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CIK: 0001844821
Total reported value
$237.1M
$237.1M
21 檔
48.6%
The Q2 2026 SEC filing reveals that Ironwood Wealth Management, Inc. held a total portfolio value of $237.1M, covering 21 public equity positions.
In Q2 2026, Ironwood Wealth Management, Inc. adopted a defensive or profit-taking posture, trimming 8 positions and completely liquidating 11 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BKLN | Invesco Senior Loan ETF | ETF-Other | 10.91% | +0.04% | +7.85% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 10.51% | -0.05% | +5.72% | |
| 3 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 9.22% | -0.05% | +4.61% | |
| 4 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 9.08% | -0.01% | +0.11% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 8.98% | -0.64% | -5.55% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.71% | +0.15% | -1.69% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 6.41% | +0.03% | +0.20% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 6.22% | -0.13% | -0.31% | |
| 9 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 5.99% | +0.22% | -0.81% | |
| 10 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 5.83% | +0.16% | +3.31% | |
| 11 | XLK | Ss Technology Select Sector | ETF-Tech | 4.89% | +0.19% | -3.92% | |
| 12 | IVLU | Ishares Msci International V | ETF-Other | 4.12% | -0.01% | -10.13% | |
| 13 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 3.73% | -0.09% | +7.96% | |
| 14 | XLI | Ss Industrial Select Sector | ETF-Other | 2.37% | -0.17% | -6.20% | |
| 15 | XLF | Ss Financial Select Sector | ETF-Other | 2.01% | -0.05% | +1.62% | |
| 16 | XLE | Ss Energy Select Sector | ETF-Other | 1.96% | +0.37% | -9.38% | |
| 17 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.02% | — | — | |
| 18 | ✓ | Stock-Other | 0.01% | — | — | ||
| 19 | CTVA | Corteva Inc | Stock-Materials | 0.01% | -0.01% | — | |
| 20 | COP | Conocophillips | Stock-Energy | 0.01% | — | — | |
| 21 | DOW | Dow Inc | Stock-Materials | 0.01% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XLK | Ss Technology Select Sector | +0.8% | -3.92% | Trim |
| 2 | IUSG | Ishares Core S&p U.s. Growth | +0.4% | -0.81% | Trim |
| 3 | IVV | Ishares Core S&p 500 ETF | +0.2% | -1.69% | Trim |
| 4 | BKLN | Invesco Senior Loan ETF | +0.1% | +7.85% | Add |
| 5 | XLF | Ss Financial Select Sector | +0.1% | +1.62% | Add |
| 6 | USMV | Ishares Msci USA Min Vol Fac | +0.1% | +3.31% | Add |
| 7 | SJNK | Ss Spdr Bb St Hi Yield ETF | 0% | +7.96% | Add |
| 8 | ✓ | 0% | NEW | New buy | |
| 9 | IUSV | Ishares Core S&p U.s. Value | — | +0.11% | Add |
| 10 | IVE | Ishares S&p 500 Value ETF | — | +0.20% | Add |
| 11 | MO | Altria Group Inc | — | EXIT | Sold out |
| 12 | DUK | Duke Energy CORP | — | EXIT | Sold out |
| 13 | DOW | Dow Inc | — | — | Unchanged |
| 14 | ENB | Enbridge Inc | — | EXIT | Sold out |
| 15 | VZ | Verizon Communications Inc | — | — | Unchanged |
| 16 | MDLZ | Mondelez International Inc-a | — | EXIT | Sold out |
| 17 | COP | Conocophillips | — | — | Unchanged |
| 18 | BIV | Vanguard Intermediate-term B | — | EXIT | Sold out |
| 19 | CTVA | Corteva Inc | — | — | Unchanged |
| 20 | 6D8 | Dupont De Nemours Inc | 0% | EXIT | Sold out |
| 21 | IJH | Ishares Core S&p Midcap ETF | 0% | EXIT | Sold out |
| 22 | PM | Philip Morris International | 0% | EXIT | Sold out |
| 23 | TFC | Truist Financial CORP | 0% | EXIT | Sold out |
| 24 | SPTM | Ss Spdr P S&p 1500 Comp ETF | 0% | EXIT | Sold out |
| 25 | AXP | American Express Co | 0% | EXIT | Sold out |
| 26 | JPST | Jpmorgan Ultra-short Income | 0% | +5.72% | Add |
| 27 | VYM | Vanguard High Dvd Yield ETF | -0.1% | -0.31% | Trim |
| 28 | IJR | Ishares Core S&p Small-cap E | -0.1% | -5.55% | Trim |
| 29 | PULS | Pgim Ultra Short Bond ETF | -0.1% | +4.61% | Add |
| 30 | XLI | Ss Industrial Select Sector | -0.2% | -6.20% | Trim |
| 31 | XLE | Ss Energy Select Sector | -0.4% | -9.38% | Trim |
| 32 | IVLU | Ishares Msci International V | -0.7% | -10.13% | Trim |
According to official SEC Form 13F filings, Ironwood Wealth Management, Inc. reported a total U.S. public equity portfolio value of $237.1M across 21 disclosed positions in Q2 2026.
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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 48.6% of total reported equity market value during Q2 2026.
Top New Position Initiated
市值: $24.8K
Top Position Liquidated / Trimmed
AXP
前期市值: $57.2K
During Q2 2026, Ironwood Wealth Management, Inc.'s top holdings by market value included BKLN (10.9%)、JPST (10.5%)、PULS (9.2%). The largest single position, BKLN, represented 10.9% of total portfolio value.
In Q2 2026, Ironwood Wealth Management, Inc. made 28 total portfolio adjustments, initiating 1 new buys, adding to 8 positions, trimming 8 holdings, and fully liquidating 11 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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