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IRONWOOD WEALTH MANAGEMENT, INC.

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13F filer, CIK 1844821, HURRICANE, WV

IRONWOOD WEALTH MANAGEMENT, INC. reported $222,921,881 across 23 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-14. Its ten largest share positions make up 80.83% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001844821-26-000001

Period
2025-12-31
Reported value
$223M
Holdings
23
Top 10 weight
80.83%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
XLKadded+31,187$4.56M
XLEadded+46,960$2.19M
METnew+14$1.11K

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
IVVreduced-1,345-$938K
IJRreduced-6,776-$857K
IVLUreduced-13,046-$509K
IUSVreduced-4,793-$504K
IUSGreduced-2,464-$419K

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, Q4 2025

Share positions as resolved from 13F-HR 0001844821-26-000001, largest first. % of portfolio is the value over $222,921,881, 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; 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; 2025Q4: 1,165,053 shares 1,165,053$24.5M11.01%-13,626Timeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 444,147 shares; 2025Q1: 434,757 shares; 2025Q2: 435,852 shares; 2025Q3: 468,711 shares; 2025Q4: 464,464 shares 464,464$23.5M10.55%-4,247Timeline
PULSPGIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 399,608 shares; 2025Q1: 393,133 shares; 2025Q2: 393,762 shares; 2025Q3: 424,169 shares; 2025Q4: 418,892 shares 418,892$20.8M9.33%-5,277Timeline
IUSVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 203,387 shares; 2025Q1: 197,199 shares; 2025Q2: 196,976 shares; 2025Q3: 198,807 shares; 2025Q4: 194,014 shares 194,014$20.4M9.16%-4,793Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 145,637 shares; 2025Q1: 166,385 shares; 2025Q2: 165,311 shares; 2025Q3: 163,381 shares; 2025Q4: 156,605 shares 156,605$19.8M8.88%-6,776Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,453 shares; 2025Q1: 26,539 shares; 2025Q2: 26,290 shares; 2025Q3: 26,079 shares; 2025Q4: 24,734 shares 24,734$17.2M7.73%-1,345Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 70,558 shares; 2025Q1: 66,866 shares; 2025Q2: 66,837 shares; 2025Q3: 67,666 shares; 2025Q4: 66,137 shares 66,137$14.4M6.45%-1,529Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 88,739 shares; 2025Q1: 93,959 shares; 2025Q2: 93,844 shares; 2025Q3: 95,053 shares; 2025Q4: 92,786 shares 92,786$13.7M6.13%-2,267Timeline
IUSGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 92,318 shares; 2025Q1: 90,461 shares; 2025Q2: 88,520 shares; 2025Q3: 78,419 shares; 2025Q4: 75,955 shares 75,955$12.9M5.8%-2,464Timeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 142,733 shares; 2025Q1: 132,872 shares; 2025Q2: 133,055 shares; 2025Q3: 137,858 shares; 2025Q4: 136,396 shares 136,396$12.9M5.79%-1,462Timeline
IVLUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 295,112 shares; 2025Q1: 279,040 shares; 2025Q2: 277,158 shares; 2025Q3: 275,945 shares; 2025Q4: 262,899 shares 262,899$10.3M4.6%-13,046Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 41,202 shares; 2025Q2: 39,986 shares; 2025Q3: 33,894 shares; 2025Q4: 65,081 shares 65,081$9.51M4.27%+31,187Timeline
SJNKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 312,586 shares; 2025Q1: 322,852 shares; 2025Q2: 322,893 shares; 2025Q3: 328,128 shares; 2025Q4: 325,582 shares 325,582$8.28M3.71%-2,546Timeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,524 shares; 2025Q1: 34,667 shares; 2025Q2: 34,425 shares; 2025Q3: 34,056 shares; 2025Q4: 33,254 shares 33,254$5.38M2.42%-802Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 93,970 shares; 2025Q1: 84,089 shares; 2025Q2: 83,882 shares; 2025Q3: 85,245 shares; 2025Q4: 83,682 shares 83,682$4.66M2.09%-1,563Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,510 shares; 2025Q1: 47,361 shares; 2025Q2: 47,463 shares; 2025Q3: 48,497 shares; 2025Q4: 95,457 shares 95,457$4.45M2%+46,960Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 377 shares; 2025Q1: 377 shares; 2025Q2: 377 shares; 2025Q3: 377 shares; 2025Q4: 180 shares 180$67.6K0.03%-197Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 936 shares; 2025Q1: 936 shares; 2025Q2: 936 shares; 2025Q3: 936 shares; 2025Q4: 936 shares 936$37.9K0.02%0Timeline
DDDUPONT DE NEMOURS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 552 shares; 2025Q1: 552 shares; 2025Q2: 552 shares; 2025Q3: 552 shares; 2025Q4: 552 shares 552$24.2K0.01%0Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200$19.5K0.01%0Timeline
CTVACORTEVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 264 shares; 2025Q1: 264 shares; 2025Q2: 264 shares; 2025Q3: 264 shares; 2025Q4: 264 shares 264$18.1K0.01%0Timeline
DOWDOW HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 552 shares; 2025Q1: 552 shares; 2025Q2: 552 shares; 2025Q3: 552 shares; 2025Q4: 552 shares 552$14.5K0.01%0Timeline
METMETLIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14 shares 14$1.11K<0.01%newTimeline

How Q4 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 0001844821-26-000001 base2026-01-14acceptance time not in the bulk data set