Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Invesco Exch Traded FD TR IISR LN ETF | SR LN ETF | $25.8M | 10.9% |
| J P Morgan Exchange Traded FULTRA SHRT ETF | ULTRA SHRT ETF | $24.9M | 10.5% |
| Pgim ETF TRPGIM ULTRA SH BD | PGIM ULTRA SH BD | $21.8M | 9.2% |
| iShares TRCORE S&P US VLU | CORE S&P US VLU | $21.5M | 9.1% |
| iShares TRCORE S&P SCP ETF | CORE S&P SCP ETF | $21.2M | 9.0% |
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $18.2M | 7.7% |
| iShares TRS&P 500 VAL ETF | S&P 500 VAL ETF | $15.2M | 6.4% |
| Vanguard Whitehall FdsHIGH DIV YLD | HIGH DIV YLD | $14.7M | 6.2% |
| iShares TRCORE S&P US GWT | CORE S&P US GWT | $14.2M | 6.0% |
| iShares TRMSCI USA MIN ETF | MSCI USA MIN ETF | $13.8M | 5.8% |
| Select Sector SPDR TRST STR TECHN ETF | ST STR TECHN ETF | $11.6M | 4.9% |
| iShares TRMSCI INTL VLU FT | MSCI INTL VLU FT | $9.74M | 4.1% |
| SPDR Series TrustST TERM HIGH ETF | ST TERM HIGH ETF | $8.83M | 3.7% |
| Select Sector SPDR TRST STR INDL ETF | ST STR INDL ETF | $5.6M | 2.4% |
| Select Sector SPDR TRST STR FINL ETF | ST STR FINL ETF | $4.75M | 2.0% |
| Select Sector SPDR TRST STR ENERG ETF | ST STR ENERG ETF | $4.64M | 2.0% |
| Verizon Communications Inc.COM | COM | $39.5K | 0.0% |
| Dupont DE Nemours Inc.COMMON STOCK | COMMON STOCK | $24.8K | 0.0% |
| Corteva Inc.COM | COM | $22.1K | 0.0% |
| ConocophillipsCOM | COM | $21.6K | 0.0% |
| Dow Hldgs Inc.COM | COM | $15.7K | 0.0% |
- Class
- SR LN ETF
- Share
- 10.9%
- Class
- ULTRA SHRT ETF
- Share
- 10.5%
- Class
- PGIM ULTRA SH BD
- Share
- 9.2%
- Class
- CORE S&P US VLU
- Share
- 9.1%
- Class
- CORE S&P SCP ETF
- Share
- 9.0%
- Class
- CORE S&P500 ETF
- Share
- 7.7%
- Class
- S&P 500 VAL ETF
- Share
- 6.4%
- Class
- HIGH DIV YLD
- Share
- 6.2%
- Class
- CORE S&P US GWT
- Share
- 6.0%
- Class
- MSCI USA MIN ETF
- Share
- 5.8%
- Class
- ST STR TECHN ETF
- Share
- 4.9%
- Class
- MSCI INTL VLU FT
- Share
- 4.1%
- Class
- ST TERM HIGH ETF
- Share
- 3.7%
- Class
- ST STR INDL ETF
- Share
- 2.4%
- Class
- ST STR FINL ETF
- Share
- 2.0%
- Class
- ST STR ENERG ETF
- Share
- 2.0%
- Class
- COM
- Share
- 0.0%
- Class
- COMMON STOCK
- Share
- 0.0%
- Class
- COM
- Share
- 0.0%
- Class
- COM
- Share
- 0.0%
- Class
- COM
- Share
- 0.0%
The share class is shown on a wider screen.
The 21 largest of 21 positions by value, with holdings of the same security combined. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1844821
- File number
- 028-20617
- Options
- 0 call, 0 put
- In the 25 largest
- 100.0%
- Prior quarter
- $223M at 31 March 2026
- Positions opened
- 1
- Positions closed
- 11
Common questions
What are Ironwood Wealth Management’s 13F holdings worth?
$237 million across 21 positions for the quarter ended 30 June 2026.
What is Ironwood Wealth Management’s largest 13F holding?
INVESCO EXCH TRADED FD TR II (SR LN ETF) was the largest position at $25.8 million, or 10.9% of reported 13F value, as of 30 June 2026.
How concentrated is Ironwood Wealth Management’s 13F portfolio?
The ten largest positions accounted for 80.9% of reported value and the twenty-five largest for 100.0%, across 21 positions as of 30 June 2026.
Does Form 13F show everything Ironwood Wealth Management manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Ironwood Wealth Management file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.