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 49.26% of Ironwood Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: JPST, PULS, BKLN, USMV, IUSV, IVE, VYM, SJNK, XLE, XLF.
- Reduced shares in these 6 stocks: XLK, IUSG, IJR, IVV, XLI, IVLU.
- Ironwood Wealth Management was a net buyer of stock by $2.0M.
- Ironwood Wealth Management has $218M in assets under management (AUM), dropping by 3.05%.
- 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 September 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) | 11.2 | $25M | +5% | 1.2M | 20.79 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 10.9 | $24M | +7% | 469k | 50.64 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 9.7 | $21M | +7% | 424k | 49.71 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 8.9 | $20M | 199k | 98.00 |
|
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| Ishares Tr Core S&p Scp Etf (IJR) | 8.6 | $19M | 163k | 114.27 |
|
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| Ishares Tr Core S&p500 Etf (IVV) | 7.8 | $17M | 26k | 656.20 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 6.3 | $14M | 68k | 202.52 |
|
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| Vanguard Whitehall Fds High Div Yld (VYM) | 6.0 | $13M | 95k | 137.47 |
|
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| Ishares Tr Msci Usa Min Vol (USMV) | 5.9 | $13M | +3% | 138k | 93.99 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 5.8 | $13M | -11% | 78k | 161.21 |
|
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 4.4 | $9.6M | 276k | 34.70 |
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| Select Sector Spdr Tr Technology (XLK) | 4.3 | $9.4M | -15% | 34k | 278.39 |
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| Spdr Series Trust Bloomberg Sht Te (SJNK) | 3.8 | $8.3M | 328k | 25.20 |
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| Select Sector Spdr Tr Indl (XLI) | 2.3 | $5.1M | 34k | 149.90 |
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| Select Sector Spdr Tr Financial (XLF) | 2.0 | $4.4M | 85k | 52.16 |
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| Select Sector Spdr Tr Energy (XLE) | 1.9 | $4.1M | +2% | 49k | 85.22 |
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| American Express Company (AXP) | 0.1 | $119k | 377.00 | 316.26 |
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| Dupont De Nemours (DD) | 0.0 | $41k | 552.00 | 73.70 |
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| Verizon Communications (VZ) | 0.0 | $37k | 936.00 | 39.85 |
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| ConocoPhillips (COP) | 0.0 | $18k | 200.00 | 87.64 |
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| Corteva (CTVA) | 0.0 | $16k | 264.00 | 61.83 |
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| Dow (DOW) | 0.0 | $11k | 552.00 | 20.65 |
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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 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
- Ironwood Wealth Management 2021 Q4 filed Jan. 18, 2022