Ironwood Wealth Management, Inc. Top Holdings and 13F Report (2024) About Ironwood Wealth Management, Inc.Investment ActivityIronwood Wealth Management, Inc. has $204.08 million in total holdings as of September 30, 2024.Ironwood Wealth Management, Inc. owns shares of 22 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 3.04% of the portfolio was purchased this quarter.About 3.19% of the portfolio was sold this quarter.This quarter, Ironwood Wealth Management, Inc. has purchased 22 new stocks and bought additional shares in 5 stocks.Ironwood Wealth Management, Inc. sold shares of 10 stocks and completely divested from 1 stock this quarter.Largest Holdings Invesco Senior Loan ETF $22,121,088JPMorgan Ultra-Short Income ETF $21,739,515iShares Core S&P U.S. Value ETF $19,348,586PGIM Ultra Short Bond ETF $19,055,652iShares Core S&P Small-Cap ETF $16,950,887 Largest New Holdings this Quarter Industrial Select Sector SPDR Fund $4,655,040 Holding Largest Purchases this Quarter Industrial Select Sector SPDR Fund 34,352 shares (about $4.66M)JPMorgan Ultra-Short Income ETF 10,680 shares (about $539.13K)Invesco Senior Loan ETF 22,009 shares (about $463.51K)PGIM Ultra Short Bond ETF 7,946 shares (about $394.04K)SPDR Bloomberg Short Term High Yield Bond ETF 6,219 shares (about $158.83K) Largest Sales this Quarter iShares MSCI USA Min Vol Factor ETF 59,951 shares (about $5.46M)iShares Core S&P 500 ETF 467 shares (about $268.85K)iShares Core S&P U.S. Growth ETF 1,865 shares (about $245.60K)iShares Core S&P U.S. Value ETF 1,723 shares (about $163.91K)iShares S&P 500 Value ETF 786 shares (about $154.57K) Sector Allocation Over TimeMap of 500 Largest Holdings ofIronwood Wealth Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBKLNInvesco Senior Loan ETF$22,121,088$463,510 ▲2.1%1,050,38410.8%ETFJPSTJPMorgan Ultra-Short Income ETF$21,739,515$539,126 ▲2.5%430,65610.7%ETFIUSViShares Core S&P U.S. Value ETF$19,348,586$163,909 ▼-0.8%203,3919.5%ManufacturingPULSPGIM Ultra Short Bond ETF$19,055,652$394,042 ▲2.1%384,2649.3%ETFIJRiShares Core S&P Small-Cap ETF$16,950,887$83,941 ▼-0.5%146,4068.3%ETFIVViShares Core S&P 500 ETF$16,076,144$268,847 ▼-1.6%27,9257.9%ETFIVEiShares S&P 500 Value ETF$13,905,319$154,567 ▼-1.1%70,7116.8%ETFUSMViShares MSCI USA Min Vol Factor ETF$12,879,718$5,461,536 ▼-29.8%141,3806.3%ETFIUSGiShares Core S&P U.S. Growth ETF$12,506,073$245,602 ▼-1.9%94,9666.1%ManufacturingSDYSPDR S&P Dividend ETF$11,834,635$29,440 ▼-0.2%84,0175.8%ETFIVLUiShares MSCI Intl Value Factor ETF$8,447,597$13,343 ▼-0.2%288,7084.1%ETFXLPConsumer Staples Select Sector SPDR Fund$7,775,253$21,834 ▼-0.3%95,4373.8%ETFSJNKSPDR Bloomberg Short Term High Yield Bond ETF$7,707,589$158,833 ▲2.1%301,7853.8%ETFXLIIndustrial Select Sector SPDR Fund$4,655,040$4,655,040 ▲New Holding34,3522.3%ETFXLEEnergy Select Sector SPDR Fund$4,445,059$93 ▲0.0%47,7042.2%ETFXLFFinancial Select Sector SPDR Fund$4,346,520$38,803 ▼-0.9%95,2142.1%ETFAXPAmerican Express$104,0410.0%3770.1%FinanceVZVerizon Communications$66,3150.0%1,5010.0%Computer and TechnologyDDDuPont de Nemours$48,3230.0%5520.0%Basic MaterialsDOWDOW$30,5480.0%5520.0%Basic MaterialsCOPConocoPhillips$22,9080.0%2000.0%Oils/EnergyCTVACorteva$15,4000.0%2640.0%Consumer StaplesSLViShares Silver Trust$0$21,510 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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