Home › IRONWOOD WEALTH MANAGEMENT, INC.

IRONWOOD WEALTH MANAGEMENT, INC. 13F holdings

Filed 2026-07-14 · IRONWOOD WEALTH MANAGEMENT, INC. · 21 positions · $236.5M

View QoQ Changes Export CSV

TickerCompanySharesValue% of portfolio
BKLNINVESCO EXCH TRADED FD TR II1.3M$25.8M10.9%
JPSTJ P MORGAN EXCHANGE TRADED F493.0K$24.9M10.5%
PULSPGIM ETF TR439.8K$21.8M9.2%
IUSVISHARES TR192.8K$21.5M9.1%
IJRISHARES TR146.1K$21.2M9.0%
IVVISHARES TR24.1K$18.2M7.7%
IVEISHARES TR66.0K$15.2M6.4%
VYMVANGUARD WHITEHALL FDS91.6K$14.7M6.2%
IUSGISHARES TR75.3K$14.2M6.0%
USMVISHARES TR141.4K$13.8M5.8%
XLKSELECT SECTOR SPDR TR62.4K$11.6M4.9%
IVLUISHARES TR230.5K$9.7M4.1%
SJNKSPDR SERIES TRUST354.2K$8.8M3.7%
XLISELECT SECTOR SPDR TR30.9K$5.6M2.4%
XLFSELECT SECTOR SPDR TR85.5K$4.7M2.0%
XLESELECT SECTOR SPDR TR84.6K$4.6M2.0%
VZVERIZON COMMUNICATIONS INC936$39,5370.0%
DDDUPONT DE NEMOURS INC184$24,8020.0%
CTVACORTEVA INC264$22,1400.0%
COPCONOCOPHILLIPS200$21,6040.0%
DOWDOW HLDGS INC552$15,7320.0%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter

{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}