2026 Q1 Portfolio Activity
In 2026 Q1, IRONWOOD WEALTH MANAGEMENT, INC. maintained a portfolio of 32 distinct positions. The most significant new addition was ISHARES TR, now representing 0.01% of the total fund value.
Position History
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Total Positions
32
Quarter
2026 Q1
Top Holding
BKLN (10.8%)
Top 10 Concentration
80.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-32 of 32
IRONWOOD WEALTH MANAGEMENT, INC. Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
BKLN
INVESCO EXCH TR...
|
ETF | 10.79% | 11.01% |
#1
Prev: #1
|
6.5 |
—
|
5,876 | 0.5% |
P
S
|
1,170,929 | $24,074,301 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
JPST
J P MORGAN EXCH...
|
ETF | 10.55% | 10.55% |
#2
Prev: #2
|
6.0 |
—
|
1,829 | 0.4% |
P
S
|
466,293 | $23,547,797 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
PULS
PGIM ETF TR
|
ETF | 9.34% | 9.33% |
#3
Prev: #3
|
5.2 |
—
|
1,500 | 0.4% |
P
S
|
420,392 | $20,843,036 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
IUSV
ISHARES TR
|
ETF | 9.08% | 9.16% |
#4
Prev: #4
|
4.6 |
—
|
-1,459 | -0.8% |
P
S
|
192,555 | $20,256,786 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
IJR
ISHARES TR
|
ETF | 9.06% | 8.88% |
#5
Prev: #5
|
4.6 |
—
|
-1,954 | -1.2% |
P
S
|
154,651 | $20,220,619 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
IVV
ISHARES TR
|
ETF | 7.52% | 7.73% |
#6
Prev: #6
|
3.5 |
—
|
-171 | -0.7% |
P
S
|
24,563 | $16,776,775 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
IVE
ISHARES TR
|
ETF | 6.41% | 6.45% |
#7
Prev: #7
|
3.1 |
—
|
-276 | -0.4% |
P
S
|
65,861 | $14,297,106 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
VYM
VANGUARD WHITEH...
|
ETF | 6.29% | 6.13% |
#8
Prev: #8
|
3.0 |
—
|
-913 | -1.0% |
P
S
|
91,873 | $14,026,251 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
USMV
ISHARES TR
|
ETF | 5.76% | 5.79% |
#9
1
Prev: #10
|
2.8 |
—
|
478 | 0.4% |
P
S
|
136,874 | $12,846,994 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
IUSG
ISHARES TR
|
Warrant | 5.60% | 5.80% |
#10
1
Prev: #9
|
2.7 |
—
|
-38 | -0.1% |
P
S
|
75,917 | $12,500,494 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
IVLU
ISHARES TR
|
Bond/Debt | 4.78% | 4.60% |
#11
Prev: #11
|
2.4 |
—
|
-6,398 | -2.4% |
P
S
|
256,501 | $10,660,182 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
XLK
SELECT SECTOR S...
|
Unknown | 4.14% | 4.27% |
#12
Prev: #12
|
2.2 |
—
|
-94 | -0.1% |
P
S
|
64,987 | $9,232,704 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
SJNK
SPDR SERIES TRU...
|
ETF | 3.69% | 3.71% |
#13
Prev: #13
|
2.0 |
—
|
2,547 | 0.8% |
P
S
|
328,129 | $8,242,601 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
XLI
SELECT SECTOR S...
|
Unknown | 2.54% | 2.42% |
#14
Prev: #14
|
1.5 |
—
|
-292 | -0.9% |
P
S
|
32,962 | $5,675,727 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
XLE
SELECT SECTOR S...
|
Unknown | 2.40% | 2.00% |
#15
1
Prev: #16
|
1.5 |
—
|
-2,102 | -2.2% |
P
S
|
93,355 | $5,352,043 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
XLF
SELECT SECTOR S...
|
Unknown | 1.93% | 2.09% |
#16
1
Prev: #15
|
1.3 |
—
|
408 | 0.5% |
P
S
|
84,090 | $4,316,340 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
AXP
AMERICAN EXPRES...
|
Financial Services | 0.03% | 0.03% |
#17
Prev: #17
|
1.0 |
—
|
no change | no change |
P
S
|
180 | $57,199 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
VZ
VERIZON COMMUNI...
|
Communication Services | 0.02% | 0.02% |
#18
Prev: #18
|
1.0 |
—
|
no change | no change |
P
S
|
936 | $44,723 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
DD
DUPONT DE NEMOU...
|
Basic Materials | 0.01% | 0.01% |
#19
Prev: #19
|
1.0 |
—
|
no change | no change |
P
S
|
552 | $26,176 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
COP
CONOCOPHILLIPS
|
Energy | 0.01% | 0.01% |
#20
Prev: #20
|
1.0 |
—
|
no change | no change |
P
S
|
200 | $24,694 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
CTVA
CORTEVA INC
|
Basic Materials | 0.01% | 0.01% |
#21
Prev: #21
|
1.0 |
—
|
no change | no change |
P
S
|
264 | $22,060 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
DOW
DOW HLDGS INC
|
Basic Materials | 0.01% | 0.01% |
#22
Prev: #22
|
1.0 |
—
|
no change | no change |
P
S
|
552 | $20,999 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
IJH
ISHARES TR
|
ETF | 0.01% | — |
#23
Prev: #—
|
3.5 |
—
|
280 | — |
NEW
|
280 | $19,788 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
PM
PHILIP MORRIS I...
|
Consumer Defensive | 0.01% | — |
#24
Prev: #—
|
3.5 |
—
|
118 | — |
NEW
|
118 | $19,028 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
TFC
TRUIST FINL COR...
|
Financial Services | 0.01% | — |
#25
Prev: #—
|
3.5 |
—
|
370 | — |
NEW
|
370 | $18,678 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
SPTM
SPDR SERIES TRU...
|
ETF | 0.01% | — |
#26
Prev: #—
|
3.5 |
—
|
192 | — |
NEW
|
192 | $15,877 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
MO
ALTRIA GROUP IN...
|
Consumer Defensive | 0.00% | — |
#27
Prev: #—
|
3.5 |
—
|
142 | — |
NEW
|
142 | $9,580 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
DUK
DUKE ENERGY COR...
|
Utilities | 0.00% | — |
#28
Prev: #—
|
3.5 |
—
|
54 | — |
NEW
|
54 | $7,182 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
ENB
ENBRIDGE INC
|
Energy | 0.00% | — |
#29
Prev: #—
|
3.5 |
—
|
96 | — |
NEW
|
96 | $5,232 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
MDLZ
MONDELEZ INTL I...
|
Consumer Defensive | 0.00% | — |
#30
Prev: #—
|
3.5 |
—
|
66 | — |
NEW
|
66 | $3,900 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
BIV
VANGUARD BD IND...
|
Bond/Debt | 0.00% | — |
#31
Prev: #—
|
3.5 |
—
|
18 | — |
NEW
|
18 | $1,392 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
MET
METLIFE INC
|
Financial Services | 0.00% | 0.00% |
Sold All 😨
(Was: #23) |
0.0 |
—
|
-14 | -100.0% |
CLOSED
|
— | $— | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 |
Showing 1-32 of 32 holdings