IRONWOOD WEALTH MANAGEMENT, INC.
All 13F Filings
- Location
- Hurricane, WV
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 223,166
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/13/2026 | 31 | 223,166 | 13F-HR | IRONWOOD WEALTH MANAGEMENT, INC. |
| Q4 2025 | 1/14/2026 | 23 | 222,922 | 13F-HR | IRONWOOD WEALTH MANAGEMENT, INC. |
| Q3 2025 | 10/14/2025 | 22 | 218,168 | 13F-HR | IRONWOOD WEALTH MANAGEMENT, INC. |
| Q2 2025 | 7/16/2025 | 22 | 211,708 | 13F-HR | IRONWOOD WEALTH MANAGEMENT, INC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 260 | 0.1% | 0 | 123.2 K | -123.2 K |
| ETFs | 222.9 K | 99.9% | 123.4 K | 0 | 123.4 K |
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Fund Snapshot
Q1 2026
Latest filed
4/13/2026
Total value ($000)
223,166
Holdings
31
QoQ value change ($000)
244
(0.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.