← Every investor
Ironwood Wealth Management, Inc. Portfolio
$237.1M across 29 positions as of 2026-09-30, with 81% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+9.5%
-5.0% a year vs the S&P 500
3 years
+11.3%
-10.0% a year vs the S&P 500
5 years
+5.3%
-6.9% a year vs the S&P 500
Quarters ahead
7 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -0.1% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +8.4% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -0.3% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +1.3% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +4.6% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +4.6% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -0.6% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | -1.4% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| BKLNInvesco Senior Loan ETF | $26M | 11.0% | 1,267,369 |
| JPSTJPMorgan Ultra-Short Income ETF | $24.8M | 10.5% | 493,206 |
| PULSPGIM Ultra Short Bond ETF | $21.7M | 9.2% | 439,372 |
| IUSViShares Core S&P U.S. Value ETF | $21.5M | 9.1% | 191,562 |
| IJRiShares Core S&P Small-Cap ETF | $19.8M | 8.3% | 144,049 |
| IVViShares Core S&P 500 ETF | $18.6M | 7.9% | 23,963 |
| IVEiShares S&P 500 Value ETF | $15.3M | 6.4% | 65,790 |
| IUSGiShares Core S&P U.S. Growth ETF | $14.7M | 6.2% | 75,042 |
| VYMVanguard High Dividend Yield ETF | $14.4M | 6.1% | 91,293 |
| USMViShares MSCI USA Min Vol Factor ETF | $14.2M | 6.0% | 141,996 |
| XLKState Street Technology Select Sector SPDR ETF | $12.1M | 5.1% | 60,949 |
| IVLUiShares MSCI Intl Value Factor ETF | $9.7M | 4.1% | 230,700 |
| SPDR SERIES TRUST | $8.6M | 3.6% | 356,649 |
| XLEState Street Energy Select Sector SPDR ETF | $5.5M | 2.3% | 84,579 |
| XLIState Street Industrial Select Sector SPDR ETF | $5.2M | 2.2% | 30,969 |
| XLFState Street Financial Select Sector SPDR ETF | $4.6M | 2.0% | 85,722 |
| VZVerizon Communications Inc | $43.4K | 0.0% | 936 |
| AAPLApple Inc | $34K | 0.0% | 100 |
| COPConocoPhillips | $26.8K | 0.0% | 200 |
| DDDupont De Nemours Inc | $25.3K | 0.0% | 191 |
| CATCaterpillar Inc | $21.5K | 0.0% | 27 |
| DOWDow Inc | $15.8K | 0.0% | 552 |
| COFCapital One Financial Corp | $8.4K | 0.0% | 42 |
| JNJJohnson & Johnson | $7.7K | 0.0% | 30 |
| PGProcter & Gamble Co | $4.5K | 0.0% | 30 |
| XOMExxonmobil Holdings Corp | $4.2K | 0.0% | 25 |
| PEPPepsiCo Inc | $4.1K | 0.0% | 32 |
| CTVACorteva Inc | $3.9K | 0.0% | 285 |
| QQnity Electronics Inc | $1.3K | 0.0% | 10 |
Quarter ending 2026-09-30.
Follow Ironwood Wealth Management, Inc. by email
Ironwood Wealth Management, Inc.'s new 13F filings and what changed in them, with the rest of the week's filings. One email a week, free.
Unsubscribe with one click from any email.