Portfolio (Quarterly) Guide ↗

IRONWOOD WEALTH MANAGEMENT, INC.

· CIK 0001844821

13F Portfolio $223M AUM 31 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 9 New 2 Added 7 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	MET	METLIFE INC	Financial Services	14	$1K	—	SOLD

Sector Allocation

Financial Services 29.2%

Basic Materials 26.7%

Communication Services 17.2%

Consumer Defensive 12.5%

Energy 11.5%

Utilities 2.8%