IRONWOOD WEALTH MANAGEMENT, INC.
Follow13F filer, CIK 1844821, HURRICANE, WV
IRONWOOD WEALTH MANAGEMENT, INC. reported $237,060,385 across 29 holdings for the quarter ended 2026-09-30, in a 13F-HR filed 2026-10-14. Its ten largest share positions make up 80.6% of the portfolio.
Accepted , ingested 13F-HR 0001844821-26-000005
- Period
- 2026-09-30
- Reported value
- $237M
- Holdings
- 29
- Top 10 weight
- 80.6%
- New
- 8
- Sold out
- 0
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| BKLNadded | +4,536 | $92.9K |
| USMVadded | +597 | $59.7K |
| SJNKadded | +2,399 | $58K |
| AAPLnew | +100 | $34K |
| CATnew | +27 | $21.5K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| XLKreduced | -1,492 | -$295K |
| IJRreduced | -2,023 | -$278K |
| IVVreduced | -185 | -$144K |
| IUSVreduced | -1,213 | -$136K |
| IUSGreduced | -260 | -$51K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q3 2026
Share positions as resolved from 13F-HR 0001844821-26-000005, largest first. % of portfolio is the value over $237,060,385, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| BKLNINVESCO EXCH TRADED FD TR II | 1,267,369 | $26M | 10.95% | +4,536 | Timeline | ||
| JPSTJ P MORGAN EXCHANGE TRADED F | 493,206 | $24.8M | 10.46% | +253 | Timeline | ||
| PULSPGIM ETF TR | 439,372 | $21.7M | 9.17% | -384 | Timeline | ||
| IUSVISHARES TR | 191,562 | $21.5M | 9.07% | -1,213 | Timeline | ||
| IJRISHARES TR | 144,049 | $19.8M | 8.34% | -2,023 | Timeline | ||
| IVVISHARES TR | 23,963 | $18.6M | 7.86% | -185 | Timeline | ||
| IVEISHARES TR | 65,790 | $15.3M | 6.44% | -205 | Timeline | ||
| IUSGISHARES TR | 75,042 | $14.7M | 6.21% | -260 | Timeline | ||
| VYMVANGUARD WHITEHALL FDS | 91,293 | $14.4M | 6.09% | -297 | Timeline | ||
| USMVISHARES TR | 141,996 | $14.2M | 5.99% | +597 | Timeline | ||
| XLKSELECT SECTOR SPDR TR | 60,949 | $12.1M | 5.08% | -1,492 | Timeline | ||
| IVLUISHARES TR | 230,700 | $9.73M | 4.11% | +179 | Timeline | ||
| SJNKSPDR SERIES TRUST | 356,649 | $8.62M | 3.64% | +2,399 | Timeline | ||
| XLESELECT SECTOR SPDR TR | 84,579 | $5.52M | 2.33% | -15 | Timeline | ||
| XLISELECT SECTOR SPDR TR | 30,969 | $5.22M | 2.2% | +51 | Timeline | ||
| XLFSELECT SECTOR SPDR TR | 85,722 | $4.65M | 1.96% | +271 | Timeline | ||
| VZVERIZON COMMUNICATIONS INC | 936 | $43.4K | 0.02% | 0 | Timeline | ||
| AAPLAPPLE INC | 100 | $34K | 0.01% | new | Timeline | ||
| COPCONOCOPHILLIPS | 200 | $26.8K | 0.01% | 0 | Timeline | ||
| DDDUPONT DE NEMOURS INC | 191 | $25.3K | 0.01% | +7 | Timeline | ||
| CATCATERPILLAR INC | 27 | $21.5K | 0.01% | new | Timeline | ||
| DOWDOW HLDGS INC | 552 | $15.8K | 0.01% | 0 | Timeline | ||
| COFCAPITAL ONE FINL CORP | 42 | $8.38K | <0.01% | new | Timeline | ||
| JNJJOHNSON & JOHNSON | 30 | $7.7K | <0.01% | new | Timeline | ||
| PGPROCTER & GAMBLE CO | 30 | $4.52K | <0.01% | new | Timeline | ||
| XOMEXXONMOBIL HOLDINGS CORP | 25 | $4.21K | <0.01% | new | Timeline | ||
| PEPPEPSICO INC | 32 | $4.11K | <0.01% | new | Timeline | ||
| CTVACORTEVA INC | 285 | $3.92K | <0.01% | +21 | Timeline | ||
| QQNITY ELECTRONICS INC | 10 | $1.27K | <0.01% | new | Timeline |
How Q3 2026 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001844821-26-000005 | base | 2026-10-14 |
Filings
Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.
