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IF

Ironwood Financial Portfolio holdings

AUM $573M
1-Year Est. Return 13.51%
This Fund
S&P 500
This Quarter Est. Return
-1.87%
1 Year Est. Return
+13.51%
3 Year Est. Return
+42.92%
5 Year Est. Return
+49.36%
10 Year Est. Return
+129.03%
AUM
$573M
AUM Growth
-$16.9M
Cap. Flow
+$7.22M
Cap. Flow %
1.26%
Top 10 Hldgs %
41.19%
Holding
170
New
4
Increased
59
Reduced
55
Closed
2

Top Buys

1
VUG icon
Vanguard Growth ETF
VUG
+$3.37M
2
VTI icon
Vanguard Total Stock Market ETF
VTI
+$727K
3
IBDX icon
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
+$607K
4
FIDU icon
Fidelity MSCI Industrials Index ETF
FIDU
+$552K
5
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$513K

Top Sells

1
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$1.7M
2
AAPL icon
Apple
AAPL
+$1.43M
3
BSJQ icon
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
+$636K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$287K
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$255K

Sector Composition

1 Technology 8.69%
2 Healthcare 3.06%
3 Consumer Discretionary 2.25%
4 Communication Services 2.14%
5 Financials 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMZN icon
26
Amazon
AMZN
$2.69T
$6.5M 1.13%
31,206
– –
IJS icon
27
iShares S&P Small-Cap 600 Value ETF
IJS
$8.22B
$6.4M 1.12%
54,058
-676
-1% -$81.7K
IBDT icon
28
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.04B
$6.17M 1.08%
243,639
+18,402
+8% +$468K
VUG icon
29
Vanguard Growth ETF
VUG
$224B
$5.96M 1.04%
81,924
+43,284
+112% +$3.37M
VT icon
30
Vanguard Total World Stock ETF
VT
$77.2B
$5.84M 1.02%
42,228
+2,789
+7% +$401K
GOOGL icon
31
Alphabet (Google) Class A
GOOGL
$4.33T
$5.82M 1.02%
20,249
-12
-0.1% -$3.77K
GOOG icon
32
Alphabet (Google) Class C
GOOG
$4.32T
$5.4M 0.94%
18,827
+9
+0% +$2.83K
IJJ icon
33
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.88B
$5.33M 0.93%
40,223
-688
-2% -$94.2K
DVY icon
34
iShares Select Dividend ETF
DVY
$23.9B
$5.16M 0.9%
34,081
-932
-3% -$141K
LLY icon
35
Eli Lilly
LLY
$1.04T
$4.8M 0.84%
5,222
– –
MSFT icon
36
Microsoft
MSFT
$2.98T
$4.73M 0.83%
12,779
+79
+0.6% +$33.1K
JPM icon
37
JPMorgan Chase
JPM
$912B
$4.59M 0.8%
15,594
+12
+0.1% +$3.64K
AGG icon
38
iShares Core US Aggregate Bond ETF
AGG
$138B
$4.34M 0.76%
43,732
-880
-2% -$88K
HYG icon
39
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.9B
$3.99M 0.7%
50,188
-750
-1% -$60.3K
QQQ icon
40
Invesco QQQ Trust
QQQ
$473B
$3.96M 0.69%
6,859
-9
-0.1% -$5.47K
COST icon
41
Costco
COST
$419B
$3.78M 0.66%
3,794
+17
+0.5% +$16.6K
COR icon
42
Cencora
COR
$59.9B
$3.73M 0.65%
11,882
– –
IBHG icon
43
iShares iBonds 2027 Term High Yield and Income ETF
IBHG
$501M
$3.66M 0.64%
165,529
+10,984
+7% +$244K
VTV icon
44
Vanguard Value ETF
VTV
$187B
$3.41M 0.6%
17,377
+2,219
+15% +$444K
IJK icon
45
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
$3.41M 0.6%
33,870
+466
+1% +$47.9K
VEU icon
46
Vanguard FTSE All-World ex-US ETF
VEU
$66.1B
$3.4M 0.59%
45,311
+3,933
+10% +$305K
IBHF icon
47
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
$840M
$3.01M 0.52%
130,962
+5,696
+5% +$131K
SPY icon
48
State Street SPDR S&P 500 ETF Trust
SPY
$782B
$2.87M 0.5%
4,406
-60
-1% -$40.8K
HDV
49
iShares Core High Dividend ETF
HDV
$14.2B
$2.83M 0.49%
104,210
+3,030
+3% +$80.7K
BSCT icon
50
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.87B
$2.71M 0.47%
145,218
-65
-0% -$1.22K
1
2
3 4 5

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