Ironwood Wealth Management, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 14, 2026), Ironwood Wealth Management, Inc. reported 21 stock positions worth $236.5 million. Its top holding was Invesco Senior Loan ETF (BKLN) at 10.9% of the portfolio, followed by JPMorgan Ultra-Short Income (JPST, 10.5%) and Pgim Ultra Short Bond ETF (PULS, 9.2%). Compared with Q1 2026, it sold out of 10, added to 8 and reduced 8. The biggest buy was Invesco Senior Loan ETF (BKLN, shares +8%) and the biggest sale iShares MSCI International V (IVLU, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- HURRICANE, WV
- CIK
- 0001844821
- Portfolio Value
- $236.5M (Q2 2026)
- SEC Filing
- 0001844821-26-000004 ↗ filed Jul 14, 2026
Holdings Value
Holdings 21 stocks · $236.5M
| BKLN Invesco Senior Loan ETF | 10.91% | 1,262,833 | $25.8M | Add +7.8% |
| JPST JPMorgan Ultra-Short Income | 10.51% | 492,953 | $24.9M | Add +5.7% |
| PULS Pgim Ultra Short Bond ETF | 9.22% | 439,756 | $21.8M | Add +4.6% |
| IUSV iShares Core S&P U.S. Value | 9.08% | 192,775 | $21.5M | Add +0.1% |
| IJR iShares Core S&P Small-Cap E | 8.98% | 146,072 | $21.2M | Reduce -5.5% |
| IVV iShares Core S&P 500 ETF | 7.71% | 24,148 | $18.2M | Reduce -1.7% |
| IVE iShares S&P 500 Value ETF | 6.41% | 65,995 | $15.2M | Add +0.2% |
| VYM Vanguard High DVD Yield ETF | 6.22% | 91,590 | $14.7M | Reduce -0.3% |
| IUSG iShares Core S&P U.S. Growth | 5.99% | 75,302 | $14.2M | Reduce -0.8% |
| USMV iShares MSCI USA Min Vol Fac | 5.83% | 141,399 | $13.8M | Add +3.3% |
| XLK SS Technology Select Sector | 4.89% | 62,441 | $11.6M | Reduce -3.9% |
| IVLU iShares MSCI International V | 4.12% | 230,521 | $9.7M | Reduce -10.1% |
| SJNK SS SPDR BB St Hi Yield ETF | 3.73% | 354,250 | $8.8M | Add +8.0% |
| XLI SS Industrial Select Sector | 2.37% | 30,918 | $5.6M | Reduce -6.2% |
| XLF SS Financial Select Sector | 2.01% | 85,451 | $4.7M | Add +1.6% |
| XLE SS Energy Select Sector | 1.96% | 84,594 | $4.6M | Reduce -9.4% |
| VZ Verizon Communications Inc. | 0.02% | 936 | $40K | No change |
| DD Dupont DE Nemours Inc. | 0.01% | 184 | $25K | No change |
| CTVA Corteva Inc. | 0.01% | 264 | $22K | No change |
| COP Conocophillips | 0.01% | 200 | $22K | No change |
| DOW Dow Inc. filed as DOW HLDGS INC | 0.01% | 552 | $16K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| IVLU iShares MSCI International V | Reduce -10.1% | 4.12% | −0.66 |
| XLE SS Energy Select Sector | Reduce -9.4% | 1.96% | −0.44 |
| XLI SS Industrial Select Sector | Reduce -6.2% | 2.37% | −0.18 |
| IJR iShares Core S&P Small-Cap E | Reduce -5.5% | 8.98% | −0.08 |
| VYM Vanguard High DVD Yield ETF | Reduce -0.3% | 6.22% | −0.07 |
| AXP American Express Co. | Sold out | 0.00% | −0.03 |
| IJH iShares Core S&P Midcap ETF | Sold out | 0.00% | −0.01 |
| PM Philip Morris International | Sold out | 0.00% | −0.01 |
| TFC Truist Financial Corp. | Sold out | 0.00% | −0.01 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Sold out | 0.00% | −0.01 |
| MO Altria Group Inc. | Sold out | 0.00% | −0.00 |
| DUK Duke Energy Corp. | Sold out | 0.00% | −0.00 |
| ENB Enbridge Inc. | Sold out | 0.00% | −0.00 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.00 |
| BIV Vanguard Intermediate-Term B | Sold out | 0.00% | −0.00 |
| IVV iShares Core S&P 500 ETF | Reduce -1.7% | 7.71% | +0.19 |
| IUSG iShares Core S&P U.S. Growth | Reduce -0.8% | 5.99% | +0.39 |
| XLK SS Technology Select Sector | Reduce -3.9% | 4.89% | +0.76 |
Portfolio Buys Q1 2026 → Q2 2026
| BKLN Invesco Senior Loan ETF | Add +7.8% | 10.91% | +0.12 |
| USMV iShares MSCI USA Min Vol Fac | Add +3.3% | 5.83% | +0.08 |
| XLF SS Financial Select Sector | Add +1.6% | 2.01% | +0.07 |
| SJNK SS SPDR BB St Hi Yield ETF | Add +8.0% | 3.73% | +0.04 |
| IVE iShares S&P 500 Value ETF | Add +0.2% | 6.41% | +0.01 |
| IUSV iShares Core S&P U.S. Value | Add +0.1% | 9.08% | +0.00 |
| JPST JPMorgan Ultra-Short Income | Add +5.7% | 10.51% | −0.04 |
| PULS Pgim Ultra Short Bond ETF | Add +4.6% | 9.22% | −0.12 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 21 | $236.5M | BKLN, JPST, PULS, IUSV, IJR |
| Q1 2026 | 31 | $223.2M | BKLN, JPST, PULS, IUSV, IJR |
| Q4 2025 | 23 | $222.9M | BKLN, JPST, PULS, IUSV, IJR |
| Q3 2025 | 22 | $218.2M | BKLN, JPST, PULS, IUSV, IJR |
| Q2 2025 | 22 | $211.7M | BKLN, JPST, PULS, IUSV, IJR |
| Q1 2025 | 22 | $191.8M | BKLN, JPST, PULS, IUSV, IJR |
| Q4 2024 | 22 | $202.7M | BKLN, JPST, PULS, IUSV, IJR |
| Q3 2024 | 22 | $204.1M | BKLN, JPST, IUSV, PULS, IJR |
| Q2 2024 | 22 | $197.6M | BKLN, JPST, PULS, IUSV, USMV |
| Q1 2024 | 22 | $190.7M | BKLN, JPST, PULS, IUSV, USMV |