Institutional Fund
Ironwood Wealth Management, Inc.
Hurricane, WVCIK 18448215 filings on record
Portfolio Value
$223.17M
Q1 2026
Holdings
31
Reported positions
New Buys
9
Opened this quarter
QoQ Change
+0.1%
from $222.92M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Invesco Exch Traded Fd Tr II10.8%
- J P Morgan Exchange Traded F10.6%
- Pgim ETF Tr9.3%
- Ishares Tr9.1%
- Ishares Tr9.1%
- Ishares Tr7.5%
- Other43.7%
Portfolio Holdings
31 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Invesco Exch Traded Fd Tr II | 1.17M | $24.07M | 10.8% | +5.9K | Added |
| 2 | J P Morgan Exchange Traded F | 466.3K | $23.55M | 10.6% | +1.8K | Added |
| 3 | Pgim ETF Tr | 420.4K | $20.84M | 9.3% | +1.5K | Added |
| 4 | Ishares Tr | 192.6K | $20.26M | 9.1% | −1.5K | Reduced |
| 5 | Ishares Tr | 154.7K | $20.22M | 9.1% | −2.0K | Reduced |
| 6 | Ishares Tr | 24.6K | $16.78M | 7.5% | −171 | Reduced |
| 7 | Ishares Tr | 65.9K | $14.30M | 6.4% | −276 | Reduced |
| 8 | Vanguard Whitehall Fds | 91.9K | $14.03M | 6.3% | −913 | Reduced |
| 9 | Ishares Tr | 136.9K | $12.85M | 5.8% | +478 | Added |
| 10 | Ishares Tr | 75.9K | $12.50M | 5.6% | −38 | Reduced |
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