Institutional Manager · CIK 0001844821
IRONWOOD WEALTH MANAGEMENT, INC.
HURRICANE, WV · File #028-20617
Latest AUM
$222.9M
Positions
23
Top-10 Concentration
80.8%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202523 pos · $222.9M
- 13F HOLDINGS REPORTQ/E Sep 202522 pos · $218.2M
- 13F HOLDINGS REPORTQ/E Jun 202522 pos · $211.7M
- 13F HOLDINGS REPORTQ/E Mar 202522 pos · $191.8M
- 13F HOLDINGS REPORTQ/E Dec 202422 pos · $202.7M
- 13F HOLDINGS REPORTQ/E Sep 202422 pos · $204.1M
- 13F HOLDINGS REPORTQ/E Jun 202422 pos · $197.6M
- 13F HOLDINGS REPORTQ/E Mar 202422 pos · $190.7M
- 13F HOLDINGS REPORTQ/E Dec 202322 pos · $167.5M
- 13F HOLDINGS REPORTQ/E Sep 202323 pos · $171.7M
- 13F HOLDINGS REPORTQ/E Jun 202324 pos · $167.7M
- 13F HOLDINGS REPORTQ/E Mar 202324 pos · $170.8M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | INVESCO EXCH TRADED FD TR II | IVZ | 1,165,053 | $24.5M | 11.01% |
| 2 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 464,464 | $23.5M | 10.55% |
| 3 | PGIM ETF TR | 69344A107 | 418,892 | $20.8M | 9.33% |
| 4 | ISHARES TR | 464287663 | 194,014 | $20.4M | 9.16% |
| 5 | ISHARES TR | 464287804 | 156,605 | $19.8M | 8.88% |
| 6 | ISHARES TR | 464287200 | 24,734 | $17.2M | 7.73% |
| 7 | ISHARES TR | 464287408 | 66,137 | $14.4M | 6.45% |
| 8 | VANGUARD WHITEHALL FDS | 921946406 | 92,786 | $13.7M | 6.13% |
| 9 | ISHARES TR | 464287671 | 75,955 | $12.9M | 5.80% |
| 10 | ISHARES TR | 46429B697 | 136,396 | $12.9M | 5.79% |
| 11 | ISHARES TR | 46435G409 | 262,899 | $10.3M | 4.60% |
| 12 | SELECT SECTOR SPDR TR | 81369Y803 | 65,081 | $9.5M | 4.27% |
| 13 | SPDR SERIES TRUST | 78468R408 | 325,582 | $8.3M | 3.71% |
| 14 | SELECT SECTOR SPDR TR | 81369Y704 | 33,254 | $5.4M | 2.42% |
| 15 | SELECT SECTOR SPDR TR | 81369Y605 | 83,682 | $4.7M | 2.09% |
| 16 | SELECT SECTOR SPDR TR | 81369Y506 | 95,457 | $4.5M | 2.00% |
| 17 | AMERICAN EXPRESS CO | AXP | 180 | $67,610 | 0.03% |
| 18 | VERIZON COMMUNICATIONS INC | VZ | 936 | $37,871 | 0.02% |
| 19 | DUPONT DE NEMOURS INC | DD | 552 | $24,184 | 0.01% |
| 20 | CONOCOPHILLIPS | COP | 200 | $19,502 | 0.01% |