IRONWOOD WEALTH MANAGEMENT, INC. - Portfolio overview

IRONWOOD WEALTH MANAGEMENT, INC. has 31 reported holdings in this dataset, with the latest filing dated 2026-04-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Basic Materials.

Largest reported holdings by portfolio allocation

1. BKLN - INVESCO EXCH TRADED FD TR II, 10.79%
2. JPST - J P MORGAN EXCHANGE TRADED F, 10.55%
3. PULS - PGIM ETF TR, 9.34%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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