Ironwood Wealth Management
Latest statistics and disclosures from Ironwood Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BKLN, JPST, PULS, IUSV, IJR, and represent 48.93% of Ironwood Wealth Management's stock portfolio.
- Added to shares of these 3 stocks: XLK, XLE, MET.
- Started 1 new stock position in MET.
- Reduced shares in these 10 stocks: IVV, IJR, IVLU, IUSV, IUSG, VYM, IVE, BKLN, PULS, JPST.
- Ironwood Wealth Management was a net buyer of stock by $1.6M.
- Ironwood Wealth Management has $223M in assets under management (AUM), dropping by 2.18%.
- Central Index Key (CIK): 0001844821
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Portfolio Holdings for Ironwood Wealth Management
Ironwood Wealth Management holds 23 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 11.0 | $25M | 1.2M | 21.06 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 10.5 | $24M | 465k | 50.63 |
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| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 9.3 | $21M | 419k | 49.66 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 9.2 | $20M | -2% | 194k | 105.24 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 8.9 | $20M | -4% | 157k | 126.42 |
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| Ishares Tr Core S&p500 Etf (IVV) | 7.7 | $17M | -5% | 25k | 697.08 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 6.4 | $14M | -2% | 66k | 217.40 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 6.1 | $14M | -2% | 93k | 147.26 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 5.8 | $13M | -3% | 76k | 170.12 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 5.8 | $13M | 136k | 94.64 |
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| Ishares Tr Msci Intl Vlu Ft (IVLU) | 4.6 | $10M | -4% | 263k | 39.03 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 4.3 | $9.5M | +92% | 65k | 146.15 |
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| Spdr Series Trust State Street Spd (SJNK) | 3.7 | $8.3M | 326k | 25.43 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 2.4 | $5.4M | -2% | 33k | 161.93 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 2.1 | $4.7M | 84k | 55.73 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 2.0 | $4.5M | +96% | 96k | 46.67 |
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| American Express Company (AXP) | 0.0 | $68k | -52% | 180.00 | 375.61 |
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| Verizon Communications (VZ) | 0.0 | $38k | 936.00 | 40.46 |
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| Dupont De Nemours (DD) | 0.0 | $24k | 552.00 | 43.81 |
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| ConocoPhillips (COP) | 0.0 | $20k | 200.00 | 97.51 |
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| Corteva (CTVA) | 0.0 | $18k | 264.00 | 68.65 |
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| Dow (DOW) | 0.0 | $15k | 552.00 | 26.33 |
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| MetLife (MET) | 0.0 | $1.1k | NEW | 14.00 | 79.43 |
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Past Filings by Ironwood Wealth Management
SEC 13F filings are viewable for Ironwood Wealth Management going back to 2020
- Ironwood Wealth Management 2025 Q4 filed Jan. 14, 2026
- Ironwood Wealth Management 2025 Q3 filed Oct. 14, 2025
- Ironwood Wealth Management 2025 Q2 filed July 16, 2025
- Ironwood Wealth Management 2025 Q1 filed April 14, 2025
- Ironwood Wealth Management 2024 Q4 filed Jan. 24, 2025
- Ironwood Wealth Management 2024 Q3 filed Oct. 7, 2024
- Ironwood Wealth Management 2024 Q2 filed July 15, 2024
- Ironwood Wealth Management 2024 Q1 filed April 12, 2024
- Ironwood Wealth Management 2023 Q4 filed Jan. 23, 2024
- Ironwood Wealth Management 2023 Q3 filed Oct. 18, 2023
- Ironwood Wealth Management 2023 Q2 filed July 10, 2023
- Ironwood Wealth Management 2023 Q1 filed April 10, 2023
- Ironwood Wealth Management 2022 Q4 filed Jan. 23, 2023
- Ironwood Wealth Management 2022 Q3 filed Oct. 19, 2022
- Ironwood Wealth Management 2022 Q2 filed July 21, 2022
- Ironwood Wealth Management 2022 Q1 filed April 21, 2022