Latest IRONWOOD WEALTH MANAGEMENT, INC. Stock Portfolio
IRONWOOD WEALTH MANAGEMENT, INC. Performance:
2026 Q1: 0.39%YTD: 0.39%2025: 16.01%
Performance for 2026 Q1 is 0.39%, and YTD is 0.39%, and 2025 is 16.01%.
About IRONWOOD WEALTH MANAGEMENT, INC. and 13F Hedge Fund Stock Holdings
On 2026-04-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, IRONWOOD WEALTH MANAGEMENT, INC. reported an equity portfolio of $223.2 Millions as of 31 Mar, 2026.
The top stock holdings of IRONWOOD WEALTH MANAGEMENT, INC. are BAB, BBAX, PAB. The fund has invested 10.8% of it's portfolio in INVESCO EXCH TRADED FD TR II and 10.6% of portfolio in J P MORGAN EXCHANGE TRADED F.
The fund managers got completely rid off METLIFE INC (MET) 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 ISHARES TR (IJR), PHILIP MORRIS INTL INC (PM) and TRUIST FINL CORP (TFC). 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 SELECT SECTOR SPDR TR (XLB).
The top stock holdings of IRONWOOD WEALTH MANAGEMENT, INC. are BAB, BBAX, PAB. The fund has invested 10.8% of it's portfolio in INVESCO EXCH TRADED FD TR II and 10.6% of portfolio in J P MORGAN EXCHANGE TRADED F.
The fund managers got completely rid off METLIFE INC (MET) 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 ISHARES TR (IJR), PHILIP MORRIS INTL INC (PM) and TRUIST FINL CORP (TFC). 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 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 0.39% in the last quarter. In trailing 12 months, it's portfolio return was 22.61%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| ishares tr | 19,788 |
| philip morris intl inc | 19,028 |
| truist finl corp | 18,678 |
| spdr series trust | 15,877 |
| altria group inc | 9,580 |
| duke energy corp new | 7,182 |
| enbridge inc | 5,232 |
| mondelez intl inc | 3,900 |
New stocks bought by IRONWOOD WEALTH MANAGEMENT, INC.
Additions
| Ticker | % Inc. |
|---|---|
| spdr series trust | 0.78 |
| invesco exch traded fd tr ii | 0.5 |
| select sector spdr tr | 0.49 |
| j p morgan exchange traded f | 0.39 |
| pgim etf tr | 0.36 |
| ishares tr | 0.35 |
Additions to existing portfolio by IRONWOOD WEALTH MANAGEMENT, INC.
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -2.43 |
| select sector spdr tr | -2.2 |
| ishares tr | -1.25 |
| vanguard whitehall fds | -0.98 |
| select sector spdr tr | -0.88 |
| ishares tr | -0.75 |
| ishares tr | -0.69 |
| ishares tr | -0.42 |
IRONWOOD WEALTH MANAGEMENT, INC. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| metlife inc | -1,112 |
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 |
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 31 stocks in it's portfolio. About 80.4% of the portfolio is in top 10 stocks. BAB proved to be the most loss making stock for the portfolio. XLB was the most profitable stock for IRONWOOD WEALTH MANAGEMENT, INC. last quarter.
Last Reported on: 13 Apr, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AGT | ishares tr | 4.78 | 256,501 | 10,660,200 | reduced | -2.43 | ||
| AMPS | ishares tr | 5.76 | 136,874 | 12,847,000 | added | 0.35 | ||
| AXP | american express co | 0.03 | 180 | 57,199 | unchanged | 0.00 | ||
| BAB | invesco exch traded fd tr ii | 10.79 | 1,170,930 | 24,074,300 | added | 0.5 | ||
| BBAX | j p morgan exchange traded f | 10.55 | 466,293 | 23,547,800 | added | 0.39 | ||
| BIL | spdr series trust | 3.69 | 328,129 | 8,242,600 | added | 0.78 | ||
| BIL | spdr series trust | 0.01 | 192 | 15,877 | new | |||
| BIV | vanguard bd index fds | 0.00 | 18.00 | 1,392 | new | |||
| COP | conocophillips | 0.01 | 200 | 24,694 | unchanged | 0.00 | ||
| CTVA | corteva inc | 0.01 | 264 | 22,060 | unchanged | 0.00 | ||
| DD | dupont de nemours inc | 0.01 | 552 | 26,176 | unchanged | 0.00 | ||
| DOW | dow hldgs inc | 0.01 | 552 | 20,999 | unchanged | 0.00 | ||
| DUK | duke energy corp new | 0.00 | 54.00 | 7,182 | new | |||
| ENB | enbridge inc | 0.00 | 96.00 | 5,232 | new | |||
| IJR | ishares tr | 9.08 | 192,555 | 20,256,800 | reduced | -0.75 | ||
| IJR | ishares tr | 9.06 | 154,651 | 20,220,600 | reduced | -1.25 | ||
| IJR | ishares tr | 7.52 | 24,563 | 16,776,800 | reduced | -0.69 | ||
| IJR | ishares tr | 6.41 | 65,861 | 14,297,100 | reduced | -0.42 | ||
| IJR | ishares tr | 5.60 | 75,917 | 12,500,500 | reduced | -0.05 | ||
| IJR | ishares tr | 0.01 | 280 | 19,788 | new | |||