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IRONWOOD WEALTH MANAGEMENT, INC.

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13F filer, CIK 1844821, HURRICANE, WV

IRONWOOD WEALTH MANAGEMENT, INC. reported $211,707,599 across 22 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-16. Its ten largest share positions make up 80.39% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001844821-25-000005

Period
2025-06-30
Reported value
$212M
Holdings
22
Top 10 weight
80.39%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
JPSTadded+1,095$55.3K
PULSadded+629$31.2K
USMVadded+183$17.1K
XLEadded+102$9.03K
BKLNadded+412$8.63K

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

SecurityShares changeApprox. value
XLKreduced-1,216-$312K
IUSGreduced-1,941-$292K
IVVreduced-249-$155K
IJRreduced-1,074-$120K
IVLUreduced-1,882-$62.1K

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, Q2 2025

Share positions as resolved from 13F-HR 0001844821-25-000005, largest first. % of portfolio is the value over $211,707,599, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
BKLNINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,050,384 shares; 2024Q4: 1,084,338 shares; 2025Q1: 1,112,815 shares; 2025Q2: 1,113,227 shares 1,113,227$23.3M11.02%+412Timeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 430,656 shares; 2024Q4: 444,147 shares; 2025Q1: 434,757 shares; 2025Q2: 435,852 shares 435,852$22M10.39%+1,095Timeline
PULSPGIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 384,264 shares; 2024Q4: 399,608 shares; 2025Q1: 393,133 shares; 2025Q2: 393,762 shares 393,762$19.5M9.23%+629Timeline
IUSVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,391 shares; 2024Q4: 203,387 shares; 2025Q1: 197,199 shares; 2025Q2: 196,976 shares 196,976$18.8M8.9%-223Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,406 shares; 2024Q4: 145,637 shares; 2025Q1: 166,385 shares; 2025Q2: 165,311 shares 165,311$18.5M8.75%-1,074Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,925 shares; 2024Q4: 27,453 shares; 2025Q1: 26,539 shares; 2025Q2: 26,290 shares 26,290$16.4M7.74%-249Timeline
IUSGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,966 shares; 2024Q4: 92,318 shares; 2025Q1: 90,461 shares; 2025Q2: 88,520 shares 88,520$13.3M6.28%-1,941Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,711 shares; 2024Q4: 70,558 shares; 2025Q1: 66,866 shares; 2025Q2: 66,837 shares 66,837$13.2M6.23%-29Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 88,739 shares; 2025Q1: 93,959 shares; 2025Q2: 93,844 shares 93,844$12.6M5.97%-115Timeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,380 shares; 2024Q4: 142,733 shares; 2025Q1: 132,872 shares; 2025Q2: 133,055 shares 133,055$12.4M5.88%+183Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,202 shares; 2025Q2: 39,986 shares 39,986$10.2M4.84%-1,216Timeline
IVLUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288,708 shares; 2024Q4: 295,112 shares; 2025Q1: 279,040 shares; 2025Q2: 277,158 shares 277,158$9.14M4.32%-1,882Timeline
SJNKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,785 shares; 2024Q4: 312,586 shares; 2025Q1: 322,852 shares; 2025Q2: 322,893 shares 322,893$8.17M3.86%+41Timeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,352 shares; 2024Q4: 34,524 shares; 2025Q1: 34,667 shares; 2025Q2: 34,425 shares 34,425$5.12M2.42%-242Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,214 shares; 2024Q4: 93,970 shares; 2025Q1: 84,089 shares; 2025Q2: 83,882 shares 83,882$4.38M2.07%-207Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,704 shares; 2024Q4: 48,510 shares; 2025Q1: 47,361 shares; 2025Q2: 47,463 shares 47,463$4.2M1.98%+102Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377 shares; 2024Q4: 377 shares; 2025Q1: 377 shares; 2025Q2: 377 shares 377$120K0.06%0Timeline
DDDUPONT DE NEMOURS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 552 shares; 2024Q4: 552 shares; 2025Q1: 552 shares; 2025Q2: 552 shares 552$41.1K0.02%0Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,501 shares; 2024Q4: 936 shares; 2025Q1: 936 shares; 2025Q2: 936 shares 936$40.3K0.02%0Timeline
CTVACORTEVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264 shares; 2024Q4: 264 shares; 2025Q1: 264 shares; 2025Q2: 264 shares 264$20.2K0.01%0Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares 200$19.2K0.01%0Timeline
DOWDOW HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 552 shares; 2024Q4: 552 shares; 2025Q1: 552 shares; 2025Q2: 552 shares 552$16K0.01%0Timeline

How Q2 2025 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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001844821-25-000005 base2025-07-16acceptance time not in the bulk data set