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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 48.70% of Ironwood Wealth Management's stock portfolio.
Added to shares of these 9 stocks: BKLN, JPST, PULS, SJNK, USMV, XLF, IVE, DD, IUSV.
Started 1 new stock position in DD.
Reduced shares in these 10 stocks: IJR, IVLU, XLE, XLK, XLI, IVV, IUSG, AXP, VYM, Dupont De Nemours.
Sold out of its positions in MO, AXP, DUK, Dupont De Nemours, ENB, IJH, MDLZ, PM, SPTM, TFC. BIV.
Ironwood Wealth Management was a net buyer of stock by $1.1M.
Ironwood Wealth Management has $237M in assets under management (AUM), dropping by 5.99%.
Central Index Key (CIK): 0001844821

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Portfolio Holdings for Ironwood Wealth Management

Ironwood Wealth Management holds 21 positions in its portfolio as reported in the June 2026 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)	10.9	$26M	+7%	1.3M	20.43	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	10.5	$25M	+5%	493k	50.45	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	9.2	$22M	+4%	440k	49.58	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	9.1	$22M		193k	111.40	View chart
Ishares Tr Core S&p Scp Etf (IJR)	9.0	$21M	-5%	146k	145.47	View chart
Ishares Tr Core S&p500 Etf (IVV)	7.7	$18M		24k	755.05	View chart
Ishares Tr S&p 500 Val Etf (IVE)	6.4	$15M		66k	229.91	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	6.2	$15M		92k	160.55	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	6.0	$14M		75k	188.31	View chart
Ishares Tr Msci Usa Min Etf (USMV)	5.8	$14M	+3%	141k	97.60	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	4.9	$12M	-3%	62k	185.35	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	4.1	$9.7M	-10%	231k	42.25	View chart
Spdr Series Trust St Term High Etf (SJNK)	3.7	$8.8M	+7%	354k	24.93	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	2.4	$5.6M	-6%	31k	181.11	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	2.0	$4.7M		86k	55.54	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	2.0	$4.6M	-9%	85k	54.82	View chart
Verizon Communications (VZ)	0.0	$40k		936.00	42.24	View chart
Dupont De Nemours Common Stock (DD)	0.0	$25k	NEW	184.00	134.79	View chart
Corteva (CTVA)	0.0	$22k		264.00	83.86	View chart
ConocoPhillips (COP)	0.0	$22k		200.00	108.02	View chart
Dow (DOW)	0.0	$16k		552.00	28.50	View chart

Past Filings by Ironwood Wealth Management

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

Ironwood Wealth Management 2026 Q2 filed July 14, 2026
Ironwood Wealth Management 2026 Q1 filed April 13, 2026
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

View all past filings

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