Ironwood Wealth Management, Inc. Top Holdings and 13F Report (2025) About Ironwood Wealth Management, Inc.Investment ActivityIronwood Wealth Management, Inc. has $211.71 million in total holdings as of June 30, 2025.Ironwood Wealth Management, Inc. owns shares of 22 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 0.06% of the portfolio was purchased this quarter.About 0.49% of the portfolio was sold this quarter.This quarter, Ironwood Wealth Management, Inc. has purchased 22 new stocks and bought additional shares in 6 stocks.Ironwood Wealth Management, Inc. sold shares of 10 stocks and completely divested from 0 stocks this quarter.Largest Holdings Invesco Senior Loan ETF $23,322,106JPMorgan Ultra-Short Income ETF $22,006,168PGIM Ultra Short Bond ETF $19,534,533iShares Core S&P U.S. Value ETF $18,846,664iShares Core S&P Small-Cap ETF $18,518,139 Largest Purchases this Quarter JPMorgan Ultra-Short Income ETF 1,095 shares (about $55.29K)PGIM Ultra Short Bond ETF 629 shares (about $31.20K)iShares MSCI USA Min Vol Factor ETF 183 shares (about $17.12K)Energy Select Sector SPDR Fund 102 shares (about $9.03K)Invesco Senior Loan ETF 412 shares (about $8.63K) Largest Sales this Quarter Technology Select Sector SPDR Fund 1,216 shares (about $311.65K)iShares Core S&P U.S. Growth ETF 1,941 shares (about $291.64K)iShares Core S&P 500 ETF 249 shares (about $155.21K)iShares Core S&P Small-Cap ETF 1,074 shares (about $120.31K)iShares MSCI Intl Value Factor ETF 1,882 shares (about $62.07K) Sector Allocation Over TimeMap of 500 Largest Holdings ofIronwood Wealth Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBKLNInvesco Senior Loan ETF$23,322,106$8,631 ▲0.0%1,113,22711.0%ETFJPSTJPMorgan Ultra-Short Income ETF$22,006,168$55,287 ▲0.3%435,85210.4%ETFPULSPGIM Ultra Short Bond ETF$19,534,533$31,205 ▲0.2%393,7629.2%ETFIUSViShares Core S&P U.S. Value ETF$18,846,664$21,337 ▼-0.1%196,9768.9%ManufacturingIJRiShares Core S&P Small-Cap ETF$18,518,139$120,309 ▼-0.6%165,3118.7%ETFIVViShares Core S&P 500 ETF$16,387,346$155,209 ▼-0.9%26,2907.7%ETFIUSGiShares Core S&P U.S. Growth ETF$13,300,130$291,635 ▼-2.1%88,5206.3%ManufacturingIVEiShares S&P 500 Value ETF$13,187,609$5,722 ▼0.0%66,8376.2%ETFVYMVanguard High Dividend Yield ETF$12,641,726$15,492 ▼-0.1%93,8446.0%ETFUSMViShares MSCI USA Min Vol Factor ETF$12,447,296$17,120 ▲0.1%133,0555.9%ETFXLKTechnology Select Sector SPDR Fund$10,248,012$311,649 ▼-3.0%39,9864.8%ETFIVLUiShares MSCI Intl Value Factor ETF$9,140,671$62,068 ▼-0.7%277,1584.3%ETFSJNKSPDR Bloomberg Short Term High Yield Bond ETF$8,165,964$1,037 ▲0.0%322,8933.9%ETFXLIIndustrial Select Sector SPDR Fund$5,124,506$36,024 ▼-0.7%34,4252.4%ETFXLFFinancial Select Sector SPDR Fund$4,379,480$10,807 ▼-0.2%83,8822.1%ETFXLEEnergy Select Sector SPDR Fund$4,200,951$9,028 ▲0.2%47,4632.0%ETFAXPAmerican Express$119,5020.0%3770.1%FinanceDDDuPont de Nemours$41,1080.0%5520.0%Basic MaterialsVZVerizon Communications$40,3050.0%9360.0%Computer and TechnologyCTVACorteva$20,1830.0%2640.0%Consumer StaplesCOPConocoPhillips$19,1580.0%2000.0%EnergyDOWDOW$16,0420.0%5520.0%Basic MaterialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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