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 49.40% of Ironwood Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VYM (+$11M), PULS, BKLN, JPST, SJNK, XLP, IVLU, USMV, XLE, XLI.
- Started 1 new stock position in VYM.
- Reduced shares in these 8 stocks: , IUSG, IVV, IJR, XLF, IVE, VZ, IUSV.
- Sold out of its position in SDY.
- Ironwood Wealth Management was a net buyer of stock by $1.5M.
- Ironwood Wealth Management has $203M in assets under management (AUM), dropping by -0.69%.
- Central Index Key (CIK): 0001844821
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Portfolio Holdings for Ironwood Wealth Management
Ironwood Wealth Management holds 22 positions in its portfolio as reported in the December 2024 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) | 11.3 | $23M | +3% | 1.1M | 21.10 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 11.0 | $22M | +3% | 444k | 50.42 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 9.8 | $20M | +3% | 400k | 49.61 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 9.2 | $19M | 203k | 91.26 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 8.1 | $17M | 146k | 113.08 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 7.9 | $16M | 28k | 583.33 |
|
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| Ishares Tr S&p 500 Val Etf (IVE) | 6.6 | $13M | 71k | 188.17 |
|
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 6.3 | $13M | -2% | 92k | 138.59 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 6.2 | $13M | 143k | 87.68 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 5.5 | $11M | NEW | 89k | 126.11 |
|
| Spdr Ser Tr Bloomberg Sht Te (SJNK) | 3.9 | $7.9M | +3% | 313k | 25.23 |
|
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 3.9 | $7.9M | +2% | 295k | 26.72 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 3.7 | $7.5M | +2% | 98k | 76.34 |
|
| Select Sector Spdr Tr Indl (XLI) | 2.2 | $4.5M | 35k | 131.33 |
|
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| Select Sector Spdr Tr Financial (XLF) | 2.2 | $4.4M | 94k | 47.32 |
|
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| Select Sector Spdr Tr Energy (XLE) | 2.1 | $4.3M | 49k | 88.39 |
|
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| American Express Company (AXP) | 0.1 | $111k | 377.00 | 293.30 |
|
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| Dupont De Nemours (DD) | 0.0 | $40k | 552.00 | 72.70 |
|
|
| Verizon Communications (VZ) | 0.0 | $35k | -37% | 936.00 | 37.81 |
|
| Dow (DOW) | 0.0 | $21k | 552.00 | 38.50 |
|
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| ConocoPhillips (COP) | 0.0 | $20k | 200.00 | 101.92 |
|
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| Corteva (CTVA) | 0.0 | $15k | 264.00 | 57.09 |
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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 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
- Ironwood Wealth Management 2021 Q4 filed Jan. 18, 2022
- Ironwood Wealth Management 2021 Q3 restated filed Nov. 5, 2021
- Ironwood Wealth Management 2021 Q3 filed Oct. 21, 2021
- Ironwood Wealth Management 2021 Q2 filed July 19, 2021