Ironwood Wealth Management as of June 30, 2023
Portfolio Holdings for Ironwood Wealth Management
Ironwood Wealth Management holds 23 positions in its portfolio as reported in the June 2023 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) | 11.6 | $20M | 399k | 49.95 | |
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 11.4 | $20M | 933k | 20.99 | |
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 10.3 | $18M | 358k | 49.20 | |
| Ishares Tr Core S&p Us Vlu (IUSV) | 9.5 | $16M | 209k | 77.63 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 8.6 | $15M | 201k | 73.74 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 7.7 | $13M | 135k | 97.43 | |
| Ishares Tr Core S&p500 Etf (IVV) | 7.5 | $13M | 29k | 441.93 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 6.8 | $12M | 73k | 159.88 | |
| Ishares Tr Core S&p Us Gwt (IUSG) | 5.6 | $9.5M | 99k | 96.80 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 5.2 | $8.9M | 73k | 121.02 | |
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 4.2 | $7.1M | 287k | 24.89 | |
| Spdr Ser Tr Bloomberg Sht Te (SJNK) | 4.0 | $6.8M | 279k | 24.38 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 3.4 | $5.8M | 78k | 74.43 | |
| Select Sector Spdr Tr Energy (XLE) | 2.2 | $3.7M | 47k | 79.09 | |
| Select Sector Spdr Tr Financial (XLF) | 1.8 | $3.0M | 90k | 33.54 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $549k | 8.4k | 65.64 | |
| Verizon Communications (VZ) | 0.0 | $80k | 2.2k | 37.13 | |
| American Express Company (AXP) | 0.0 | $64k | 377.00 | 170.94 | |
| Dupont De Nemours (DD) | 0.0 | $38k | 552.00 | 69.57 | |
| Dow (DOW) | 0.0 | $29k | 552.00 | 52.77 | |
| ConocoPhillips (COP) | 0.0 | $20k | 200.00 | 100.34 | |
| Ishares Silver Tr Ishares (SLV) | 0.0 | $16k | 750.00 | 20.83 | |
| Corteva (CTVA) | 0.0 | $15k | 264.00 | 56.62 |
