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


Currently, IRONWOOD WEALTH MANAGEMENT, INC. holds 23 types of securities in its portfolio with a total value $222.9M. In the most recent quarter, they have increased their positions in XLK (+31.2K shares, valued at $4.6M), XLE (+47.0K shares, valued at $2.2M), MET (+14 shares, valued at $1.1K); decreased their positions in IVV (-1.3K shares, valued at $937.6K), IJR (-6.8K shares, valued at $856.6K), IVLU (-13.0K shares, valued at $509.2K); initiated new positions in MET (+14 shares, valued at $1.1K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
BKLN INVESCO EXCH TRADED FD TR II1.2M shares-1.16%2025-12-312026-01-14history
JPST J P MORGAN EXCHANGE TRADED F464.5K shares-0.91%2025-12-312026-01-14history
PULS PGIM ETF TR418.9K shares-1.24%2025-12-312026-01-14history
IUSV ISHARES TR194.0K shares-2.41%2025-12-312026-01-14history
IJR ISHARES TR156.6K shares-4.15%2025-12-312026-01-14history
IVV ISHARES TR24.7K shares-5.16%2025-12-312026-01-14history
IVE ISHARES TR66.1K shares-2.26%2025-12-312026-01-14history
VYM VANGUARD WHITEHALL FDS92.8K shares-2.38%2025-12-312026-01-14history
Sponsored
IUSG ISHARES TR76.0K shares-3.14%2025-12-312026-01-14history
USMV ISHARES TR136.4K shares-1.06%2025-12-312026-01-14history
IVLU ISHARES TR262.9K shares-4.73%2025-12-312026-01-14history
XLK SELECT SECTOR SPDR TR65.1K shares92.01%2025-12-312026-01-14history
SJNK SPDR SERIES TRUST325.6K shares-0.78%2025-12-312026-01-14history
XLI SELECT SECTOR SPDR TR33.3K shares-2.35%2025-12-312026-01-14history
XLF SELECT SECTOR SPDR TR83.7K shares-1.83%2025-12-312026-01-14history
XLE SELECT SECTOR SPDR TR95.5K shares96.83%2025-12-312026-01-14history
Sponsored
AXP AMERICAN EXPRESS CO180 shares-52.25%2025-12-312026-01-14history
VZ VERIZON COMMUNICATIONS INC936 shares0.00%2025-12-312026-01-14history
DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC552 shares0.00%2025-12-312026-01-14history
COP CONOCOPHILLIPS200 shares0.00%2025-12-312026-01-14history
CTVA CORTEVA INC264 shares0.00%2025-12-312026-01-14history
DOW DOW INC552 shares0.00%2025-12-312026-01-14history
MET METLIFE INC14 sharesnew addition2025-12-312026-01-14history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available