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John Williams

Ironwood Wealth Management, Inc.

Assets Managed
$236.539M
Holdings
21
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
6%(2Q avg: 3.06%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Ironwood Wealth Management, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 21 positions.

Assets under management

The assets under management (AUM) of Ironwood Wealth Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 236.539M in assets, with a quarterly growth rate of 6% and a 2-quarter average growth rate of 3.06%. The portfolio is managed by John Williams, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BKLN
Invesco Senior Loan Etf
Recent Activity
Increased 7.85%
10.91%
$25.8M
1.263M shares@ $20.44 avg price
JPST
Jpmorgan Ultra-short Income
Recent Activity
Increased 5.72%
10.52%
$24.869M
492,953 shares@ $50.46 avg price
PULS
Pgim Ultra Short Bond Etf
Recent Activity
Increased 4.61%
9.22%
$21.803M
439,756 shares@ $49.59 avg price
IUSV
Ishares Core S&p U.s. Value
Recent Activity
Increased 0.12%
9.08%
$21.475M
192,775 shares@ $111.4 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -5.54%
8.99%
$21.249M
146,072 shares@ $145.48 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -1.68%
7.71%
$18.233M
24,148 shares@ $755.06 avg price
IVE
Ishares S&p 500 Value Etf
Recent Activity
Increased 0.21%
6.42%
$15.173M
65,995 shares@ $229.92 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Decreased -0.3%
6.22%
$14.705M
91,590 shares@ $160.56 avg price
IUSG
Ishares Core S&p U.s. Growth
Recent Activity
Decreased -0.81%
6%
$14.18M
75,302 shares@ $188.32 avg price
USMV
Ishares Msci Usa Min Vol Fac
Recent Activity
Increased 3.31%
5.84%
$13.801M
141,399 shares@ $97.61 avg price

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