Ironwood Wealth Management, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 13, 2026), Ironwood Wealth Management, Inc. reported 31 stock positions worth $223.2 million. Its top holding was Invesco Senior Loan ETF (BKLN) at 10.8% of the portfolio, followed by JPMorgan Ultra-Short Income (JPST, 10.6%) and Pgim Ultra Short Bond ETF (PULS, 9.3%). Compared with Q4 2025, it opened 9 new positions, sold out of 1, added to 6 and reduced 10. The biggest buy was a new position in iShares Core S&P Midcap ETF (IJH) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- HURRICANE, WV
- CIK
- 0001844821
- Portfolio Value
- $223.2M (Q1 2026)
- SEC Filing
- 0001844821-26-000002 ↗ filed Apr 13, 2026
Holdings Value
Holdings 31 stocks · $223.2M
| BKLN Invesco Senior Loan ETF | 10.79% | 1,170,929 | $24.1M | Add +0.5% |
| JPST JPMorgan Ultra-Short Income | 10.55% | 466,293 | $23.5M | Add +0.4% |
| PULS Pgim Ultra Short Bond ETF | 9.34% | 420,392 | $20.8M | Add +0.4% |
| IUSV iShares Core S&P U.S. Value | 9.08% | 192,555 | $20.3M | Reduce -0.8% |
| IJR iShares Core S&P Small-Cap E | 9.06% | 154,651 | $20.2M | Reduce -1.3% |
| IVV iShares Core S&P 500 ETF | 7.52% | 24,563 | $16.8M | Reduce -0.7% |
| IVE iShares S&P 500 Value ETF | 6.41% | 65,861 | $14.3M | Reduce -0.4% |
| VYM Vanguard High DVD Yield ETF | 6.29% | 91,873 | $14.0M | Reduce -1.0% |
| USMV iShares MSCI USA Min Vol Fac | 5.76% | 136,874 | $12.8M | Add +0.3% |
| IUSG iShares Core S&P U.S. Growth | 5.60% | 75,917 | $12.5M | Reduce -0.1% |
| IVLU iShares MSCI International V | 4.78% | 256,501 | $10.7M | Reduce -2.4% |
| XLK SS Technology Select Sector | 4.14% | 64,987 | $9.2M | Reduce -0.1% |
| SJNK SS SPDR BB St Hi Yield ETF | 3.69% | 328,129 | $8.2M | Add +0.8% |
| XLI SS Industrial Select Sector | 2.54% | 32,962 | $5.7M | Reduce -0.9% |
| XLE SS Energy Select Sector | 2.40% | 93,355 | $5.4M | Reduce -2.2% |
| XLF SS Financial Select Sector | 1.93% | 84,090 | $4.3M | Add +0.5% |
| AXP American Express Co. | 0.03% | 180 | $57K | No change |
| VZ Verizon Communications Inc. | 0.02% | 936 | $45K | No change |
| DD Dupont DE Nemours Inc. | 0.01% | 552 | $26K | No change |
| COP Conocophillips | 0.01% | 200 | $25K | No change |
| CTVA Corteva Inc. | 0.01% | 264 | $22K | No change |
| DOW Dow Inc. filed as DOW HLDGS INC | 0.01% | 552 | $21K | No change |
| IJH iShares Core S&P Midcap ETF | 0.01% | 280 | $20K | New |
| PM Philip Morris International | 0.01% | 118 | $19K | New |
| TFC Truist Financial Corp. | 0.01% | 370 | $19K | New |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.01% | 192 | $16K | New |
| MO Altria Group Inc. | 0.00% | 142 | $10K | New |
| DUK Duke Energy Corp. | 0.00% | 54 | $7K | New |
| ENB Enbridge Inc. | 0.00% | 96 | $5K | New |
| MDLZ Mondelez International Inc. Class A | 0.00% | 66 | $4K | New |
| BIV Vanguard Intermediate-Term B | 0.00% | 18 | $1K | New |
Portfolio Sells Q4 2025 → Q1 2026
| IVV iShares Core S&P 500 ETF | Reduce -0.7% | 7.52% | −0.22 |
| IUSG iShares Core S&P U.S. Growth | Reduce -0.1% | 5.60% | −0.20 |
| XLK SS Technology Select Sector | Reduce -0.1% | 4.14% | −0.13 |
| IUSV iShares Core S&P U.S. Value | Reduce -0.8% | 9.08% | −0.08 |
| IVE iShares S&P 500 Value ETF | Reduce -0.4% | 6.41% | −0.04 |
| MET Metlife Inc. | Sold out | 0.00% | −0.00 |
| XLI SS Industrial Select Sector | Reduce -0.9% | 2.54% | +0.13 |
| VYM Vanguard High DVD Yield ETF | Reduce -1.0% | 6.29% | +0.16 |
| IVLU iShares MSCI International V | Reduce -2.4% | 4.78% | +0.17 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.3% | 9.06% | +0.18 |
| XLE SS Energy Select Sector | Reduce -2.2% | 2.40% | +0.40 |
Portfolio Buys Q4 2025 → Q1 2026
| IJH iShares Core S&P Midcap ETF | New | 0.01% | +0.01 |
| PM Philip Morris International | New | 0.01% | +0.01 |
| TFC Truist Financial Corp. | New | 0.01% | +0.01 |
| PULS Pgim Ultra Short Bond ETF | Add +0.4% | 9.34% | +0.01 |
| SPTM SS SPDR P S&P 1500 Comp ETF | New | 0.01% | +0.01 |
| MO Altria Group Inc. | New | 0.00% | +0.00 |
| DUK Duke Energy Corp. | New | 0.00% | +0.00 |
| JPST JPMorgan Ultra-Short Income | Add +0.4% | 10.55% | +0.00 |
| ENB Enbridge Inc. | New | 0.00% | +0.00 |
| MDLZ Mondelez International Inc. Class A | New | 0.00% | +0.00 |
| BIV Vanguard Intermediate-Term B | New | 0.00% | +0.00 |
| SJNK SS SPDR BB St Hi Yield ETF | Add +0.8% | 3.69% | −0.02 |
| USMV iShares MSCI USA Min Vol Fac | Add +0.3% | 5.76% | −0.03 |
| XLF SS Financial Select Sector | Add +0.5% | 1.93% | −0.16 |
| BKLN Invesco Senior Loan ETF | Add +0.5% | 10.79% | −0.22 |
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 |