IRONWOOD WEALTH MANAGEMENT, INC.

Q3 2025 13F-HR Holdings

Location
Hurricane, WV
Holdings as of
9/30/2025
Date filed
10/14/2025
Form type
13F-HR
Num holdings
22
Total value ($000)
$218,168
Net value change ($000)
+6,460 (3.1%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/16/2025 Next filing: 1/14/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
JPST 1,730 7.9%
PULS 1,550 7.9%
BKLN 1,183 5.1%
IVV 726 4.4%
IUSV 636 3.4%
IVE 516 3.9%
USMV 510 4.1%
IVLU 434 4.7%
VYM 425 3.4%
IJR 152 0.8%
Top Reduces (Value $000, Stocks/ETFs)
XLK -812 -7.9%
IUSG -658 -4.9%
XLE -68 -1.6%
XLI -20 -0.4%
DOW -5 -31.3%
CTVA -4 -20.0%
VZ -3 -7.5%
COP -1 -5.3%
AXP -1 -0.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type