Ironwood Wealth Management, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on October 14, 2026, Ironwood Wealth Management, Inc. disclosed 29 stock positions valued at approximately $237.06M as of quarter-end September 30, 2026. The largest holdings include INVESCO EXCH TRADED FD TR II, J P MORGAN EXCHANGE TRADED F, and PGIM ETF TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 29
- Portfolio Value
- $237.06M
Holdings by Sector
Ironwood Wealth Management, Inc. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| INVESCO EXCH TRADED FD TR II | BKLN | Other | 10.95% | 1,267,369 | +4,536 | +0.36% | $25,968,391 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 10.46% | 493,206 | +253 | +0.05% | $24,793,466 |
| PGIM ETF TR | PULS | Other | 9.17% | 439,372 | -384 | -0.09% | $21,748,914 |
| ISHARES TR | IUSV | Other | 9.07% | 191,562 | -1,213 | -0.63% | $21,497,088 |
| ISHARES TR | IJR | Other | 8.34% | 144,049 | -2,023 | -1.38% | $19,779,369 |
| ISHARES TR | IVV | Other | 7.86% | 23,963 | -185 | -0.77% | $18,625,722 |
| ISHARES TR | IVE | Other | 6.44% | 65,790 | -205 | -0.31% | $15,275,123 |
| ISHARES TR | IUSG | Other | 6.21% | 75,042 | -260 | -0.35% | $14,728,494 |
| VANGUARD WHITEHALL FDS | VYM | Other | 6.09% | 91,293 | -297 | -0.32% | $14,447,118 |
| ISHARES TR | USMV | Other | 5.99% | 141,996 | +597 | +0.42% | $14,202,440 |
| SELECT SECTOR SPDR TR | XLK | Other | 5.08% | 60,949 | -1,492 | -2.39% | $12,054,494 |
| ISHARES TR | IVLU | Other | 4.11% | 230,700 | +179 | +0.08% | $9,733,233 |
| SPDR SERIES TRUST | SJNK | Other | 3.64% | 356,649 | +2,399 | +0.68% | $8,623,773 |
| SELECT SECTOR SPDR TR | XLE | Other | 2.33% | 84,579 | -15 | -0.02% | $5,517,934 |
| SELECT SECTOR SPDR TR | XLI | Other | 2.20% | 30,969 | +51 | +0.16% | $5,215,180 |
| SELECT SECTOR SPDR TR | XLF | Other | 1.96% | 85,722 | +271 | +0.32% | $4,648,705 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.02% | 936 | - | - | $43,384 |
| APPLE INC | AAPL | Technology | 0.01% | 100 | +100 | +100.00% | $34,042 |
| CONOCOPHILLIPS | COP | Energy | 0.01% | 200 | - | - | $26,838 |
| DUPONT DE NEMOURS INC | DD | Basic Materials | 0.01% | 191 | +7 | +3.80% | $25,304 |
| CATERPILLAR INC | CAT | Industrials | 0.01% | 27 | +27 | +100.00% | $21,497 |
| DOW HLDGS INC | DOW | Basic Materials | 0.01% | 552 | - | - | $15,782 |
| CAPITAL ONE FINL CORP | COF | Financial Services | 0.00% | 42 | +42 | +100.00% | $8,375 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.00% | 30 | +30 | +100.00% | $7,695 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.00% | 30 | +30 | +100.00% | $4,518 |
| EXXONMOBIL HOLDINGS CORP | XOM | Energy | 0.00% | 25 | +25 | +100.00% | $4,213 |
| PEPSICO INC | PEP | Consumer Defensive | 0.00% | 32 | +32 | +100.00% | $4,107 |
| CORTEVA INC | CTVA | Basic Materials | 0.00% | 285 | +21 | +7.95% | $3,919 |
| QNITY ELECTRONICS INC | Q | Technology | 0.00% | 10 | +10 | +100.00% | $1,267 |
Showing 29 of 29 holdings in the latest reporting period.