Latest IRONWOOD WEALTH MANAGEMENT, INC. Stock Portfolio
$236Million | No. of Holdings #21
IRONWOOD WEALTH MANAGEMENT, INC. Performance
2026 Q2+5.31%
YTD+5.72%
2025+16.01%
About IRONWOOD WEALTH MANAGEMENT, INC. and 13F Hedge Fund Stock Holdings
On 2026-07-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, IRONWOOD WEALTH MANAGEMENT, INC. reported an equity portfolio of $236.5 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of IRONWOOD WEALTH MANAGEMENT, INC. are BAB, BBAX, PAB. The fund has invested 10.9% of it's portfolio in INVESCO EXCH TRADED FD TR II and 10.5% of portfolio in J P MORGAN EXCHANGE TRADED F. <br><br> The fund managers got completely rid off AMERICAN EXPRESS CO (AXP), DUPONT DE NEMOURS INC (DD) and ISHARES TR (IJR) stocks. They significantly reduced their stock positions in ISHARES TR (AGT), SELECT SECTOR SPDR TR (XLB) and ISHARES TR (IJR). IRONWOOD WEALTH MANAGEMENT, INC. opened new stock positions in DUPONT DE NEMOURS INC (DD). The fund showed a lot of confidence in some stocks as they added substantially to SPDR SERIES TRUST (BIL), INVESCO EXCH TRADED FD TR II (BAB) and J P MORGAN EXCHANGE TRADED F (BBAX).
IRONWOOD WEALTH MANAGEMENT, INC. Equity Portfolio Value
Last Reported on: 14 Jul, 2026
$236Million
as of Jul 14, 2026IRONWOOD WEALTH MANAGEMENT, INC. Annual Return Estimates Vs S&P 500
Our best estimate is that IRONWOOD WEALTH MANAGEMENT, INC. made a return of 5.31% in the last quarter. In trailing 12 months, it's portfolio return was 16.57%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| dupont de nemours inc | 24,802 |
New stocks bought by IRONWOOD WEALTH MANAGEMENT, INC.
Additions
| Ticker | % Inc. |
|---|---|
| spdr series trust | 7.96 |
| invesco exch traded fd tr ii | 7.85 |
| j p morgan exchange traded f | 5.72 |
| pgim etf tr | 4.61 |
| ishares tr | 3.31 |
| select sector spdr tr | 1.62 |
| ishares tr | 0.2 |
| ishares tr | 0.11 |
Additions to existing portfolio by IRONWOOD WEALTH MANAGEMENT, INC.
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -10.13 |
| select sector spdr tr | -9.38 |
| select sector spdr tr | -6.2 |
| ishares tr | -5.55 |
| select sector spdr tr | -3.92 |
| ishares tr | -1.69 |
| ishares tr | -0.81 |
| vanguard whitehall fds | -0.31 |
IRONWOOD WEALTH MANAGEMENT, INC. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| truist finl corp | -18,678 |
| ishares tr | -19,788 |
| spdr series trust | -15,877 |
| dupont de nemours inc | -26,176 |
| american express co | -57,199 |
| altria group inc | -9,580 |
| philip morris intl inc | -19,028 |
| enbridge inc | -5,232 |
IRONWOOD WEALTH MANAGEMENT, INC. got rid off the above stocks
Sector Distribution
IRONWOOD WEALTH MANAGEMENT, INC. has about 94.1% of it's holdings in Others sector.
- Others
- Utilities
| Sector | % |
|---|---|
| Others | 94.1 |
| Utilities | 5.8 |
Market Cap. Distribution
IRONWOOD WEALTH MANAGEMENT, INC. has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MID-CAP
| Category | % |
|---|---|
| UNALLOCATED | 94.1 |
| MID-CAP | 5.8 |
Stocks belong to which Index?
About 5.8% of the stocks held by IRONWOOD WEALTH MANAGEMENT, INC. either belong to S&P 500 or RUSSELL 2000 index.
