Ironwood Wealth Management Top Holdings Analysis: June 2026 Portfolio Snapshot
A detailed look at Ironwood Wealth Management's top holdings as of June 30, 2026. The portfolio features significant allocations in BKLN and JPST with notable share increases.
As of June 30, 2026, the investment strategy at Ironwood Wealth Management Inc. appears focused on established Exchange-Traded Funds (ETFs) and mutual funds, particularly those tracking broad market indices or specific sectors. The firm's portfolio currently holds a total value of approximately $236 million, with its largest position being BKLN, the iShares Core S&P Small Cap Value ETF. This holding accounts for 10.91% of the total portfolio value and has seen a significant increase in its share count during the period.
Following closely is JPST, representing JPMorgan Exchange-Traded funds, with an allocation of 10.51%. This position also shows positive share growth, increasing by approximately 26,660 shares or about 5.72% from the previous period.
Among the top holdings by weight are PULS, PGIM ETF TR (formerly known as SPDR Portfolio S&P 500 Growth Factor 1 ETF), holding a substantial 9.22% of assets. This fund also saw an increase in its share count by around 19,364 shares during the period.
Another major allocation is IUSV, iShares Core S&P U.S. Total Stock Market ETF at 9.08%. This fund experienced a very small increase in shares (220) but still maintains its position as one of the largest holdings.
Completing the top five by weight is IJR, iShares Core S&P 500 Small-Mid Cap Value ETF at an allocation of 8.98%. This fund saw a slight decrease in its share count during the period.
These top holdings by weight indicate Ironwood's preference for diversified, low-cost index funds and ETFs that track major indices or sectors like small-cap value, broad market, and S&P Small-Mid Cap Value. The firm can be viewed more closely at Ironwood Wealth Management Inc.