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
$11.2B
$2.08M 0.45%
34,757
VUG icon
52
Vanguard Growth ETF
VUG
$197B
$2.03M 0.44%
5,486
BSJS icon
53
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
$472M
$1.92M 0.41%
88,704
VO icon
54
Vanguard Mid-Cap ETF
VO
$87.5B
$1.78M 0.38%
6,873
AMGN icon
55
Amgen
AMGN
$172B
$1.77M 0.38%
5,691
SCHM icon
56
Schwab US Mid-Cap ETF
SCHM
$13.4B
$1.77M 0.38%
67,463
LOW icon
57
Lowe's Companies
LOW
$131B
$1.73M 0.37%
7,426
RTX icon
58
RTX Corp
RTX
$237B
$1.68M 0.36%
12,669
HD icon
59
Home Depot
HD
$369B
$1.67M 0.36%
4,551
JNJ icon
60
Johnson & Johnson
JNJ
$450B
$1.64M 0.35%
9,907
IJT icon
61
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.2B
$1.57M 0.34%
12,632
IBHF icon
62
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
$965M
$1.54M 0.33%
66,160
IWF icon
63
iShares Russell 1000 Growth ETF
IWF
$123B
$1.54M 0.33%
4,253
XLF icon
64
Financial Select Sector SPDR Fund
XLF
$54.3B
$1.53M 0.33%
30,670
SCHX icon
65
Schwab US Large- Cap ETF
SCHX
$61.3B
$1.51M 0.32%
68,586
MCD icon
66
McDonald's
MCD
$213B
$1.51M 0.32%
4,844
IBHE icon
67
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
$487M
$1.49M 0.32%
64,272
IWO icon
68
iShares Russell 2000 Growth ETF
IWO
$13B
$1.48M 0.32%
5,804
VB icon
69
Vanguard Small-Cap ETF
VB
$67B
$1.43M 0.31%
6,441
BSCU icon
70
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$1.91B
$1.34M 0.29%
80,552
IBHG icon
71
iShares iBonds 2027 Term High Yield and Income ETF
IBHG
$353M
$1.21M 0.26%
54,159
VTV icon
72
Vanguard Value ETF
VTV
$147B
$1.21M 0.26%
6,985
SCHA icon
73
Schwab U.S Small- Cap ETF
SCHA
$20.3B
$1.13M 0.24%
48,071
ZION icon
74
Zions Bancorporation
ZION
$7.71B
$1.03M 0.22%
20,568
AVUV icon
75
Avantis US Small Cap Value ETF
AVUV
$18.1B
$978K 0.21%
11,215