Ironwood Wealth Management

Latest statistics and disclosures from Ironwood Wealth Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are JPST, BKLN, PULS, IUSV, USMV, and represent 52.11% of Ironwood Wealth Management's stock portfolio.
  • Added to shares of these 9 stocks: BKLN (+$20M), IUSG, SDY, XLP, IVV, SJNK, IJR, IVLU, XLF.
  • Started 1 new stock positions in BKLN.
  • Reduced shares in these 7 stocks: IEFA, JPST, PULS, IUSV, XLE, IVE, USMV.
  • Ironwood Wealth Management was a net buyer of stock by $19M.
  • Ironwood Wealth Management has $171M in assets under management (AUM), dropping by 22.76%.
  • Central Index Key (CIK): 0001844821

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Portfolio Holdings for Ironwood Wealth Management

Ironwood Wealth Management holds 24 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 12.0 $21M 408k 50.22
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 11.6 $20M NEW 935k 21.14
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 10.5 $18M 365k 49.22
Ishares Tr Core S&p Us Vlu (IUSV) 9.3 $16M 214k 74.52
Ishares Tr Msci Usa Min Vol (USMV) 8.7 $15M 202k 73.58
Ishares Tr Core S&p Scp Etf (IJR) 8.0 $14M 135k 100.79
Ishares Tr Core S&p500 Etf (IVV) 6.9 $12M 30k 398.80
Ishares Tr S&p 500 Val Etf (IVE) 6.7 $11M 75k 152.86
Spdr Ser Tr S&p Divid Etf (SDY) 5.1 $8.7M 67k 129.33
Ishares Tr Core S&p Us Gwt (IUSG) 4.8 $8.2M 98k 83.51
Ishares Tr Msci Intl Vlu Ft (IVLU) 4.2 $7.2M 291k 24.64
Spdr Ser Tr Bloomberg Sht Te (SJNK) 4.1 $7.0M 280k 25.00
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 3.3 $5.6M 75k 74.39
Select Sector Spdr Tr Energy (XLE) 2.5 $4.3M -3% 47k 89.82

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Select Sector Spdr Tr Financial (XLF) 1.8 $3.1M 88k 35.85
Ishares Tr Core Msci Eafe (IEFA) 0.4 $615k -48% 9.3k 65.82
Verizon Communications (VZ) 0.1 $90k 2.2k 41.81
American Express Company (AXP) 0.0 $58k 377.00 154.92
Dupont De Nemours (DD) 0.0 $41k 552.00 74.75
Olin Corp Com Par $1 (OLN) 0.0 $34k 605.00 56.77
Dow (DOW) 0.0 $32k 552.00 58.52
ConocoPhillips (COP) 0.0 $24k 200.00 120.16
Corteva (CTVA) 0.0 $17k 264.00 62.58
Ishares Silver Tr Ishares (SLV) 0.0 $16k 750.00 21.88

Past Filings by Ironwood Wealth Management

SEC 13F filings are viewable for Ironwood Wealth Management going back to 2020