| Filing | Subject | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001844821-26-000005 | Quarter ended 2026-09-30 | 2026-10-14 | ||
| 13F-HR 0001844821-26-000004 | Quarter ended 2026-06-30 | 2026-07-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001844821-26-000002 | Quarter ended 2026-03-31 | 2026-04-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001844821-26-000001 | Quarter ended 2025-12-31 | 2026-01-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001844821-25-000007 | Quarter ended 2025-09-30 | 2025-10-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001844821-25-000005 | Quarter ended 2025-06-30 | 2025-07-16 | acceptance time not in the bulk data set | |
| 13F-HR 0001844821-25-000002 | Quarter ended 2025-03-31 | 2025-04-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001844821-25-000001 | Quarter ended 2024-12-31 | 2025-01-24 | acceptance time not in the bulk data set | |
| 13F-HR 0001844821-24-000005 | Quarter ended 2024-09-30 | 2024-10-07 | acceptance time not in the bulk data set | |
| 13F-HR 0001844821-24-000003 | Quarter ended 2024-06-30 | 2024-07-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001844821-24-000002 | Quarter ended 2024-03-31 | 2024-04-12 | acceptance time not in the bulk data set | |
| 13F-HR 0001844821-24-000001 | Quarter ended 2023-12-31 | 2024-01-23 | acceptance time not in the bulk data set | |
| 13F-HR 0001844821-23-000004 | Quarter ended 2023-09-30 | 2023-10-18 | acceptance time not in the bulk data set | |
| 13F-HR 0001844821-23-000003 | Quarter ended 2023-06-30 | 2023-07-10 | acceptance time not in the bulk data set | |
| 13F-HR 0001844821-23-000002 | Quarter ended 2023-03-31 | 2023-04-10 | acceptance time not in the bulk data set | |
| 13F-HR 0001844821-23-000001 | Quarter ended 2022-12-31 | 2023-01-23 | acceptance time not in the bulk data set | |
| 13F-HR 0001844821-22-000004 | Quarter ended 2022-09-30 | 2022-10-19 | acceptance time not in the bulk data set | |
| 13F-HR 0001844821-22-000003 | Quarter ended 2022-06-30 | 2022-07-21 | acceptance time not in the bulk data set | |
| 13F-HR 0001844821-22-000002 | Quarter ended 2022-03-31 | 2022-04-21 | acceptance time not in the bulk data set | |
| 13F-HR 0001844821-22-000001 | Quarter ended 2021-12-31 | 2022-01-18 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001844821-21-000005 | Quarter ended 2021-09-30 | 2021-11-05 | acceptance time not in the bulk data set | |
| 13F-HR 0001844821-21-000004 | Quarter ended 2021-09-30 | 2021-10-21 | acceptance time not in the bulk data set | |
| 13F-HR 0001844821-21-000003 | Quarter ended 2021-06-30 | 2021-07-19 | acceptance time not in the bulk data set | |
| 13F-HR 0001844821-21-000002 | Quarter ended 2021-03-31 | 2021-04-12 | acceptance time not in the bulk data set | |
| 13F-HR 0001844821-21-000001 | Quarter ended 2020-12-31 | 2021-02-09 | acceptance time not in the bulk data set |