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
IJS icon
26
iShares S&P Small-Cap 600 Value ETF
IJS
$6.65B
$6.29M 1.12%
56,915
+648
VEA icon
27
Vanguard FTSE Developed Markets ETF
VEA
$185B
$5.88M 1.04%
98,101
+16,215
IJJ icon
28
iShares S&P Mid-Cap 400 Value ETF
IJJ
$7.95B
$5.57M 0.99%
42,933
+1,459
DVY icon
29
iShares Select Dividend ETF
DVY
$21B
$5.17M 0.92%
36,361
+650
GOOGL icon
30
Alphabet (Google) Class A
GOOGL
$3.86T
$4.92M 0.87%
20,259
JPM icon
31
JPMorgan Chase
JPM
$852B
$4.91M 0.87%
15,580
+180
VT icon
32
Vanguard Total World Stock ETF
VT
$57.3B
$4.91M 0.87%
35,620
+5,901
IBDT icon
33
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.28B
$4.9M 0.87%
192,054
+85,475
IBDS icon
34
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.48B
$4.87M 0.86%
199,967
+89,347
AGG icon
35
iShares Core US Aggregate Bond ETF
AGG
$135B
$4.76M 0.84%
47,524
-1,691
GOOG icon
36
Alphabet (Google) Class C
GOOG
$3.86T
$4.61M 0.82%
18,917
-1
QQQ icon
37
Invesco QQQ Trust
QQQ
$405B
$4.52M 0.8%
7,522
-1,273
HYG icon
38
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18.2B
$4.3M 0.76%
52,908
-877
LLY icon
39
Eli Lilly
LLY
$963B
$4M 0.71%
5,248
COR icon
40
Cencora
COR
$71.6B
$3.71M 0.66%
11,882
COST icon
41
Costco
COST
$405B
$3.55M 0.63%
3,835
-10
SPY icon
42
SPDR S&P 500 ETF Trust
SPY
$700B
$3.23M 0.57%
4,854
-169
IJK icon
43
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.19B
$3.23M 0.57%
33,656
+2,888
IBM icon
44
IBM
IBM
$288B
$2.98M 0.53%
10,567
-10
INTU icon
45
Intuit
INTU
$176B
$2.96M 0.52%
4,336
IBHG icon
46
iShares iBonds 2027 Term High Yield and Income ETF
IBHG
$381M
$2.94M 0.52%
130,670
+76,511
VEU icon
47
Vanguard FTSE All-World ex-US ETF
VEU
$52.3B
$2.87M 0.51%
40,250
+4,884
LQD icon
48
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$33.3B
$2.84M 0.5%
25,511
-247
VUG icon
49
Vanguard Growth ETF
VUG
$201B
$2.84M 0.5%
5,927
+441
BSCT icon
50
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.47B
$2.72M 0.48%
144,815
+13,461
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