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IF

Ironwood Financial Portfolio holdings

AUM $573M
1-Year Est. Return 13.51%
This Fund
S&P 500
This Quarter Est. Return
-1.87%
1 Year Est. Return
+13.51%
3 Year Est. Return
+42.92%
5 Year Est. Return
+49.36%
10 Year Est. Return
+129.03%
AUM
$573M
AUM Growth
-$16.9M
Cap. Flow
+$7.22M
Cap. Flow %
1.26%
Top 10 Hldgs %
41.19%
Holding
170
New
4
Increased
59
Reduced
55
Closed
2

Top Buys

1
VUG icon
Vanguard Growth ETF
VUG
+$3.37M
2
VTI icon
Vanguard Total Stock Market ETF
VTI
+$727K
3
IBDX icon
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
+$607K
4
FIDU icon
Fidelity MSCI Industrials Index ETF
FIDU
+$552K
5
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$513K

Top Sells

1
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$1.7M
2
AAPL icon
Apple
AAPL
+$1.43M
3
BSJQ icon
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
+$636K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$287K
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$255K

Sector Composition

1 Technology 8.69%
2 Healthcare 3.06%
3 Consumer Discretionary 2.25%
4 Communication Services 2.14%
5 Financials 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPSM icon
151
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17B
$261K 0.05%
5,400
– –
INTC icon
152
Intel
INTC
$487B
$259K 0.05%
5,866
+3
+0.1% +$138
DFAC icon
153
Dimensional US Core Equity 2 ETF
DFAC
$47.8B
$253K 0.04%
6,509
– –
IEV icon
154
iShares Europe ETF
IEV
$1.63B
$252K 0.04%
3,714
-210
-5% -$14.8K
TRV icon
155
Travelers Companies
TRV
$71.8B
$251K 0.04%
860
– –
PSMT icon
156
Pricesmart
PSMT
$5.83B
$250K 0.04%
1,664
– –
OHI icon
157
Omega Healthcare
OHI
$14.9B
$244K 0.04%
5,575
+1
+0% +$46
WFC icon
158
Wells Fargo
WFC
$267B
$238K 0.04%
2,984
+12
+0.4% +$1.03K
QQQM icon
159
Invesco NASDAQ 100 ETF
QQQM
$97.7B
$237K 0.04%
999
– –
AMD icon
160
Advanced Micro Devices
AMD
$817B
$235K 0.04%
1,155
-149
-11% -$31.8K
V icon
161
Visa
V
$694B
$231K 0.04%
765
-3
-0.4% -$965
DFAT icon
162
Dimensional US Targeted Value ETF
DFAT
$14.6B
$228K 0.04%
3,653
– –
CVX icon
163
Chevron
CVX
$366B
$222K 0.04%
+1,071
New +$195K
YUMC icon
164
Yum China
YUMC
$15.2B
$218K 0.04%
4,474
– –
MKL icon
165
Markel Group
MKL
$24.5B
$218K 0.04%
114
– –
AMH icon
166
American Homes 4 Rent
AMH
$12.4B
$218K 0.04%
7,799
-96
-1% -$2.9K
SPDW icon
167
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.8B
$206K 0.04%
4,512
– –
NB
168
NioCorp Developments
NB
$636M
$49.1K 0.01%
+11,001
New +$63.1K
AOR icon
169
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.65B
– –
-3,090
Closed -$205K
SCHE icon
170
Schwab Emerging Markets Equity ETF
SCHE
$12.5B
– –
-6,349
Closed -$218K
3 4 5 6
7

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MAM
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MW
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BSG
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