Ironwood Wealth Management, Inc. Top Holdings and 13F Report (2024) → READ THIS – If You Missed Out On The AI Boom (From Banyan Hill Publishing) (Ad) About Ironwood Wealth Management, Inc.Investment ActivityIronwood Wealth Management, Inc. has $190.74 million in total holdings as of March 31, 2024.Ironwood Wealth Management, Inc. owns shares of 22 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 1.08% of the portfolio was purchased this quarter.About 0.25% of the portfolio was sold this quarter.This quarter, Ironwood Wealth Management, Inc. has purchased 22 new stocks and bought additional shares in 13 stocks.Ironwood Wealth Management, Inc. sold shares of 5 stocks and completely divested from 0 stocks this quarter.Largest Holdings Invesco Senior Loan ETF $21,128,387JPMorgan Ultra-Short Income ETF $20,722,951PGIM Ultra Short Bond ETF $18,403,204iShares Core S&P U.S. Value ETF $17,925,644iShares MSCI USA Min Vol Factor ETF $16,282,642 Largest Purchases this Quarter Invesco Senior Loan ETF 32,281 shares (about $681.45K)PGIM Ultra Short Bond ETF 7,987 shares (about $395.79K)JPMorgan Ultra-Short Income ETF 7,733 shares (about $388.89K)SPDR S&P Dividend ETF 1,173 shares (about $149.46K)Consumer Staples Select Sector SPDR Fund 1,971 shares (about $146.11K) Largest Sales this Quarter iShares Core S&P 500 ETF 240 shares (about $124.94K)iShares Core S&P U.S. Value ETF 1,413 shares (about $123.93K)iShares Core S&P U.S. Growth ETF 913 shares (about $107.51K)iShares S&P 500 Value ETF 427 shares (about $77.37K)iShares MSCI USA Min Vol Factor ETF 453 shares (about $36.85K) 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$21,128,387$681,452 ▲3.3%1,000,87111.1%ETFJPSTJPMorgan Ultra-Short Income ETF$20,722,951$388,893 ▲1.9%412,06910.9%ETFPULSPGIM Ultra Short Bond ETF$18,403,204$395,792 ▲2.2%371,3739.6%ETFIUSViShares Core S&P U.S. Value ETF$17,925,644$123,934 ▼-0.7%204,3749.4%ManufacturingUSMViShares MSCI USA Min Vol Factor ETF$16,282,642$36,847 ▼-0.2%200,1808.5%ETFIJRiShares Core S&P Small-Cap ETF$15,361,121$35,441 ▲0.2%144,7668.1%ETFIVViShares Core S&P 500 ETF$14,855,036$124,942 ▼-0.8%28,5357.8%ETFIVEiShares S&P 500 Value ETF$12,923,366$77,372 ▼-0.6%71,3216.8%ETFIUSGiShares Core S&P U.S. Growth ETF$11,484,276$107,506 ▼-0.9%97,5316.0%ManufacturingSDYSPDR S&P Dividend ETF$10,586,564$149,464 ▲1.4%83,0845.6%ETFIVLUiShares MSCI Intl Value Factor ETF$8,038,037$18,513 ▲0.2%286,5614.2%ETFSJNKSPDR Bloomberg Short Term High Yield Bond ETF$7,198,313$123,803 ▲1.7%289,5543.8%ETFXLPConsumer Staples Select Sector SPDR Fund$6,969,555$146,110 ▲2.1%94,0183.7%ETFXLEEnergy Select Sector SPDR Fund$4,625,088$25,896 ▲0.6%47,3302.4%ETFXLFFinancial Select Sector SPDR Fund$3,875,798$9,013 ▲0.2%95,4632.0%ETFAXPAmerican Express$82,2620.0%3770.0%FinanceDOWDOW$76,875$44,605 ▲138.2%1,3150.0%Basic MaterialsDDDuPont de Nemours$64,195$22,110 ▲52.5%8420.0%Basic MaterialsVZVerizon Communications$60,2810.0%1,5010.0%Computer and TechnologyCTVACorteva$30,715$15,809 ▲106.1%5440.0%Consumer StaplesCOPConocoPhillips$26,5840.0%2000.0%Oils/EnergySLViShares Silver Trust$19,5080.0%7500.0%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 Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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