Latest IRONWOOD WEALTH MANAGEMENT, INC. Stock Portfolio
IRONWOOD WEALTH MANAGEMENT, INC. Performance:
2025 Q4: 0.01%YTD: 7.31%2024: 7.91%
Performance for 2025 Q4 is 0.01%, and YTD is 7.31%, and 2024 is 7.91%.
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 $222.9 Millions as of 31 Dec, 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 10.6% of portfolio in J P MORGAN EXCHANGE TRADED F.
They significantly reduced their stock positions in AMERICAN EXPRESS CO (AXP), ISHARES TR (IJR) and ISHARES TR (AGT). IRONWOOD WEALTH MANAGEMENT, INC. opened new stock positions in METLIFE INC (MET). The fund showed a lot of confidence in some stocks as they added substantially to SELECT SECTOR SPDR TR (XLB).
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 10.6% of portfolio in J P MORGAN EXCHANGE TRADED F.
They significantly reduced their stock positions in AMERICAN EXPRESS CO (AXP), ISHARES TR (IJR) and ISHARES TR (AGT). IRONWOOD WEALTH MANAGEMENT, INC. opened new stock positions in METLIFE INC (MET). The fund showed a lot of confidence in some stocks as they added substantially to SELECT SECTOR SPDR TR (XLB).
IRONWOOD WEALTH MANAGEMENT, INC. Annual Return Estimates Vs S&P 500
Our best estimate is that IRONWOOD WEALTH MANAGEMENT, INC. made a return of 0.01% in the last quarter. In trailing 12 months, it's portfolio return was 7.31%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| metlife inc | 1,112 |
New stocks bought by IRONWOOD WEALTH MANAGEMENT, INC.
Additions
| Ticker | % Inc. |
|---|---|
| select sector spdr tr | 96.83 |
| select sector spdr tr | 92.01 |
Additions to existing portfolio by IRONWOOD WEALTH MANAGEMENT, INC.
Reductions
| Ticker | % Reduced |
|---|---|
| american express co | -52.25 |
| ishares tr | -5.16 |
| ishares tr | -4.73 |
| ishares tr | -4.15 |
| ishares tr | -3.14 |
| ishares tr | -2.41 |
| vanguard whitehall fds | -2.38 |
| select sector spdr tr | -2.35 |
IRONWOOD WEALTH MANAGEMENT, INC. reduced stake in above stock
Sold off
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
- SMALL-CAP
| Category | % |
|---|---|
| UNALLOCATED | 94.1 |
| SMALL-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 |
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 23 stocks in it's portfolio. About 80.8% of the portfolio is in top 10 stocks. XLB proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for IRONWOOD WEALTH MANAGEMENT, INC. last quarter.
Last Reported on: 14 Jan, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AGT | ishares tr | 4.60 | 262,899 | 10,260,900 | reduced | -4.73 | ||
| AMPS | ishares tr | 5.79 | 136,396 | 12,908,500 | reduced | -1.06 | ||
| AXP | american express co | 0.03 | 180 | 67,610 | reduced | -52.25 | ||
| BAB | invesco exch traded fd tr ii | 11.01 | 1,165,050 | 24,536,000 | reduced | -1.16 | ||
| BBAX | j p morgan exchange traded f | 10.55 | 464,464 | 23,515,800 | reduced | -0.91 | ||
| BIL | spdr series trust | 3.71 | 325,582 | 8,279,550 | reduced | -0.78 | ||
| COP | conocophillips | 0.01 | 200 | 19,502 | unchanged | 0.00 | ||
| CTVA | corteva inc | 0.01 | 264 | 18,124 | unchanged | 0.00 | ||
| DD | dupont de nemours inc | 0.01 | 552 | 24,184 | unchanged | 0.00 | ||
| DOW | dow inc | 0.01 | 552 | 14,535 | unchanged | 0.00 | ||
| IJR | ishares tr | 9.16 | 194,014 | 20,418,000 | reduced | -2.41 | ||
| IJR | ishares tr | 8.88 | 156,605 | 19,798,000 | reduced | -4.15 | ||
| IJR | ishares tr | 7.73 | 24,734 | 17,241,600 | reduced | -5.16 | ||
| IJR | ishares tr | 6.45 | 66,137 | 14,378,200 | reduced | -2.26 | ||
| IJR | ishares tr | 5.80 | 75,955 | 12,921,500 | reduced | -3.14 | ||
| MET | metlife inc | 0.00 | 14.00 | 1,112 | new | |||
| PAB | pgim etf tr | 9.33 | 418,892 | 20,802,200 | reduced | -1.24 | ||
| VIGI | vanguard whitehall fds | 6.13 | 92,786 | 13,663,700 | reduced | -2.38 | ||
| VZ | verizon communications inc | 0.02 | 936 | 37,871 | unchanged | 0.00 | ||
| XLB | select sector spdr tr | 4.27 | 65,081 | 9,511,590 | added | 92.01 | ||