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
DFAS icon
51
Dimensional US Small Cap ETF
DFAS
$12.3B
$2.08M 0.45%
34,757
VUG icon
52
Vanguard Growth ETF
VUG
$203B
$2.03M 0.44%
5,486
BSJS icon
53
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
$554M
$1.92M 0.41%
88,704
VO icon
54
Vanguard Mid-Cap ETF
VO
$90.5B
$1.78M 0.38%
6,873
AMGN icon
55
Amgen
AMGN
$178B
$1.77M 0.38%
5,691
SCHM icon
56
Schwab US Mid-Cap ETF
SCHM
$12.5B
$1.77M 0.38%
67,463
LOW icon
57
Lowe's Companies
LOW
$136B
$1.73M 0.37%
7,426
RTX icon
58
RTX Corp
RTX
$249B
$1.68M 0.36%
12,669
HD icon
59
Home Depot
HD
$345B
$1.67M 0.36%
4,551
JNJ icon
60
Johnson & Johnson
JNJ
$499B
$1.64M 0.35%
9,907
IJT icon
61
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.49B
$1.57M 0.34%
12,632
IBHF icon
62
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
$1.04B
$1.54M 0.33%
66,160
IWF icon
63
iShares Russell 1000 Growth ETF
IWF
$126B
$1.54M 0.33%
4,253
XLF icon
64
State Street Financial Select Sector SPDR ETF
XLF
$54.2B
$1.53M 0.33%
30,670
SCHX icon
65
Schwab US Large- Cap ETF
SCHX
$63.4B
$1.51M 0.32%
68,586
MCD icon
66
McDonald's
MCD
$225B
$1.51M 0.32%
4,844
IBHE
67
DELISTED
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
$1.49M 0.32%
64,272
IWO icon
68
iShares Russell 2000 Growth ETF
IWO
$13.6B
$1.48M 0.32%
5,804
VB icon
69
Vanguard Small-Cap ETF
VB
$70.4B
$1.43M 0.31%
6,441
BSCU icon
70
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.14B
$1.34M 0.29%
80,552
IBHG icon
71
iShares iBonds 2027 Term High Yield and Income ETF
IBHG
$400M
$1.21M 0.26%
54,159
VTV icon
72
Vanguard Value ETF
VTV
$157B
$1.21M 0.26%
6,985
SCHA icon
73
Schwab U.S Small- Cap ETF
SCHA
$19.7B
$1.13M 0.24%
48,071
ZION icon
74
Zions Bancorporation
ZION
$8.89B
$1.03M 0.22%
20,568
AVUV icon
75
Avantis US Small Cap Value ETF
AVUV
$20.3B
$978K 0.21%
11,215