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CIK: 0001844821
Total reported value
$236.5M
$236.5M
22 檔
40.8%
As reported in its official Q1 2025 Form 13F filing, Ironwood Wealth Management, Inc.'s tracked investment portfolio stood at $236.5M with 22 total positions.
In Q1 2025, Ironwood Wealth Management, Inc. displayed an active expansion posture, initiating 22 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BKLN | Invesco Senior Loan ETF | ETF-Other | 11.85% | +0.12% | +2.63% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 11.41% | -0.04% | -2.11% | |
| 3 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 10.12% | -0.12% | -1.62% | |
| 4 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 8.74% | — | -3.04% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 8.17% | -0.08% | +14.25% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.29% | +0.19% | -3.33% | |
| 7 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 6.14% | +0.07% | -6.91% | |
| 8 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 6.11% | — | -5.23% | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 5.84% | -0.07% | +5.88% | |
| 10 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 5.74% | +0.39% | -2.01% | |
| 11 | XLK | Ss Technology Select Sector | ETF-Tech | 4.17% | +0.75% | — | |
| 12 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 4.10% | +0.04% | +3.28% | |
| 13 | IVLU | Ishares Msci International V | ETF-Other | 4.07% | -0.66% | -5.45% | |
| 14 | XLI | Ss Industrial Select Sector | ETF-Other | 2.23% | -0.17% | +0.41% | |
| 15 | XLF | Ss Financial Select Sector | ETF-Other | 2.01% | +0.08% | -10.52% | |
| 16 | XLE | Ss Energy Select Sector | ETF-Other | 1.90% | -0.44% | -2.37% | |
| 17 | AXP | American Express Co | Stock-Financials | 0.05% | -0.03% | EXIT | |
| 18 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.02% | — | — | |
| 19 | 6D8 | Dupont De Nemours Inc | Stock-Other | 0.02% | -0.01% | EXIT | |
| 20 | COP | Conocophillips | Stock-Energy | 0.01% | — | — | |
| 21 | CTVA | Corteva Inc | Stock-Materials | 0.01% | — | — | |
| 22 | DOW | Dow Inc | Stock-Materials | 0.01% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BKLN | Invesco Senior Loan ETF | — | NEW | New buy |
| 2 | JPST | Jpmorgan Ultra-short Income | — | NEW | New buy |
| 3 | PULS | Pgim Ultra Short Bond ETF | — | NEW | New buy |
| 4 | IUSV | Ishares Core S&p U.s. Value | — | NEW | New buy |
| 5 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 6 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 7 | USMV | Ishares Msci USA Min Vol Fac | — | NEW | New buy |
| 8 | IVE | Ishares S&p 500 Value ETF | — | NEW | New buy |
| 9 | VYM | Vanguard High Dvd Yield ETF | — | NEW | New buy |
| 10 | IUSG | Ishares Core S&p U.s. Growth | — | NEW | New buy |
| 11 | XLK | Ss Technology Select Sector | — | NEW | New buy |
| 12 | SJNK | Ss Spdr Bb St Hi Yield ETF | — | NEW | New buy |
| 13 | IVLU | Ishares Msci International V | — | NEW | New buy |
| 14 | XLI | Ss Industrial Select Sector | — | NEW | New buy |
| 15 | XLF | Ss Financial Select Sector | — | NEW | New buy |
| 16 | XLE | Ss Energy Select Sector | — | NEW | New buy |
| 17 | AXP | American Express Co | — | NEW | New buy |
| 18 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 19 | 6D8 | Dupont De Nemours Inc | — | NEW | New buy |
| 20 | COP | Conocophillips | — | NEW | New buy |
| 21 | CTVA | Corteva Inc | — | NEW | New buy |
| 22 | DOW | Dow Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Ironwood Wealth Management, Inc. reported a total U.S. public equity portfolio value of $236.5M across 22 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including BKLN, JPST, PULS) accounted for 40.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
BKLN
市值: $22.7M
During Q1 2025, Ironwood Wealth Management, Inc.'s top holdings by market value included BKLN (11.8%)、JPST (11.4%)、PULS (10.1%). The largest single position, BKLN, represented 11.8% of total portfolio value.
In Q1 2025, Ironwood Wealth Management, Inc. made 22 total portfolio adjustments, initiating 22 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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