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Ironwood Wealth Management, Inc. Top Holdings and 13F Report (2025)

About Ironwood Wealth Management, Inc.

Investment Activity

  • Ironwood Wealth Management, Inc. has $218.17 million in total holdings as of September 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 2.65% of the portfolio was purchased this quarter.
  • About 1.73% of the portfolio was sold this quarter.
  • This quarter, Ironwood Wealth Management, Inc. has purchased 22 new stocks and bought additional shares in 10 stocks.
  • Ironwood Wealth Management, Inc. sold shares of 6 stocks and completely divested from 0 stocks this quarter.

Largest Purchases this Quarter

JPMorgan Ultra-Short Income ETF
32,859 shares (about $1.66M)
PGIM Ultra Short Bond ETF
30,407 shares (about $1.51M)
Invesco Senior Loan ETF
65,452 shares (about $1.36M)
iShares MSCI USA Min Vol Factor ETF
4,803 shares (about $451.43K)
iShares Core S&P U.S. Value ETF
1,831 shares (about $179.44K)

Largest Sales this Quarter

Technology Select Sector SPDR Fund
6,092 shares (about $1.70M)
iShares Core S&P U.S. Growth ETF
10,101 shares (about $1.63M)
iShares Core S&P Small-Cap ETF
1,930 shares (about $220.54K)
iShares Core S&P 500 ETF
211 shares (about $138.46K)
Industrial Select Sector SPDR Fund
369 shares (about $55.31K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofIronwood Wealth Management, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Invesco Senior Loan ETF stock logo
BKLN
Invesco Senior Loan ETF
$24,504,737$1,360,747 5.9%1,178,67911.2%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$23,735,526$1,663,980 7.5%468,71110.9%ETF
PGIM Ultra Short Bond ETF stock logo
PULS
PGIM Ultra Short Bond ETF
$21,085,441$1,511,532 7.7%424,1699.7%ETF
iShares Core S&P U.S. Value ETF stock logo
IUSV
iShares Core S&P U.S. Value ETF
$19,483,086$179,438 0.9%198,8078.9%Manufacturing
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$18,669,547$220,541 -1.2%163,3818.6%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$17,113,040$138,458 -0.8%26,0797.8%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$13,703,719$167,889 1.2%67,6666.3%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$13,066,936$166,201 1.3%95,0536.0%ETF
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$12,957,274$451,434 3.6%137,8585.9%ETF
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$12,642,273$1,628,427 -11.4%78,4195.8%Manufacturing
iShares MSCI Intl Value Factor ETF stock logo
IVLU
iShares MSCI Intl Value Factor ETF
$9,575,292$42,091 -0.4%275,9454.4%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$9,435,751$1,695,952 -15.2%33,8944.3%ETF
SPDR Bloomberg Short Term High Yield Bond ETF stock logo
SJNK
SPDR Bloomberg Short Term High Yield Bond ETF
$8,268,826$131,922 1.6%328,1283.8%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$5,104,995$55,313 -1.1%34,0562.3%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$4,446,380$71,094 1.6%85,2452.0%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$4,132,915$88,117 2.2%48,4971.9%ETF
American Express Company stock logo
AXP
American Express
$119,2310.0%3770.1%Finance
DuPont de Nemours, Inc. stock logo
DD
DuPont de Nemours
$40,6830.0%5520.0%Basic Materials
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$37,3000.0%9360.0%Computer and Technology
ConocoPhillips stock logo
COP
ConocoPhillips
$17,5280.0%2000.0%Energy
Corteva, Inc. stock logo
CTVA
Corteva
$16,3240.0%2640.0%Consumer Staples
Dow Inc. stock logo
DOW
DOW
$11,3990.0%5520.0%Basic Materials

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data