IRONWOOD WEALTH MANAGEMENT, INC.
31 holdingsFiling period: 2026-03-31Current AUM: $241.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BKLN | INVESCO EXCH TRADED FD TR II | 1.17M | $24.1M | $24.1M | 9.94% | +5.9K | 2026-03-31 |
| 2 | JPST | J P MORGAN EXCHANGE TRADED F | 466.3K | $23.5M | $23.5M | 9.72% | +1.8K | 2026-03-31 |
| 3 | PULS | PGIM ETF TR | 420.4K | $20.8M | $20.9M | 8.62% | +1.5K | 2026-03-31 |
| 4 | IUSV | ISHARES TR | 192.6K | $20.3M | $22.2M | 9.19% | -1,459 | 2026-03-31 |
| 5 | IJR | ISHARES TR | 154.7K | $20.2M | $23.7M | 9.78% | -1,954 | 2026-03-31 |
| 6 | IVV | ISHARES TR | 24.6K | $16.8M | $19.3M | 7.96% | -171 | 2026-03-31 |
| 7 | IVE | ISHARES TR | 65.9K | $14.3M | $15.7M | 6.48% | -276 | 2026-03-31 |
| 8 | VYM | VANGUARD WHITEHALL FDS | 91.9K | $14.0M | $15.3M | 6.34% | -913 | 2026-03-31 |
| 9 | USMV | ISHARES TR | 136.9K | $12.8M | $13.6M | 5.61% | +478 | 2026-03-31 |
| 10 | IUSG | ISHARES TR | 75.9K | $12.5M | $14.9M | 6.16% | -38 | 2026-03-31 |
| 11 | IVLU | ISHARES TR | 256.5K | $10.7M | $11.7M | 4.83% | -6,398 | 2026-03-31 |
| 12 | XLK | SELECT SECTOR SPDR TR | 65.0K | $9.2M | $12.2M | 5.03% | -94 | 2026-03-31 |
| 13 | SJNK | SPDR SERIES TRUST | 328.1K | $8.2M | $8.2M | 3.39% | +2.5K | 2026-03-31 |
| 14 | XLI | SELECT SECTOR SPDR TR | 33.0K | $5.7M | $6.3M | 2.61% | -292 | 2026-03-31 |
| 15 | XLE | SELECT SECTOR SPDR TR | 93.4K | $5.4M | $5.2M | 2.15% | -2,102 | 2026-03-31 |
| 16 | XLF | SELECT SECTOR SPDR TR | 84.1K | $4.3M | $5.0M | 2.06% | +408 | 2026-03-31 |
| 17 | AXP | AMERICAN EXPRESS CO | 180 | $57K | $63K | 0.03% | -- | 2026-03-31 |
| 18 | VZ | VERIZON COMMUNICATIONS INC | 936 | $44K | $41K | 0.02% | -- | 2026-03-31 |
| 19 | DD | DUPONT DE NEMOURS INC | 552 | $26K | $26K | 0.01% | -- | 2026-03-31 |
| 20 | COP | CONOCOPHILLIPS | 200 | $24K | $22K | 0.01% | -- | 2026-03-31 |
| 21 | CTVA | CORTEVA INC | 264 | $22K | $21K | 0.01% | -- | 2026-03-31 |
| 22 | DOW | DOW HLDGS INC | 552 | $20K | $15K | 0.01% | -- | 2026-03-31 |
| 23 | PM | PHILIP MORRIS INTL INC | 118 | $19K | $22K | 0.01% | -- | 2026-03-31 |
| 24 | IJH | ISHARES TR | 280 | $19K | $21K | 0.01% | -- | 2026-03-31 |
| 25 | TFC | TRUIST FINL CORP | 370 | $18K | $20K | 0.01% | -- | 2026-03-31 |
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