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
$590M
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.46M
3
+$1.25M
4
IBDW icon
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
+$1.1M
5
IBHH icon
iShares iBonds 2028 Term High Yield and Income ETF
IBHH
+$944K

Top Sells

1
+$2.03M
2
+$1.69M
3
+$1.06M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$997K
5
BSJP
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$861K

Sector Composition

1 Technology 9.4%
2 Healthcare 3.08%
3 Consumer Discretionary 2.49%
4 Communication Services 2.39%
5 Financials 1.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BSCT icon
51
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.78B
$2.74M 0.46%
145,283
+468
LQD icon
52
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$33B
$2.65M 0.45%
24,003
-1,508
HDV
53
iShares Core High Dividend ETF
HDV
$13.4B
$2.51M 0.43%
20,236
+751
BSJS icon
54
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
$661M
$2.35M 0.4%
106,536
-462
RTX icon
55
RTX Corp
RTX
$241B
$2.34M 0.4%
12,063
-86
VO icon
56
Vanguard Mid-Cap ETF
VO
$24.7B
$2.23M 0.38%
7,469
+492
IBHI icon
57
iShares iBonds 2029 Term High Yield and Income ETF
IBHI
$400M
$2.1M 0.36%
88,628
+32,928
JNJ icon
58
Johnson & Johnson
JNJ
$556B
$2.08M 0.35%
9,907
-1
SCHM icon
59
Schwab US Mid-Cap ETF
SCHM
$14.1B
$2.07M 0.35%
65,329
-480
LOW icon
60
Lowe's Companies
LOW
$138B
$2.01M 0.34%
7,429
+3
VB icon
61
Vanguard Small-Cap ETF
VB
$76.5B
$1.96M 0.33%
7,194
+671
IWF icon
62
iShares Russell 1000 Growth ETF
IWF
$124B
$1.9M 0.32%
3,971
-306
AVUV icon
63
Avantis US Small Cap Value ETF
AVUV
$25.7B
$1.86M 0.32%
17,415
+1,357
AMGN icon
64
Amgen
AMGN
$188B
$1.85M 0.31%
5,688
-4
IJT icon
65
iShares S&P Small-Cap 600 Growth ETF
IJT
$7.19B
$1.81M 0.31%
12,184
-729
IWO icon
66
iShares Russell 2000 Growth ETF
IWO
$13.7B
$1.77M 0.3%
5,141
-651
SCHX icon
67
Schwab US Large- Cap ETF
SCHX
$67.2B
$1.69M 0.29%
61,547
-2,293
HD icon
68
Home Depot
HD
$339B
$1.67M 0.28%
4,466
-36
VOE icon
69
Vanguard Mid-Cap Value ETF
VOE
$22.3B
$1.62M 0.27%
8,811
+791
XLF icon
70
State Street Financial Select Sector SPDR ETF
XLF
$50.7B
$1.61M 0.27%
29,050
-4,251
BSCU icon
71
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.48B
$1.54M 0.26%
91,094
+1,623
VBK icon
72
Vanguard Small-Cap Growth ETF
VBK
$22.3B
$1.53M 0.26%
4,755
+441
MCD icon
73
McDonald's
MCD
$215B
$1.5M 0.25%
4,875
-25
SCHA icon
74
Schwab U.S Small- Cap ETF
SCHA
$21.9B
$1.35M 0.23%
44,755
-1,536
NVDA icon
75
NVIDIA
NVDA
$4.85T
$1.31M 0.22%
7,103
+18
1 2
3
4 5