IRONWOOD WEALTH MANAGEMENT, INC. Long-Term Concentrated

Location: Hurricane, WV

CIK: 0001844821 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 14, 2026

Total Value: $223M (100.0% shares, 0.0% debt)

Holdings (23)

BKLN INVESCO EXCH TRADED FD TR II 11.0%

Value $24.54M Shares 1,165,053 Est. Cost $21.10 Unrealized —

JPST J P MORGAN EXCHANGE TRADED F 10.5%

Value $23.52M Shares 464,464 Est. Cost $50.12 Unrealized —

PULS PGIM ETF TR 9.3%

Value $20.8M Shares 418,892 Est. Cost $49.07 Unrealized —

IUSV ISHARES TR 9.2%

Value $20.42M Shares 194,014 Est. Cost $69.01 Unrealized —

IJR ISHARES TR 8.9%

Value $19.8M Shares 156,605 Est. Cost $93.32 Unrealized —

IVV ISHARES TR 7.7%

Value $17.24M Shares 24,734 Est. Cost $375.57 Unrealized —

IVE ISHARES TR 6.4%

Value $14.38M Shares 66,137 Est. Cost $136.18 Unrealized —

VYM VANGUARD WHITEHALL FDS 6.1%

Value $13.66M Shares 92,786 Est. Cost $125.87 Unrealized —

IUSG ISHARES TR 5.8%

Value $12.92M Shares 75,955 Est. Cost $88.59 Unrealized —

USMV ISHARES TR 5.8%

Value $12.91M Shares 136,396 Est. Cost $68.85 Unrealized —

IVLU ISHARES TR 4.6%

Value $10.26M Shares 262,899 Est. Cost $25.76 Unrealized —

XLK SELECT SECTOR SPDR TR 4.3%

Value $9.512M Shares 65,081 Est. Cost $171.26 Unrealized —

SJNK SPDR SERIES TRUST 3.7%

Value $8.28M Shares 325,582 Est. Cost $24.09 Unrealized —

XLI SELECT SECTOR SPDR TR 2.4%

Value $5.385M Shares 33,254 Est. Cost $135.51 Unrealized —

XLF SELECT SECTOR SPDR TR 2.1%

Value $4.664M Shares 83,682 Est. Cost $38.13 Unrealized —

XLE SELECT SECTOR SPDR TR 2.0%

Value $4.455M Shares 95,457 Est. Cost $61.99 Unrealized —

AXP AMERICAN EXPRESS CO 0.0%

Value $67,610 Shares 180 Est. Cost $103.86 Unrealized +243.7%

VZ VERIZON COMMUNICATIONS INC 0.0%

Value $37,871 Shares 936 Est. Cost $43.98 Unrealized -8.0%

DD DUPONT DE NEMOURS INC 0.0%

Value $24,184 Shares 552 Est. Cost $25.37 Unrealized +47.3%

COP CONOCOPHILLIPS 0.0%

Value $19,502 Shares 200 Est. Cost $30.72 Unrealized +193.0%

CTVA CORTEVA INC 0.0%

Value $18,124 Shares 264 Est. Cost $42.43 Unrealized +52.1%

DOW DOW INC 0.0%

Value $14,535 Shares 552 Est. Cost $44.79 Unrealized -49.2%

MET METLIFE INC 0.0%

Value $1,112 Shares 14 Est. Cost $78.93 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BKLN	INVESCO EXCH TRADED FD TR II	1,165,053	$24.54M	11.0%	$21.10	—	SR LN ETF	46138G508
JPST	J P MORGAN EXCHANGE TRADED F	464,464	$23.52M	10.5%	$50.12	—	ULTRA SHRT ETF	46641Q837
PULS	PGIM ETF TR	418,892	$20.8M	9.3%	$49.07	—	PGIM ULTRA SH BD	69344A107
IUSV	ISHARES TR	194,014	$20.42M	9.2%	$69.01	—	CORE S&P US VLU	464287663
IJR	ISHARES TR	156,605	$19.8M	8.9%	$93.32	—	CORE S&P SCP ETF	464287804
IVV	ISHARES TR	24,734	$17.24M	7.7%	$375.57	—	CORE S&P500 ETF	464287200
IVE	ISHARES TR	66,137	$14.38M	6.4%	$136.18	—	S&P 500 VAL ETF	464287408
VYM	VANGUARD WHITEHALL FDS	92,786	$13.66M	6.1%	$125.87	—	HIGH DIV YLD	921946406
IUSG	ISHARES TR	75,955	$12.92M	5.8%	$88.59	—	CORE S&P US GWT	464287671
USMV	ISHARES TR	136,396	$12.91M	5.8%	$68.85	—	MSCI USA MIN VOL	46429B697
IVLU	ISHARES TR	262,899	$10.26M	4.6%	$25.76	—	MSCI INTL VLU FT	46435G409
XLK	SELECT SECTOR SPDR TR	65,081	$9.512M	4.3%	$171.26	—	STATE STREET TEC	81369Y803
SJNK	SPDR SERIES TRUST	325,582	$8.28M	3.7%	$24.09	—	STATE STREET SPD	78468R408
XLI	SELECT SECTOR SPDR TR	33,254	$5.385M	2.4%	$135.51	—	STATE STREET IND	81369Y704
XLF	SELECT SECTOR SPDR TR	83,682	$4.664M	2.1%	$38.13	—	STATE STREET FIN	81369Y605
XLE	SELECT SECTOR SPDR TR	95,457	$4.455M	2.0%	$61.99	—	STATE STREET ENE	81369Y506
AXP	AMERICAN EXPRESS CO	180	$67,610	0.0%	$103.86	+243.7%	COM	025816109
VZ	VERIZON COMMUNICATIONS INC	936	$37,871	0.0%	$43.98	-8.0%	COM	92343V104
DD	DUPONT DE NEMOURS INC	552	$24,184	0.0%	$25.37	+47.3%	COM	26614N102
COP	CONOCOPHILLIPS	200	$19,502	0.0%	$30.72	+193.0%	COM	20825C104
CTVA	CORTEVA INC	264	$18,124	0.0%	$42.43	+52.1%	COM	22052L104
DOW	DOW INC	552	$14,535	0.0%	$44.79	-49.2%	COM	260557103
MET	METLIFE INC	14	$1,112	0.0%	$78.93	0.0%	COM	59156R108