13F Filings History of IRONWOOD WEALTH MANAGEMENT, INC.

Latest 13F report
Q4 2025 - 14 Jan 2026
Value $
$222,921,881
Signature - Title
John Williams - President and Chief Compliance Officer
Location
Hurricane, WV
Summary
This page shows a list of all the recent 13F filings made by IRONWOOD WEALTH MANAGEMENT, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. IRONWOOD WEALTH MANAGEMENT, INC. reported 23 stock holdings with total value $222,921,881 as of Q4 2025. Top holdings included BKLN, JPST, PULS, IUSV, and IJR.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 23 $222,921,881 +$6,750,716 -$5,151,338 +$1,599,378 BKLN, JPST, PULS, IUSV, IJR 13F-HR 13 Jan 2026, 18:03
Q3 2025 22 $218,168,203 +$5,792,354 -$3,780,782 +$2,011,572 BKLN, JPST, PULS, IUSV, IJR 13F-HR 14 Oct 2025, 16:17
Q2 2025 22 $211,707,599 +$122,308 -$1,030,252 -$907,944 BKLN, JPST, PULS, IUSV, IJR 13F-HR 15 Jul 2025, 18:09
Q1 2025 22 $191,849,321 +$11,434,695 -$12,009,899 -$575,204 BKLN, JPST, PULS, IUSV, IJR 13F-HR 14 Apr 2025, 12:38
Q4 2024 22 $202,672,696 +$14,189,796 -$12,673,296 +$1,516,500 BKLN, JPST, PULS, IUSV, IJR 13F-HR 24 Jan 2025, 12:46
Q3 2024 22 $204,082,210 +$6,210,645 -$6,503,330 -$292,685 BKLN, JPST, IUSV, PULS, IJR 13F-HR 07 Oct 2024, 15:41
Q2 2024 22 $197,596,794 +$2,243,887 -$249,777 +$1,994,110 BKLN, JPST, PULS, IUSV, USMV 13F-HR 15 Jul 2024, 13:34
Q1 2024 22 $190,740,402 +$2,056,900 -$470,601 +$1,586,299 BKLN, JPST, PULS, IUSV, USMV 13F-HR 12 Apr 2024, 16:53
Q4 2023 22 $182,782,390 +$3,464,835 -$515,801 +$2,949,034 BKLN, JPST, PULS, IUSV, USMV 13F-HR 22 Jan 2024, 19:51
Q3 2023 22 $167,460,355 +$1,278,557 -$1,049,390 +$229,167 JPST, BKLN, PULS, IUSV, USMV 13F-HR 18 Oct 2023, 15:07
Q2 2023 23 $171,741,585 +$1,057,924 -$349,074 +$708,850 JPST, BKLN, PULS, IUSV, USMV 13F-HR 10 Jul 2023, 15:10
Q1 2023 24 $167,737,797 +$219,328 -$1,670,886 -$1,451,558 JPST, BKLN, PULS, IUSV, USMV 13F-HR 10 Apr 2023, 15:51
Q4 2022 24 $170,804,902 +$20,374,150 -$1,334,443 +$19,039,707 JPST, BKLN, PULS, IUSV, USMV 13F-HR 20 Jan 2023, 17:45
Q3 2022 23 $139,138,000 +$19,204,164 -$20,647,054 -$1,442,890 JPST, PULS, IUSV, USMV, IJR 13F-HR 18 Oct 2022, 18:45
Q2 2022 22 $145,667,000 +$39,987,836 -$18,361,916 +$21,625,920 JPST, PULS, IUSV, USMV, IJR 13F-HR 20 Jul 2022, 18:34
Q1 2022 21 $138,604,000 +$9,823,147 -$8,232,760 +$1,590,387 ISTB, IUSV, USMV, IJR, IVV 13F-HR 20 Apr 2022, 18:55
Q4 2021 23 $142,890,000 +$823,146 -$113,169 +$709,977 USMV, ISTB, IVV, IUSV, IJR 13F-HR 18 Jan 2022, 13:38
Q3 2021 21 $134,862,000 +$5,359,731 -$8,562,207 -$3,202,476 ISTB, USMV, IVV, IUSV, IJR Restatement 05 Nov 2021, 16:57
Q2 2021 41 $139,384,000 +$7,069,458 -$417,575 +$6,651,883 USMV, IVV, IJR, ISTB, IUSV 13F-HR 19 Jul 2021, 16:25
Q1 2021 30 $126,437,000 +$28,963,992 -$19,212,528 +$9,751,464 IJR, USMV, IVV, ISTB, IUSV 13F-HR 12 Apr 2021, 15:24
Q4 2020 30 $111,018,000 $0 $0 $0 USMV, IVV, ISTB, IJR, IUSG 13F-HR 08 Feb 2021, 20:53