IRONWOOD WEALTH MANAGEMENT, INC. Long-Term Concentrated

Location: Hurricane, WV

CIK: 0001844821 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 13, 2026

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

Holdings (31)

BKLN INVESCO EXCH TRADED FD TR II 10.8%

Value $24.07M Shares 1,170,929 Est. Cost $21.10 Unrealized —

JPST J P MORGAN EXCHANGE TRADED F 10.6%

Value $23.55M Shares 466,293 Est. Cost $50.12 Unrealized —

PULS PGIM ETF TR 9.3%

Value $20.84M Shares 420,392 Est. Cost $49.07 Unrealized —

IUSV ISHARES TR 9.1%

Value $20.26M Shares 192,555 Est. Cost $69.01 Unrealized —

IJR ISHARES TR 9.1%

Value $20.22M Shares 154,651 Est. Cost $93.32 Unrealized —

IVV ISHARES TR 7.5%

Value $16.78M Shares 24,563 Est. Cost $375.57 Unrealized —

IVE ISHARES TR 6.4%

Value $14.3M Shares 65,861 Est. Cost $136.18 Unrealized —

VYM VANGUARD WHITEHALL FDS 6.3%

Value $14.03M Shares 91,873 Est. Cost $125.87 Unrealized —

USMV ISHARES TR 5.8%

Value $12.85M Shares 136,874 Est. Cost $68.85 Unrealized —

IUSG ISHARES TR 5.6%

Value $12.5M Shares 75,917 Est. Cost $88.59 Unrealized —

IVLU ISHARES TR 4.8%

Value $10.66M Shares 256,501 Est. Cost $25.76 Unrealized —

XLK SELECT SECTOR SPDR TR 4.1%

Value $9.233M Shares 64,987 Est. Cost $171.26 Unrealized —

SJNK SPDR SERIES TRUST 3.7%

Value $8.243M Shares 328,129 Est. Cost $24.09 Unrealized —

XLI SELECT SECTOR SPDR TR 2.5%

Value $5.676M Shares 32,962 Est. Cost $135.51 Unrealized —

XLE SELECT SECTOR SPDR TR 2.4%

Value $5.352M Shares 93,355 Est. Cost $61.99 Unrealized —

XLF SELECT SECTOR SPDR TR 1.9%

Value $4.316M Shares 84,090 Est. Cost $38.13 Unrealized —

AXP AMERICAN EXPRESS CO 0.0%

Value $57,199 Shares 180 Est. Cost $103.86 Unrealized +242.9%

VZ VERIZON COMMUNICATIONS INC 0.0%

Value $44,723 Shares 936 Est. Cost $43.98 Unrealized -0.4%

DD DUPONT DE NEMOURS INC 0.0%

Value $26,176 Shares 552 Est. Cost $25.37 Unrealized +81.7%

COP CONOCOPHILLIPS 0.0%

Value $24,694 Shares 200 Est. Cost $30.72 Unrealized +234.1%

CTVA CORTEVA INC 0.0%

Value $22,060 Shares 264 Est. Cost $42.43 Unrealized +71.5%

DOW DOW HLDGS INC 0.0%

Value $20,999 Shares 552 Est. Cost $44.79 Unrealized -35.2%

IJH ISHARES TR 0.0%

Value $19,788 Shares 280 Est. Cost $70.67 Unrealized —

PM PHILIP MORRIS INTL INC 0.0%

Value $19,028 Shares 118 Est. Cost $175.91 Unrealized 0.0%

TFC TRUIST FINL CORP 0.0%

Value $18,678 Shares 370 Est. Cost $51.15 Unrealized 0.0%

SPTM SPDR SERIES TRUST 0.0%

Value $15,877 Shares 192 Est. Cost $82.69 Unrealized —

MO ALTRIA GROUP INC 0.0%

Value $9,580 Shares 142 Est. Cost $63.03 Unrealized 0.0%

DUK DUKE ENERGY CORP NEW 0.0%

