IF

Ironwood Financial Portfolio holdings

AUM $590M
1-Year Est. Return 12.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$590M
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.46M
3
+$1.25M
4
IBDW icon
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
+$1.1M
5
IBHH icon
iShares iBonds 2028 Term High Yield and Income ETF
IBHH
+$944K

Top Sells

1
+$2.03M
2
+$1.69M
3
+$1.06M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$997K
5
BSJP
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$861K

Sector Composition

1 Technology 9.4%
2 Healthcare 3.08%
3 Consumer Discretionary 2.49%
4 Communication Services 2.39%
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
$753B
$73.8M 12.52%
105,716
-1,468
AAPL icon
2
Apple
AAPL
$3.88T
$40.6M 6.89%
156,075
-7,573
IJH icon
3
iShares Core S&P Mid-Cap ETF
IJH
$112B
$25.4M 4.31%
367,127
+5,480
IVE icon
4
iShares S&P 500 Value ETF
IVE
$50.5B
$21.3M 3.61%
97,922
-3,040
IVW icon
5
iShares S&P 500 Growth ETF
IVW
$64.1B
$18.6M 3.15%
148,474
-13,809
IJR icon
6
iShares Core S&P Small-Cap ETF
IJR
$95.7B
$16.7M 2.84%
132,093
+3,320
EUSA icon
7
iShares MSCI USA Equal Weighted ETF
EUSA
$1.57B
$12.9M 2.19%
120,848
-8,195
IBDU icon
8
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.66B
$12.6M 2.13%
537,151
+37,280
VTI icon
9
Vanguard Total Stock Market ETF
VTI
$582B
$12.5M 2.13%
36,565
+1,645
IBDV icon
10
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$2.96B
$11.8M 1.99%
533,013
+37,048
IBDW icon
11
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.27B
$11.5M 1.96%
545,326
+51,798
BSCS icon
12
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.38B
$10.5M 1.79%
512,096
-5,172
BSCR icon
13
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.6B
$10.3M 1.75%
524,036
-7,675
BSJQ icon
14
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$1.12B
$9.96M 1.69%
426,770
-45,410
RSP icon
15
Invesco S&P 500 Equal Weight ETF
RSP
$89.2B
$9.1M 1.54%
46,015
+3,514
VV icon
16
Vanguard Large-Cap ETF
VV
$47.4B
$9.09M 1.54%
28,362
+851
IBDX icon
17
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.62B
$9.08M 1.54%
355,922
+48,805
BSCQ icon
18
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.17B
$8.83M 1.5%
450,900
-32,643
EFA icon
19
iShares MSCI EAFE ETF
EFA
$77.8B
$8.4M 1.43%
84,538
-4,172
BSJR icon
20
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
$809M
$8.39M 1.42%
370,330
-7,357
IBHH icon
21
iShares iBonds 2028 Term High Yield and Income ETF
IBHH
$443M
$8.22M 1.39%
346,107
+39,876
IBDR icon
22
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.75B
$8.16M 1.38%
336,465
+60,243
ITOT icon
23
iShares Core S&P Total US Stock Market ETF
ITOT
$82.3B
$7.77M 1.32%
51,092
-1,162
AMZN icon
24
Amazon
AMZN
$2.25T
$7.69M 1.3%
31,206
-59
GOOGL icon
25
Alphabet (Google) Class A
GOOGL
$3.77T
$6.72M 1.14%
20,261
+2
1
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