Ironwood Wealth Management, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 14, 2025), Ironwood Wealth Management, Inc. reported 22 stock positions worth $218.2 million. Its top holding was Invesco Senior Loan ETF (BKLN) at 11.2% of the portfolio, followed by JPMorgan Ultra-Short Income (JPST, 10.9%) and Pgim Ultra Short Bond ETF (PULS, 9.7%). Compared with Q2 2025, it added to 10 and reduced 6. The biggest buy was JPMorgan Ultra-Short Income (JPST, shares +8%) and the biggest sale SS Technology Select Sector (XLK, shares −15%).
- Most Recent 13F
- Q2 2026
- Location
- HURRICANE, WV
- CIK
- 0001844821
- Portfolio Value
- $218.2M (Q3 2025)
- SEC Filing
- 0001844821-25-000007 ↗ filed Oct 14, 2025
Holdings Value
Holdings 22 stocks · $218.2M
| BKLN Invesco Senior Loan ETF | 11.23% | 1,178,679 | $24.5M | Add +5.9% |
| JPST JPMorgan Ultra-Short Income | 10.88% | 468,711 | $23.7M | Add +7.5% |
| PULS Pgim Ultra Short Bond ETF | 9.66% | 424,169 | $21.1M | Add +7.7% |
| IUSV iShares Core S&P U.S. Value | 8.93% | 198,807 | $19.5M | Add +0.9% |
| IJR iShares Core S&P Small-Cap E | 8.56% | 163,381 | $18.7M | Reduce -1.2% |
| IVV iShares Core S&P 500 ETF | 7.84% | 26,079 | $17.1M | Reduce -0.8% |
| IVE iShares S&P 500 Value ETF | 6.28% | 67,666 | $13.7M | Add +1.2% |
| VYM Vanguard High DVD Yield ETF | 5.99% | 95,053 | $13.1M | Add +1.3% |
| USMV iShares MSCI USA Min Vol Fac | 5.94% | 137,858 | $13.0M | Add +3.6% |
| IUSG iShares Core S&P U.S. Growth | 5.79% | 78,419 | $12.6M | Reduce -11.4% |
| IVLU iShares MSCI International V | 4.39% | 275,945 | $9.6M | Reduce -0.4% |
| XLK SS Technology Select Sector | 4.33% | 33,894 | $9.4M | Reduce -15.2% |
| SJNK SS SPDR BB St Hi Yield ETF | 3.79% | 328,128 | $8.3M | Add +1.6% |
| XLI SS Industrial Select Sector | 2.34% | 34,056 | $5.1M | Reduce -1.1% |
| XLF SS Financial Select Sector | 2.04% | 85,245 | $4.4M | Add +1.6% |
| XLE SS Energy Select Sector | 1.89% | 48,497 | $4.1M | Add +2.2% |
| AXP American Express Co. | 0.05% | 377 | $119K | No change |
| DD Dupont DE Nemours Inc. | 0.02% | 552 | $41K | No change |
| VZ Verizon Communications Inc. | 0.02% | 936 | $37K | No change |
| COP Conocophillips | 0.01% | 200 | $18K | No change |
| CTVA Corteva Inc. | 0.01% | 264 | $16K | No change |
| DOW Dow Inc. | 0.01% | 552 | $11K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| XLK SS Technology Select Sector | Reduce -15.2% | 4.33% | −0.52 |
| IUSG iShares Core S&P U.S. Growth | Reduce -11.4% | 5.79% | −0.49 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.2% | 8.56% | −0.19 |
| XLI SS Industrial Select Sector | Reduce -1.1% | 2.34% | −0.08 |
| IVLU iShares MSCI International V | Reduce -0.4% | 4.39% | +0.07 |
| IVV iShares Core S&P 500 ETF | Reduce -0.8% | 7.84% | +0.10 |
Portfolio Buys Q2 2025 → Q3 2025
| JPST JPMorgan Ultra-Short Income | Add +7.5% | 10.88% | +0.48 |
| PULS Pgim Ultra Short Bond ETF | Add +7.7% | 9.66% | +0.44 |
| BKLN Invesco Senior Loan ETF | Add +5.9% | 11.23% | +0.22 |
| USMV iShares MSCI USA Min Vol Fac | Add +3.6% | 5.94% | +0.06 |
| IVE iShares S&P 500 Value ETF | Add +1.2% | 6.28% | +0.05 |
| IUSV iShares Core S&P U.S. Value | Add +0.9% | 8.93% | +0.03 |
| VYM Vanguard High DVD Yield ETF | Add +1.3% | 5.99% | +0.02 |
| XLF SS Financial Select Sector | Add +1.6% | 2.04% | −0.03 |
| SJNK SS SPDR BB St Hi Yield ETF | Add +1.6% | 3.79% | −0.07 |
| XLE SS Energy Select Sector | Add +2.2% | 1.89% | −0.09 |
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 |