Ironwood Wealth Management

Ironwood Wealth Management as of Dec. 31, 2024

Portfolio Holdings for Ironwood Wealth Management

Ironwood Wealth Management holds 22 positions in its portfolio as reported in the December 2024 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) 11.3 $23M 1.1M 21.10
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 11.0 $22M 444k 50.42
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 9.8 $20M 400k 49.61
Ishares Tr Core S&p Us Vlu (IUSV) 9.2 $19M 203k 91.26
Ishares Tr Core S&p Scp Etf (IJR) 8.1 $17M 146k 113.08
Ishares Tr Core S&p500 Etf (IVV) 7.9 $16M 28k 583.33
Ishares Tr S&p 500 Val Etf (IVE) 6.6 $13M 71k 188.17
Ishares Tr Core S&p Us Gwt (IUSG) 6.3 $13M 92k 138.59
Ishares Tr Msci Usa Min Vol (USMV) 6.2 $13M 143k 87.68
Vanguard Whitehall Fds High Div Yld (VYM) 5.5 $11M 89k 126.11
Spdr Ser Tr Bloomberg Sht Te (SJNK) 3.9 $7.9M 313k 25.23
Ishares Tr Msci Intl Vlu Ft (IVLU) 3.9 $7.9M 295k 26.72
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 3.7 $7.5M 98k 76.34
Select Sector Spdr Tr Indl (XLI) 2.2 $4.5M 35k 131.33
Select Sector Spdr Tr Financial (XLF) 2.2 $4.4M 94k 47.32
Select Sector Spdr Tr Energy (XLE) 2.1 $4.3M 49k 88.39
American Express Company (AXP) 0.1 $111k 377.00 293.30
Dupont De Nemours (DD) 0.0 $40k 552.00 72.70
Verizon Communications (VZ) 0.0 $35k 936.00 37.81
Dow (DOW) 0.0 $21k 552.00 38.50
ConocoPhillips (COP) 0.0 $20k 200.00 101.92
Corteva (CTVA) 0.0 $15k 264.00 57.09