Ironwood Wealth Management

Ironwood Wealth Management as of June 30, 2025

Portfolio Holdings for Ironwood Wealth Management

Ironwood Wealth Management holds 22 positions in its portfolio as reported in the June 2025 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) 11.0 $23M 1.1M 20.95
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 10.4 $22M 436k 50.49
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 9.2 $20M 394k 49.61
Ishares Tr Core S&p Us Vlu (IUSV) 8.9 $19M 197k 95.68
Ishares Tr Core S&p Scp Etf (IJR) 8.7 $19M 165k 112.02
Ishares Tr Core S&p500 Etf (IVV) 7.7 $16M 26k 623.33
Ishares Tr Core S&p Us Gwt (IUSG) 6.3 $13M 89k 150.25
Ishares Tr S&p 500 Val Etf (IVE) 6.2 $13M 67k 197.31
Vanguard Whitehall Fds High Div Yld (VYM) 6.0 $13M 94k 134.71
Ishares Tr Msci Usa Min Vol (USMV) 5.9 $12M 133k 93.55
Select Sector Spdr Tr Technology (XLK) 4.8 $10M 40k 256.29
Ishares Tr Msci Intl Vlu Ft (IVLU) 4.3 $9.1M 277k 32.98
Spdr Series Trust Bloomberg Sht Te (SJNK) 3.9 $8.2M 323k 25.29
Select Sector Spdr Tr Indl (XLI) 2.4 $5.1M 34k 148.86
Select Sector Spdr Tr Financial (XLF) 2.1 $4.4M 84k 52.21
Select Sector Spdr Tr Energy (XLE) 2.0 $4.2M 48k 88.51
American Express Company (AXP) 0.1 $120k 377.00 316.98
Dupont De Nemours (DD) 0.0 $41k 552.00 74.47
Verizon Communications (VZ) 0.0 $40k 936.00 43.06
Corteva (CTVA) 0.0 $20k 264.00 76.45
ConocoPhillips (COP) 0.0 $19k 200.00 95.79
Dow (DOW) 0.0 $16k 552.00 29.06