Latest IRONWOOD WEALTH MANAGEMENT, INC. Stock Portfolio
IRONWOOD WEALTH MANAGEMENT, INC. Performance:
2025 Q3: 1.77%YTD: 5.95%2024: 6.54%
Performance for 2025 Q3 is 1.77%, and YTD is 5.95%, and 2024 is 6.54%.
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 $218.2 Millions as of 30 Sep, 2025.
The top stock holdings of IRONWOOD WEALTH MANAGEMENT, INC. are BAB, BBAX, PAB. The fund has invested 11.2% of it's portfolio in INVESCO EXCH TRADED FD TR II and 10.9% 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 PGIM ETF TR (PAB), J P MORGAN EXCHANGE TRADED F (BBAX) and INVESCO EXCH TRADED FD TR II (BAB).
The top stock holdings of IRONWOOD WEALTH MANAGEMENT, INC. are BAB, BBAX, PAB. The fund has invested 11.2% of it's portfolio in INVESCO EXCH TRADED FD TR II and 10.9% 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 PGIM ETF TR (PAB), J P MORGAN EXCHANGE TRADED F (BBAX) and INVESCO EXCH TRADED FD TR II (BAB).
IRONWOOD WEALTH MANAGEMENT, INC. Annual Return Estimates Vs S&P 500
Our best estimate is that IRONWOOD WEALTH MANAGEMENT, INC. made a return of 1.77% in the last quarter. In trailing 12 months, it's portfolio return was 4.77%.
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| pgim etf tr | 7.72 |
| j p morgan exchange traded f | 7.54 |
| invesco exch traded fd tr ii | 5.88 |
| ishares tr | 3.61 |
| select sector spdr tr | 2.18 |
| spdr series trust | 1.62 |
| select sector spdr tr | 1.62 |
| vanguard whitehall fds | 1.29 |
Additions to existing portfolio by IRONWOOD WEALTH MANAGEMENT, INC.
Reductions
| Ticker | % Reduced |
|---|---|
| select sector spdr tr | -15.24 |
| ishares tr | -11.41 |
| ishares tr | -1.17 |
| select sector spdr tr | -1.07 |
| ishares tr | -0.8 |
| ishares tr | -0.44 |
IRONWOOD WEALTH MANAGEMENT, INC. reduced stake in above stock
Sold off
Sector Distribution
IRONWOOD WEALTH MANAGEMENT, INC. has about 93.9% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 93.9 |
| Utilities | 5.9 |
Market Cap. Distribution
IRONWOOD WEALTH MANAGEMENT, INC. has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 93.9 |
| SMALL-CAP | 5.9 |
Stocks belong to which Index?
About 5.9% of the stocks held by IRONWOOD WEALTH MANAGEMENT, INC. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 93.9 |
| RUSSELL 2000 | 5.9 |
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 22 stocks in it's portfolio. About 81.1% 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 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AGT | ishares tr | 4.39 | 275,945 | 9,575,290 | reduced | -0.44 | ||
| AMPS | ishares tr | 5.94 | 137,858 | 12,957,300 | added | 3.61 | ||
| AXP | american express co | 0.06 | 377 | 119,231 | unchanged | 0.00 | ||
| BAB | invesco exch traded fd tr ii | 11.23 | 1,178,680 | 24,504,700 | added | 5.88 | ||
| BBAX | j p morgan exchange traded f | 10.88 | 468,711 | 23,735,500 | added | 7.54 | ||
| BIL | spdr series trust | 3.79 | 328,128 | 8,268,830 | added | 1.62 | ||
| COP | conocophillips | 0.01 | 200 | 17,528 | unchanged | 0.00 | ||
| CTVA | corteva inc | 0.01 | 264 | 16,324 | unchanged | 0.00 | ||
| DD | dupont de nemours inc | 0.02 | 552 | 40,683 | unchanged | 0.00 | ||
| DOW | dow inc | 0.00 | 552 | 11,399 | unchanged | 0.00 | ||
| IJR | ishares tr | 8.93 | 198,807 | 19,483,100 | added | 0.93 | ||
| IJR | ishares tr | 8.56 | 163,381 | 18,669,500 | reduced | -1.17 | ||
| IJR | ishares tr | 7.84 | 26,079 | 17,113,000 | reduced | -0.8 | ||
| IJR | ishares tr | 6.28 | 67,666 | 13,703,700 | added | 1.24 | ||
| IJR | ishares tr | 5.80 | 78,419 | 12,642,300 | reduced | -11.41 | ||
| PAB | pgim etf tr | 9.66 | 424,169 | 21,085,400 | added | 7.72 | ||
| VIGI | vanguard whitehall fds | 5.99 | 95,053 | 13,066,900 | added | 1.29 | ||
| VZ | verizon communications inc | 0.02 | 936 | 37,300 | unchanged | 0.00 | ||
| XLB | select sector spdr tr | 4.32 | 33,894 | 9,435,750 | reduced | -15.24 | ||
| XLB | select sector spdr tr | 2.34 | 34,056 | 5,105,000 | reduced | -1.07 | ||