Ironwood Wealth Management, Inc. Portfolio Holdings

Ironwood Wealth Management, Inc.

$202 Million
Q1 2025

Ironwood Wealth Management, Inc. has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $202 Million distributed in 22 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco ETF Tr Ii Sr Ln ETF with a value of $23M, Jp Morgan ETF Tr Ultra Short I with a value of $22M, Pgim ETF Tr with a value of $19.5M, Ishares Core S&P U.S. Value Et with a value of $18M, and Ishares Core S&P Sm Cap ETF with a value of $17.3M.

Examining the 13F form we can see an decrease of $2.38M in the current position value, from $204M to 202M.

Below you can find more details about Ironwood Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $202 Million

ETFs: $201 Million

Financial Services: $101,000

Basic Materials: $76,000

Communication Services: $42,000

Energy: $21,000

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
BKLN Invesco ETF Tr Ii Sr Ln ETF ETFs	$0	$23 Million 11.43% of portfolio	1,112,815	Q1 2025 Added 2.63%
JPST Jp Morgan ETF Tr Ultra Short I ETFs	$0	$22 Million 10.92% of portfolio	434,757	Q1 2025 Reduced 2.11%
PULS Pgim ETF Tr ETFs	$0	$19.5 Million 9.7% of portfolio	393,133	Q1 2025 Reduced 1.62%
IUSV Ishares Core S&P U.S. Value Et ETFs	$0	$18 Million 8.94% of portfolio	197,199	Q1 2025 Reduced 3.04%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$17.3 Million 8.59% of portfolio	166,385	Q1 2025 Added 14.25%
IVV Ishares Core S&P 500 ETF ETFs	$0	$14.8 Million 7.35% of portfolio	26,539	Q1 2025 Reduced 3.33%
IVE Ishares S&P 500 Value ETF ETFs	$0	$12.6 Million 6.26% of portfolio	66,866	Q1 2025 Reduced 5.23%
USMV Ishares Msci Usa Min Vol Facto ETFs	$0	$12.3 Million 6.11% of portfolio	132,872	Q1 2025 Reduced 6.91%
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$12 Million 5.95% of portfolio	93,959	Q1 2025 Added 5.88%
IUSG Ishares Core S&P U.S Growth Et ETFs	$0	$11.5 Million 5.7% of portfolio	90,461	Q1 2025 Reduced 2.01%
IVLU Ishares Tr Edge Msci Intl Valu ETFs	$0	$8.53 Million 4.23% of portfolio	279,040	Q1 2025 Reduced 5.45%
XLK Technology Sector Spdr ETFs	$0	$8.5 Million 4.22% of portfolio	41,202	Q1 2025 New
SJNK Spdr Bloomberg Short Term High ETFs	$0	$8.12 Million 4.03% of portfolio	322,852	Q1 2025 Added 3.28%
XLI Industrial Sector Spdr ETFs	$0	$4.51 Million 2.24% of portfolio	34,667	Q1 2025 Added 0.41%
XLE Energy Sector Spdr ETFs	$0	$4.38 Million 2.17% of portfolio	47,361	Q1 2025 Reduced 2.37%
XLF Financial Sector Spdr ETFs	$0	$4.14 Million 2.05% of portfolio	84,089	Q1 2025 Reduced 10.52%
AXP American Express CO Financial Services	$191B	$101,000 0.05% of portfolio	377	Q4 2020 New
DD Du Pont De Nemours, Inc. Basic Materials	$30.5B	$41,000 0.02% of portfolio	552	Q2 2024 Reduced 34.44%
VZ Verizon Communications Inc Communication Services	$186B	$42,000 0.02% of portfolio	936	Q4 2024 Reduced 37.64%
DOW Dow Inc. Basic Materials	$20.3B	$19,000 0.01% of portfolio	552	Q2 2024 Reduced 58.02%
CTVA Corteva, Inc. Basic Materials	$43.3B	$16,000 0.01% of portfolio	264	Q2 2024 Reduced 51.47%
COP Conocophillips Energy	$110B	$21,000 0.01% of portfolio	200	Q4 2020 New

Summary

Portfolio
No. of Stocks 22
Current Value $202 Million
Prior Value $204 Million
Filing
Period Q1 2025
Filing Date April 14, 2025
Form Type 13F-HR
Activity in Q1 2025
New Purchases 1 stocks
Additional Purchases 5 stocks
Sold out of 0 stocks
Reduced holdings in 10 stocks

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Ironwood Wealth Management, Inc. Portfolio Holdings