Sponsored

The Analysis of IRONWOOD WEALTH MANAGEMENT, INC.'s Holdings & P&L

Currently, IRONWOOD WEALTH MANAGEMENT, INC. holds 31 types of securities in its portfolio with a total value $223.2M. In the most recent quarter, they have increased their positions in BKLN (+5.9K shares, valued at $120.8K), JPST (+1.8K shares, valued at $92.4K), PULS (+1.5K shares, valued at $74.4K); decreased their positions in IVLU (-6.4K shares, valued at $265.9K), IJR (-2.0K shares, valued at $255.5K), IUSV (-1.5K shares, valued at $153.5K); initiated new positions in IJH (+280 shares, valued at $19.8K), PM (+118 shares, valued at $19.0K), TFC (+370 shares, valued at $18.7K).

1M P&L

+5.9M+2.60%

3M P&L

+7.7M+3.40%

HY P&L

+17.8M+8.29%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A222.9M

99.9%

2Credit Services57.2K

0.0%

3Telecom Services44.7K

0.0%

Top Industries by Stock Count

1N/A19 stocks

65.5%

2Tobacco2 stocks

6.9%

3Credit Services1 stocks

3.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BKLN INVESCO EXCH TRADED FD TR II1.2M shares0.50%2026-03-312026-04-13

JPST J P MORGAN EXCHANGE TRADED F466.3K shares0.39%2026-03-312026-04-13

PULS PGIM ETF TR420.4K shares0.36%2026-03-312026-04-13

IUSV ISHARES TR192.6K shares-0.75%2026-03-312026-04-13

IJR ISHARES TR154.7K shares-1.25%2026-03-312026-04-13

IVV ISHARES TR24.6K shares-0.69%2026-03-312026-04-13

IVE ISHARES TR65.9K shares-0.42%2026-03-312026-04-13

VYM VANGUARD WHITEHALL FDS91.9K shares-0.98%2026-03-312026-04-13

Sponsored

USMV ISHARES TR136.9K shares0.35%2026-03-312026-04-13

IUSG ISHARES TR75.9K shares-0.05%2026-03-312026-04-13

IVLU ISHARES TR256.5K shares-2.43%2026-03-312026-04-13

XLK SELECT SECTOR SPDR TR65.0K shares-0.14%2026-03-312026-04-13

SJNK SPDR SERIES TRUST328.1K shares0.78%2026-03-312026-04-13

XLI SELECT SECTOR SPDR TR33.0K shares-0.88%2026-03-312026-04-13

XLE SELECT SECTOR SPDR TR93.4K shares-2.20%2026-03-312026-04-13

XLF SELECT SECTOR SPDR TR84.1K shares0.49%2026-03-312026-04-13

Sponsored

AXP AMERICAN EXPRESS CO180 shares0.00%2026-03-312026-04-13

VZ VERIZON COMMUNICATIONS INC936 shares0.00%2026-03-312026-04-13

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC552 shares0.00%2026-03-312026-04-13

COP CONOCOPHILLIPS200 shares0.00%2026-03-312026-04-13

CTVA CORTEVA INC264 shares0.00%2026-03-312026-04-13

DOW DOW HLDGS INC552 shares0.00%2026-03-312026-04-13

IJH ISHARES TR280 sharesnew addition2026-03-312026-04-13

PM PHILIP MORRIS INTL INC118 sharesnew addition2026-03-312026-04-13

Sponsored

TFC TRUIST FINL CORP370 sharesnew addition2026-03-312026-04-13

SPTM SPDR SERIES TRUST192 sharesnew addition2026-03-312026-04-13

MO ALTRIA GROUP INC142 sharesnew addition2026-03-312026-04-13

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW54 sharesnew addition2026-03-312026-04-13

ENB ENBRIDGE INC96 sharesnew addition2026-03-312026-04-13

MDLZ MONDELEZ INTL INC66 sharesnew addition2026-03-312026-04-13

BIV VANGUARD BD INDEX FDS18 sharesnew addition2026-03-312026-04-13

BKLN

INVESCO EXCH TRADED FD TR II

0.50%

Shares1.2M

Event2026-03-31

Filed2026-04-13

JPST

J P MORGAN EXCHANGE TRADED F

0.39%

Shares466.3K

Event2026-03-31

Filed2026-04-13

PULS

PGIM ETF TR

0.36%

Shares420.4K

Event2026-03-31

Filed2026-04-13

IUSV

ISHARES TR

-0.75%

Shares192.6K

Event2026-03-31

Filed2026-04-13

IJR

ISHARES TR

-1.25%

Shares154.7K

Event2026-03-31

Filed2026-04-13

IVV

ISHARES TR

-0.69%

Shares24.6K

Event2026-03-31

Filed2026-04-13

IVE

ISHARES TR

-0.42%

Shares65.9K

Event2026-03-31

Filed2026-04-13

VYM

VANGUARD WHITEHALL FDS

-0.98%

Shares91.9K

Event2026-03-31

Filed2026-04-13

USMV

ISHARES TR

0.35%

Shares136.9K

Event2026-03-31

Filed2026-04-13

IUSG

ISHARES TR

-0.05%

Shares75.9K

Event2026-03-31

Filed2026-04-13

IVLU

ISHARES TR

-2.43%

Shares256.5K

Event2026-03-31

Filed2026-04-13

XLK

SELECT SECTOR SPDR TR

-0.14%

Shares65.0K

Event2026-03-31

Filed2026-04-13

SJNK

SPDR SERIES TRUST

0.78%

Shares328.1K

Event2026-03-31

Filed2026-04-13

XLI

SELECT SECTOR SPDR TR

-0.88%

Shares33.0K

Event2026-03-31

Filed2026-04-13

XLE

SELECT SECTOR SPDR TR

-2.20%

Shares93.4K

Event2026-03-31

Filed2026-04-13

XLF

SELECT SECTOR SPDR TR

0.49%

Shares84.1K

Event2026-03-31

Filed2026-04-13

AXP

AMERICAN EXPRESS CO

0.00%

Shares180

Event2026-03-31

Filed2026-04-13

VERIZON COMMUNICATIONS INC

0.00%

Shares936

Event2026-03-31

Filed2026-04-13

DUPONT DE NEMOURS INC

0.00%

Shares552

Event2026-03-31

Filed2026-04-13

COP

CONOCOPHILLIPS

0.00%

Shares200

Event2026-03-31

Filed2026-04-13

CTVA

CORTEVA INC

0.00%

Shares264

Event2026-03-31

Filed2026-04-13

DOW

DOW HLDGS INC

0.00%

Shares552

Event2026-03-31

Filed2026-04-13

IJH

ISHARES TR

New

Shares280

Event2026-03-31

Filed2026-04-13

PHILIP MORRIS INTL INC

New

Shares118

Event2026-03-31

Filed2026-04-13

TFC

TRUIST FINL CORP

New

Shares370

Event2026-03-31

Filed2026-04-13

SPTM

SPDR SERIES TRUST

New

Shares192

Event2026-03-31

Filed2026-04-13

ALTRIA GROUP INC

New

Shares142

Event2026-03-31

Filed2026-04-13

DUKE ENERGY CORP NEW

New

Shares54

Event2026-03-31

Filed2026-04-13

ENB

ENBRIDGE INC

New

Shares96

Event2026-03-31

Filed2026-04-13

MDLZ

MONDELEZ INTL INC

New

Shares66

Event2026-03-31

Filed2026-04-13

BIV

VANGUARD BD INDEX FDS

New

Shares18

Event2026-03-31

Filed2026-04-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available