IW
Ironwood Wealth Management, LLC.
13F filer · CIK 0001692820Reported Jul 30, 2026
Net buyer this quarter
13F portfolio value$451MU.S. long equity reported on 13F
Positions60 new · 0 closed
Net flow last quarter+$4.44MBuys minus sells
Top 10 positions weight2.8%Concentration
Holdings
13F · last 4 quarters freeScroll for earlier quarters
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026Reported Jul 30, 20266 positions | |||||
| $8.76M | 1.94% | Not reported | +91.1% | Q2 2019 | |
| $2.03M | 0.45% | Not reported | +75.7% | Q4 2025 | |
| $976K | 0.22% | Not reported | -41.3% | Q3 2017 | |
| $514K | 0.11% | Not reported | -7.8% | Q2 2018 | |
| $307K | 0.07% | 0.04% | +161.0% | Q4 2025 | |
| $4.14K | 0.00% | 0.00% | Not reported | Q3 2017 | |
| Q1 2026Reported Apr 23, 20266 positions | |||||
| $5.05M | 1.45% | Not reported | +5.9% | Q2 2019 | |
| $1.45M | 0.42% | Not reported | -3.1% | Q3 2017 | |
| $1.09M | 0.31% | Not reported | +190.0% | Q4 2025 | |
| $488K | 0.14% | Not reported | -5.9% | Q2 2018 | |
| $118K | 0.03% | 0.02% | +56.1% | Q4 2025 | |
| $4.52K | 0.00% | 0.00% | Not reported | Q3 2017 | |
| Q4 2025Reported Feb 2, 20266 positions | |||||
| $3.72M | 1.09% | Not reported | -0.8% | Q2 2019 | |
| $1.57M | 0.46% | Not reported | Not reported | Q3 2017 | |
| $507K | 0.15% | Not reported | +0.1% | Q2 2018 | |
| $370K | 0.11% | Not reported | New | Q4 2025 | |
| $76.3K | 0.02% | 0.01% | New | Q4 2025 | |
| $4.46K | 0.00% | 0.00% | Not reported | Q3 2017 | |
| Q3 2025Reported Oct 27, 20254 positions | |||||
| $3.54M | 1.19% | Not reported | +9.5% | Q2 2019 | |
| $1.53M | 0.51% | Not reported | -8.4% | Q3 2017 | |
| $500K | 0.17% | Not reported | -1.0% | Q2 2018 | |
| $4.95K | 0.00% | 0.00% | Not reported | Q3 2017 | |
Premium opens every quarter this fund has filed