IRONWOOD WEALTH MANAGEMENT, INC.
CIK: 0001844821SEC EDGAR →
Portfolio Value
$222.9M
Holdings
23
As of
Q4 2025
New Positions
1
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | INVESCO EXCH TRADED FD TR II | 1,165,053 | $24.5M | 11.01% |
| 2 | J P MORGAN EXCHANGE TRADED F | 464,464 | $23.5M | 10.55% |
| 3 | PGIM ETF TR | 418,892 | $20.8M | 9.33% |
| 4 | ISHARES TR | 194,014 | $20.4M | 9.16% |
| 5 | ISHARES TR | 156,605 | $19.8M | 8.88% |
| 6 | ISHARES TR | 24,734 | $17.2M | 7.73% |
| 7 | ISHARES TR | 66,137 | $14.4M | 6.45% |
| 8 | VANGUARD WHITEHALL FDS | 92,786 | $13.7M | 6.13% |
| 9 | ISHARES TR | 75,955 | $12.9M | 5.80% |
| 10 | ISHARES TR | 136,396 | $12.9M | 5.79% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 19 | $222.8M | 100.0% |
| Basic Materials | 3 | $56K | 0.0% |
| Energy | 1 | $19K | 0.0% |