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
$466M
AUM Growth
-$14.2K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$14.2K

Sector Composition

1 Technology 10.69%
2 Healthcare 3.24%
3 Consumer Discretionary 2.73%
4 Communication Services 1.55%
5 Financials 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DVY icon
26
iShares Select Dividend ETF
DVY
$20.6B
$4.8M 1.03%
35,711
MSFT icon
27
Microsoft
MSFT
$3.69T
$4.74M 1.02%
12,637
LLY icon
28
Eli Lilly
LLY
$827B
$4.33M 0.93%
5,248
HYG icon
29
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18B
$4.24M 0.91%
53,785
VEA icon
30
Vanguard FTSE Developed Markets ETF
VEA
$178B
$4.16M 0.89%
81,886
QQQ icon
31
Invesco QQQ Trust
QQQ
$387B
$4.12M 0.88%
8,795
IBDR icon
32
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.36B
$3.82M 0.82%
157,954
JPM icon
33
JPMorgan Chase
JPM
$855B
$3.78M 0.81%
15,400
COST icon
34
Costco
COST
$409B
$3.64M 0.78%
3,845
IBDQ icon
35
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.8B
$3.5M 0.75%
139,021
VT icon
36
Vanguard Total World Stock ETF
VT
$54.5B
$3.45M 0.74%
29,719
IBDW icon
37
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$1.83B
$3.42M 0.73%
164,739
COR icon
38
Cencora
COR
$69.9B
$3.3M 0.71%
11,882
GOOGL icon
39
Alphabet (Google) Class A
GOOGL
$3.36T
$3.13M 0.67%
20,259
GOOG icon
40
Alphabet (Google) Class C
GOOG
$3.38T
$2.96M 0.63%
18,918
SPY icon
41
SPDR S&P 500 ETF Trust
SPY
$666B
$2.81M 0.6%
5,023
LQD icon
42
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$30.8B
$2.8M 0.6%
25,758
IBDT icon
43
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.13B
$2.69M 0.58%
106,579
IBDS icon
44
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.37B
$2.67M 0.57%
110,620
INTU icon
45
Intuit
INTU
$181B
$2.66M 0.57%
4,336
IBM icon
46
IBM
IBM
$286B
$2.63M 0.56%
10,577
IJK icon
47
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.25B
$2.56M 0.55%
30,768
BSCT icon
48
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.31B
$2.43M 0.52%
131,354
VEU icon
49
Vanguard FTSE All-World ex-US ETF
VEU
$51.1B
$2.15M 0.46%
35,366
HDV icon
50
iShares Core High Dividend ETF
HDV
$11.5B
$2.08M 0.45%
17,195
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