Ironwood Wealth Management, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 14, 2026, Ironwood Wealth Management, Inc. disclosed 20 stock positions valued at approximately $236.54M as of quarter-end June 30, 2026. The largest holdings include INVESCO EXCH TRADED FD TR II, J P MORGAN EXCHANGE TRADED F, and PGIM ETF TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 20
- Portfolio Value
- $236.54M
Holdings by Sector
Ironwood Wealth Management, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| INVESCO EXCH TRADED FD TR II | BKLN | Other | 10.91% | 1,262,833 | +91,904 | +7.85% | $25,799,679 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 10.51% | 492,953 | +26,660 | +5.72% | $24,869,479 |
| PGIM ETF TR | PULS | Other | 9.22% | 439,756 | +19,364 | +4.61% | $21,803,103 |
| ISHARES TR | IUSV | Other | 9.08% | 192,775 | +220 | +0.11% | $21,475,135 |
| ISHARES TR | IJR | Other | 8.98% | 146,072 | -8,579 | -5.55% | $21,249,094 |
| ISHARES TR | IVV | Other | 7.71% | 24,148 | -415 | -1.69% | $18,232,948 |
| ISHARES TR | IVE | Other | 6.41% | 65,995 | +134 | +0.20% | $15,172,911 |
| VANGUARD WHITEHALL FDS | VYM | Other | 6.22% | 91,590 | -283 | -0.31% | $14,704,775 |
| ISHARES TR | IUSG | Other | 5.99% | 75,302 | -615 | -0.81% | $14,180,120 |
| ISHARES TR | USMV | Other | 5.83% | 141,399 | +4,525 | +3.31% | $13,800,543 |
| SELECT SECTOR SPDR TR | XLK | Other | 4.89% | 62,441 | -2,546 | -3.92% | $11,573,440 |
| ISHARES TR | IVLU | Other | 4.12% | 230,521 | -25,980 | -10.13% | $9,739,513 |
| SPDR SERIES TRUST | SJNK | Other | 3.73% | 354,250 | +26,121 | +7.96% | $8,831,453 |
| SELECT SECTOR SPDR TR | XLI | Other | 2.37% | 30,918 | -2,044 | -6.20% | $5,599,559 |
| SELECT SECTOR SPDR TR | XLF | Other | 2.01% | 85,451 | +1,361 | +1.62% | $4,745,949 |
| SELECT SECTOR SPDR TR | XLE | Other | 1.96% | 84,594 | -8,761 | -9.38% | $4,637,444 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.02% | 936 | - | - | $39,537 |
| CORTEVA INC | CTVA | Basic Materials | 0.01% | 264 | - | - | $22,140 |
| CONOCOPHILLIPS | COP | Energy | 0.01% | 200 | - | - | $21,604 |
| DOW HLDGS INC | DOW | Basic Materials | 0.01% | 552 | - | - | $15,732 |
Showing 20 of 20 holdings in the latest reporting period.