Latest IRONWOOD WEALTH MANAGEMENT, INC. Stock Portfolio

About IRONWOOD WEALTH MANAGEMENT, INC. and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, IRONWOOD WEALTH MANAGEMENT, INC. reported an equity portfolio of $211.7 Millions as of 30 Jun, 2025.

The top stock holdings of IRONWOOD WEALTH MANAGEMENT, INC. are BAB, BBAX, PAB. The fund has invested 11% of it's portfolio in INVESCO EXCH TRADED FD TR II and 10.4% of portfolio in J P MORGAN EXCHANGE TRADED F.

They significantly reduced their stock positions in SELECT SECTOR SPDR TR (XLB), ISHARES TR (IJR) and ISHARES TR (AGT). The fund showed a lot of confidence in some stocks as they added substantially to J P MORGAN EXCHANGE TRADED F (BBAX), SELECT SECTOR SPDR TR (XLB) and PGIM ETF TR (PAB).

IRONWOOD WEALTH MANAGEMENT, INC. Annual Return Estimates Vs S&P 500

New Buys

No new stocks were added by IRONWOOD WEALTH MANAGEMENT, INC.

Additions

Ticker	% Inc.
j p morgan exchange traded f	0.25
select sector spdr tr	0.22
pgim etf tr	0.16
ishares tr	0.14
invesco exch traded fd tr ii	0.04
spdr series trust	0.01

Additions to existing portfolio by IRONWOOD WEALTH MANAGEMENT, INC.

Reductions

Ticker	% Reduced
select sector spdr tr	-2.95
ishares tr	-2.15
ishares tr	-0.94
select sector spdr tr	-0.7
ishares tr	-0.67
ishares tr	-0.65
select sector spdr tr	-0.25
vanguard whitehall fds	-0.12

IRONWOOD WEALTH MANAGEMENT, INC. reduced stake in above stock

Sold off

None of the stocks were completely sold off by IRONWOOD WEALTH MANAGEMENT, INC.

Sector Distribution

Sector	%
Others	94
Utilities	5.9

Market Cap. Distribution

Category	%
UNALLOCATED	94
SMALL-CAP	5.9

Stocks belong to which Index?

Index	%
Others	94
RUSSELL 2000	5.9

Top 5 Winners (%)		%
CTVA	corteva inc	31.9 %
XLB	select sector spdr tr	30.9 %
DD	dupont de nemours inc	29.1 %
AXP	american express co	28.4 %
IJR	ishares tr	23.0 %

Top 5 Winners ($)		$
IJR	ishares tr	2.9 M
IJR	ishares tr	2.5 M
IJR	ishares tr	2.5 M
XLB	select sector spdr tr	2.5 M
IJR	ishares tr	2.1 M

Top 5 Losers (%)		%

Top 5 Losers ($)		$

IRONWOOD WEALTH MANAGEMENT, INC. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of IRONWOOD WEALTH MANAGEMENT, INC.

Last Reported on: 16 Jul, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	BAB	invesco exch traded fd tr ii	11.02	1,113,230	23,322,100	added	0.04
Historical Trend of INVESCO EXCH TRADED FD TR II Position Held By IRONWOOD WEALTH MANAGEMENT, INC. What % of Portfolio is BAB?: Number of BAB shares held: Change in No. of Shares Held:
	BBAX	j p morgan exchange traded f	10.39	435,852	22,006,200	added	0.25

	PAB	pgim etf tr	9.23	393,762	19,534,500	added	0.16

	IJR	ishares tr	8.90	196,976	18,846,700	reduced	-0.11

	IJR	ishares tr	8.75	165,311	18,518,100	reduced	-0.65

	IJR	ishares tr	7.74	26,290	16,387,300	reduced	-0.94

	IJR	ishares tr	6.28	88,520	13,300,100	reduced	-2.15

	IJR	ishares tr	6.23	66,837	13,187,600	reduced	-0.04

	VIGI	vanguard whitehall fds	5.97	93,844	12,641,700	reduced	-0.12

	AMPS	ishares tr	5.88	133,055	12,447,300	added	0.14

	XLB	select sector spdr tr	4.84	39,986	10,248,000	reduced	-2.95

	AGT	ishares tr	4.32	277,158	9,140,670	reduced	-0.67

	BIL	spdr series trust	3.86	322,893	8,165,960	added	0.01

	XLB	select sector spdr tr	2.42	34,425	5,124,510	reduced	-0.7

	XLB	select sector spdr tr	2.07	83,882	4,379,480	reduced	-0.25

	XLB	select sector spdr tr	1.98	47,463	4,200,950	added	0.22

	AXP	american express co	0.06	377	119,502	unchanged	0.00

	DD	dupont de nemours inc	0.02	552	41,108	unchanged	0.00

	VZ	verizon communications inc	0.02	936	40,305	unchanged	0.00

	CTVA	corteva inc	0.01	264	20,183	unchanged	0.00