Ironwood Wealth Management, Inc. Portfolio Stock Holdings
Ironwood Wealth Management, Inc. disclosed 31 stock positions valued at approximately $223.2 million in its latest SEC 13F filing. The largest holdings include INVESCO EXCH TRADED FD TR II, J P MORGAN EXCHANGE TRADED F, and PGIM ETF TR. The filing reflects positions held as of March 31, 2026 and was filed on April 13, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 31
- Portfolio Value
- $223.2M
Holdings by Sector
Ironwood Wealth Management, Inc. Portfolio Holdings in Q1 2026
31 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| INVESCO EXCH TRADED FD TR II | BKLN | Other | 10.79% | 1,170,929 | +5,876 | +0.50% | $24,074,301 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 10.55% | 466,293 | +1,829 | +0.39% | $23,547,797 |
| PGIM ETF TR | PULS | Other | 9.34% | 420,392 | +1,500 | +0.36% | $20,843,036 |
| ISHARES TR | IUSV | Other | 9.08% | 192,555 | -1,459 | -0.75% | $20,256,786 |
| ISHARES TR | IJR | Other | 9.06% | 154,651 | -1,954 | -1.25% | $20,220,619 |
| ISHARES TR | IVV | Other | 7.52% | 24,563 | -171 | -0.69% | $16,776,775 |
| ISHARES TR | IVE | Other | 6.41% | 65,861 | -276 | -0.42% | $14,297,106 |
| VANGUARD WHITEHALL FDS | VYM | Other | 6.29% | 91,873 | -913 | -0.98% | $14,026,251 |
| ISHARES TR | USMV | Other | 5.76% | 136,874 | +478 | +0.35% | $12,846,994 |
| ISHARES TR | IUSG | Other | 5.60% | 75,917 | -38 | -0.05% | $12,500,494 |
| ISHARES TR | IVLU | Other | 4.78% | 256,501 | -6,398 | -2.43% | $10,660,182 |
| SELECT SECTOR SPDR TR | XLK | Other | 4.14% | 64,987 | -94 | -0.14% | $9,232,704 |
| SPDR SERIES TRUST | SJNK | Other | 3.69% | 328,129 | +2,547 | +0.78% | $8,242,601 |
| SELECT SECTOR SPDR TR | XLI | Other | 2.54% | 32,962 | -292 | -0.88% | $5,675,727 |
| SELECT SECTOR SPDR TR | XLE | Other | 2.40% | 93,355 | -2,102 | -2.20% | $5,352,043 |
| SELECT SECTOR SPDR TR | XLF | Other | 1.93% | 84,090 | +408 | +0.49% | $4,316,340 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.03% | 180 | - | - | $57,199 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.02% | 936 | - | - | $44,723 |
| DUPONT DE NEMOURS INC | DD | Basic Materials | 0.01% | 552 | - | - | $26,176 |
| CONOCOPHILLIPS | COP | Energy | 0.01% | 200 | - | - | $24,694 |
| CORTEVA INC | CTVA | Basic Materials | 0.01% | 264 | - | - | $22,060 |
| DOW HLDGS INC | DOW | Basic Materials | 0.01% | 552 | - | - | $20,999 |
| ISHARES TR | IJH | Other | 0.01% | 280 | +280 | +100.00% | $19,788 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.01% | 118 | +118 | +100.00% | $19,028 |
| TRUIST FINL CORP | TFC | Financial Services | 0.01% | 370 | +370 | +100.00% | $18,678 |
| SPDR SERIES TRUST | SPTM | Other | 0.01% | 192 | +192 | +100.00% | $15,877 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.00% | 142 | +142 | +100.00% | $9,580 |
| DUKE ENERGY CORP NEW | DUK | Utilities | 0.00% | 54 | +54 | +100.00% | $7,182 |
| ENBRIDGE INC | ENB | Energy | 0.00% | 96 | +96 | +100.00% | $5,232 |
| MONDELEZ INTL INC | MDLZ | Consumer Defensive | 0.00% | 66 | +66 | +100.00% | $3,900 |
| VANGUARD BD INDEX FDS | BIV | Other | 0.00% | 18 | +18 | +100.00% | $1,392 |