Ironwood Wealth Management, Inc. Portfolio Holdings

Ironwood Wealth Management, Inc.

$211 Million
Q2 2025

Ironwood Wealth Management, Inc. has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $211 Million distributed in 22 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco ETF Tr Ii Sr Ln ETF with a value of $23.3M, Jp Morgan ETF Tr Ultra Short I with a value of $22.1M, Pgim ETF Tr with a value of $19.6M, Ishares Core S&P U.S. Value Et with a value of $18.6M, and Ishares Core S&P Sm Cap ETF with a value of $18.1M.

Examining the 13F form we can see an increase of $9.01M in the current position value, from $202M to 211M.

Below you can find more details about Ironwood Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $211 Million

ETFs: $210 Million

Financial Services: $120,000

Basic Materials: $70,000

Communication Services: $40,000

Energy: $17,000

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
BKLN Invesco ETF Tr Ii Sr Ln ETF ETFs	$0	$23.3 Million 11.06% of portfolio	1,113,227	Q2 2025 Added 0.04%
JPST Jp Morgan ETF Tr Ultra Short I ETFs	$0	$22.1 Million 10.49% of portfolio	435,852	Q2 2025 Added 0.25%
PULS Pgim ETF Tr ETFs	$0	$19.6 Million 9.3% of portfolio	393,762	Q2 2025 Added 0.16%
IUSV Ishares Core S&P U.S. Value Et ETFs	$0	$18.6 Million 8.85% of portfolio	196,976	Q2 2025 Reduced 0.11%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$18.1 Million 8.58% of portfolio	165,311	Q2 2025 Reduced 0.65%
IVV Ishares Core S&P 500 ETF ETFs	$0	$16.3 Million 7.75% of portfolio	26,290	Q2 2025 Reduced 0.94%
IUSG Ishares Core S&P U.S Growth Et ETFs	$0	$13.3 Million 6.32% of portfolio	88,520	Q2 2025 Reduced 2.15%
IVE Ishares S&P 500 Value ETF ETFs	$0	$13.1 Million 6.2% of portfolio	66,837	Q2 2025 Reduced 0.04%
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$12.5 Million 5.94% of portfolio	93,844	Q2 2025 Reduced 0.12%
USMV Ishares Msci Usa Min Vol Facto ETFs	$0	$12.5 Million 5.93% of portfolio	133,055	Q2 2025 Added 0.14%
XLK Technology Sector Spdr ETFs	$0	$10.1 Million 4.81% of portfolio	39,986	Q2 2025 Reduced 2.95%
IVLU Ishares Tr Edge Msci Intl Valu ETFs	$0	$9.12 Million 4.33% of portfolio	277,158	Q2 2025 Reduced 0.67%
SJNK Spdr Bloomberg Short Term High ETFs	$0	$8.23 Million 3.91% of portfolio	322,893	Q2 2025 Added 0.01%
XLI Industrial Sector Spdr ETFs	$0	$5.08 Million 2.41% of portfolio	34,425	Q2 2025 Reduced 0.7%
XLF Financial Sector Spdr ETFs	$0	$4.39 Million 2.09% of portfolio	83,882	Q2 2025 Reduced 0.25%
XLE Energy Sector Spdr ETFs	$0	$4.03 Million 1.91% of portfolio	47,463	Q2 2025 Added 0.22%
AXP American Express CO Financial Services	$227B	$120,000 0.06% of portfolio	377	Q4 2020 New
DD Du Pont De Nemours, Inc. Basic Materials	$36B	$37,000 0.02% of portfolio	552	Q2 2024 Reduced 34.44%
VZ Verizon Communications Inc Communication Services	$182B	$40,000 0.02% of portfolio	936	Q4 2024 Reduced 37.64%
DOW Dow Inc. Basic Materials	$15.3B	$14,000 0.01% of portfolio	552	Q2 2024 Reduced 58.02%
CTVA Corteva, Inc. Basic Materials	$51B	$19,000 0.01% of portfolio	264	Q2 2024 Reduced 51.47%
COP Conocophillips Energy	$120B	$17,000 0.01% of portfolio	200	Q4 2020 New

Summary

Portfolio
No. of Stocks 22
Current Value $211 Million
Prior Value $202 Million
Filing
Period Q2 2025
Filing Date July 15, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 0 stocks
Additional Purchases 6 stocks
Sold out of 0 stocks
Reduced holdings in 10 stocks

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Ironwood Wealth Management, Inc. Portfolio Holdings