Ironwood Wealth Management, Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 12, 2024), Ironwood Wealth Management, Inc. reported 22 stock positions worth $190.7 million. Its top holding was Invesco Senior Loan ETF (BKLN) at 11.1% of the portfolio, followed by JPMorgan Ultra-Short Income (JPST, 10.9%) and Pgim Ultra Short Bond ETF (PULS, 9.6%). Compared with Q4 2023, it added to 13 and reduced 5. The biggest buy was SS Energy Select Sector (XLE, shares +1%) and the biggest sale iShares MSCI USA Min Vol Fac (USMV, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- HURRICANE, WV
- CIK
- 0001844821
- Portfolio Value
- $190.7M (Q1 2024)
- SEC Filing
- 0001844821-24-000002 ↗ filed Apr 12, 2024
Holdings Value
Holdings 22 stocks · $190.7M
| BKLN Invesco Senior Loan ETF | 11.08% | 1,000,871 | $21.1M | Add +3.3% |
| JPST JPMorgan Ultra-Short Income | 10.86% | 412,069 | $20.7M | Add +1.9% |
| PULS Pgim Ultra Short Bond ETF | 9.65% | 371,373 | $18.4M | Add +2.2% |
| IUSV iShares Core S&P U.S. Value | 9.40% | 204,374 | $17.9M | Reduce -0.7% |
| USMV iShares MSCI USA Min Vol Fac | 8.54% | 200,180 | $16.3M | Reduce -0.2% |
| IJR iShares Core S&P Small-Cap E | 8.05% | 144,766 | $15.4M | Add +0.2% |
| IVV iShares Core S&P 500 ETF | 7.79% | 28,535 | $14.9M | Reduce -0.8% |
| IVE iShares S&P 500 Value ETF | 6.78% | 71,321 | $12.9M | Reduce -0.6% |
| IUSG iShares Core S&P U.S. Growth | 6.02% | 97,531 | $11.5M | Reduce -0.9% |
| SDY SS SPDR S&P Dividend ETF | 5.55% | 83,084 | $10.6M | Add +1.4% |
| IVLU iShares MSCI International V | 4.21% | 286,561 | $8.0M | Add +0.2% |
| SJNK SS SPDR BB St Hi Yield ETF | 3.77% | 289,554 | $7.2M | Add +1.8% |
| XLP SS Consumer Staples Sel Sect | 3.65% | 94,018 | $7.0M | Add +2.1% |
| XLE SS Energy Select Sector | 2.42% | 47,330 | $4.6M | Add +0.6% |
| XLF SS Financial Select Sector | 2.03% | 95,463 | $3.9M | Add +0.2% |
| AXP American Express Co. | 0.04% | 377 | $82K | No change |
| DOW Dow Inc. | 0.04% | 1,315 | $77K | Add +138.2% |
| DD Dupont DE Nemours Inc. | 0.03% | 842 | $64K | Add +52.5% |
| VZ Verizon Communications Inc. | 0.03% | 1,501 | $60K | No change |
| CTVA Corteva Inc. | 0.02% | 544 | $31K | Add +106.1% |
| COP Conocophillips | 0.01% | 200 | $27K | No change |
| SLV iShares Silver Trust | 0.01% | 750 | $20K | No change |
Portfolio Sells Q4 2023 → Q1 2024
Portfolio Buys Q4 2023 → Q1 2024
| XLE SS Energy Select Sector | Add +0.6% | 2.42% | +0.32 |
| XLF SS Financial Select Sector | Add +0.2% | 2.03% | +0.07 |
| IVLU iShares MSCI International V | Add +0.2% | 4.21% | +0.07 |
| DOW Dow Inc. | Add +138.2% | 0.04% | +0.02 |
| DD Dupont DE Nemours Inc. | Add +52.5% | 0.03% | +0.01 |
| CTVA Corteva Inc. | Add +106.1% | 0.02% | +0.01 |
| XLP SS Consumer Staples Sel Sect | Add +2.1% | 3.65% | −0.00 |
| SDY SS SPDR S&P Dividend ETF | Add +1.4% | 5.55% | −0.01 |
| BKLN Invesco Senior Loan ETF | Add +3.3% | 11.08% | −0.15 |
| SJNK SS SPDR BB St Hi Yield ETF | Add +1.8% | 3.77% | −0.15 |
| PULS Pgim Ultra Short Bond ETF | Add +2.2% | 9.65% | −0.19 |
| IJR iShares Core S&P Small-Cap E | Add +0.2% | 8.05% | −0.21 |
| JPST JPMorgan Ultra-Short Income | Add +1.9% | 10.86% | −0.27 |
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 |