IRONWOOD WEALTH MANAGEMENT, INC.

RIA/Wealth

IRONWOOD WEALTH MANAGEMENT, INC. is a RIA/Wealth based in Hurricane, WV led by John David Williams, managing $218.2M across 22 long positions as of Q3 2025 with 90% ETF concentration and 81% concentrated in top 10 holdings.

PresidentJohn David Williams

Portfolio Value: $218.2M
Positions: 22
Top Holding: BKLN at 11.23%
Last Reported: Q3 2025

Address18 Chase Drive, Chase Park, Hurricane, WV, 25526, United States

Top Holdings

Largest long holdings in IRONWOOD WEALTH MANAGEMENT, INC.'s portfolio (81.1% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Invesco Senior Loan BKLN	ETF ETF	$24.5M	11.23%	+$1.4M Bought	— 1.2M shares	Q4 2022 Held for 2y 11m
2 JPMorgan Ultra-Short Income JPST	ETF ETF	$23.7M	10.88%	+$1.7M Bought	— 468.7K shares	Q2 2022 Held for 3y 5m
3 PULS PGIM Ultra Short Bond PULS	Unknown Unknown	$21.1M	9.66%	+$1.5M Bought	— 424.2K shares	Q4 2022 Held for 2y 11m
4 iShares Core S&P U.S. Value IUSV	ETF ETF	$19.5M	8.93%	+$179.4K Bought	— 198.8K shares	Q1 2021 Held for 4y 8m
5 iShares Core S&P Small-Cap ETF IJR	ETF ETF	$18.7M	8.56%	-$220.5K Sold	— 163.4K shares	Q4 2020 Held for 4y 11m
6 iShares Core S&P 500 ETF IVV	ETF ETF	$17.1M	7.84%	-$138.5K Sold	— 26.1K shares	Q4 2020 Held for 4y 11m
7 iShares S&P 500 Value IVE	ETF ETF	$13.7M	6.28%	+$167.9K Bought	— 67.7K shares	Q4 2020 Held for 4y 11m
8 Vanguard High Dividend Yield VYM	ETF ETF	$13.1M	5.99%	+$166.2K Bought	— 95.1K shares	Q4 2024 Held for 11 months
9 iShares MSCI USA Min Vol Factor USMV	ETF ETF	$13.0M	5.94%	+$451.4K Bought	— 137.9K shares	Q4 2020 Held for 4y 11m
10 iShares Core S&P U.S. Growth IUSG	ETF ETF	$12.6M	5.79%	-$1.6M Sold	— 78.4K shares	Q4 2020 Held for 4y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in IRONWOOD WEALTH MANAGEMENT, INC.'s latest filing

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Market Value

$218.2M

Prior: $211.7M

Q/Q Change

+3.05%

+$6.5M

Net Flows % of MV

+0.922%

Turnover Ratio

2.19%

New Purchases

0 stocks

Added To

10 stocks

+$5.8M

Sold Out Of

0 stocks

Reduced Holdings

6 stocks

-$3.8M

Increased Positions

Position	Shares Δ	Change
1 PULS PGIM Ultra Short Bond PULS	+7.72%	393.8K → 424.2K +$1.5M
2 JPMorgan Ultra-Short Income JPST	+7.54%	435.9K → 468.7K +$1.7M
3 Invesco Senior Loan BKLN	+5.88%	1.1M → 1.2M +$1.4M
4 iShares MSCI USA Min Vol Factor USMV	+3.61%	133.1K → 137.9K +$451.4K
5 Energy Select Sector SPDR Fund XLE	+2.18%	47.5K → 48.5K +$88.1K

Decreased Positions

Position	Shares Δ	Change
1 Technology Select Sector SPDR Fund XLK	-15.24%	40.0K → 33.9K −$1.7M
2 iShares Core S&P U.S. Growth IUSG	-11.41%	88.5K → 78.4K −$1.6M
3 iShares Core S&P Small-Cap ETF IJR	-1.17%	165.3K → 163.4K −$220.5K
4 Industrial Select Sector SPDR Fund XLI	-1.07%	34.4K → 34.1K −$55.3K
5 iShares Core S&P 500 ETF IVV	-0.8%	26.3K → 26.1K −$138.5K