Ironwood Wealth Management, Inc. Top Holdings and 13F Report (2025) About Ironwood Wealth Management, Inc.Investment ActivityIronwood Wealth Management, Inc. has $191.85 million in total holdings as of March 31, 2025.Ironwood Wealth Management, Inc. owns shares of 22 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 5.96% of the portfolio was purchased this quarter.About 6.26% 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 $22,734,811JPMorgan Ultra-Short Income ETF $21,894,363PGIM Ultra Short Bond ETF $19,416,839iShares Core S&P U.S. Value ETF $16,765,859iShares Core S&P Small-Cap ETF $15,676,795 Largest New Holdings this Quarter 81369Y803 - Technology Select Sector SPDR Fund $8,008,433 Holding Largest Purchases this Quarter Technology Select Sector SPDR Fund 41,202 shares (about $8.01M)iShares Core S&P Small-Cap ETF 20,748 shares (about $1.95M)Vanguard High Dividend Yield ETF 5,220 shares (about $622.07K)Invesco Senior Loan ETF 28,477 shares (about $581.79K)SPDR Bloomberg Short Term High Yield Bond ETF 10,266 shares (about $249.87K) Largest Sales this Quarter iShares MSCI USA Min Vol Factor ETF 9,861 shares (about $873.88K)iShares S&P 500 Value ETF 3,692 shares (about $647.47K)iShares Core S&P U.S. Value ETF 6,188 shares (about $526.10K)iShares Core S&P 500 ETF 914 shares (about $481.73K)JPMorgan Ultra-Short Income ETF 9,390 shares (about $472.88K) 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$22,734,811$581,785 ▲2.6%1,112,81511.9%ETFJPSTJPMorgan Ultra-Short Income ETF$21,894,363$472,880 ▼-2.1%434,75711.4%ETFPULSPGIM Ultra Short Bond ETF$19,416,839$319,800 ▼-1.6%393,13310.1%ETFIUSViShares Core S&P U.S. Value ETF$16,765,859$526,104 ▼-3.0%197,1998.7%ManufacturingIJRiShares Core S&P Small-Cap ETF$15,676,795$1,954,877 ▲14.2%166,3858.2%ETFIVViShares Core S&P 500 ETF$13,987,646$481,733 ▼-3.3%26,5397.3%ETFUSMViShares MSCI USA Min Vol Factor ETF$11,775,117$873,882 ▼-6.9%132,8726.1%ETFIVEiShares S&P 500 Value ETF$11,726,291$647,466 ▼-5.2%66,8666.1%ETFVYMVanguard High Dividend Yield ETF$11,197,095$622,067 ▲5.9%93,9595.8%ETFIUSGiShares Core S&P U.S. Growth ETF$11,006,390$225,941 ▼-2.0%90,4615.7%ManufacturingXLKTechnology Select Sector SPDR Fund$8,008,433$8,008,433 ▲New Holding41,2024.2%ETFSJNKSPDR Bloomberg Short Term High Yield Bond ETF$7,858,218$249,874 ▲3.3%322,8524.1%ETFIVLUiShares MSCI Intl Value Factor ETF$7,801,959$449,373 ▼-5.4%279,0404.1%ETFXLIIndustrial Select Sector SPDR Fund$4,281,028$17,659 ▲0.4%34,6672.2%ETFXLFFinancial Select Sector SPDR Fund$3,860,526$453,637 ▼-10.5%84,0892.0%ETFXLEEnergy Select Sector SPDR Fund$3,645,850$88,450 ▼-2.4%47,3611.9%ETFAXPAmerican Express$93,0780.0%3770.0%FinanceVZVerizon Communications$40,1740.0%9360.0%Computer and TechnologyDDDuPont de Nemours$31,8290.0%5520.0%Basic MaterialsCOPConocoPhillips$16,6580.0%2000.0%EnergyCTVACorteva$15,2970.0%2640.0%Consumer StaplesDOWDOW$15,0650.0%5520.0%Basic MaterialsXLPConsumer Staples Select Sector SPDR Fund$0$7,470,633 ▼-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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