IF

Ironwood Financial Portfolio holdings

AUM $573M
1-Year Est. Return 13.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$573M
AUM Growth
-$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$727K
3
+$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
+$1.7M
2
+$1.43M
3
+$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
LQD icon
51
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$33.1B
$2.6M 0.45%
23,864
-139
IBM icon
52
IBM
IBM
$240B
$2.56M 0.45%
10,577
+10
JNJ icon
53
Johnson & Johnson
JNJ
$545B
$2.42M 0.42%
9,907
IBHI icon
54
iShares iBonds 2029 Term High Yield and Income ETF
IBHI
$399M
$2.42M 0.42%
103,945
+15,317
RTX icon
55
RTX Corp
RTX
$252B
$2.33M 0.41%
12,063
BSJS icon
56
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
$660M
$2.29M 0.4%
105,655
-881
VO icon
57
Vanguard Mid-Cap ETF
VO
$24.6B
$2.22M 0.39%
7,727
+258
AVUV icon
58
Avantis US Small Cap Value ETF
AVUV
$25.5B
$2.01M 0.35%
18,188
+773
SCHM icon
59
Schwab US Mid-Cap ETF
SCHM
$14.1B
$2.01M 0.35%
64,856
-473
AMGN icon
60
Amgen
AMGN
$186B
$2M 0.35%
5,688
VB icon
61
Vanguard Small-Cap ETF
VB
$76.8B
$1.93M 0.34%
7,353
+159
INTU icon
62
Intuit
INTU
$112B
$1.87M 0.33%
4,336
LOW icon
63
Lowe's Companies
LOW
$141B
$1.76M 0.31%
7,429
IJT icon
64
iShares S&P Small-Cap 600 Growth ETF
IJT
$7.16B
$1.73M 0.3%
11,932
-252
VOE icon
65
Vanguard Mid-Cap Value ETF
VOE
$22.2B
$1.68M 0.29%
9,123
+312
XLE icon
66
State Street Energy Select Sector SPDR ETF
XLE
$39B
$1.66M 0.29%
27,038
+2,306
IWF icon
67
iShares Russell 1000 Growth ETF
IWF
$123B
$1.65M 0.29%
3,879
-92
IWO icon
68
iShares Russell 2000 Growth ETF
IWO
$13.6B
$1.56M 0.27%
4,983
-158
SCHX icon
69
Schwab US Large- Cap ETF
SCHX
$66.8B
$1.55M 0.27%
60,570
-977
BSCU icon
70
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.48B
$1.53M 0.27%
91,385
+291
MCD icon
71
McDonald's
MCD
$215B
$1.52M 0.26%
4,875
VBK icon
72
Vanguard Small-Cap Growth ETF
VBK
$22.4B
$1.5M 0.26%
4,949
+194
HD icon
73
Home Depot
HD
$343B
$1.47M 0.26%
4,478
+12
XLF icon
74
State Street Financial Select Sector SPDR ETF
XLF
$51.2B
$1.31M 0.23%
26,492
-2,558
SCHA icon
75
Schwab U.S Small- Cap ETF
SCHA
$22B
$1.3M 0.23%
44,688
-67
1 2
3
4 5