Ironwood Wealth Management, Inc. Top Holdings and 13F Report (2026) About Ironwood Wealth Management, Inc.Investment ActivityIronwood Wealth Management, Inc. has $236.54 million in total holdings as of June 30, 2026.Ironwood Wealth Management, Inc. owns shares of 21 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 2.30% of the portfolio was purchased this quarter.About 1.83% of the portfolio was sold this quarter.This quarter, Ironwood Wealth Management, Inc. has purchased 31 new stocks and bought additional shares in 8 stocks.Ironwood Wealth Management, Inc. sold shares of 8 stocks and completely divested from 11 stocks this quarter.Largest Holdings Invesco Senior Loan ETF $25,799,679JPMorgan Ultra-Short Income ETF $24,869,479PGIM Ultra Short Bond ETF $21,803,103iShares Core S&P U.S. Value ETF $21,475,135iShares Core S&P Small-Cap ETF $21,249,094 Largest New Holdings this Quarter 26614N201 - DUPONT DE NEMOURS INC $24,802 Holding Largest Purchases this Quarter Invesco Senior Loan ETF 91,904 shares (about $1.88M)JPMorgan Ultra-Short Income ETF 26,660 shares (about $1.34M)PGIM Ultra Short Bond ETF 19,364 shares (about $960.07K)SPDR Bloomberg Short Term High Yield Bond ETF 26,121 shares (about $651.20K)iShares MSCI USA Min Vol Factor ETF 4,525 shares (about $441.64K) Largest Sales this Quarter iShares Core S&P Small-Cap ETF 8,579 shares (about $1.25M)iShares MSCI Intl Value Factor ETF 25,980 shares (about $1.10M)Energy Select Sector SPDR Fund 8,761 shares (about $480.28K)Technology Select Sector SPDR Fund 2,546 shares (about $471.90K)Industrial Select Sector SPDR Fund 2,044 shares (about $370.19K) 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$25,799,679$1,877,599 ▲7.8%1,262,83310.9%ETFJPSTJPMorgan Ultra-Short Income ETF$24,869,479$1,344,997 ▲5.7%492,95310.5%ETFPULSPGIM Ultra Short Bond ETF$21,803,103$960,067 ▲4.6%439,7569.2%ETFIUSViShares Core S&P U.S. Value ETF$21,475,135$24,508 ▲0.1%192,7759.1%ETFIJRiShares Core S&P Small-Cap ETF$21,249,094$1,247,987 ▼-5.5%146,0729.0%ETFIVViShares Core S&P 500 ETF$18,232,948$313,346 ▼-1.7%24,1487.7%ETFIVEiShares S&P 500 Value ETF$15,172,911$30,808 ▲0.2%65,9956.4%ETFVYMVanguard High Dividend Yield ETF$14,704,775$45,436 ▼-0.3%91,5906.2%ETFIUSGiShares Core S&P U.S. Growth ETF$14,180,120$115,811 ▼-0.8%75,3026.0%ETFUSMViShares MSCI USA Min Vol Factor ETF$13,800,543$441,640 ▲3.3%141,3995.8%ETFXLKTechnology Select Sector SPDR Fund$11,573,440$471,901 ▼-3.9%62,4414.9%ETFIVLUiShares MSCI Intl Value Factor ETF$9,739,513$1,097,655 ▼-10.1%230,5214.1%ETFSJNKSPDR Bloomberg Short Term High Yield Bond ETF$8,831,453$651,197 ▲8.0%354,2503.7%ETFXLIIndustrial Select Sector SPDR Fund$5,599,559$370,189 ▼-6.2%30,9182.4%ETFXLFFinancial Select Sector SPDR Fund$4,745,949$75,590 ▲1.6%85,4512.0%ETFXLEEnergy Select Sector SPDR Fund$4,637,444$480,278 ▼-9.4%84,5942.0%ETFVZVerizon Communications$39,5370.0%9360.0%Communication ServicesDUPONT DE NEMOURS INC$24,802$24,802 ▲New Holding1840.0%COMMON STOCKCTVACorteva$22,1400.0%2640.0%MaterialsCOPConocoPhillips$21,6040.0%2000.0%EnergyDOWDOW$15,7320.0%5520.0%MaterialsAXPAmerican Express$0$57,199 ▼-100.0%00.0%FinanceDDDuPont de Nemours$0$26,176 ▼-100.0%00.0%MaterialsIJHiShares Core S&P Mid-Cap ETF$0$19,788 ▼-100.0%00.0%ETFPMPhilip Morris International$0$19,028 ▼-100.0%00.0%Consumer StaplesTFCTruist Financial$0$18,678 ▼-100.0%00.0%FinanceSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$0$15,877 ▼-100.0%00.0%ETFMOAltria Group$0$9,580 ▼-100.0%00.0%Consumer StaplesDUKDuke Energy$0$7,182 ▼-100.0%00.0%UtilitiesENBEnbridge$0$5,232 ▼-100.0%00.0%EnergyMDLZMondelez International$0$3,900 ▼-100.0%00.0%Consumer StaplesBIVVanguard Intermediate-Term Bond ETF$0$1,392 ▼-100.0%00.0%ETFShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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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