Value $7,182 Shares 54 Est. Cost $120.88 Unrealized 0.0%

ENB ENBRIDGE INC 0.0%

Value $5,232 Shares 96 Est. Cost $48.57 Unrealized 0.0%

MDLZ MONDELEZ INTL INC 0.0%

Value $3,900 Shares 66 Est. Cost $58.16 Unrealized 0.0%

BIV VANGUARD BD INDEX FDS 0.0%

Value $1,392 Shares 18 Est. Cost $77.33 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BKLN	INVESCO EXCH TRADED FD TR II	1,170,929	$24.07M	10.8%	$21.10	—	SR LN ETF	46138G508
JPST	J P MORGAN EXCHANGE TRADED F	466,293	$23.55M	10.6%	$50.12	—	ULTRA SHRT ETF	46641Q837
PULS	PGIM ETF TR	420,392	$20.84M	9.3%	$49.07	—	PGIM ULTRA SH BD	69344A107
IUSV	ISHARES TR	192,555	$20.26M	9.1%	$69.01	—	CORE S&P US VLU	464287663
IJR	ISHARES TR	154,651	$20.22M	9.1%	$93.32	—	CORE S&P SCP ETF	464287804
IVV	ISHARES TR	24,563	$16.78M	7.5%	$375.57	—	CORE S&P500 ETF	464287200
IVE	ISHARES TR	65,861	$14.3M	6.4%	$136.18	—	S&P 500 VAL ETF	464287408
VYM	VANGUARD WHITEHALL FDS	91,873	$14.03M	6.3%	$125.87	—	HIGH DIV YLD	921946406
USMV	ISHARES TR	136,874	$12.85M	5.8%	$68.85	—	MSCI USA MIN VOL	46429B697
IUSG	ISHARES TR	75,917	$12.5M	5.6%	$88.59	—	CORE S&P US GWT	464287671
IVLU	ISHARES TR	256,501	$10.66M	4.8%	$25.76	—	MSCI INTL VLU FT	46435G409
XLK	SELECT SECTOR SPDR TR	64,987	$9.233M	4.1%	$171.26	—	STATE STREET TEC	81369Y803
SJNK	SPDR SERIES TRUST	328,129	$8.243M	3.7%	$24.09	—	STATE STREET SPD	78468R408
XLI	SELECT SECTOR SPDR TR	32,962	$5.676M	2.5%	$135.51	—	STATE STREET IND	81369Y704
XLE	SELECT SECTOR SPDR TR	93,355	$5.352M	2.4%	$61.99	—	STATE STREET ENE	81369Y506
XLF	SELECT SECTOR SPDR TR	84,090	$4.316M	1.9%	$38.13	—	STATE STREET FIN	81369Y605
AXP	AMERICAN EXPRESS CO	180	$57,199	0.0%	$103.86	+242.9%	COM	025816109
VZ	VERIZON COMMUNICATIONS INC	936	$44,723	0.0%	$43.98	-0.4%	COM	92343V104
DD	DUPONT DE NEMOURS INC	552	$26,176	0.0%	$25.37	+81.7%	COM	26614N102
COP	CONOCOPHILLIPS	200	$24,694	0.0%	$30.72	+234.1%	COM	20825C104
CTVA	CORTEVA INC	264	$22,060	0.0%	$42.43	+71.5%	COM	22052L104
DOW	DOW HLDGS INC	552	$20,999	0.0%	$44.79	-35.2%	COM	260557103
IJH	ISHARES TR	280	$19,788	0.0%	$70.67	—	CORE S&P MCP ETF	464287507
PM	PHILIP MORRIS INTL INC	118	$19,028	0.0%	$175.91	0.0%	COM	718172109
TFC	TRUIST FINL CORP	370	$18,678	0.0%	$51.15	0.0%	COM	89832Q109
SPTM	SPDR SERIES TRUST	192	$15,877	0.0%	$82.69	—	STATE STREET SPD	78464A805
MO	ALTRIA GROUP INC	142	$9,580	0.0%	$63.03	0.0%	COM	02209S103
DUK	DUKE ENERGY CORP NEW	54	$7,182	0.0%	$120.88	0.0%	COM NEW	26441C204
ENB	ENBRIDGE INC	96	$5,232	0.0%	$48.57	0.0%	COM	29250N105
MDLZ	MONDELEZ INTL INC	66	$3,900	0.0%	$58.16	0.0%	CL A	609207105
BIV	VANGUARD BD INDEX FDS	18	$1,392	0.0%	$77.33	—	INTERMED TERM	921937819