Ironwood Wealth Management, Inc.

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 15, 2024), Ironwood Wealth Management, Inc. reported 22 stock positions worth $197.6 million. Its top holding was Invesco Senior Loan ETF (BKLN) at 11.0% of the portfolio, followed by JPMorgan Ultra-Short Income (JPST, 10.7%) and Pgim Ultra Short Bond ETF (PULS, 9.4%). Compared with Q1 2024, it added to 13 and reduced 5. The biggest buy was iShares Core S&P Small-Cap E (IJR, shares +2%) and the biggest sale Dow (DOW, shares −58%).

Most Recent 13F
Q2 2026
Location
HURRICANE, WV
CIK
0001844821
Portfolio Value
$197.6M (Q2 2024)
SEC Filing
0001844821-24-000003 ↗ filed Jul 15, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $190.7M Q1 2024 Q2 2024: $197.6M $197.6M Q2 2024 Q3 2024: $204.1M Q3 2024 Q4 2024: $202.7M Q4 2024 Q1 2025: $191.8M Q1 2025 Q2 2025: $211.7M Q2 2025 Q3 2025: $218.2M Q3 2025 Q4 2025: $222.9M Q4 2025 Q1 2026: $223.2M Q1 2026 Q2 2026: $236.5M Q2 2026

Holdings 22 stocks · $197.6M
BKLN Invesco Senior Loan ETF 11.00% 1,028,375 $21.7M Add +2.8%
JPST JPMorgan Ultra-Short Income 10.71% 419,976 $21.2M Add +1.9%
PULS Pgim Ultra Short Bond ETF 9.44% 376,318 $18.7M Add +1.3%
IUSV iShares Core S&P U.S. Value 9.29% 205,114 $18.4M Add +0.4%
USMV iShares MSCI USA Min Vol Fac 8.66% 201,331 $17.1M Add +0.6%
IJR iShares Core S&P Small-Cap E 8.21% 147,131 $16.2M Add +1.6%
IVV iShares Core S&P 500 ETF 8.04% 28,392 $15.9M Reduce -0.5%
IVE iShares S&P 500 Value ETF 6.69% 71,497 $13.2M Add +0.3%
IUSG iShares Core S&P U.S. Growth 6.42% 96,831 $12.7M Reduce -0.7%
SDY SS SPDR S&P Dividend ETF 5.51% 84,226 $10.9M Add +1.4%
IVLU iShares MSCI International V 4.16% 289,164 $8.2M Add +0.9%
SJNK SS SPDR BB St Hi Yield ETF 3.75% 295,566 $7.4M Add +2.1%
XLP SS Consumer Staples Sel Sect 3.73% 95,705 $7.4M Add +1.8%
XLE SS Energy Select Sector 2.18% 47,703 $4.3M Add +0.8%
XLF SS Financial Select Sector 2.05% 96,064 $4.1M Add +0.6%
AXP American Express Co. 0.05% 377 $90K No change
VZ Verizon Communications Inc. 0.03% 1,501 $62K No change
DD Dupont DE Nemours Inc. 0.02% 552 $45K Reduce -34.4%
DOW Dow Inc. 0.01% 552 $29K Reduce -58.0%
COP Conocophillips 0.01% 200 $23K No change
SLV iShares Silver Trust 0.01% 750 $22K No change
CTVA Corteva Inc. 0.01% 264 $14K Reduce -51.5%

Portfolio Sells Q1 2024 → Q2 2024
DOW Dow Inc. Reduce -58.0% 0.01% −0.03
DD Dupont DE Nemours Inc. Reduce -34.4% 0.02% −0.01
CTVA Corteva Inc. Reduce -51.5% 0.01% −0.01
IVV iShares Core S&P 500 ETF Reduce -0.5% 8.04% +0.25
IUSG iShares Core S&P U.S. Growth Reduce -0.7% 6.42% +0.40

Portfolio Buys Q1 2024 → Q2 2024
IJR iShares Core S&P Small-Cap E Add +1.6% 8.21% +0.15
USMV iShares MSCI USA Min Vol Fac Add +0.6% 8.66% +0.13
XLP SS Consumer Staples Sel Sect Add +1.8% 3.73% +0.08
XLF SS Financial Select Sector Add +0.6% 2.05% +0.02
SJNK SS SPDR BB St Hi Yield ETF Add +2.1% 3.75% −0.02
SDY SS SPDR S&P Dividend ETF Add +1.4% 5.51% −0.04
IVLU iShares MSCI International V Add +0.9% 4.16% −0.06
BKLN Invesco Senior Loan ETF Add +2.8% 11.00% −0.07
IVE iShares S&P 500 Value ETF Add +0.3% 6.69% −0.08
IUSV iShares Core S&P U.S. Value Add +0.4% 9.29% −0.11
JPST JPMorgan Ultra-Short Income Add +1.9% 10.71% −0.15
PULS Pgim Ultra Short Bond ETF Add +1.3% 9.44% −0.20
XLE SS Energy Select Sector Add +0.8% 2.18% −0.25

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 21$236.5MBKLN, JPST, PULS, IUSV, IJR
Q1 2026 31$223.2MBKLN, JPST, PULS, IUSV, IJR
Q4 2025 23$222.9MBKLN, JPST, PULS, IUSV, IJR
Q3 2025 22$218.2MBKLN, JPST, PULS, IUSV, IJR
Q2 2025 22$211.7MBKLN, JPST, PULS, IUSV, IJR
Q1 2025 22$191.8MBKLN, JPST, PULS, IUSV, IJR
Q4 2024 22$202.7MBKLN, JPST, PULS, IUSV, IJR
Q3 2024 22$204.1MBKLN, JPST, IUSV, PULS, IJR
Q2 2024 22$197.6MBKLN, JPST, PULS, IUSV, USMV
Q1 2024 22$190.7MBKLN, JPST, PULS, IUSV, USMV