Ironwood Wealth Management, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 24, 2025), Ironwood Wealth Management, Inc. reported 22 stock positions worth $202.7 million. Its top holding was Invesco Senior Loan ETF (BKLN) at 11.3% of the portfolio, followed by JPMorgan Ultra-Short Income (JPST, 11.0%) and Pgim Ultra Short Bond ETF (PULS, 9.8%). Compared with Q3 2024, it opened 1 new position, sold out of 1, added to 9 and reduced 7. The biggest buy was a new position in Vanguard High DVD Yield ETF (VYM) and the biggest sale an exit from SS SPDR S&P Dividend ETF (SDY).
- Most Recent 13F
- Q2 2026
- Location
- HURRICANE, WV
- CIK
- 0001844821
- Portfolio Value
- $202.7M (Q4 2024)
- SEC Filing
- 0001844821-25-000001 ↗ filed Jan 24, 2025
Holdings Value
Holdings 22 stocks · $202.7M
| BKLN Invesco Senior Loan ETF | 11.29% | 1,084,338 | $22.9M | Add +3.2% |
| JPST JPMorgan Ultra-Short Income | 11.05% | 444,147 | $22.4M | Add +3.1% |
| PULS Pgim Ultra Short Bond ETF | 9.78% | 399,608 | $19.8M | Add +4.0% |
| IUSV iShares Core S&P U.S. Value | 9.16% | 203,387 | $18.6M | Reduce 0.0% |
| IJR iShares Core S&P Small-Cap E | 8.13% | 145,637 | $16.5M | Reduce -0.5% |
| IVV iShares Core S&P 500 ETF | 7.90% | 27,453 | $16.0M | Reduce -1.7% |
| IVE iShares S&P 500 Value ETF | 6.55% | 70,558 | $13.3M | Reduce -0.2% |
| IUSG iShares Core S&P U.S. Growth | 6.31% | 92,318 | $12.8M | Reduce -2.8% |
| USMV iShares MSCI USA Min Vol Fac | 6.17% | 142,733 | $12.5M | Add +1.0% |
| VYM Vanguard High DVD Yield ETF | 5.52% | 88,739 | $11.2M | New |
| SJNK SS SPDR BB St Hi Yield ETF | 3.89% | 312,586 | $7.9M | Add +3.6% |
| IVLU iShares MSCI International V | 3.89% | 295,112 | $7.9M | Add +2.2% |
| XLP SS Consumer Staples Sel Sect | 3.69% | 97,860 | $7.5M | Add +2.5% |
| XLI SS Industrial Select Sector | 2.24% | 34,524 | $4.5M | Add +0.5% |
| XLF SS Financial Select Sector | 2.19% | 93,970 | $4.4M | Reduce -1.3% |
| XLE SS Energy Select Sector | 2.12% | 48,510 | $4.3M | Add +1.7% |
| AXP American Express Co. | 0.05% | 377 | $111K | No change |
| DD Dupont DE Nemours Inc. | 0.02% | 552 | $40K | No change |
| VZ Verizon Communications Inc. | 0.02% | 936 | $35K | Reduce -37.6% |
| DOW Dow Inc. | 0.01% | 552 | $21K | No change |
| COP Conocophillips | 0.01% | 200 | $20K | No change |
| CTVA Corteva Inc. | 0.01% | 264 | $15K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| SDY SS SPDR S&P Dividend ETF | Sold out | 0.00% | −5.80 |
| IUSV iShares Core S&P U.S. Value | Reduce 0.0% | 9.16% | −0.32 |
| IVE iShares S&P 500 Value ETF | Reduce -0.2% | 6.55% | −0.26 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.5% | 8.13% | −0.18 |
| VZ Verizon Communications Inc. | Reduce -37.6% | 0.02% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -1.7% | 7.90% | +0.02 |
| XLF SS Financial Select Sector | Reduce -1.3% | 2.19% | +0.06 |
| IUSG iShares Core S&P U.S. Growth | Reduce -2.8% | 6.31% | +0.18 |
Portfolio Buys Q3 2024 → Q4 2024
| VYM Vanguard High DVD Yield ETF | New | 5.52% | +5.52 |
| BKLN Invesco Senior Loan ETF | Add +3.2% | 11.29% | +0.45 |
| PULS Pgim Ultra Short Bond ETF | Add +4.0% | 9.78% | +0.44 |
| JPST JPMorgan Ultra-Short Income | Add +3.1% | 11.05% | +0.40 |
| SJNK SS SPDR BB St Hi Yield ETF | Add +3.6% | 3.89% | +0.11 |
| XLI SS Industrial Select Sector | Add +0.5% | 2.24% | −0.04 |
| XLE SS Energy Select Sector | Add +1.7% | 2.12% | −0.06 |
| XLP SS Consumer Staples Sel Sect | Add +2.5% | 3.69% | −0.12 |
| USMV iShares MSCI USA Min Vol Fac | Add +1.0% | 6.17% | −0.14 |
| IVLU iShares MSCI International V | Add +2.2% | 3.89% | −0.25 |
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 |