IRONWOOD WEALTH MANAGEMENT, INC. Q4 2025 Filing
Filed January 14, 2026
Portfolio Value
$222.9M
Holdings
23
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BKLNINVESCO EXCH TRADED FD TR II | 1,165,053 | $24.5M | 11.01% | |
| 2 | JPSTJ P MORGAN EXCHANGE TRADED F | 464,464 | $23.5M | 10.55% | |
| 3 | PULSPGIM ETF TR | 418,892 | $20.8M | 9.33% | |
| 4 | IUSVISHARES TR | 194,014 | $20.4M | 9.16% | |
| 5 | IJRISHARES TR | 156,605 | $19.8M | 8.88% | |
| 6 | IVVISHARES TR | 24,734 | $17.2M | 7.73% | |
| 7 | IVEISHARES TR | 66,137 | $14.4M | 6.45% | |
| 8 | VYMVANGUARD WHITEHALL FDS | 92,786 | $13.7M | 6.13% | |
| 9 | IUSGISHARES TR | 75,955 | $12.9M | 5.80% | |
| 10 | USMVISHARES TR | 136,396 | $12.9M | 5.79% | |
| 11 | IVLUISHARES TR | 262,899 | $10.3M | 4.60% | |
| 12 | XLKSELECT SECTOR SPDR TR | 65,081 | $9.5M | 4.27% | |
| 13 | SJNKSPDR SERIES TRUST | 325,582 | $8.3M | 3.71% | |
| 14 | XLISELECT SECTOR SPDR TR | 33,254 | $5.4M | 2.42% | |
| 15 | XLFSELECT SECTOR SPDR TR | 83,682 | $4.7M | 2.09% | |
| 16 | XLESELECT SECTOR SPDR TR | 95,457 | $4.5M | 2.00% | |
| 17 | AXPAMERICAN EXPRESS CO | 180 | $67K | 0.03% | |
| 18 | BACVERIZON COMMUNICATIONS INC | 936 | $37K | 0.02% | |
| 19 | DDDUPONT DE NEMOURS INC | 552 | $24K | 0.01% | |
| 20 | COPCONOCOPHILLIPS | 200 | $19K | 0.01% | |
| 21 | CTVACORTEVA INC | 264 | $18K | 0.01% | |
| 22 | DOWDOW INC | 552 | $14K | 0.01% | |
| 23 | METMETLIFE INC | 14 | $1K | 0.00% |