Skip to content
Disclosery

IRONWOOD WEALTH MANAGEMENT, INC.

Follow

13F filer, CIK 1844821, HURRICANE, WV

IRONWOOD WEALTH MANAGEMENT, INC. reported $218,168,203 across 22 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-14. Its ten largest share positions make up 81.11% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001844821-25-000007

Period
2025-09-30
Reported value
$218M
Holdings
22
Top 10 weight
81.11%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
JPSTadded+32,859$1.66M
PULSadded+30,407$1.51M
BKLNadded+65,452$1.36M
USMVadded+4,803$451K
IUSVadded+1,831$179K

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-6,092-$1.7M
IUSGreduced-10,101-$1.63M
IJRreduced-1,930-$221K
IVVreduced-211-$138K
XLIreduced-369-$55.3K

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 2025

Share positions as resolved from 13F-HR 0001844821-25-000007, largest first. % of portfolio is the value over $218,168,203, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,084,338 shares; 2025Q1: 1,112,815 shares; 2025Q2: 1,113,227 shares; 2025Q3: 1,178,679 shares 1,178,679$24.5M11.23%+65,452Timeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 444,147 shares; 2025Q1: 434,757 shares; 2025Q2: 435,852 shares; 2025Q3: 468,711 shares 468,711$23.7M10.88%+32,859Timeline
PULSPGIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 399,608 shares; 2025Q1: 393,133 shares; 2025Q2: 393,762 shares; 2025Q3: 424,169 shares 424,169$21.1M9.66%+30,407Timeline
IUSVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 203,387 shares; 2025Q1: 197,199 shares; 2025Q2: 196,976 shares; 2025Q3: 198,807 shares 198,807$19.5M8.93%+1,831Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 145,637 shares; 2025Q1: 166,385 shares; 2025Q2: 165,311 shares; 2025Q3: 163,381 shares 163,381$18.7M8.56%-1,930Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,453 shares; 2025Q1: 26,539 shares; 2025Q2: 26,290 shares; 2025Q3: 26,079 shares 26,079$17.1M7.84%-211Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 70,558 shares; 2025Q1: 66,866 shares; 2025Q2: 66,837 shares; 2025Q3: 67,666 shares 67,666$13.7M6.28%+829Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 88,739 shares; 2025Q1: 93,959 shares; 2025Q2: 93,844 shares; 2025Q3: 95,053 shares 95,053$13.1M5.99%+1,209Timeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 142,733 shares; 2025Q1: 132,872 shares; 2025Q2: 133,055 shares; 2025Q3: 137,858 shares 137,858$13M5.94%+4,803Timeline
IUSGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 92,318 shares; 2025Q1: 90,461 shares; 2025Q2: 88,520 shares; 2025Q3: 78,419 shares 78,419$12.6M5.79%-10,101Timeline
IVLUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 295,112 shares; 2025Q1: 279,040 shares; 2025Q2: 277,158 shares; 2025Q3: 275,945 shares 275,945$9.58M4.39%-1,213Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 41,202 shares; 2025Q2: 39,986 shares; 2025Q3: 33,894 shares 33,894$9.44M4.32%-6,092Timeline
SJNKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 312,586 shares; 2025Q1: 322,852 shares; 2025Q2: 322,893 shares; 2025Q3: 328,128 shares 328,128$8.27M3.79%+5,235Timeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,524 shares; 2025Q1: 34,667 shares; 2025Q2: 34,425 shares; 2025Q3: 34,056 shares 34,056$5.1M2.34%-369Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 93,970 shares; 2025Q1: 84,089 shares; 2025Q2: 83,882 shares; 2025Q3: 85,245 shares 85,245$4.45M2.04%+1,363Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,510 shares; 2025Q1: 47,361 shares; 2025Q2: 47,463 shares; 2025Q3: 48,497 shares 48,497$4.13M1.89%+1,034Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 377 shares; 2025Q1: 377 shares; 2025Q2: 377 shares; 2025Q3: 377 shares 377$119K0.05%0Timeline
DDDUPONT DE NEMOURS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 552 shares; 2025Q1: 552 shares; 2025Q2: 552 shares; 2025Q3: 552 shares 552$40.7K0.02%0Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 936 shares; 2025Q1: 936 shares; 2025Q2: 936 shares; 2025Q3: 936 shares 936$37.3K0.02%0Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares 200$17.5K0.01%0Timeline
CTVACORTEVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 264 shares; 2025Q1: 264 shares; 2025Q2: 264 shares; 2025Q3: 264 shares 264$16.3K0.01%0Timeline
DOWDOW HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 552 shares; 2025Q1: 552 shares; 2025Q2: 552 shares; 2025Q3: 552 shares 552$11.4K0.01%0Timeline

How Q3 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 0001844821-25-000007 base2025-10-14acceptance time not in the bulk data set