IRONWOOD WEALTH MANAGEMENT, INC.
IRONWOOD WEALTH MANAGEMENT, INC. reported 21 positions worth $236.5M as of June 30, 2026 (13F filed July 14, 2026). Largest holding: BKLN (10.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | BKLN | SH | $25.8M | 10.91% | 1,262,833 | — | — | |
| ▸ 2 | JPST | SH | $24.9M | 10.51% | 492,953 | — | — | |
| ▸ 3 | PULS | SH | $21.8M | 9.22% | 439,756 | — | — | |
| ▸ 4 | IUSV | SH | $21.5M | 9.08% | 192,775 | — | — | |
| ▸ 5 | IJR | SH | $21.2M | 8.98% | 146,072 | — | — | |
| ▸ 6 | IVV | SH | $18.2M | 7.71% | 24,148 | — | — | |
| ▸ 7 | IVE | SH | $15.2M | 6.41% | 65,995 | — | — | |
| ▸ 8 | VYM | SH | $14.7M | 6.22% | 91,590 | — | — | |
| ▸ 9 | IUSG | SH | $14.2M | 5.99% | 75,302 | — | — | |
| ▸ 10 | USMV | SH | $13.8M | 5.83% | 141,399 | — | — |
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Frequently Asked Questions
What stocks does IRONWOOD WEALTH MANAGEMENT, INC. hold as of Q2 2026?
IRONWOOD WEALTH MANAGEMENT, INC. reported 21 positions worth $236.5M in its Q2 2026 13F filing. Largest positions: BKLN (10.9%), JPST (10.5%), PULS (9.2%), IUSV (9.1%) and IJR (9.0%).
What did IRONWOOD WEALTH MANAGEMENT, INC. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did IRONWOOD WEALTH MANAGEMENT, INC. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.