Ironwood Wealth Management, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 16, 2025), Ironwood Wealth Management, Inc. reported 22 stock positions worth $211.7 million. Its top holding was Invesco Senior Loan ETF (BKLN) at 11.0% of the portfolio, followed by JPMorgan Ultra-Short Income (JPST, 10.4%) and Pgim Ultra Short Bond ETF (PULS, 9.2%). Compared with Q1 2025, it added to 6 and reduced 10. The biggest buy was SS Energy Select Sector (XLE, shares +0%) and the biggest sale SS Financial Select Sector (XLF, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- HURRICANE, WV
- CIK
- 0001844821
- Portfolio Value
- $211.7M (Q2 2025)
- SEC Filing
- 0001844821-25-000005 ↗ filed Jul 16, 2025
Holdings Value
Holdings 22 stocks · $211.7M
| BKLN Invesco Senior Loan ETF | 11.02% | 1,113,227 | $23.3M | Add +0.0% |
| JPST JPMorgan Ultra-Short Income | 10.39% | 435,852 | $22.0M | Add +0.3% |
| PULS Pgim Ultra Short Bond ETF | 9.23% | 393,762 | $19.5M | Add +0.2% |
| IUSV iShares Core S&P U.S. Value | 8.90% | 196,976 | $18.8M | Reduce -0.1% |
| IJR iShares Core S&P Small-Cap E | 8.75% | 165,311 | $18.5M | Reduce -0.7% |
| IVV iShares Core S&P 500 ETF | 7.74% | 26,290 | $16.4M | Reduce -0.9% |
| IUSG iShares Core S&P U.S. Growth | 6.28% | 88,520 | $13.3M | Reduce -2.1% |
| IVE iShares S&P 500 Value ETF | 6.23% | 66,837 | $13.2M | Reduce -0.0% |
| VYM Vanguard High DVD Yield ETF | 5.97% | 93,844 | $12.6M | Reduce -0.1% |
| USMV iShares MSCI USA Min Vol Fac | 5.88% | 133,055 | $12.4M | Add +0.1% |
| XLK SS Technology Select Sector | 4.84% | 39,986 | $10.2M | Reduce -3.0% |
| IVLU iShares MSCI International V | 4.32% | 277,158 | $9.1M | Reduce -0.7% |
| SJNK SS SPDR BB St Hi Yield ETF | 3.86% | 322,893 | $8.2M | Add +0.0% |
| XLI SS Industrial Select Sector | 2.42% | 34,425 | $5.1M | Reduce -0.7% |
| XLF SS Financial Select Sector | 2.07% | 83,882 | $4.4M | Reduce -0.3% |
| XLE SS Energy Select Sector | 1.98% | 47,463 | $4.2M | Add +0.2% |
| AXP American Express Co. | 0.06% | 377 | $120K | No change |
| DD Dupont DE Nemours Inc. | 0.02% | 552 | $41K | No change |
| VZ Verizon Communications Inc. | 0.02% | 936 | $40K | No change |
| CTVA Corteva Inc. | 0.01% | 264 | $20K | No change |
| COP Conocophillips | 0.01% | 200 | $19K | No change |
| DOW Dow Inc. | 0.01% | 552 | $16K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| XLF SS Financial Select Sector | Reduce -0.3% | 2.07% | +0.06 |
| IVE iShares S&P 500 Value ETF | Reduce -0.0% | 6.23% | +0.12 |
| VYM Vanguard High DVD Yield ETF | Reduce -0.1% | 5.97% | +0.13 |
| IUSV iShares Core S&P U.S. Value | Reduce -0.1% | 8.90% | +0.16 |
| XLI SS Industrial Select Sector | Reduce -0.7% | 2.42% | +0.19 |
| IVLU iShares MSCI International V | Reduce -0.7% | 4.32% | +0.25 |
| IVV iShares Core S&P 500 ETF | Reduce -0.9% | 7.74% | +0.45 |
| IUSG iShares Core S&P U.S. Growth | Reduce -2.1% | 6.28% | +0.55 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.7% | 8.75% | +0.58 |
| XLK SS Technology Select Sector | Reduce -3.0% | 4.84% | +0.67 |
Portfolio Buys Q1 2025 → Q2 2025
| XLE SS Energy Select Sector | Add +0.2% | 1.98% | +0.08 |
| SJNK SS SPDR BB St Hi Yield ETF | Add +0.0% | 3.86% | −0.24 |
| USMV iShares MSCI USA Min Vol Fac | Add +0.1% | 5.88% | −0.26 |
| BKLN Invesco Senior Loan ETF | Add +0.0% | 11.02% | −0.83 |
| PULS Pgim Ultra Short Bond ETF | Add +0.2% | 9.23% | −0.89 |
| JPST JPMorgan Ultra-Short Income | Add +0.3% | 10.39% | −1.02 |
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 |