IRONWOOD WEALTH MANAGEMENT, INC. Portfolio Holdings - 13F Filings | 13F Fund Database
IRONWOOD WEALTH MANAGEMENT, INC. 13F Holdings
CIK 0001844821 · HURRICANE, WV
As of Sep 30, 2025, IRONWOOD WEALTH MANAGEMENT, INC. reported
22 positions worth $218.2M in its SEC Form 13F filing.
Top 22 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| INVESCO SENIOR LOAN ETF | BKLN | — | 1,178,679 | $24.5M | 11.23% |
| JPMORGAN ULTRA-SHORT INCOME | JPST | — | 468,711 | $23.7M | 10.88% |
| PGIM ULTRA SHORT BOND ETF | PULS | — | 424,169 | $21.1M | 9.66% |
| ISHARES CORE S&P US VALUE ETF | IUSV | — | 198,807 |
|
9.5M8.93% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 163,381 |
8.7M | 8.56% |
| ISHARES CORE S&P 500 ETF | IVV | — | 26,079 |
7.1M | 7.84% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 67,666 |
3.7M | 6.28% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 95,053 |
3.1M | 5.99% |
| ISHARES MSCI USA MIN VOL FACTOR ETF | USMV | — | 137,858 |
3.0M | 5.94% |
| ISHARES CORE S&P US GROWTH ETF | IUSG | — | 78,419 |
2.6M | 5.79% |
| ISHARES TR | IVLU | — | 275,945 | $9.6M | 4.39% |
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF | XLK | — | 33,894 | $9.4M | 4.32% |
| STATE STREET(R) SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | SJNK | — | 328,128 | $8.3M | 3.79% |
| THE INDUSTRIAL SELECT SECTOR SPDR FUND | XLI | — | 34,056 | $5.1M | 2.34% |
| THE FINANCIAL SELECT SECTOR SPDR FUND | XLF | Equity | 85,245 | $4.4M | 2.04% |
| STATE STREET(R) ENERGY SELECT SECTOR SPDR(R) ETF | XLE | Equity | 48,497 | $4.1M | 1.89% |
| AMERICAN EXPRESS CO | AXP | Financial Services | 377 |
19.2K | 0.05% |
| DUPONT DE NEMOURS INC | DD | Basic Materials | 552 | $40.7K | 0.02% |
| VERIZON COMMUNICATIONS INC | BAC | Communication Services | 936 | $37.3K | 0.02% |
| CONOCOPHILLIPS | COP | Energy | 200 |
7.5K | 0.01% |
| CORTEVA INC | CTVA | Basic Materials | 264 |
6.3K | 0.01% |
| DOW INC | DOW | Basic Materials | 552 |
1.4K | 0.01% |