13FBOX
IRONWOOD WEALTH MANAGEMENT, INC. · 13F Holdings
Options Calculator Rankings

IRONWOOD WEALTH MANAGEMENT, INC.

No.6567 Data as of 2026Q2
Latest AUM (Q2 2026)
$236.5M
QoQ Change Q1 2026
+$13.4M+6.0%
Holdings
21
New Buys
0
Adds
8
Reduces
9
Exits
10
Unchanged
4
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
IINVESCO EXCH TRADED FD TR IIBKLN
10.91%10.79%$25.8M1.3M$24.1M1.2M+91,904+7.85%Add
JJPMORGAN ULTRA-SHORT INCOME ETFJPST
10.51%10.55%$24.9M492,953$23.5M466,293+26,660+5.72%Add
PPGIM ULTRAPULS
9.22%9.34%$21.8M439,756$20.8M420,392+19,364+4.61%Add
IISHARES TRIUSV
9.08%9.08%$21.5M192,775$20.3M192,555+220+0.11%Add
IISHARES COREIJR
8.98%9.06%$21.2M146,072$20.2M154,651-8,579-5.55%Reduce
IISHARES TRIVV
7.71%7.52%$18.2M24,148$16.8M24,563-415-1.69%Reduce
IISHARES S&PIVE
6.41%6.41%$15.2M65,995$14.3M65,861+134+0.20%Add
VVANGUARD WHITEHALL FDSVYM
6.22%6.29%$14.7M91,590$14.0M91,873-283-0.31%Reduce
IISHARES S&PIUSG
5.99%5.6%$14.2M75,302$12.5M75,917-615-0.81%Reduce
IISHARES TRUSMV
5.83%5.76%$13.8M141,399$12.8M136,874+4,525+3.31%Add
SSELECT SECTOR SPDR TRXLK
4.89%4.14%$11.6M62,441$9.2M64,987-2,546-3.92%Reduce
IISHARES TRIVLU
4.12%4.78%$9.7M230,521$10.7M256,501-25,980-10.13%Reduce
SSPDR SERIES TRUSTSJNK
3.73%3.69%$8.8M354,250$8.2M328,129+26,121+7.96%Add
SSTATE STREETXLI
2.37%2.54%$5.6M30,918$5.7M32,962-2,044-6.20%Reduce
SSELECT SECTOR SPDR TRXLF
2.01%1.93%$4.7M85,451$4.3M84,090+1,361+1.62%Add
SSELECT SECTOR SPDR TRXLE
1.96%2.4%$4.6M84,594$5.4M93,355-8,761-9.38%Reduce
VERIZON COMMUNICATIONS INCVZ
0.02%0.02%$39,537936$44,72393600.00%Unchanged
DUPONT DE NEMOURS INCDD
0.01%0.01%$24,802184$26,176552-368-66.67%Reduce
CORTEVA INC COMCTVA
0.01%0.01%$22,140264$22,06026400.00%Unchanged
CONOCOPHILLIPSCOP
0.01%0.01%$21,604200$24,69420000.00%Unchanged
DOW HLDGS INC COMDOW
0.01%0.01%$15,732552$20,99955200.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow