account_balance

Investment manager · 13F filer · SEC CIK 1844821

Ironwood Wealth Management, Inc.

Reported value$237Mas of Sep 30, 2026
Positions29 8 new, 0 sold out
Top 10 weight80.6%BKLN alone is 11%
FiledOct 1414 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
BKLN Invesco Exch Traded Fd Tr II 11.0% Held
JPST J P Morgan Exchange Traded F 10.5% Held
PULS Pgim ETF Tr 9.2% Held
IUSV iShares Tr 9.1% Held
IJR iShares Tr 8.3% Held
IVV iShares Tr 7.9% Held
IVE iShares Tr 6.4% Held
IUSG iShares Tr 6.2% Held
VYM Vanguard Whitehall FDS 6.1% Held
USMV iShares Tr 6.0% Held
XLK Select Sector SPDR Tr 5.1% Trimmed −2%
IVLU iShares Tr 4.1% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 14, 2026, compared with the Jul 14, 2026 filing
add_circleNew
arrow_upwardAdded

None

arrow_downwardTrimmed
  • XLK −2%
remove_circleSold out

None

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist