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IRONWOOD WEALTH MANAGEMENT, INC.

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13F filer, CIK 1844821, HURRICANE, WV

IRONWOOD WEALTH MANAGEMENT, INC. reported $223,166,264 across 31 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-13. Its ten largest share positions make up 80.38% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001844821-26-000002

Period
2026-03-31
Reported value
$223M
Holdings
31
Top 10 weight
80.38%
New
9
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BKLNadded+5,876$121K
JPSTadded+1,829$92.4K
PULSadded+1,500$74.4K
SJNKadded+2,547$64K
USMVadded+478$44.9K

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
IVLUreduced-6,398-$266K
IJRreduced-1,954-$255K
IUSVreduced-1,459-$153K
VYMreduced-913-$139K
XLEreduced-2,102-$121K

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, Q1 2026

Share positions as resolved from 13F-HR 0001844821-26-000002, largest first. % of portfolio is the value over $223,166,264, 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; 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; 2026Q1: 1,170,929 shares 1,170,929$24.1M10.79%+5,876Timeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 444,147 shares; 2025Q1: 434,757 shares; 2025Q2: 435,852 shares; 2025Q3: 468,711 shares; 2025Q4: 464,464 shares; 2026Q1: 466,293 shares 466,293$23.5M10.55%+1,829Timeline
PULSPGIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 399,608 shares; 2025Q1: 393,133 shares; 2025Q2: 393,762 shares; 2025Q3: 424,169 shares; 2025Q4: 418,892 shares; 2026Q1: 420,392 shares 420,392$20.8M9.34%+1,500Timeline
IUSVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 203,387 shares; 2025Q1: 197,199 shares; 2025Q2: 196,976 shares; 2025Q3: 198,807 shares; 2025Q4: 194,014 shares; 2026Q1: 192,555 shares 192,555$20.3M9.08%-1,459Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 145,637 shares; 2025Q1: 166,385 shares; 2025Q2: 165,311 shares; 2025Q3: 163,381 shares; 2025Q4: 156,605 shares; 2026Q1: 154,651 shares 154,651$20.2M9.06%-1,954Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,453 shares; 2025Q1: 26,539 shares; 2025Q2: 26,290 shares; 2025Q3: 26,079 shares; 2025Q4: 24,734 shares; 2026Q1: 24,563 shares 24,563$16.8M7.52%-171Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 70,558 shares; 2025Q1: 66,866 shares; 2025Q2: 66,837 shares; 2025Q3: 67,666 shares; 2025Q4: 66,137 shares; 2026Q1: 65,861 shares 65,861$14.3M6.41%-276Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 88,739 shares; 2025Q1: 93,959 shares; 2025Q2: 93,844 shares; 2025Q3: 95,053 shares; 2025Q4: 92,786 shares; 2026Q1: 91,873 shares 91,873$14M6.29%-913Timeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 142,733 shares; 2025Q1: 132,872 shares; 2025Q2: 133,055 shares; 2025Q3: 137,858 shares; 2025Q4: 136,396 shares; 2026Q1: 136,874 shares 136,874$12.8M5.76%+478Timeline
IUSGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 92,318 shares; 2025Q1: 90,461 shares; 2025Q2: 88,520 shares; 2025Q3: 78,419 shares; 2025Q4: 75,955 shares; 2026Q1: 75,917 shares 75,917$12.5M5.6%-38Timeline
IVLUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 295,112 shares; 2025Q1: 279,040 shares; 2025Q2: 277,158 shares; 2025Q3: 275,945 shares; 2025Q4: 262,899 shares; 2026Q1: 256,501 shares 256,501$10.7M4.78%-6,398Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 41,202 shares; 2025Q2: 39,986 shares; 2025Q3: 33,894 shares; 2025Q4: 65,081 shares; 2026Q1: 64,987 shares 64,987$9.23M4.14%-94Timeline
SJNKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 312,586 shares; 2025Q1: 322,852 shares; 2025Q2: 322,893 shares; 2025Q3: 328,128 shares; 2025Q4: 325,582 shares; 2026Q1: 328,129 shares 328,129$8.24M3.69%+2,547Timeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,524 shares; 2025Q1: 34,667 shares; 2025Q2: 34,425 shares; 2025Q3: 34,056 shares; 2025Q4: 33,254 shares; 2026Q1: 32,962 shares 32,962$5.68M2.54%-292Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,510 shares; 2025Q1: 47,361 shares; 2025Q2: 47,463 shares; 2025Q3: 48,497 shares; 2025Q4: 95,457 shares; 2026Q1: 93,355 shares 93,355$5.35M2.4%-2,102Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 93,970 shares; 2025Q1: 84,089 shares; 2025Q2: 83,882 shares; 2025Q3: 85,245 shares; 2025Q4: 83,682 shares; 2026Q1: 84,090 shares 84,090$4.32M1.93%+408Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 377 shares; 2025Q1: 377 shares; 2025Q2: 377 shares; 2025Q3: 377 shares; 2025Q4: 180 shares; 2026Q1: 180 shares 180$57.2K0.03%0Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 936 shares; 2025Q1: 936 shares; 2025Q2: 936 shares; 2025Q3: 936 shares; 2025Q4: 936 shares; 2026Q1: 936 shares 936$44.7K0.02%0Timeline
DDDUPONT DE NEMOURS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 552 shares; 2025Q1: 552 shares; 2025Q2: 552 shares; 2025Q3: 552 shares; 2025Q4: 552 shares; 2026Q1: 552 shares 552$26.2K0.01%0Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200$24.7K0.01%0Timeline
CTVACORTEVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 264 shares; 2025Q1: 264 shares; 2025Q2: 264 shares; 2025Q3: 264 shares; 2025Q4: 264 shares; 2026Q1: 264 shares 264$22.1K0.01%0Timeline
DOWDOW HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 552 shares; 2025Q1: 552 shares; 2025Q2: 552 shares; 2025Q3: 552 shares; 2025Q4: 552 shares; 2026Q1: 552 shares 552$21K0.01%0Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 280 shares 280$19.8K0.01%newTimeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 118 shares 118$19K0.01%newTimeline
TFCTRUIST FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 370 shares 370$18.7K0.01%newTimeline
SPTMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 192 shares 192$15.9K0.01%newTimeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 142 shares 142$9.58K<0.01%newTimeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 54 shares 54$7.18K<0.01%newTimeline
ENBENBRIDGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 96 shares 96$5.23K<0.01%newTimeline
MDLZMONDELEZ INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 66 shares 66$3.9K<0.01%newTimeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18 shares 18$1.39K<0.01%newTimeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
METMETLIFE INC14$1.11Kshares

How Q1 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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001844821-26-000002 base2026-04-13acceptance time not in the bulk data set