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IRONWOOD WEALTH MANAGEMENT, INC.

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13F filer, CIK 1844821, HURRICANE, WV

IRONWOOD WEALTH MANAGEMENT, INC. reported $236,538,960 across 21 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-14. Its ten largest share positions make up 80.87% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001844821-26-000004

Period
2026-06-30
Reported value
$237M
Holdings
21
Top 10 weight
80.87%
New
1
Sold out
11

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BKLNadded+91,904$1.88M
JPSTadded+26,660$1.34M
PULSadded+19,364$960K
SJNKadded+26,121$651K
USMVadded+4,525$442K

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
IJRreduced-8,579-$1.25M
IVLUreduced-25,980-$1.1M
XLEreduced-8,761-$480K
XLKreduced-2,546-$472K
XLIreduced-2,044-$370K

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 2026

Share positions as resolved from 13F-HR 0001844821-26-000004, largest first. % of portfolio is the value over $236,538,960, 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; 2024Q3: 1,050,384 shares; 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; 2026Q2: 1,262,833 shares 1,262,833$25.8M10.91%+91,904Timeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 430,656 shares; 2024Q4: 444,147 shares; 2025Q1: 434,757 shares; 2025Q2: 435,852 shares; 2025Q3: 468,711 shares; 2025Q4: 464,464 shares; 2026Q1: 466,293 shares; 2026Q2: 492,953 shares 492,953$24.9M10.51%+26,660Timeline
PULSPGIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 384,264 shares; 2024Q4: 399,608 shares; 2025Q1: 393,133 shares; 2025Q2: 393,762 shares; 2025Q3: 424,169 shares; 2025Q4: 418,892 shares; 2026Q1: 420,392 shares; 2026Q2: 439,756 shares 439,756$21.8M9.22%+19,364Timeline
IUSVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 203,391 shares; 2024Q4: 203,387 shares; 2025Q1: 197,199 shares; 2025Q2: 196,976 shares; 2025Q3: 198,807 shares; 2025Q4: 194,014 shares; 2026Q1: 192,555 shares; 2026Q2: 192,775 shares 192,775$21.5M9.08%+220Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146,406 shares; 2024Q4: 145,637 shares; 2025Q1: 166,385 shares; 2025Q2: 165,311 shares; 2025Q3: 163,381 shares; 2025Q4: 156,605 shares; 2026Q1: 154,651 shares; 2026Q2: 146,072 shares 146,072$21.2M8.98%-8,579Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,925 shares; 2024Q4: 27,453 shares; 2025Q1: 26,539 shares; 2025Q2: 26,290 shares; 2025Q3: 26,079 shares; 2025Q4: 24,734 shares; 2026Q1: 24,563 shares; 2026Q2: 24,148 shares 24,148$18.2M7.71%-415Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,711 shares; 2024Q4: 70,558 shares; 2025Q1: 66,866 shares; 2025Q2: 66,837 shares; 2025Q3: 67,666 shares; 2025Q4: 66,137 shares; 2026Q1: 65,861 shares; 2026Q2: 65,995 shares 65,995$15.2M6.41%+134Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 88,739 shares; 2025Q1: 93,959 shares; 2025Q2: 93,844 shares; 2025Q3: 95,053 shares; 2025Q4: 92,786 shares; 2026Q1: 91,873 shares; 2026Q2: 91,590 shares 91,590$14.7M6.22%-283Timeline
IUSGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,966 shares; 2024Q4: 92,318 shares; 2025Q1: 90,461 shares; 2025Q2: 88,520 shares; 2025Q3: 78,419 shares; 2025Q4: 75,955 shares; 2026Q1: 75,917 shares; 2026Q2: 75,302 shares 75,302$14.2M5.99%-615Timeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141,380 shares; 2024Q4: 142,733 shares; 2025Q1: 132,872 shares; 2025Q2: 133,055 shares; 2025Q3: 137,858 shares; 2025Q4: 136,396 shares; 2026Q1: 136,874 shares; 2026Q2: 141,399 shares 141,399$13.8M5.83%+4,525Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,202 shares; 2025Q2: 39,986 shares; 2025Q3: 33,894 shares; 2025Q4: 65,081 shares; 2026Q1: 64,987 shares; 2026Q2: 62,441 shares 62,441$11.6M4.89%-2,546Timeline
IVLUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 288,708 shares; 2024Q4: 295,112 shares; 2025Q1: 279,040 shares; 2025Q2: 277,158 shares; 2025Q3: 275,945 shares; 2025Q4: 262,899 shares; 2026Q1: 256,501 shares; 2026Q2: 230,521 shares 230,521$9.74M4.12%-25,980Timeline
SJNKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 301,785 shares; 2024Q4: 312,586 shares; 2025Q1: 322,852 shares; 2025Q2: 322,893 shares; 2025Q3: 328,128 shares; 2025Q4: 325,582 shares; 2026Q1: 328,129 shares; 2026Q2: 354,250 shares 354,250$8.83M3.73%+26,121Timeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,352 shares; 2024Q4: 34,524 shares; 2025Q1: 34,667 shares; 2025Q2: 34,425 shares; 2025Q3: 34,056 shares; 2025Q4: 33,254 shares; 2026Q1: 32,962 shares; 2026Q2: 30,918 shares 30,918$5.6M2.37%-2,044Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,214 shares; 2024Q4: 93,970 shares; 2025Q1: 84,089 shares; 2025Q2: 83,882 shares; 2025Q3: 85,245 shares; 2025Q4: 83,682 shares; 2026Q1: 84,090 shares; 2026Q2: 85,451 shares 85,451$4.75M2.01%+1,361Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,704 shares; 2024Q4: 48,510 shares; 2025Q1: 47,361 shares; 2025Q2: 47,463 shares; 2025Q3: 48,497 shares; 2025Q4: 95,457 shares; 2026Q1: 93,355 shares; 2026Q2: 84,594 shares 84,594$4.64M1.96%-8,761Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,501 shares; 2024Q4: 936 shares; 2025Q1: 936 shares; 2025Q2: 936 shares; 2025Q3: 936 shares; 2025Q4: 936 shares; 2026Q1: 936 shares; 2026Q2: 936 shares 936$39.5K0.02%0Timeline
DDDUPONT DE NEMOURS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 184 shares 184$24.8K0.01%newTimeline
CTVACORTEVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 264 shares; 2024Q4: 264 shares; 2025Q1: 264 shares; 2025Q2: 264 shares; 2025Q3: 264 shares; 2025Q4: 264 shares; 2026Q1: 264 shares; 2026Q2: 264 shares 264$22.1K0.01%0Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200$21.6K0.01%0Timeline
DOWDOW HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 552 shares; 2024Q4: 552 shares; 2025Q1: 552 shares; 2025Q2: 552 shares; 2025Q3: 552 shares; 2025Q4: 552 shares; 2026Q1: 552 shares; 2026Q2: 552 shares 552$15.7K0.01%0Timeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
AXPAMERICAN EXPRESS CO180$57.2Kshares
DDDUPONT DE NEMOURS INC552$26.2Kshares
IJHISHARES TR280$19.8Kshares
PMPHILIP MORRIS INTL INC118$19Kshares
TFCTRUIST FINL CORP370$18.7Kshares
SPTMSPDR SERIES TRUST192$15.9Kshares
MOALTRIA GROUP INC142$9.58Kshares
DUKDUKE ENERGY CORP NEW54$7.18Kshares
ENBENBRIDGE INC96$5.23Kshares
MDLZMONDELEZ INTL INC66$3.9Kshares
BIVVANGUARD BD INDEX FDS18$1.39Kshares

How Q2 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 0001844821-26-000004 base2026-07-14acceptance time not in the bulk data set