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
ZION icon
76
Zions Bancorporation
ZION
$9.21B
$1.22M 0.21%
20,568
VOT icon
77
Vanguard Mid-Cap Growth ETF
VOT
$18.1B
$1.17M 0.2%
4,083
+306
XLE icon
78
State Street Energy Select Sector SPDR ETF
XLE
$39.8B
$1.15M 0.19%
24,732
+3,024
DFAS icon
79
Dimensional US Small Cap ETF
DFAS
$14B
$1.1M 0.19%
14,986
WMT icon
80
Walmart Inc
WMT
$1.05T
$1.07M 0.18%
9,097
+2
SCHF icon
81
Schwab International Equity ETF
SCHF
$62B
$1.07M 0.18%
42,724
-204
IETC icon
82
iShares US Tech Independence Focused ETF
IETC
$767M
$1.06M 0.18%
10,264
-423
SOXX icon
83
iShares Semiconductor ETF
SOXX
$29.2B
$1.05M 0.18%
3,191
-68
SCHB icon
84
Schwab US Broad Market ETF
SCHB
$40.4B
$1.02M 0.17%
38,053
-699
SCHW icon
85
Charles Schwab
SCHW
$155B
$999K 0.17%
9,803
+1
SCHD icon
86
Schwab US Dividend Equity ETF
SCHD
$88.4B
$914K 0.16%
32,075
+2,679
SPYV icon
87
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$33.3B
$906K 0.15%
15,582
-15
IXN icon
88
iShares Global Tech ETF
IXN
$7.54B
$891K 0.15%
8,269
-528
VOO icon
89
Vanguard S&P 500 ETF
VOO
$890B
$870K 0.15%
1,361
-7
ORCL icon
90
Oracle
ORCL
$507B
$861K 0.15%
4,209
-61
SCHV icon
91
Schwab US Large-Cap Value ETF
SCHV
$15.1B
$850K 0.14%
27,705
-1,013
IWR icon
92
iShares Russell Mid-Cap ETF
IWR
$52.1B
$835K 0.14%
8,338
-57
PFE icon
93
Pfizer
PFE
$152B
$827K 0.14%
32,722
-196
IWM icon
94
iShares Russell 2000 ETF
IWM
$77.3B
$799K 0.14%
3,055
-474
HON icon
95
Honeywell
HON
$136B
$784K 0.13%
3,760
-229
BRK.B icon
96
Berkshire Hathaway Class B
BRK.B
$1.01T
$781K 0.13%
1,566
YUM icon
97
Yum! Brands
YUM
$44.4B
$761K 0.13%
4,851
IYF icon
98
iShares US Financials ETF
IYF
$3.42B
$742K 0.13%
5,664
-597
IYE icon
99
iShares US Energy ETF
IYE
$1.59B
$740K 0.13%
15,075
-323
DFIV icon
100
Dimensional International Value ETF
DFIV
$18.8B
$728K 0.12%
14,227
2 3
4
5 6