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Ironwood Wealth Management, LLC. Q4 2022 vs. Q1 2023: An Overview of Holdings Comparison

Ava Hoppe | 12 May, 2023

Ironwood Wealth Management, LLC. recently filed its Form 13F with the U.S. Securities and Exchange Commission (SEC) for Q1 2023, revealing its holdings comparison against Q4 2022. 13F is a quarterly report filed by institutional investment managers with at least $100 million in assets under management, providing a snapshot of their holdings at the end of each quarter.

Ironwood Wealth Management, LLC. Holdings

As per the 13F filing, Ironwood Wealth Management, LLC. reported $495 million worth of holdings in Q1 2023, compared to $477 million in Q4 2022, representing a 3.8% increase. The number of shares held by the firm increased from 2,613,301 to 2,695,376, representing a 3.14% change.

Top Holdings

Ironwood Wealth Management, LLC.’s top five holdings in Q4 2022 were iShares Core MSCI Emerging Markets ETF (IEMG), iShares 7-10 Year Treasury Bond ETF (IEF), Invesco BulletShares 2024 Corporate Bond ETF (BSCO), iShares Core S&P Mid-Cap ETF (IJH), and SPDR Developed World Ex-US ETF (SPDW), with a combined value of $89.4 million, which made up 18.74% of the total portfolio.

In Q1 2023, the top five holdings remained unchanged, with a combined value of $95.8 million, accounting for 19.32% of the total portfolio. The top holdings also saw an increase in value, with IEMG and IEF recording a 5.8% and 11.1% increase, respectively.

Notable Changes

Ironwood Wealth Management, LLC. increased its holdings in iShares S&P 500 Index ETF (IVV) and decreased holdings in SPDR S&P 500 ETF (SPY) during the period of Q4 2022 to Q1 2023. The firm's holdings in IVV increased by 4.6%, while holdings in SPY decreased by 3.7%. The percentage of total holdings in IVV increased from 7.02% to 7.40%, while holdings in SPY decreased from 1.19% to 1.15%.

Another significant change was Ironwood Wealth Management, LLC.’s purchase of 911,070 shares of iShares MSCI ACWI ETF (ACWI) in Q1 2023, with a value of $210,000. The firm's holdings in ACWI increased by 77.6%, and the percentage of total holdings in ACWI increased from 0.02% to 0.04%.

Conclusion

Ironwood Wealth Management, LLC. recorded an increase in its total portfolio value in Q1 2023 compared to Q4 2022, with significant changes in holdings noticed in iShares S&P 500 Index ETF, SPDR S&P 500 ETF, and iShares MSCI ACWI ETF. Investors can use the information provided in the 13F filing as a reference when making investment decisions or analyzing trends in institutional investments.

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