Institutions / Ironwood Wealth Management, Inc.

Ironwood Wealth Management, Inc.

CIK 1844821 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$222.92M
Positions
23
As of
Dec 31, 2025

Top holdings

Dec 31, 2025
CompanyClassValueShares% of portfolio
Invesco Exch Traded Fd Tr IIโ€”$24.54M1,165,05311.0%
J P Morgan Exchange Traded Fโ€”$23.52M464,46410.5%
PGIM ETF Trโ€”$20.80M418,8929.3%
iShares Trโ€”$20.42M194,0149.2%
iShares Trโ€”$19.80M156,6058.9%
iShares Trโ€”$17.24M24,7347.7%
iShares Trโ€”$14.38M66,1376.4%
Vanguard Whitehall Fdsโ€”$13.66M92,7866.1%
iShares Trโ€”$12.92M75,9555.8%
iShares MSCI UAE ETFโ€”$12.91M136,3965.8%
iShares MSCI UAE ETFโ€”$10.26M262,8994.6%
Select Sector SPDR Trโ€”$9.51M65,0814.3%
SPDR Series Trustโ€”$8.28M325,5823.7%
Select Sector SPDR Trโ€”$5.38M33,2542.4%
Select Sector SPDR Trโ€”$4.66M83,6822.1%
Select Sector SPDR Trโ€”$4.45M95,4572.0%
American Express Coโ€”$67.6K1800.0%
Verizon Communications Incโ€”$37.9K9360.0%
DuPont de Nemours, Inc.โ€”$24.2K5520.0%
ConocoPhillipsโ€”$19.5K2000.0%
Corteva, Inc.โ€”$18.1K2640.0%
Dow Inc.โ€”$14.5K5520.0%
MetLife Incโ€”$1.1K140.0%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
No quarter-over-quarter changes yet โ€” position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.