IRONWOOD WEALTH MANAGEMENT, INC.: 13F holdings
CIK 18448212026Q2
| Positions | 21 |
|---|---|
| Reported value | $236.5m |
| Filed | 2026-07-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| BKLN INVESCO EXCH TRADED FD TR II | 1,262,833 | $25.8m | 10.9% |
| JPST J P MORGAN EXCHANGE TRADED F | 492,953 | $24.9m | 10.5% |
| PULS PGIM ETF TR | 439,756 | $21.8m | 9.2% |
| QQQE ISHARES TR | 192,775 | $21.5m | 9.1% |
| IJR ISHARES TR | 146,072 | $21.2m | 9.0% |
| IVV ISHARES TR | 24,148 | $18.2m | 7.7% |
| IVE ISHARES TR | 65,995 | $15.2m | 6.4% |
| VYM VANGUARD WHITEHALL FDS | 91,590 | $14.7m | 6.2% |
| IUSG ISHARES TR | 75,302 | $14.2m | 6.0% |
| USMV ISHARES TR | 141,399 | $13.8m | 5.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1844821")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.