IRONWOOD WEALTH MANAGEMENT, INC. - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 14, 2026, for the 2025 Q4 period, IRONWOOD WEALTH MANAGEMENT, INC. held in its portfolio 23 assets valued at $222,921,881 (i.e. $222.92M).

The most valuable assets in the portfolio included: INVESCO EXCH TRADED FD TR II ($24.54M), J P MORGAN EXCHANGE TRADED F ($23.52M), and PGIM ETF TR ($20.80M).

The chart below shows the top 10 valuable assets, and the table below shows the top 23 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in IRONWOOD WEALTH MANAGEMENT, INC. Portfolio

INVESCO EXCH TRADED FD TR II

J P MORGAN EXCHANGE TRADED F

PGIM ETF TR

ISHARES TR

VANGUARD WHITEHALL FDS

ISHARES TR

IRONWOOD WEALTH MANAGEMENT, INC. - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
INVESCO EXCH TRADED FD TR II	1165053	24536017	SR LN ETF
J P MORGAN EXCHANGE TRADED F	464464	23515813	ULTRA SHRT ETF
PGIM ETF TR	418892	20802177	PGIM ULTRA SH BD
ISHARES TR	194014	20418034	CORE S&P US VLU
ISHARES TR	156605	19798005	CORE S&P SCP ETF
ISHARES TR	24734	17241577	CORE S&P500 ETF
ISHARES TR	66137	14378184	S&P 500 VAL ETF
VANGUARD WHITEHALL FDS	92786	13663667	HIGH DIV YLD
ISHARES TR	75955	12921465	CORE S&P US GWT
ISHARES TR	136396	12908518	MSCI USA MIN VOL
ISHARES TR	262899	10260948	MSCI INTL VLU FT
SELECT SECTOR SPDR TR	65081	9511589	STATE STREET TEC
SPDR SERIES TRUST	325582	8279551	STATE STREET SPD
SELECT SECTOR SPDR TR	33254	5384821	STATE STREET IND
SELECT SECTOR SPDR TR	83682	4663598	STATE STREET FIN
SELECT SECTOR SPDR TR	95457	4454979	STATE STREET ENE
AMERICAN EXPRESS CO	180	67610	COM
VERIZON COMMUNICATIONS INC	936	37871	COM
DUPONT DE NEMOURS INC	552	24184	COM
CONOCOPHILLIPS	200	19502	COM
CORTEVA INC	264	18124	COM
DOW INC	552	14535	COM
METLIFE INC	14	1112	COM