IW
| |
IRONWOOD WEALTH MANAGEMENT, INC.13F | |
| IRONWOOD WEALTH MANAGEMENT, INC. | |
| Last update 2025-07-16 | 22 Stocks (0 new) |
| Value $212.00 Mil | Turnover 0 % |
IRONWOOD WEALTH MANAGEMENT, IN... Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BKLN | Invesco Senior Loan ETF | 1,113,227 | 23,322.1 | +0.04% | 11.020 | 0% | 0.330 | +4.07% | +3.56% | 7,005.3 | ||
JPST | JPMorgan Ultra-Short Income ETF | 435,852 | 22,006.2 | +0.25% | 10.390 | +0.03% | 0.070 | +1.33% | +2.78% | 32,252.5 | ||
PULS | PGIM Ultra Short Bond ETF | 393,762 | 19,534.5 | +0.16% | 9.230 | +0.01% | 0.170 | +1.56% | +2.75% | 11,866.8 | ||
IUSV | ISHARES TRUST | 196,976 | 18,846.7 | -0.11% | 8.900 | -0.01% | 0.090 | +12.43% | +5.07% | 21,272.3 | ||
IJR | iShares Core S&P Small-Cap ETF | 165,311 | 18,518.1 | -0.65% | 8.750 | -0.05% | 0.020 | +17.16% | -1.41% | 82,221.5 | ||
IVV | iShares Core S&P 500 ETF | 26,290 | 16,387.3 | -0.94% | 7.740 | -0.07% | 0.000 | +19.71% | +7.98% | 636,576.3 | ||
IUSG | ISHARES TRUST | 88,520 | 13,300.1 | -2.15% | 6.280 | -0.12% | 0.060 | +26.54% | +10.13% | 23,719.0 | ||
IVE | iShares S&P 500 Value ETF | 66,837 | 13,187.6 | -0.04% | 6.230 | 0% | 0.030 | +12.22% | +5.05% | 39,785.9 | ||
VYM |
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
| 93,844 | 12,641.7 | -0.12% | 5.970 | -0.01% | 0.020 | +12.64% | +7.58% | 59,244.6 | ||
USMV | iShares MSCI USA Min Vol Factor ETF | 133,055 | 12,447.3 | +0.14% | 5.880 | +0.01% | 0.050 | +4.55% | +6.38% | 23,797.4 |
IRONWOOD WEALTH MANAGEMENT, INC.'s Historical Top Holdings Breakdowns
IRONWOOD WEALTH MANAGEMENT, INC.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IUSG | ISHARES TRUST | 2025-06-30 | Reduce Reduce | -0.12% | 113.67 ($135.43) 150.4 | $153.03 | 13.00% | Reduce -2.15% | 88,520 | -1,941 | |
XLK | Technology Select Sector SPDR ETF | 2025-06-30 | Reduce Reduce | -0.12% | 179.73 ($221.69) 253.23 | $258.81 | 16.74% | Reduce -2.95% | 39,986 | -1,216 | |
IVV | iShares Core S&P 500 ETF | 2025-06-30 | Reduce Reduce | -0.07% | 498.8 ($573.99) 620.9 | $631.74 | 10.06% | Reduce -0.94% | 26,290 | -249 | |
IJR | iShares Core S&P Small-Cap ETF | 2025-06-30 | Reduce Reduce | -0.05% | 90.56 ($103.39) 109.49 | $112.83 | 9.13% | Reduce -0.65% | 165,311 | -1,074 | |
IVLU | iShares MSCI Intl Value Factor ETF | 2025-06-30 | Reduce Reduce | -0.03% | 26.69 ($31.44) 33.44 | $33.18 | 5.53% | Reduce -0.67% | 277,158 | -1,882 | |
JPST | JPMorgan Ultra-Short Income ETF | 2025-06-30 | Add Add | +0.03% | 50.36 ($50.51) 50.68 | $50.62 | 0.22% | Add 0.25% | 435,852 | 1,095 | |
XLI | Industrial Select Sector SPDR | 2025-06-30 | Reduce Reduce | -0.02% | 116.42 ($136.33) 147.52 | $151.02 | 10.78% | Reduce -0.7% | 34,425 | -242 | |
IUSV | ISHARES TRUST | 2025-06-30 | Reduce Reduce | -0.01% | 81.46 ($90.28) 94.63 | $96.45 | 6.83% | Reduce -0.11% | 196,976 | -223 | |
USMV | iShares MSCI USA Min Vol Factor ETF | 2025-06-30 | Add Add | +0.01% | 85.42 ($92.04) 94.39 | $93.80 | 1.91% | Add 0.14% | 133,055 | 183 | |
PULS | PGIM Ultra Short Bond ETF | 2025-06-30 | Add Add | +0.01% | 49.39 ($49.59) 49.76 | $49.73 | 0.28% | Add 0.16% | 393,762 | 629 |
IRONWOOD WEALTH MANAGEMENT, INC. Total Holding History ($B)
IRONWOOD WEALTH MANAGEMENT, INC.'s Asset Allocation
IRONWOOD WEALTH MANAGEMENT, INC. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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IRONWOOD WEALTH MANAGEMENT, INC.'s Hypothetical Growth since 2025-06-30
IRONWOOD WEALTH MANAGEMENT, INC.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
IRONWOOD WEALTH MANAGEMENT, INC.'s Holdings Heat Map
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IRONWOOD WEALTH MANAGEMENT, INC.'s Holdings Bubble Chart
IRONWOOD WEALTH MANAGEMENT, INC. News
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