Ironwood Wealth Management, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 14, 2025), Ironwood Wealth Management, Inc. reported 22 stock positions worth $191.8 million. Its top holding was Invesco Senior Loan ETF (BKLN) at 11.9% of the portfolio, followed by JPMorgan Ultra-Short Income (JPST, 11.4%) and Pgim Ultra Short Bond ETF (PULS, 10.1%). Compared with Q4 2024, it opened 1 new position, sold out of 1, added to 5 and reduced 10. The biggest buy was a new position in SS Technology Select Sector (XLK) and the biggest sale an exit from SS Consumer Staples Sel Sect (XLP).
- Most Recent 13F
- Q2 2026
- Location
- HURRICANE, WV
- CIK
- 0001844821
- Portfolio Value
- $191.8M (Q1 2025)
- SEC Filing
- 0001844821-25-000002 ↗ filed Apr 14, 2025
Holdings Value
Holdings 22 stocks · $191.8M
| BKLN Invesco Senior Loan ETF | 11.85% | 1,112,815 | $22.7M | Add +2.6% |
| JPST JPMorgan Ultra-Short Income | 11.41% | 434,757 | $21.9M | Reduce -2.1% |
| PULS Pgim Ultra Short Bond ETF | 10.12% | 393,133 | $19.4M | Reduce -1.6% |
| IUSV iShares Core S&P U.S. Value | 8.74% | 197,199 | $16.8M | Reduce -3.0% |
| IJR iShares Core S&P Small-Cap E | 8.17% | 166,385 | $15.7M | Add +14.3% |
| IVV iShares Core S&P 500 ETF | 7.29% | 26,539 | $14.0M | Reduce -3.3% |
| USMV iShares MSCI USA Min Vol Fac | 6.14% | 132,872 | $11.8M | Reduce -6.9% |
| IVE iShares S&P 500 Value ETF | 6.11% | 66,866 | $11.7M | Reduce -5.2% |
| VYM Vanguard High DVD Yield ETF | 5.84% | 93,959 | $11.2M | Add +5.9% |
| IUSG iShares Core S&P U.S. Growth | 5.74% | 90,461 | $11.0M | Reduce -2.0% |
| XLK SS Technology Select Sector | 4.17% | 41,202 | $8.0M | New |
| SJNK SS SPDR BB St Hi Yield ETF | 4.10% | 322,852 | $7.9M | Add +3.3% |
| IVLU iShares MSCI International V | 4.07% | 279,040 | $7.8M | Reduce -5.5% |
| XLI SS Industrial Select Sector | 2.23% | 34,667 | $4.3M | Add +0.4% |
| XLF SS Financial Select Sector | 2.01% | 84,089 | $3.9M | Reduce -10.5% |
| XLE SS Energy Select Sector | 1.90% | 47,361 | $3.6M | Reduce -2.4% |
| AXP American Express Co. | 0.05% | 377 | $93K | No change |
| VZ Verizon Communications Inc. | 0.02% | 936 | $40K | No change |
| DD Dupont DE Nemours Inc. | 0.02% | 552 | $32K | No change |
| COP Conocophillips | 0.01% | 200 | $17K | No change |
| CTVA Corteva Inc. | 0.01% | 264 | $15K | No change |
| DOW Dow Inc. | 0.01% | 552 | $15K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| XLP SS Consumer Staples Sel Sect | Sold out | 0.00% | −3.69 |
| IVV iShares Core S&P 500 ETF | Reduce -3.3% | 7.29% | −0.61 |
| IUSG iShares Core S&P U.S. Growth | Reduce -2.0% | 5.74% | −0.58 |
| IVE iShares S&P 500 Value ETF | Reduce -5.2% | 6.11% | −0.44 |
| IUSV iShares Core S&P U.S. Value | Reduce -3.0% | 8.74% | −0.42 |
| XLE SS Energy Select Sector | Reduce -2.4% | 1.90% | −0.22 |
| XLF SS Financial Select Sector | Reduce -10.5% | 2.01% | −0.18 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -6.9% | 6.14% | −0.04 |
| IVLU iShares MSCI International V | Reduce -5.5% | 4.07% | +0.18 |
| PULS Pgim Ultra Short Bond ETF | Reduce -1.6% | 10.12% | +0.34 |
| JPST JPMorgan Ultra-Short Income | Reduce -2.1% | 11.41% | +0.36 |
Portfolio Buys Q4 2024 → Q1 2025
| XLK SS Technology Select Sector | New | 4.17% | +4.17 |
| BKLN Invesco Senior Loan ETF | Add +2.6% | 11.85% | +0.56 |
| VYM Vanguard High DVD Yield ETF | Add +5.9% | 5.84% | +0.31 |
| SJNK SS SPDR BB St Hi Yield ETF | Add +3.3% | 4.10% | +0.20 |
| IJR iShares Core S&P Small-Cap E | Add +14.3% | 8.17% | +0.05 |
| XLI SS Industrial Select Sector | Add +0.4% | 2.23% | −0.01 |
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 |