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 48.82% of Ironwood Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: BKLN, JPST, PULS, SJNK, USMV, XLF, IJH, PM, TFC, SPTM.
- Started 9 new stock positions in PM, IJH, SPTM, BIV, MDLZ, MO, ENB, DUK, TFC.
- Reduced shares in these 10 stocks: IVLU, IJR, IUSV, VYM, XLE, IVV, IVE, XLI, XLK, IUSG.
- Sold out of its position in MET.
- Ironwood Wealth Management was a net seller of stock by $-665k.
- Ironwood Wealth Management has $223M in assets under management (AUM), dropping by 0.11%.
- Central Index Key (CIK): 0001844821
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Portfolio Holdings for Ironwood Wealth Management
Ironwood Wealth Management holds 31 positions in its portfolio as reported in the March 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) | 10.8 | $24M | 1.2M | 20.56 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 10.6 | $24M | 466k | 50.50 |
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| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 9.3 | $21M | 420k | 49.58 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 9.1 | $20M | 193k | 105.20 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 9.1 | $20M | 155k | 130.75 |
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| Ishares Tr Core S&p500 Etf (IVV) | 7.5 | $17M | 25k | 683.01 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 6.4 | $14M | 66k | 217.08 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 6.3 | $14M | 92k | 152.67 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 5.8 | $13M | 137k | 93.86 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 5.6 | $13M | 76k | 164.66 |
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| Ishares Tr Msci Intl Vlu Ft (IVLU) | 4.8 | $11M | -2% | 257k | 41.56 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 4.1 | $9.2M | 65k | 142.07 |
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| Spdr Series Trust State Street Spd (SJNK) | 3.7 | $8.2M | 328k | 25.12 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 2.5 | $5.7M | 33k | 172.19 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 2.4 | $5.4M | -2% | 93k | 57.33 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 1.9 | $4.3M | 84k | 51.33 |
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| American Express Company (AXP) | 0.0 | $57k | 180.00 | 317.77 |
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| Verizon Communications (VZ) | 0.0 | $45k | 936.00 | 47.78 |
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| Dupont De Nemours (DD) | 0.0 | $26k | 552.00 | 47.42 |
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| ConocoPhillips (COP) | 0.0 | $25k | 200.00 | 123.47 |
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| Corteva (CTVA) | 0.0 | $22k | 264.00 | 83.56 |
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| Dow (DOW) | 0.0 | $21k | 552.00 | 38.04 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $20k | NEW | 280.00 | 70.67 |
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| Philip Morris International (PM) | 0.0 | $19k | NEW | 118.00 | 161.25 |
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| Truist Financial Corp equities (TFC) | 0.0 | $19k | NEW | 370.00 | 50.48 |
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| Spdr Series Trust State Street Spd (SPTM) | 0.0 | $16k | NEW | 192.00 | 82.69 |
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| Altria (MO) | 0.0 | $9.6k | NEW | 142.00 | 67.46 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $7.2k | NEW | 54.00 | 133.00 |
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| Enbridge (ENB) | 0.0 | $5.2k | NEW | 96.00 | 54.50 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $3.9k | NEW | 66.00 | 59.09 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $1.4k | NEW | 18.00 | 77.33 |
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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 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
- Ironwood Wealth Management 2022 Q2 filed July 21, 2022