Fund HoldingsIRONWOOD WEALTH MANAGEMENT, INC.

Total Portfolio Value
$236.54M
Total Bought
$55.31M
Total Sold
$51.61M
Net Transaction
+$3.70M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
ISHARES TR
MSCI USA MIN ETF
0141,399+141,399013,8015.83%+13,801
SELECT SECTOR SPDR TR
ST STR TECHN ETF
062,441+62,441011,5734.89%+11,573
SPDR SERIES TRUST
ST TERM HIGH ETF
0354,250+354,25008,8313.73%+8,831
SELECT SECTOR SPDR TR
ST STR INDL ETF
030,918+30,91805,6002.37%+5,600
SELECT SECTOR SPDR TR
ST STR FINL ETF
085,451+85,45104,7462.01%+4,746
SELECT SECTOR SPDR TR
ST STR ENERG ETF
084,594+84,59404,6371.96%+4,637
INVESCO EXCH TRADED FD TR II
SR LN ETF
1,170,9291,262,833+91,90424,07425,80010.91%+1,725
ISHARES TR75,91775,302-61512,50014,1805.99%+1,680
ISHARES TR24,56324,148-41516,77718,2337.71%+1,456
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
466,293492,953+26,66023,54824,86910.51%+1,322
ISHARES TR192,555192,775+22020,25721,4759.08%+1,218
ISHARES TR154,651146,072-8,57920,22121,2498.98%+1,028
PGIM ETF TR
PGIM ULTRA SH BD
420,392439,756+19,36420,84321,8039.22%+960
ISHARES TR65,86165,995+13414,29715,1736.41%+876
VANGUARD WHITEHALL FDS91,87391,590-28314,02614,7056.22%+679
DUPONT DE NEMOURS INC0184+1840250.01%+25
CORTEVA INC(CTVA)264264022220.01%0
VANGUARD BD INDEX FDS180-1810-1
CONOCOPHILLIPS(COP)200200025220.01%-3
MONDELEZ INTL INC(MDLZ)660-6640-4
VERIZON COMMUNICATIONS INC(VZ)936936045400.02%-5
ENBRIDGE INC(ENB)960-9650-5
DOW HLDGS INC(DOW)552552021160.01%-5
DUKE ENERGY CORP NEW(DUK)540-5470-7
ALTRIA GROUP INC(MO)1420-142100-10
SPDR SERIES TRUST
ST STR PR SP1500
1920-192160-16
TRUIST FINL CORP(TFC)3700-370190-19
PHILIP MORRIS INTL INC(PM)1180-118190-19
ISHARES TR2800-280200-20
DUPONT DE NEMOURS INC(DD)5520-552260-26
AMERICAN EXPRESS CO(AXP)1800-180570-57
ISHARES TR
MSCI INTL VLU FT
256,501230,521-25,98010,6609,7404.12%-921
SELECT SECTOR SPDR TR
ST STR FINL ETF
84,0900-84,0904,3160-4,316
SELECT SECTOR SPDR TR
ST STR ENERG ETF
93,3550-93,3555,3520-5,352
SELECT SECTOR SPDR TR
ST STR INDL ETF
32,9620-32,9625,6760-5,676
SPDR SERIES TRUST
ST TERM HIGH ETF
328,1290-328,1298,2430-8,243
SELECT SECTOR SPDR TR
ST STR TECHN ETF
64,9870-64,9879,2330-9,233
ISHARES TR
MSCI USA MIN ETF
136,8740-136,87412,8470-12,847
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