Ironwood Wealth Management, LLC.

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 8, 2024
Value $
$306M
Signature - Title
Cean Kenefick Rogers - CFA
Location
3100 W. Ray Road, Suite 301, Chandler, AZ
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 44 $306M +$9.53M -$10.9M -$1.35M VGLT, IEFA, IEF, IVV, IEMG 13F-HR 8/8/2024, 10:44 AM
Q1 2024 44 $308M +$15M -$3.38M +$11.7M IEFA, VGLT, IEF, IVV, IEMG 13F-HR 4/17/2024, 02:53 PM
Q4 2023 44 $300M +$52.1M -$19M +$33.2M VGLT, IEFA, IEF, IVV, IEMG 13F-HR 1/29/2024, 03:06 PM
Q3 2023 46 $245M +$29.9M -$42.5M -$12.6M IEFA, IEF, IVV, IEMG, VGLT 13F-HR 10/26/2023, 11:30 AM
Q2 2023 42 $269M +$15.8M -$5.7M +$10.1M IVV, IEFA, IEF, IEMG, BSCO 13F-HR 8/7/2023, 07:42 PM
Q1 2023 45 $253M +$8.11M -$5.56M +$2.55M IVV, IEFA, IEF, IEMG, BSCO 13F-HR 4/27/2023, 11:11 AM
Q4 2022 46 $239M +$50.2M -$34.8M +$15.3M IEFA, IVV, IEF, IEMG, BSCO 13F-HR 2/14/2023, 05:25 PM
Q3 2022 53 $224M $0 $0 IEFA, IVV, IEF, BSCO, IEMG 13F-HR 11/18/2022, 04:21 PM
Q2 2022 53 $224M +$33.6M -$28.3M +$5.29M IEFA, IVV, IEF, BSCO, IEMG 13F-HR 7/21/2022, 06:29 PM
Q1 2022 54 $243M +$59M -$29.2M +$29.8M IEFA, IVV, SGOV, BSCO, IEMG 13F-HR 5/11/2022, 06:01 PM
Q4 2021 50 $229M +$10.8M -$369K +$10.4M IEFA, IVV, SGOV, IEMG, IJH 13F-HR 2/1/2022, 03:31 PM
Q3 2021 49 $211M +$53.6M -$11.5M +$42.1M IEFA, SGOV, IVV, IEMG, IJR Restatement 10/20/2021, 09:47 PM
Q2 2021 51 $173M +$37.3M -$27.3M +$10.1M IEFA, IVV, BSCM, IEMG, SGOV 13F-HR 7/28/2021, 11:35 AM
Q1 2021 48 $156M +$8.82M -$22.3M -$13.5M IEFA, IVV, BSCL, IEMG, IJH 13F-HR 4/8/2021, 03:57 PM
Q4 2020 47 $161M +$40M -$38.9M +$1.07M IEFA, IVV, IEMG, BSJL, BSCL 13F-HR 2/10/2021, 03:33 PM
Q3 2020 41 $135M $0 $0 IEFA, BSCK, IVV, IEMG, BSJK 13F-HR 11/16/2020, 09:23 PM
Q2 2020 43 $135M +$40.8M -$41.6M -$755K IEFA, BSCK, IVV, IEMG, BSJK 13F-HR 7/28/2020, 02:48 PM
Q1 2020 48 $119M +$22.4M -$19.3M +$3.07M BSCKXXXX, IEFA, IVV, IEMG, BSJKXXXX 13F-HR 5/15/2020, 03:45 PM
Q4 2019 51 $143M +$22.6M -$20.8M +$1.75M BSCKXXXX, IVV, IEFA, SCHX, SCHF 13F-HR 2/20/2020, 01:23 PM
Q3 2019 53 $134M +$10.9M -$6.66M +$4.21M BSCKXXXX, SCHX, SCHF, SCHE, BSJKXXXX 13F-HR 10/4/2019, 01:45 PM
Q2 2019 57 $131M +$19.4M -$7.88M +$11.5M BSCKXXXX, SCHX, SCHF, SCHE, SCHM 13F-HR 8/14/2019, 01:33 PM
Q1 2019 55 $117M +$34.9M -$30M +$4.89M BSCK, SCHF, BSJK, SCHX, SCHM 13F-HR 5/9/2019, 06:38 PM
Q4 2018 55 $104M +$6.21M -$4.53M +$1.68M BSCJ, SCHF, BSJJ, SCHX, SCHM 13F-HR 2/13/2019, 03:17 PM
Q3 2018 58 $113M +$6.17M -$2.04M +$4.12M BSCJ, SCHF, BSJJ, SCHX, SCHM 13F-HR 10/9/2018, 09:16 AM
Q2 2018 57 $107M $0 $0 BSCJ, SCHF, BSJJ, SCHX, SCHM 13F-HR 8/13/2018, 02:38 PM
Q3 2017 79 $93M $0 $0 BSCI, SCHX, SCHF, SCHM, SCHE 13F-HR 2/7/2018, 05:00 PM