- Others
- RUSSELL 2000
| Index | % |
|---|---|
| Others | 94.1 |
| RUSSELL 2000 | 5.8 |
| Top 5 Winners (%) | % | |
|---|---|---|
| XLB | select sector spdr tr | 29.9 % |
| IJR | ishares tr | 14.3 % |
| IJR | ishares tr | 10.9 % |
| IJR | ishares tr | 10.5 % |
| XLB | select sector spdr tr | 8.1 % |
| Top 5 Winners ($) | $ | |
|---|---|---|
| XLB | select sector spdr tr | 2.8 M |
| IJR | ishares tr | 2.2 M |
| IJR | ishares tr | 1.8 M |
| IJR | ishares tr | 1.8 M |
| IJR | ishares tr | 1.2 M |
| Top 5 Losers ($) | $ | |
|---|---|---|
| XLB | select sector spdr tr | -0.2 M |
| BAB | invesco exch traded fd tr ii | -0.2 M |
| BIL | spdr series trust | -0.1 M |
| BBAX | j p morgan exchange traded f | 0.0 M |
| DOW | dow hldgs inc | 0.0 M |
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.
IRONWOOD WEALTH MANAGEMENT, INC. has 21 stocks in it's portfolio. About 80.9% of the portfolio is in top 10 stocks. XLB proved to be the most loss making stock for the portfolio. XLB was the most profitable stock for IRONWOOD WEALTH MANAGEMENT, INC. last quarter.
$236.54MTotal Value
32.00Positions
14 Jul, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
 AGT Ishares TrIshares TrAGT | 4.12% | 230,521 | $9.74M 4.12% | 10.13%decreased 10.13 percentreduced | |
 Ishares Tr Ishares TrAMPS IRONWOOD WEALTH MANAGEMENT, INC.'s holding in Ishares Tr over time | 5.83% | 141,399 | $13.80M 5.83% | 3.31%increased 3.31 percentadded | |
 American Express Co IRONWOOD WEALTH MANAGEMENT, INC.'s holding in American Express Co over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 BAB Invesco Exch Traded Fd Tr IiInvesco Exch Traded Fd Tr IiBAB | 10.91% | 1,262,830 | $25.80M 10.91% | 7.85%increased 7.85 percentadded | |
 BBAX J P Morgan Exchange Traded FJ P Morgan Exchange Traded FBBAX | 10.51% | 492,953 | $24.87M 10.51% | 5.72%increased 5.72 percentadded | |
 BIL Spdr Series TrustSpdr Series TrustBIL | 3.73% | 354,250 | $8.83M 3.73% | 7.96%increased 7.96 percentadded | |
BIL Spdr Series TrustSpdr Series TrustBIL | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 BIV Vanguard Bd Index FdsVanguard Bd Index FdsBIV | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Conocophillips IRONWOOD WEALTH MANAGEMENT, INC.'s holding in Conocophillips over time | 0.01% | 200 | $21.6K 0.01% | 0%unchanged 0 percentunchanged | |
 Corteva Inc Corteva IncCTVA IRONWOOD WEALTH MANAGEMENT, INC.'s holding in Corteva Inc over time | 0.01% | 264 | $22.1K 0.01% | 0%unchanged 0 percentunchanged | |
 Dupont De Nemours Inc IRONWOOD WEALTH MANAGEMENT, INC.'s holding in Dupont De Nemours Inc over time | 0.01% | 184 | $24.8K 0.01% | Newnew position | |
Dupont De Nemours Inc IRONWOOD WEALTH MANAGEMENT, INC.'s holding in Dupont De Nemours Inc over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Dow Hldgs Inc IRONWOOD WEALTH MANAGEMENT, INC.'s holding in Dow Hldgs Inc over time | 0.01% | 552 | $15.7K 0.01% | 0%unchanged 0 percentunchanged | |
 Duke Energy Corp New IRONWOOD WEALTH MANAGEMENT, INC.'s holding in Duke Energy Corp New over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Enbridge Inc Enbridge IncENB IRONWOOD WEALTH MANAGEMENT, INC.'s holding in Enbridge Inc over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 IJR Ishares TrIshares TrIJR | 9.08% | 192,775 | $21.48M 9.08% | 0.11%increased 0.11 percentadded | |
IJR Ishares TrIshares TrIJR | 8.98% | 146,072 | $21.25M 8.98% | 5.55%decreased 5.55 percentreduced | |
IJR Ishares TrIshares TrIJR | 7.71% | 24,148 | $18.23M 7.71% | 1.69%decreased 1.69 percentreduced | |
IJR Ishares TrIshares TrIJR | 6.42% | 65,995 | $15.17M 6.42% | 0.2%increased 0.2 percentadded | |
IJR Ishares TrIshares TrIJR | 6% | 75,302 | $14.18M 6% | 0.81%decreased 0.81 percentreduced | |