§ 13F · FUND PROFILE
IRONWOOD WEALTH MANAGEMENT, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $211.7T (13F)Positions · 22Turnover · — · Q4Filed · Jan 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.1B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BKLN | INVESCO EXCH TRADED FD TR II | 1.17M | $24.5T | 11.0% | −1% |
| 2 | JPST | J P MORGAN EXCHANGE TRADED F | 464K | $23.5T | 10.5% | −1% |
| 3 | PULS | PGIM ETF TR | 419K | $20.8T | 9.3% | −1% |
| 4 | IUSV | ISHARES TR | 194K | $20.4T | 9.2% | −2% |
| 5 | IJR | ISHARES TR | 157K | $19.8T | 8.9% | −4% |
| 6 | IVV | ISHARES TR | 25K | $17.2T | 7.7% | −5% |
| 7 | IVE | ISHARES TR | 66K | $14.4T | 6.4% | −2% |
| 8 | VYM | VANGUARD WHITEHALL FDS | 93K | $13.7T | 6.1% | −2% |
| 9 | IUSG | ISHARES TR | 76K | $12.9T | 5.8% | −3% |
| 10 | USMV | ISHARES TR | 136K | $12.9T | 5.8% | −1% |
§ 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 $211707.6 trillion in assets. The fund runs a focused portfolio of just 22 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed