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
IBHF icon
51
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
$1.04B
$2.59M 0.46%
110,542
+44,382
HDV icon
52
iShares Core High Dividend ETF
HDV
$11.8B
$2.39M 0.42%
19,485
+2,290
BSJS icon
53
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
$526M
$2.36M 0.42%
106,998
+18,294
VTV icon
54
Vanguard Value ETF
VTV
$153B
$2.32M 0.41%
12,430
+5,445
VO icon
55
Vanguard Mid-Cap ETF
VO
$89.4B
$2.05M 0.36%
6,977
+104
RTX icon
56
RTX Corp
RTX
$235B
$2.03M 0.36%
12,149
-520
IWF icon
57
iShares Russell 1000 Growth ETF
IWF
$125B
$2M 0.36%
4,277
+24
SCHM icon
58
Schwab US Mid-Cap ETF
SCHM
$12.2B
$1.95M 0.35%
65,809
-1,654
LOW icon
59
Lowe's Companies
LOW
$136B
$1.87M 0.33%
7,426
IWO icon
60
iShares Russell 2000 Growth ETF
IWO
$13.1B
$1.85M 0.33%
5,792
-12
JNJ icon
61
Johnson & Johnson
JNJ
$499B
$1.84M 0.33%
9,908
+1
IJT icon
62
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.41B
$1.83M 0.32%
12,913
+281
HD icon
63
Home Depot
HD
$355B
$1.82M 0.32%
4,502
-49
XLF icon
64
Financial Select Sector SPDR Fund
XLF
$52.3B
$1.79M 0.32%
33,301
+2,631
SCHX icon
65
Schwab US Large- Cap ETF
SCHX
$62.9B
$1.68M 0.3%
63,840
-4,746
VB icon
66
Vanguard Small-Cap ETF
VB
$69.3B
$1.66M 0.29%
6,523
+82
AMGN icon
67
Amgen
AMGN
$186B
$1.61M 0.28%
5,692
+1
AVUV icon
68
Avantis US Small Cap Value ETF
AVUV
$19.4B
$1.6M 0.28%
16,058
+4,843
BSCU icon
69
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.07B
$1.51M 0.27%
89,471
+8,919
MCD icon
70
McDonald's
MCD
$222B
$1.49M 0.26%
4,900
+56
VOE icon
71
Vanguard Mid-Cap Value ETF
VOE
$19.7B
$1.4M 0.25%
8,020
+2,695
IBHI icon
72
iShares iBonds 2029 Term High Yield and Income ETF
IBHI
$311M
$1.33M 0.24%
+55,700
NVDA icon
73
NVIDIA
NVDA
$4.3T
$1.32M 0.23%
7,085
-610
SCHA icon
74
Schwab U.S Small- Cap ETF
SCHA
$19.3B
$1.29M 0.23%
46,291
-1,780
VBK icon
75
Vanguard Small-Cap Growth ETF
VBK
$20.8B
$1.28M 0.23%
4,314
+1,289
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3
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