Ironwood Wealth Management, Inc. ETF holdings
Hurricane, WV
Reported $236.4M in 16 ETFs in its Form 13F for June 30, 2026.
ETF value
$236.4M
ETFs held
16
Change from prior quarter
+6.1%
With price moves
ETFs as a share of its 13F
99.9%
of $236.5M
Top 10 of 16 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| BKLN | Invesco Senior Loan ETF | $25.8M | 1,262,833 | +91,904 shares |
| JPST | JPMorgan Ultra-Short Income ETF | $24.9M | 492,953 | +26,660 shares |
| PULS | PGIM Ultra Short Bond ETF | $21.8M | 439,756 | +19,364 shares |
| IUSV | iShares Core S&P U.S. Value ETF | $21.5M | 192,775 | +220 shares |
| IJR | iShares Core S&P Small-Cap ETF | $21.2M | 146,072 | −8,579 shares |
| IVV | iShares Core S&P 500 ETF | $18.2M | 24,148 | −415 shares |
| IVE | iShares S&P 500 Value ETF | $15.2M | 65,995 | +134 shares |
| VYM | Vanguard High Dividend Yield ETF | $14.7M | 91,590 | −283 shares |
| IUSG | iShares Core S&P U.S. Growth ETF | $14.2M | 75,302 | −615 shares |
| USMV | iShares MSCI USA Min Vol Factor ETF | $13.8M | 141,399 | +4,525 shares |
6 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001844821. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Ironwood Wealth Management, Inc. own?
Ironwood Wealth Management, Inc. reported 16 ETF positions worth $236.4M in its Form 13F for June 30, 2026. The largest was BKLN, at $25.8M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.