StockDriftsStockDriftsTop 20 Ironwood Wealth Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BKLN | INVESCO EXCH TRADED FD TR II | 10.91% | 1.26M | $25.8M | +7.85%(+91.90K) | $20.49(+0.40%) | 2026-06-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 10.51% | 493.0K | $24.9M | +5.72%(+26.66K) | $50.26(+0.49%) | 2026-06-30 | |
| PULS | PGIM ETF TR | 9.22% | 439.8K | $21.8M | +4.61%(+19.36K) | $49.26(+0.77%) | 2026-06-30 | |
| IUSV | ISHARES TR | 9.08% | 192.8K | $21.5M | +0.11%(+220) | $66.45(+73.61%) | 2026-06-30 | |
| IJR | ISHARES TR | 8.98% | 146.1K | $21.2M | -5.55%(-8.58K) | $86.99(+72.38%) | 2026-06-30 | |
| IVV | ISHARES TR | 7.71% | 24.1K | $18.2M | -1.69%(-415) | $356.82(+118.30%) | 2026-06-30 | |
| IVE | ISHARES TR | 6.41% | 66.0K | $15.2M | +0.20%(+134) | $129.55(+83.03%) | 2026-06-30 | |
| VYM | VANGUARD WHITEHALL FDS | 6.22% | 91.6K | $14.7M | -0.31%(-283) | $128.03(+29.86%) | 2026-06-30 | |
| IUSG | ISHARES TR | 5.99% | 75.3K | $14.2M | -0.81%(-615) | $84.57(+129.71%) | 2026-06-30 | |
| USMV | ISHARES TR | 5.83% | 141.4K | $13.8M | +3.31%(+4.53K) | $68.20(+47.70%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.05% | +33.30% | +4.84% | +26.66% |
| Top 20 Holdings Unweighted | +14.38% | +49.64% | +8.82% | +52.59% |
Ironwood Wealth Management INC reports $236.54M in US-listed equity holdings across 21 positions in its most recent 13F filing. Its largest disclosed positions are BKLN (10.9%), JPST (10.5%) and PULS (9.2%). The top 20 holdings account for 99.99% of reported assets. Its disclosed equity book has returned +33.30% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Ironwood Wealth Management INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1844821). View Ironwood Wealth Management INC’s 13F filings on SEC