Ironwood Wealth Management, Inc. Portfolio Holdings

Ironwood Wealth Management, Inc.

  • $222 Million
  • Q3 2025

Ironwood Wealth Management, Inc. has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $222 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 $24.7M, Jp Morgan ETF Tr Ultra Short I with a value of $23.8M, Pgim ETF Tr with a value of $21.1M, Ishares Core S&P U.S. Value Et with a value of $19.9M, and Ishares Core S&P Sm Cap ETF with a value of $19.4M.

Examining the 13F form we can see an increase of $11.3M in the current position value, from $211M to 222M.

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

Portfolio value $222 Million
ETFs: $222 Million
Financial Services: $125,000
Basic Materials: $72,000
Communication Services: $41,000
Energy: $18,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$24.7 Million 11.12% of portfolio
1,178,679
Q3 2025 Added 5.88%
$0
$23.8 Million 10.72% of portfolio
468,711
Q3 2025 Added 7.54%
$0
$21.1 Million 9.53% of portfolio
424,169
Q3 2025 Added 7.72%
$0
$19.9 Million 8.96% of portfolio
198,807
Q3 2025 Added 0.93%
$0
$19.4 Million 8.75% of portfolio
163,381
Q3 2025 Reduced 1.17%
$0
$17.5 Million 7.87% of portfolio
26,079
Q3 2025 Reduced 0.8%
$0
$14 Million 6.3% of portfolio
67,666
Q3 2025 Added 1.24%
$0
$13.4 Million 6.04% of portfolio
95,053
Q3 2025 Added 1.29%
$0
$13.1 Million 5.91% of portfolio
137,858
Q3 2025 Added 3.61%
$0
$12.9 Million 5.82% of portfolio
78,419
Q3 2025 Reduced 11.41%
$0
$9.79 Million 4.41% of portfolio
275,945
Q3 2025 Reduced 0.44%
$0
$9.55 Million 4.31% of portfolio
33,894
Q3 2025 Reduced 15.24%
$0
$8.4 Million 3.79% of portfolio
328,128
Q3 2025 Added 1.62%
$0
$5.25 Million 2.37% of portfolio
34,056
Q3 2025 Reduced 1.07%
$0
$4.59 Million 2.07% of portfolio
85,245
Q3 2025 Added 1.62%
$0
$4.33 Million 1.95% of portfolio
48,497
Q3 2025 Added 2.18%
$19.9B
$43,000 0.02% of portfolio
552
Q2 2024 Reduced 34.44%
$172B
$41,000 0.02% of portfolio
936
Q4 2024 Reduced 37.64%
$16.1B
$12,000 0.01% of portfolio
552
Q2 2024 Reduced 58.02%
$47.4B
$17,000 0.01% of portfolio
264
Q2 2024 Reduced 51.47%
$113B
$18,000 0.01% of portfolio
200
Q4 2020 New

Summary

  • Portfolio
  • No. of Stocks 22
  • Current Value $222 Million
  • Prior Value $211 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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