IRONWOOD WEALTH MANAGEMENT, INC.

Q2 2026 13F-HR Holdings

Location
Hurricane, WV
Holdings as of
6/30/2026
Date filed
7/14/2026
Form type
13F-HR
Num holdings
21
Total value ($000)
$236,539
Net value change ($000)
+13,373 (6.0%)
New positions
1
Sold out positions
11
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
XLK 2,340 25.3%
BKLN 1,726 7.2%
IUSG 1,680 13.4%
IVV 1,456 8.7%
JPST 1,321 5.6%
IUSV 1,218 6.0%
IJR 1,028 5.1%
PULS 960 4.6%
USMV 954 7.4%
IVE 876 6.1%
Top Reduces (Value $000, Stocks/ETFs)
IVLU -920 -8.6%
XLE -715 -13.4%
XLI -76 -1.3%
AXP -57 -100.0%
DD -26 -100.0%
IJH -20 -100.0%
PM -19 -100.0%
TFC -19 -100.0%
SPTM -16 -100.0%
MO -10 -100.0%
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