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
ORCL icon
76
Oracle
ORCL
$576B
$1.2M 0.21%
4,270
ZION icon
77
Zions Bancorporation
ZION
$7.86B
$1.16M 0.21%
20,568
VOT icon
78
Vanguard Mid-Cap Growth ETF
VOT
$17.9B
$1.11M 0.2%
3,777
+972
IETC icon
79
iShares US Tech Independence Focused ETF
IETC
$949M
$1.09M 0.19%
10,687
-331
DFAS icon
80
Dimensional US Small Cap ETF
DFAS
$11.9B
$1.03M 0.18%
14,986
-19,771
SCHF icon
81
Schwab International Equity ETF
SCHF
$53.5B
$999K 0.18%
42,928
-2,958
SCHB icon
82
Schwab US Broad Market ETF
SCHB
$38.3B
$996K 0.18%
38,752
-69
XLE icon
83
Energy Select Sector SPDR Fund
XLE
$27.3B
$970K 0.17%
10,854
+3,629
WMT icon
84
Walmart
WMT
$881B
$937K 0.17%
9,095
+8
SCHW icon
85
Charles Schwab
SCHW
$165B
$936K 0.17%
9,802
IXN icon
86
iShares Global Tech ETF
IXN
$6.37B
$908K 0.16%
8,797
-1,951
SOXX icon
87
iShares Semiconductor ETF
SOXX
$16.7B
$884K 0.16%
3,259
-235
SPYV icon
88
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$31.6B
$863K 0.15%
15,597
BSJP icon
89
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
$606M
$861K 0.15%
37,325
-394,082
IWM icon
90
iShares Russell 2000 ETF
IWM
$72.2B
$854K 0.15%
3,529
-147
PFE icon
91
Pfizer
PFE
$146B
$839K 0.15%
32,918
-318
VOO icon
92
Vanguard S&P 500 ETF
VOO
$802B
$838K 0.15%
1,368
+102
SCHV icon
93
Schwab US Large-Cap Value ETF
SCHV
$14.1B
$836K 0.15%
28,718
-236
IDV icon
94
iShares International Select Dividend ETF
IDV
$6.36B
$834K 0.15%
22,811
-3,452
IWR icon
95
iShares Russell Mid-Cap ETF
IWR
$45.9B
$811K 0.14%
8,395
-1,243
SCHD icon
96
Schwab US Dividend Equity ETF
SCHD
$71.1B
$803K 0.14%
29,396
+8,904
IYF icon
97
iShares US Financials ETF
IYF
$4.02B
$793K 0.14%
6,261
+2,407
HON icon
98
Honeywell
HON
$122B
$791K 0.14%
3,760
BRK.B icon
99
Berkshire Hathaway Class B
BRK.B
$1.11T
$787K 0.14%
+1,566
YUM icon
100
Yum! Brands
YUM
$42.5B
$737K 0.13%
4,851
2 3
4
5 6