IRONWOOD WEALTH MANAGEMENT, INC.
CIK 1844821 · View on SEC EDGAR ↗
- Portfolio value
- $236.5M
- Positions
- 21
- As of
- June 30, 2026
#5,907 of 9,443 by 13F value · top 62.6%
Portfolio value QoQ: +6.0% 13F does not disclose cash
- Top 10 holdings weight
- 80.87%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 16
- Effective number of positions
- 13.2
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 1.88% Est. buys $5,431,207 · sells $4,326,634
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 61.8% still held
- New positions
- 1
- Increased
- 8
- Decreased
- 8
- Closed
- 11
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Telecommunication
0.0%
Materials
0.0%
Energy
0.0%
Other/Unmapped
100.0%
Full portfolio 21 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| BKLN | $25,799,679 | 10.91% | 1,262,833 | $1,725,378 | Up ×2 | ||
| JPST | $24,869,479 | 10.51% | 492,953 | $1,321,682 | Up ×2 | ||
| PULS | $21,803,103 | 9.22% | 439,756 | $960,067 | Up ×2 | ||
| IUSV iShares Core S&P U.S. Value ETF | $21,475,135 | 9.08% | 192,775 | $1,218,349 | Up ×1 | ||
| IJR | $21,249,094 | 8.98% | 146,072 | $1,028,475 | Down ×5 | ||
| IVV | $18,232,948 | 7.71% | 24,148 | $1,456,173 | Down ×6 | ||
| IVE | $15,172,911 | 6.41% | 65,995 | $875,805 | Up ×1 | ||
| VYM | $14,704,775 | 6.22% | 91,590 | $678,524 | Down ×3 | ||
| IUSG iShares Core S&P U.S. Growth ETF | $14,180,120 | 5.99% | 75,302 | $1,679,626 | Down ×6 | ||
| USMV | $13,800,543 | 5.83% | 141,399 | $953,549 | Up ×2 | ||
| XLK XLK | $11,573,440 | 4.89% | 62,441 | $2,340,736 | Down ×2 | ||
| IVLU | $9,739,513 | 4.12% | 230,521 | $-920,669 | Down ×6 | ||
| SJNK | $8,831,453 | 3.73% | 354,250 | $588,852 | Up ×2 | ||
| XLI XLI | $5,599,559 | 2.37% | 30,918 | $-76,168 | Down ×5 | ||
| XLF XLF | $4,745,949 | 2.01% | 85,451 | $429,609 | Up ×2 | ||
| XLE XLE | $4,637,444 | 1.96% | 84,594 | $-714,599 | Down ×2 | ||
| VZ Verizon Communications Inc. Common Stock | $39,537 | 0.02% | 936 | $-5,186 | |||
| Unknown issuer (CUSIP: 26614N201) | $24,802 | 0.01% | 184 | Up ×1 | |||
| CTVA Corteva, Inc. Common Stock | $22,140 | 0.01% | 264 | $80 | |||
| COP ConocoPhillips Common Stock | $21,604 | 0.01% | 200 | $-3,090 | |||
| DOW Dow Inc. Common Stock | $15,732 | 0.01% | 552 | $-5,267 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| Unknown issuer (CUSIP: 26614N201) | $24,802 | 184 | 0.01% |
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| XLP | March 31, 2025 | 97,860 | $7,470,633 | No longer tracked |
| AXP | June 30, 2026 | 180 | $57,199 | -0.9% |
| DD | June 30, 2026 | 552 | $26,176 | 3.3% |
| IJH | June 30, 2026 | 280 | $19,788 | No longer tracked |
| PM | June 30, 2026 | 118 | $19,028 | 4.9% |
| TFC | June 30, 2026 | 370 | $18,678 | 1.7% |
| SPTM | June 30, 2026 | 192 | $15,877 | No longer tracked |
| MO | June 30, 2026 | 142 | $9,580 | -7.2% |
| DUK | June 30, 2026 | 54 | $7,182 | -3.5% |
| ENB | June 30, 2026 | 96 | $5,232 | -5.5% |
| MDLZ | June 30, 2026 | 66 | $3,900 | 10.9% |
| BIV | June 30, 2026 | 18 | $1,392 | No longer tracked |
| MET | March 31, 2026 | 14 | $1,112 | 33.8% |