Ironwood Wealth Management, Inc. Top Holdings and 13F Report (2026) About Ironwood Wealth Management, Inc.Investment ActivityIronwood Wealth Management, Inc. has $223.17 million in total holdings as of March 31, 2026.Ironwood Wealth Management, Inc. owns shares of 31 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 0.23% of the portfolio was purchased this quarter.About 0.53% of the portfolio was sold this quarter.This quarter, Ironwood Wealth Management, Inc. has purchased 23 new stocks and bought additional shares in 6 stocks.Ironwood Wealth Management, Inc. sold shares of 10 stocks and completely divested from 1 stock this quarter.Largest Holdings Invesco Senior Loan ETF $24,074,301JPMorgan Ultra-Short Income ETF $23,547,797PGIM Ultra Short Bond ETF $20,843,036iShares Core S&P U.S. Value ETF $20,256,786iShares Core S&P Small-Cap ETF $20,220,619 Largest New Holdings this Quarter 464287507 - iShares Core S&P Mid-Cap ETF $19,788 Holding718172109 - Philip Morris International $19,028 Holding89832Q109 - Truist Financial $18,678 Holding78464A805 - SPDR Portfolio S&P 1500 Composite Stock Market ETF $15,877 Holding02209S103 - Altria Group $9,580 Holding Largest Purchases this Quarter Invesco Senior Loan ETF 5,876 shares (about $120.81K)JPMorgan Ultra-Short Income ETF 1,829 shares (about $92.36K)PGIM Ultra Short Bond ETF 1,500 shares (about $74.37K)SPDR Bloomberg Short Term High Yield Bond ETF 2,547 shares (about $63.98K)iShares MSCI USA Min Vol Factor ETF 478 shares (about $44.87K) Largest Sales this Quarter iShares MSCI Intl Value Factor ETF 6,398 shares (about $265.90K)iShares Core S&P Small-Cap ETF 1,954 shares (about $255.49K)iShares Core S&P U.S. Value ETF 1,459 shares (about $153.49K)Vanguard High Dividend Yield ETF 913 shares (about $139.39K)Energy Select Sector SPDR Fund 2,102 shares (about $120.51K) 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$24,074,301$120,811 â–²0.5%1,170,92910.8%ETFJPSTJPMorgan Ultra-Short Income ETF$23,547,797$92,365 â–²0.4%466,29310.6%ETFPULSPGIM Ultra Short Bond ETF$20,843,036$74,370 â–²0.4%420,3929.3%ETFIUSViShares Core S&P U.S. Value ETF$20,256,786$153,487 â–¼-0.8%192,5559.1%ManufacturingIJRiShares Core S&P Small-Cap ETF$20,220,619$255,486 â–¼-1.2%154,6519.1%ETFIVViShares Core S&P 500 ETF$16,776,775$116,795 â–¼-0.7%24,5637.5%ETFIVEiShares S&P 500 Value ETF$14,297,106$59,914 â–¼-0.4%65,8616.4%ETFVYMVanguard High Dividend Yield ETF$14,026,251$139,388 â–¼-1.0%91,8736.3%Financial ServicesUSMViShares MSCI USA Min Vol Factor ETF$12,846,994$44,865 â–²0.4%136,8745.8%ETFIUSGiShares Core S&P U.S. Growth ETF$12,500,494$6,257 â–¼-0.1%75,9175.6%ManufacturingIVLUiShares MSCI Intl Value Factor ETF$10,660,182$265,901 â–¼-2.4%256,5014.8%ETFXLKTechnology Select Sector SPDR Fund$9,232,704$13,355 â–¼-0.1%64,9874.1%ETFSJNKSPDR Bloomberg Short Term High Yield Bond ETF$8,242,601$63,981 â–²0.8%328,1293.7%ETFXLIIndustrial Select Sector SPDR Fund$5,675,727$50,279 â–¼-0.9%32,9622.5%ETFXLEEnergy Select Sector SPDR Fund$5,352,043$120,508 â–¼-2.2%93,3552.4%ETFXLFFinancial Select Sector SPDR Fund$4,316,340$20,943 â–²0.5%84,0901.9%ETFAXPAmerican Express$57,1990.0%1800.0%FinanceVZVerizon Communications$44,7230.0%9360.0%Computer and TechnologyDDDuPont de Nemours$26,1760.0%5520.0%Basic MaterialsCOPConocoPhillips$24,6940.0%2000.0%EnergyCTVACorteva$22,0600.0%2640.0%Consumer StaplesDOWDOW$20,9990.0%5520.0%Basic MaterialsIJHiShares Core S&P Mid-Cap ETF$19,788$19,788 â–²New Holding2800.0%ETFPMPhilip Morris International$19,028$19,028 â–²New Holding1180.0%Consumer StaplesTFCTruist Financial$18,678$18,678 â–²New Holding3700.0%FinanceSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$15,877$15,877 â–²New Holding1920.0%ETFMOAltria Group$9,580$9,580 â–²New Holding1420.0%Consumer StaplesDUKDuke Energy$7,182$7,182 â–²New Holding540.0%UtilitiesENBEnbridge$5,232$5,232 â–²New Holding960.0%EnergyMDLZMondelez International$3,900$3,900 â–²New Holding660.0%Consumer StaplesBIVVanguard Intermediate-Term Bond ETF$1,392$1,392 â–²New Holding180.0%ETFMETMetLife$0$1,112 â–¼-100.0%00.0%FinanceShowing 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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