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Ironwood Wealth Management, Inc.

Portfolio Manager
Ironwood Wealth Management, Inc.
Performance
-0.30% (2026 Q1)
AUM (13F)
$223.17M
# of Holdings
31
Performance Rank
Allocation (Top 20)
99.95%

Ironwood Wealth Management, Inc. Holdings Map

Top 31 Ironwood Wealth Management, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
BKLN
INVESCO EXCH TRADED FD TR II
10.79%1.17M$24.1M
+0.50%(+5.88K)
2025-Q1: 1.11M shares2025-Q2: 1.11M shares2025-Q3: 1.18M shares2025-Q4: 1.17M shares2026-Q1: 1.17M shares
$20.50(+0.64%)
2026-03-31
JPST
J P MORGAN EXCHANGE TRADED F
10.55%466.3K$23.5M
+0.39%(+1.83K)
2025-Q1: 434.8K shares2025-Q2: 435.9K shares2025-Q3: 468.7K shares2025-Q4: 464.5K shares2026-Q1: 466.3K shares
$50.24(+0.44%)
2026-03-31
PULS
PGIM ETF TR
9.34%420.4K$20.8M
+0.36%(+1.50K)
2025-Q1: 393.1K shares2025-Q2: 393.8K shares2025-Q3: 424.2K shares2025-Q4: 418.9K shares2026-Q1: 420.4K shares
$49.24(+0.66%)
2026-03-31
IUSV
ISHARES TR
9.08%192.6K$20.3M
-0.75%(-1.46K)
2025-Q1: 197.2K shares2025-Q2: 197.0K shares2025-Q3: 198.8K shares2025-Q4: 194.0K shares2026-Q1: 192.6K shares
$66.40(+63.44%)
2026-03-31
IJR
ISHARES TR
9.06%154.7K$20.2M
-1.25%(-1.95K)
2025-Q1: 166.4K shares2025-Q2: 165.3K shares2025-Q3: 163.4K shares2025-Q4: 156.6K shares2026-Q1: 154.7K shares
$86.99(+58.76%)
2026-03-31
IVV
ISHARES TR
7.52%24.6K$16.8M
-0.69%(-171)
2025-Q1: 26.5K shares2025-Q2: 26.3K shares2025-Q3: 26.1K shares2025-Q4: 24.7K shares2026-Q1: 24.6K shares
$356.82(+103.74%)
2026-03-31
IVE
ISHARES TR
6.41%65.9K$14.3M
-0.42%(-276)
2025-Q1: 66.9K shares2025-Q2: 66.8K shares2025-Q3: 67.7K shares2025-Q4: 66.1K shares2026-Q1: 65.9K shares
$129.37(+72.99%)
2026-03-31
VYM
VANGUARD WHITEHALL FDS
6.29%91.9K$14.0M
-0.98%(-913)
2025-Q1: 94.0K shares2025-Q2: 93.8K shares2025-Q3: 95.1K shares2025-Q4: 92.8K shares2026-Q1: 91.9K shares
$128.03(+22.10%)
2026-03-31
USMV
ISHARES TR
5.76%136.9K$12.8M
+0.35%(+478)
2025-Q1: 132.9K shares2025-Q2: 133.1K shares2025-Q3: 137.9K shares2025-Q4: 136.4K shares2026-Q1: 136.9K shares
$67.35(+40.26%)
2026-03-31
IUSG
ISHARES TR
5.6%75.9K$12.5M
-0.05%(-38)
2025-Q1: 90.5K shares2025-Q2: 88.5K shares2025-Q3: 78.4K shares2025-Q4: 76.0K shares2026-Q1: 75.9K shares
$84.57(+112.54%)
2026-03-31

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