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CIK: 0001844821
Total reported value
$236.5M
$236.5M
22 檔
45.4%
According to the latest 13F quarterly dataset, Ironwood Wealth Management, Inc. managed an equity portfolio of $236.5M at the end of Q3 2025, spanning 22 distinct U.S. exchange-listed positions.
In Q3 2025, Ironwood Wealth Management, Inc. displayed an active expansion posture, initiating 0 new positions and adding to 10 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BKLN | Invesco Senior Loan ETF | ETF-Other | 11.23% | +0.12% | +5.88% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 10.88% | -0.04% | +7.54% | |
| 3 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 9.66% | -0.12% | +7.72% | |
| 4 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 8.93% | — | +0.93% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 8.56% | -0.08% | -1.17% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.84% | +0.19% | -0.80% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 6.28% | — | +1.24% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 5.99% | -0.07% | +1.29% | |
| 9 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 5.94% | +0.07% | +3.61% | |
| 10 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 5.79% | +0.39% | -11.41% | |
| 11 | IVLU | Ishares Msci International V | ETF-Other | 4.39% | -0.66% | -0.44% | |
| 12 | XLK | Ss Technology Select Sector | ETF-Tech | 4.32% | +0.75% | -15.24% | |
| 13 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 3.79% | +0.04% | +1.62% | |
| 14 | XLI | Ss Industrial Select Sector | ETF-Other | 2.34% | -0.17% | -1.07% | |
| 15 | XLF | Ss Financial Select Sector | ETF-Other | 2.04% | +0.08% | +1.62% | |
| 16 | XLE | Ss Energy Select Sector | ETF-Other | 1.89% | -0.44% | +2.18% | |
| 17 | AXP | American Express Co | Stock-Financials | 0.05% | -0.03% | EXIT | |
| 18 | 6D8 | Dupont De Nemours Inc | Stock-Other | 0.02% | -0.01% | EXIT | |
| 19 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.02% | — | — | |
| 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 | IVV | Ishares Core S&p 500 ETF | +0.6% | -0.80% | Trim |
| 2 | IJR | Ishares Core S&p Small-cap E | +0.4% | -1.17% | Trim |
| 3 | IVLU | Ishares Msci International V | +0.3% | -0.44% | Trim |
| 4 | IUSV | Ishares Core S&p U.s. Value | +0.2% | +0.93% | Add |
| 5 | IVE | Ishares S&p 500 Value ETF | +0.2% | +1.24% | Add |
| 6 | VYM | Vanguard High Dvd Yield ETF | +0.2% | +1.29% | Add |
| 7 | XLK | Ss Technology Select Sector | +0.2% | -15.24% | Trim |
| 8 | XLI | Ss Industrial Select Sector | +0.1% | -1.07% | Trim |
| 9 | IUSG | Ishares Core S&p U.s. Growth | +0.1% | -11.41% | Trim |
| 10 | XLF | Ss Financial Select Sector | 0% | +1.62% | Add |
| 11 | AXP | American Express Co | — | — | Unchanged |
| 12 | 6D8 | Dupont De Nemours Inc | — | — | Unchanged |
| 13 | DOW | Dow Inc | — | — | Unchanged |
| 14 | VZ | Verizon Communications Inc | — | — | Unchanged |
| 15 | CTVA | Corteva Inc | — | — | Unchanged |
| 16 | COP | Conocophillips | — | — | Unchanged |
| 17 | XLE | Ss Energy Select Sector | 0% | +2.18% | Add |
| 18 | USMV | Ishares Msci USA Min Vol Fac | -0.2% | +3.61% | Add |
| 19 | SJNK | Ss Spdr Bb St Hi Yield ETF | -0.3% | +1.62% | Add |
| 20 | PULS | Pgim Ultra Short Bond ETF | -0.5% | +7.72% | Add |
| 21 | JPST | Jpmorgan Ultra-short Income | -0.5% | +7.54% | Add |
| 22 | BKLN | Invesco Senior Loan ETF | -0.6% | +5.88% | Add |
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 Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BKLN, JPST, PULS) accounted for 45.4% of total reported equity market value during Q3 2025.
Top Position Liquidated / Trimmed
IJR
前期市值: $15.7M
During Q3 2025, Ironwood Wealth Management, Inc.'s top holdings by market value included BKLN (11.2%)、JPST (10.9%)、PULS (9.7%). The largest single position, BKLN, represented 11.2% of total portfolio value.
In Q3 2025, Ironwood Wealth Management, Inc. made 16 total portfolio adjustments, initiating 0 new buys, adding to 10 positions, trimming 6 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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