IF

Ironwood Financial Portfolio holdings

AUM $564M
1-Year Est. Return 10.45%
This Quarter Est. Return
1 Year Est. Return
+10.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$564M
AUM Growth
+$98.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$7.24M
2
+$6.98M
3
+$6.95M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.86M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.83M

Top Sells

1
+$9.09M
2
+$7.59M
3
+$3.3M
4
AAPL icon
Apple
AAPL
+$2.1M
5
IBHE icon
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
+$1.49M

Sector Composition

1 Technology 10.14%
2 Healthcare 2.72%
3 Consumer Discretionary 2.4%
4 Communication Services 1.9%
5 Financials 1.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVV icon
1
iShares Core S&P 500 ETF
IVV
$730B
$71.7M 12.71%
107,184
+10,256
AAPL icon
2
Apple
AAPL
$4.12T
$41.7M 7.38%
163,648
-8,258
IJH icon
3
iShares Core S&P Mid-Cap ETF
IJH
$101B
$23.6M 4.18%
361,647
+58,763
IVE icon
4
iShares S&P 500 Value ETF
IVE
$47.2B
$20.8M 3.69%
100,962
+3,613
IVW icon
5
iShares S&P 500 Growth ETF
IVW
$66.8B
$19.6M 3.47%
162,283
-8,701
IJR icon
6
iShares Core S&P Small-Cap ETF
IJR
$88.2B
$15.3M 2.71%
128,773
+19,479
EUSA icon
7
iShares MSCI USA Equal Weighted ETF
EUSA
$1.41B
$13.3M 2.35%
129,043
+9,791
IBDU icon
8
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.15B
$11.7M 2.08%
499,871
+122,435
VTI icon
9
Vanguard Total Stock Market ETF
VTI
$565B
$11.5M 2.03%
34,920
+4,431
BSJQ icon
10
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$1.16B
$11.1M 1.96%
472,180
+6,054
IBDV icon
11
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$2.42B
$11M 1.95%
495,965
+118,000
BSCS icon
12
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3B
$10.6M 1.89%
517,268
+14,868
BSCR icon
13
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.28B
$10.5M 1.86%
531,711
+16,474
IBDW icon
14
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.02B
$10.5M 1.86%
493,528
+328,789
BSCQ icon
15
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.25B
$9.46M 1.68%
483,543
+852
BSJR icon
16
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
$673M
$8.59M 1.52%
377,687
+19,895
VV icon
17
Vanguard Large-Cap ETF
VV
$47.4B
$8.47M 1.5%
27,511
+4,989
EFA icon
18
iShares MSCI EAFE ETF
EFA
$68.7B
$8.28M 1.47%
88,710
-283
RSP icon
19
Invesco S&P 500 Equal Weight ETF
RSP
$74.8B
$8.06M 1.43%
42,501
+7,825
IBDX icon
20
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.36B
$7.87M 1.39%
307,117
+282,707
ITOT icon
21
iShares Core S&P Total US Stock Market ETF
ITOT
$80.2B
$7.61M 1.35%
52,254
+101
IBHH icon
22
iShares iBonds 2028 Term High Yield and Income ETF
IBHH
$361M
$7.31M 1.29%
306,231
+291,262
AMZN icon
23
Amazon
AMZN
$2.49T
$6.86M 1.22%
31,265
-384
IBDR icon
24
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.55B
$6.71M 1.19%
276,222
+118,268
MSFT icon
25
Microsoft
MSFT
$3.66T
$6.61M 1.17%
12,759
+122
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