Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
IRONWOOD WEALTH MANAGEMENT, INC. (CIK 1844821) reported $236.5M across 21 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: BKLN ($25.8M, 10.91%), JPST ($24.9M, 10.51%), PULS ($21.8M, 9.22%), IUSV ($21.5M, 9.08%), IJR ($21.2M, 8.98%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BKLN | INVESCO EXCH TRADED FD TR II | $25.8M | 10.91% | 1.3M | Added |
| 2 | JPST | J P MORGAN EXCHANGE TRADED F | $24.9M | 10.51% | 492,953 | Added |
| 3 | PULS | PGIM ETF TR | $21.8M | 9.22% | 439,756 | Added |
| 4 | IUSV | ISHARES TR | $21.5M | 9.08% | 192,775 | Added |
| 5 | IJR | ISHARES TR | $21.2M | 8.98% | 146,072 | Trimmed |
| 6 | IVV | ISHARES TR | $18.2M | 7.71% | 24,148 | Trimmed |
| 7 | IVE | ISHARES TR | $15.2M | 6.41% | 65,995 | Added |
| 8 | VYM | VANGUARD WHITEHALL FDS | $14.7M | 6.22% | 91,590 | Trimmed |
| 9 | IUSG | ISHARES TR | $14.2M | 5.99% | 75,302 | Trimmed |
| 10 | USMV | ISHARES TR | $13.8M | 5.83% | 141,399 | Added |
| 11 | XLK | SELECT SECTOR SPDR TR | $11.6M | 4.89% | 62,441 | Trimmed |
| 12 | IVLU | ISHARES TR | $9.7M | 4.12% | 230,521 | Trimmed |
| 13 | SJNK | SPDR SERIES TRUST | $8.8M | 3.73% | 354,250 | Added |
| 14 | XLI | SELECT SECTOR SPDR TR | $5.6M | 2.37% | 30,918 | Trimmed |
| 15 | XLF | SELECT SECTOR SPDR TR | $4.7M | 2.01% | 85,451 | Added |
| 16 | XLE | SELECT SECTOR SPDR TR | $4.6M | 1.96% | 84,594 | Trimmed |
| 17 | VZ | VERIZON COMMUNICATIONS INC | $39,537 | 0.02% | 936 | Hold |
| 18 | DD | DUPONT DE NEMOURS INC | $24,802 | 0.01% | 184 | New |
| 19 | DOW | DOW HLDGS INC | $15,732 | 0.01% | 552 | Hold |
| 20 | CTVA | CORTEVA INC | $22,140 | 0.01% | 264 | Hold |
| 21 | COP | CONOCOPHILLIPS | $21,604 | 0.01% | 200 | Hold |
| 22 | AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | Exited |
| 23 | ENB | ENBRIDGE INC | $0 | 0.00% | 0 | Exited |
| 24 | IJH | ISHARES TR | $0 | 0.00% | 0 | Exited |
| 25 | DD | DUPONT DE NEMOURS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30