§ 13F · FUND PROFILE
IRONWOOD WEALTH MANAGEMENT, INC..
AUM · $237M (13F)Positions · 21Turnover · n/a · Q2Filed · Jul 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$25K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BKLN | INVESCO EXCH TRADED FD TR II | 1.26M | $26M | 10.9% | +8% |
| 2 | JPST | J P MORGAN EXCHANGE TRADED F | 493K | $25M | 10.5% | +6% |
| 3 | PULS | PGIM ETF TR | 440K | $22M | 9.2% | +5% |
| 4 | IUSV | ISHARES TR | 193K | $21M | 9.1% | ±0% |
| 5 | IJR | ISHARES TR | 146K | $21M | 9.0% | −6% |
| 6 | IVV | ISHARES TR | 24K | $18M | 7.7% | −2% |
| 7 | IVE | ISHARES TR | 66K | $15M | 6.4% | ±0% |
| 8 | VYM | VANGUARD WHITEHALL FDS | 92K | $15M | 6.2% | ±0% |
| 9 | IUSG | ISHARES TR | 75K | $14M | 6.0% | −1% |
| 10 | USMV | ISHARES TR | 141K | $14M | 5.8% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE IRONWOOD SIGNAL
AC read
IRONWOOD WEALTH MANAGEMENT, INC. is a Other fund managing $237 million in assets. The fund runs a focused portfolio of just 21 positions.
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