Current Market Value 273,955,033
Current Holdings 42
Most Recent File Date 2025-08-06
Total Filings on Record 31
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Ironwood Wealth Management, LLC. . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-06 2025-06-30 13F-HR 42 273,955
2025-04-25 2025-03-31 13F-HR 42 325,784
2025-02-04 2024-12-31 13F-HR 45 322,347
2024-10-08 2024-09-30 13F-HR 44 332,340
2024-08-08 2024-06-30 13F-HR 44 306,269
2024-04-17 2024-03-31 13F-HR 44 308,411
2024-01-29 2023-12-31 13F-HR 44 299,710
2023-10-26 2023-09-30 13F-HR 46 245,106
2023-08-08 2023-06-30 13F-HR 42 268,629
2023-04-27 2023-03-31 13F-HR 45 253,348
2023-02-14 2022-12-31 13F-HR 46 239,500
2022-11-18 2022-09-30 13F-HR 54 223,563
2022-07-22 2022-06-30 13F-HR 54 223,563
2022-05-12 2022-03-31 13F-HR 55 243,434
2022-02-01 2021-12-31 13F-HR 52 229,286
2021-10-21 2021-09-30 13F-HR/A 1 R 51 212,431
2021-10-12 2021-09-30 13F-HR 51 173,438
2021-07-28 2021-06-30 13F-HR 51 173,438
2021-04-08 2021-03-31 13F-HR 49 155,967
2021-02-10 2020-12-31 13F-HR 50 160,903
2020-11-17 2020-09-30 13F-HR 44 134,935
2020-07-28 2020-06-30 13F-HR 44 134,935
2020-05-15 2020-03-31 13F-HR 51 119,368
2020-02-20 2019-12-31 13F-HR 51 143,335
2019-10-04 2019-09-30 13F-HR 54 134,052
2019-08-14 2019-06-30 13F-HR 57 130,659
2019-05-10 2019-03-31 13F-HR 55 117,245
2019-02-13 2018-12-31 13F-HR 55 103,762
2018-10-09 2018-09-30 13F-HR 58 113,221
2018-08-13 2018-06-30 13F-HR 58 106,651
2018-02-07 2017-09-30 13F-HR 90 106,911