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CIK: 0001844821
Total reported value
$236.5M
$236.5M
31 檔
46.1%
At the close of Q1 2026, Ironwood Wealth Management, Inc. disclosed equity holdings valued at approximately $236.5M, spread across 31 reported holdings.
In Q1 2026, Ironwood Wealth Management, Inc. displayed an active expansion posture, initiating 9 new positions and adding to 6 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BKLN | Invesco Senior Loan ETF | ETF-Other | 10.79% | +0.12% | +0.50% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 10.55% | -0.04% | +0.39% | |
| 3 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 9.34% | -0.12% | +0.36% | |
| 4 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 9.08% | — | -0.75% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 9.06% | -0.08% | -1.25% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.52% | +0.19% | -0.69% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 6.41% | — | -0.42% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 6.29% | -0.07% | -0.98% | |
| 9 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 5.76% | +0.07% | +0.35% | |
| 10 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 5.60% | +0.39% | -0.05% | |
| 11 | IVLU | Ishares Msci International V | ETF-Other | 4.78% | -0.66% | -2.43% | |
| 12 | XLK | Ss Technology Select Sector | ETF-Tech | 4.14% | +0.75% | -0.14% | |
| 13 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 3.69% | +0.04% | +0.78% | |
| 14 | XLI | Ss Industrial Select Sector | ETF-Other | 2.54% | -0.17% | -0.88% | |
| 15 | XLE | Ss Energy Select Sector | ETF-Other | 2.40% | -0.44% | -2.20% | |
| 16 | XLF | Ss Financial Select Sector | ETF-Other | 1.93% | +0.08% | +0.49% | |
| 17 | AXP | American Express Co | Stock-Financials | 0.03% | -0.03% | EXIT | |
| 18 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.02% | — | — | |
| 19 | 6D8 | Dupont De Nemours Inc | Stock-Other | 0.01% | -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% | — | — | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.01% | -0.01% | EXIT | |
| 24 | PM | Philip Morris International | Stock-Consumer Staples | 0.01% | -0.01% | EXIT | |
| 25 | TFC | Truist Financial CORP | Stock-Financials | 0.01% | -0.01% | EXIT | |
| 26 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.01% | -0.01% | EXIT | |
| 27 | MO | Altria Group Inc | Stock-Consumer Staples | — | — | EXIT | |
| 28 | DUK | Duke Energy CORP | Stock-Utilities | — | — | EXIT | |
| 29 | ENB | Enbridge Inc | Stock-Energy | — | — | EXIT | |
| 30 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | — | — | EXIT | |
| 31 | BIV | Vanguard Intermediate-term B | ETF-Other | — | — | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XLE | Ss Energy Select Sector | +0.4% | -2.20% | Trim |
| 2 | IJR | Ishares Core S&p Small-cap E | +0.2% | -1.25% | Trim |
| 3 | IVLU | Ishares Msci International V | +0.2% | -2.43% | Trim |
| 4 | VYM | Vanguard High Dvd Yield ETF | +0.2% | -0.98% | Trim |
| 5 | XLI | Ss Industrial Select Sector | +0.1% | -0.88% | Trim |
| 6 | PULS | Pgim Ultra Short Bond ETF | 0% | +0.36% | Add |
| 7 | JPST | Jpmorgan Ultra-short Income | — | +0.39% | Add |
| 8 | AXP | American Express Co | — | — | Unchanged |
| 9 | VZ | Verizon Communications Inc | — | — | Unchanged |
| 10 | DOW | Dow Inc | — | — | Unchanged |
| 11 | COP | Conocophillips | — | — | Unchanged |
| 12 | CTVA | Corteva Inc | — | — | Unchanged |
| 13 | 6D8 | Dupont De Nemours Inc | — | — | Unchanged |
| 14 | SJNK | Ss Spdr Bb St Hi Yield ETF | 0% | +0.78% | Add |
| 15 | USMV | Ishares Msci USA Min Vol Fac | 0% | +0.35% | Add |
| 16 | IVE | Ishares S&p 500 Value ETF | 0% | -0.42% | Trim |
| 17 | IUSV | Ishares Core S&p U.s. Value | -0.1% | -0.75% | Trim |
| 18 | XLK | Ss Technology Select Sector | -0.1% | -0.14% | Trim |
| 19 | XLF | Ss Financial Select Sector | -0.2% | +0.49% | Add |
| 20 | IUSG | Ishares Core S&p U.s. Growth | -0.2% | -0.05% | Trim |
| 21 | IVV | Ishares Core S&p 500 ETF | -0.2% | -0.69% | Trim |
| 22 | BKLN | Invesco Senior Loan ETF | -0.2% | +0.50% | Add |
| 23 | IJH | Ishares Core S&p Midcap ETF | — | NEW | New buy |
| 24 | PM | Philip Morris International | — | NEW | New buy |
| 25 | TFC | Truist Financial CORP | — | NEW | New buy |
| 26 | SPTM | Ss Spdr P S&p 1500 Comp ETF | — | NEW | New buy |
| 27 | MO | Altria Group Inc | — | NEW | New buy |
| 28 | DUK | Duke Energy CORP | — | NEW | New buy |
| 29 | ENB | Enbridge Inc | — | NEW | New buy |
| 30 | MDLZ | Mondelez International Inc-a | — | NEW | New buy |
| 31 | BIV | Vanguard Intermediate-term B | — | NEW | New buy |
| 32 | MET | Metlife Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Ironwood Wealth Management, Inc. reported a total U.S. public equity portfolio value of $236.5M across 31 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including BKLN, JPST, PULS) accounted for 46.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
IJH
市值: $19.8K
Top Position Liquidated / Trimmed
MET
前期市值: $1.1K
During Q1 2026, Ironwood Wealth Management, Inc.'s top holdings by market value included BKLN (10.8%)、JPST (10.6%)、PULS (9.3%). The largest single position, BKLN, represented 10.8% of total portfolio value.
In Q1 2026, Ironwood Wealth Management, Inc. made 26 total portfolio adjustments, initiating 9 new buys, adding to 6 positions, trimming 10 holdings, and fully liquidating 1 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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