Ironwood Wealth Management
HURRICANE, WVfiles as IRONWOOD WEALTH MANAGEMENT, INC.
$237m in 21 US stocks at the end of 30 June 2026. The top 10 are 80.9% of the money. It changed about 1.7% of the portfolio this quarter.
Value
$237m
Stocks
21
Top 10 share
80.9%
Turnover
1.7%
What changed this quarter
New
Bought for the first time this quarter.
- DuPont de NemoursDD<0.1% of the fund
Added
Bought more of a stock they already held.
- Invesco Exch Traded FD TR IIBKLN10.9% of the fund+8%
- J P Morgan Exchange Traded FJPST10.5% of the fund+6%
- Pgim ETF TRPULS9.2% of the fund+5%
- Ishares TRUSMV5.8% of the fund+3%
- Spdr Series TrustSJNK3.7% of the fund+8%
Cut
Sold some of their stake.
- Ishares TRIJR9.0% of the fund-6%
- Select Sector Spdr TRXLK4.9% of the fund-4%
- Ishares TRIVLU4.1% of the fund-10%
- Select Sector Spdr TRXLI2.4% of the fund-6%
- Select Sector Spdr TRXLE2.0% of the fund-9%
Sold out
Sold their entire stake.
- American ExpressAXP-100%
- DuPont de NemoursDD-100%
- Ishares TRIJH-100%
- Philip Morris InternationalPM-100%
- Truist FinancialTFC-100%
- Spdr Series TrustSPTM-100%
- Altria GroupMO-100%
- Duke EnergyDUK-100%
- EnbridgeENB-100%
- Mondelez InternationalMDLZ-100%
- Vanguard BD Index FDSBIV-100%
Holdings
- Invesco Exch Traded FD TR IIBKLN
- Share
- 10.9%
- Value
- $26m
- Shares
- 1,262,833
+8%
- J P Morgan Exchange Traded FJPST
- Share
- 10.5%
- Value
- $25m
- Shares
- 492,953
+6%
- Pgim ETF TRPULS
- Share
- 9.2%
- Value
- $22m
- Shares
- 439,756
+5%
- Ishares TRIUSV
- Share
- 9.1%
- Value
- $21m
- Shares
- 192,775
Held
- Ishares TRIJR
- Share
- 9.0%
- Value
- $21m
- Shares
- 146,072
-6%
- Ishares TRIVV
- Share
- 7.7%
- Value
- $18m
- Shares
- 24,148
Held
- Ishares TRIVE
- Share
- 6.4%
- Value
- $15m
- Shares
- 65,995
Held
- Vanguard Whitehall FDSVYM
- Share
- 6.2%
- Value
- $15m
- Shares
- 91,590
Held
- Ishares TRIUSG
- Share
- 6.0%
- Value
- $14m
- Shares
- 75,302
Held
- Ishares TRUSMV
- Share
- 5.8%
- Value
- $14m
- Shares
- 141,399
+3%
- Select Sector Spdr TRXLK
- Share
- 4.9%
- Value
- $12m
- Shares
- 62,441
-4%
- Ishares TRIVLU
- Share
- 4.1%
- Value
- $10m
- Shares
- 230,521
-10%
- Spdr Series TrustSJNK
- Share
- 3.7%
- Value
- $9m
- Shares
- 354,250
+8%
- Select Sector Spdr TRXLI
- Share
- 2.4%
- Value
- $6m
- Shares
- 30,918
-6%
- Select Sector Spdr TRXLF
- Share
- 2.0%
- Value
- $5m
- Shares
- 85,451
Held
- Select Sector Spdr TRXLE
- Share
- 2.0%
- Value
- $5m
- Shares
- 84,594
-9%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Invesco Exch Traded FD TR IIBKLN | 10.9% | $26m | 1,262,833 | +8% |
| J P Morgan Exchange Traded FJPST | 10.5% | $25m | 492,953 | +6% |
| Pgim ETF TRPULS | 9.2% | $22m | 439,756 | +5% |
| Ishares TRIUSV | 9.1% | $21m | 192,775 | Held |
| Ishares TRIJR | 9.0% | $21m | 146,072 | -6% |
| Ishares TRIVV | 7.7% | $18m | 24,148 | Held |
| Ishares TRIVE | 6.4% | $15m | 65,995 | Held |
| Vanguard Whitehall FDSVYM | 6.2% | $15m | 91,590 | Held |
| Ishares TRIUSG | 6.0% | $14m | 75,302 | Held |
| Ishares TRUSMV | 5.8% | $14m | 141,399 | +3% |
| Select Sector Spdr TRXLK | 4.9% | $12m | 62,441 | -4% |
| Ishares TRIVLU | 4.1% | $10m | 230,521 | -10% |
| Spdr Series TrustSJNK | 3.7% | $9m | 354,250 | +8% |
| Select Sector Spdr TRXLI | 2.4% | $6m | 30,918 | -6% |
| Select Sector Spdr TRXLF | 2.0% | $5m | 85,451 | Held |
| Select Sector Spdr TRXLE | 2.0% | $5m | 84,594 | -9% |
| Verizon CommunicationsVZ | <0.1% | $39,537 | 936 | Held |
| DuPont de NemoursDD | <0.1% | $24,802 | 184 | New |
| CortevaCTVA | <0.1% | $22,140 | 264 | Held |
| ConocoPhillipsCOP | <0.1% | $21,604 | 200 | Held |
| DOWDOW | <0.1% | $15,732 | 552 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 11.7% since 30 June 2025.
Where the money is
Media & telecom0.0%
Materials0.0%
Industrials0.0%
Energy0.0%
Other99.9%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.