 2016 Held for 9y 8m | |
ETF ETF | $7.9M 1.39% | +$7.2M Bought | — 307.1K shares | 24.4K → 307.1K +$7.2M | +1,158.16% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $7.6M 1.35% | +$14.7K Bought | — 52.3K shares | 52.2K → 52.3K +$14.7K | +0.19% | — — | Q1 2016 Held for 9y 8m | |
ETF ETF | $7.3M 1.29% | +$6.9M Bought | — 306.2K shares | 15.0K → 306.2K +$6.9M | +1,945.77% | — — | Q1 2025 Held for 8 months | |
Specialty Retail Consumer Cyclical | $6.9M 1.22% | -$84.3K Sold | 0.0% 31.3K shares | 31.6K → 31.3K −$84.3K | -1.21% | $2.34T Mega Cap | Q1 2016 Held for 9y 8m | |
ETF ETF | $6.7M 1.19% | +$2.9M Bought | — 276.2K shares | 158.0K → 276.2K +$2.9M | +74.87% | — — | Q4 2022 Held for 2y 11m | |
Software - Infrastructure Technology | $6.6M 1.17% | +$63.2K Bought | 0.0% 12.8K shares | 12.6K → 12.8K +$63.2K | +0.97% | $3.85T Mega Cap | Q1 2016 Held for 9y 8m | |
ETF ETF | $6.3M 1.12% | +$71.7K Bought | — 56.9K shares | 56.3K → 56.9K +$71.7K | +1.15% | — — | Q3 2019 Held for 6y 2m | |
ETF ETF | $5.9M 1.04% | +$971.6K Bought | — 98.1K shares | 81.9K → 98.1K +$971.6K | +19.8% | — — | Q1 2016 Held for 9y 8m | |
ETF ETF | $5.6M 0.987% | +$189.3K Bought | — 42.9K shares | 41.5K → 42.9K +$189.3K | +3.52% | — — | Q1 2016 Held for 9y 8m | |
ETF ETF | $5.2M 0.916% | +$92.4K Bought | — 36.4K shares | 35.7K → 36.4K +$92.4K | +1.82% | — — | Q1 2016 Held for 9y 8m | |
Internet Content & Information Communication Services | $4.9M 0.873% | — | 0.0% 20.3K shares | — | — | $2.95T Mega Cap | Q1 2016 Held for 9y 8m | |
Banks - Diversified Financial Services | $4.9M 0.871% | +$56.8K Bought | 0.001% 15.6K shares | 15.4K → 15.6K +$56.8K | +1.17% | $867.35B Mega Cap | Q1 2016 Held for 9y 8m | |
ETF ETF | $4.9M 0.87% | +$813.2K Bought | — 35.6K shares | 29.7K → 35.6K +$813.2K | +19.86% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $4.9M 0.868% | +$2.2M Bought | — 192.1K shares | 106.6K → 192.1K +$2.2M | +80.2% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $4.9M 0.862% | +$2.2M Bought | — 200.0K shares | 110.6K → 200.0K +$2.2M | +80.77% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $4.8M 0.844% | -$169.5K Sold | — 47.5K shares | 49.2K → 47.5K −$169.5K | -3.44% | — — | Q4 2023 Held for 1y 11m | |
Internet Content & Information Communication Services | $4.6M 0.816% | -$243.5 Sold | 0.0% 18.9K shares | 18.9K → 18.9K −$243.5 | -0.01% | $2.95T Mega Cap | Q1 2016 Held for 9y 8m | |
ETF ETF | $4.5M 0.8% | -$764.3K Sold | — 7.5K shares | 8.8K → 7.5K −$764.3K | -14.47% | — — | Q1 2016 Held for 9y 8m | |
ETF ETF | $4.3M 0.761% | -$71.2K Sold | — 52.9K shares | 53.8K → 52.9K −$71.2K | -1.63% | — — | Q4 2023 Held for 1y 11m | |
Drug Manufacturers - General Healthcare | $4.0M 0.71% | — | 0.001% 5.2K shares | — | — | $684.00B Mega Cap | Q4 2018 Held for 6y 11m | |
Medical - Distribution Healthcare | $3.7M 0.658% | — | — 11.9K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
Discount Stores Consumer Defensive | $3.5M 0.629% | -$9.3K Sold | 0.001% 3.8K shares | 3.8K → 3.8K −$9.3K | -0.26% | $410.27B Mega Cap | Q1 2016 Held for 9y 8m | |
ETF ETF | $3.2M 0.573% | -$112.6K Sold | — 4.9K shares | 5.0K → 4.9K −$112.6K | -3.36% | — — | Q1 2016 Held for 9y 8m | |
ETF ETF | $3.2M 0.572% | +$276.9K Bought | — 33.7K shares | 30.8K → 33.7K +$276.9K | +9.39% | — — | Q2 2018 Held for 7y 5m | |
Information Technology Services Technology | $3.0M 0.528% | -$2.8K Sold | 0.001% 10.6K shares | 10.6K → 10.6K −$2.8K | -0.09% | $262.84B Mega Cap | Q3 2018 Held for 7y 2m | |
Software - Application Technology | $3.0M 0.525% | — | 0.002% 4.3K shares | — | — | $190.40B Large Cap | Q4 2016 Held for 8y 11m | |
ETF ETF | $2.9M 0.521% | +$1.7M Bought | — 130.7K shares | 54.2K → 130.7K +$1.7M | +141.27% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.9M 0.509% | +$348.6K Bought | — 40.3K shares | 35.4K → 40.3K +$348.6K | +13.81% | — — | Q1 2016 Held for 9y 8m | |
ETF ETF | $2.8M 0.504% | -$27.5K Sold | — 25.5K shares | 25.8K → 25.5K −$27.5K | -0.96% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.8M 0.504% | +$211.5K Bought | — 5.9K shares | 5.5K → 5.9K +$211.5K | +8.04% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $2.7M 0.483% | +$253.2K Bought | — 144.8K shares | 131.4K → 144.8K +$253.2K | +10.25% | — — | Q3 2023 Held for 2y 2m |
