IWMA

Ironwood Wealth Management (Arizona) Portfolio holdings

AUM $326M

AUM

$326M

AUM Growth

+$3.44M (+1%)

Cap. Flow

+$51.4K

Cap. Flow % of AUM

0.02%

Top 10 Holdings %Top 10 Hldgs %

86.78%

Holding

New

–

Increased

Reduced

Closed

Top Buys

1	iShares 7-10 Year Treasury Bond ETF IEF	$1.33M
2	SPDR Portfolio Long Term Treasury ETF SPTL	$704K
3	iShares Core MSCI EAFE ETF IEFA	$629K
4	iShares Core MSCI Emerging Markets ETF IEMG	$534K
5	iShares Core S&P 500 ETF IVV	$506K

Top Sells

1	Schwab International Equity ETF SCHF	$917K
2	Schwab US Large- Cap ETF SCHX	$741K
3	iShares National Muni Bond ETF MUB	$575K
4	SPDR Bloomberg Emerging Markets Local Bond ETF EBND	$518K
5	SPDR Portfolio S&P 600 Small Cap ETF SPSM	$499K

Sector Composition

Healthcare

#	Name	Market Value	Portfolio Weight	Shares or Principal	Shares Change %	Capital Flow
1	1 iShares Core MSCI EAFE ETF IEFA $141B	$53.2M	16.32%	702,759 +8,316	+1%	+$629K
2	2 Vanguard Long-Term Treasury ETF VGLT $9.58B	$49.8M	15.3%	865,136 +3,612	+0.4%	+$208K
3	3 iShares 7-10 Year Treasury Bond ETF IEF $34.6B	$47.4M	14.56%	497,272 +13,982	+3%	+$1.33M
4	4 iShares Core S&P 500 ETF IVV $591B	$37.7M	11.56%	67,006 +901	+1%	+$506K
5	5 iShares Core MSCI Emerging Markets ETF IEMG $90.3B	$28.5M	8.76%	528,775 +9,894	+2%	+$534K
6	6 Invesco BulletShares 2025 Corporate Bond ETF BSCP $3.4B	$23.6M	7.24%	1,140,976 +22,064	+2%	+$456K
7	7 iShares Core S&P Mid-Cap ETF IJH $93.4B	$13.5M	4.13%	230,697 +7,732	+3%	+$451K
8	8 iShares Core S&P Small-Cap ETF IJR $78.4B	$12.4M	3.79%	118,209 +3,682	+3%	+$385K
9	9 SPDR Portfolio Developed World ex-US ETF SPDW $27B	$9.4M	2.89%	258,170 -8,659	-3%	-$315K
10	10 iShares National Muni Bond ETF MUB $38.5B	$7.29M	2.24%	69,148 -5,453	-7%	-$575K
11	11 Schwab US Large- Cap ETF SCHX $54.6B	$5.76M	1.77%	261,032 -33,575	-11%	-$741K
12	12 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 DJP $580M	$4.4M	1.35%	124,689 -3,974	-3%	-$140K
13	13 SPDR Portfolio S&P 600 Small Cap ETF SPSM $11.1B	$4.34M	1.33%	106,461 -12,231	-10%	-$499K
14	14 SPDR Portfolio Emerging Markets ETF SPEM $11.8B	$3.86M	1.18%	97,994 -4,904	-5%	-$193K
15	15 Schwab US Broad Market ETF SCHB $33.2B	$3.56M	1.09%	165,463 -2,583	-2%	-$55.6K
16	16 iShares Short-Term National Muni Bond ETF SUB $9.6B	$3.2M	0.98%	30,319 -3,948	-12%	-$417K
17	17 iShares MSCI EAFE ETF EFA $63.1B	$2.57M	0.79%	31,434 -3,891	-11%	-$318K
18	18 SPDR S&P 500 ETF Trust SPY $635B	$2.38M	0.73%	4,263 -114	-3%	-$63.8K
19	19 Schwab International Equity ETF SCHF $48.2B	$2.28M	0.7%	115,383 -46,383	-29%	-$917K
20	20 Schwab Emerging Markets Equity ETF SCHE $10B	$1.82M	0.56%	65,978 -452	-0.7%	-$12.5K
21	21 Schwab U.S Small- Cap ETF SCHA $17.1B	$1.27M	0.39%	54,218 -478	-0.9%	-$11.2K
22	22 SPDR Portfolio Long Term Treasury ETF SPTL $11.1B	$1.19M	0.36%	43,564 +25,820	+146%	+$704K
23	23 Schwab US Mid-Cap ETF SCHM $11.4B	$1.13M	0.35%	43,005 -7,401	-15%	-$194K
24	24 iShares Russell 3000 ETF IWV $15.4B	$967K	0.3%	3,045	–	–
25	25 iShares 1-3 Year Treasury Bond ETF SHY $24.1B	$845K	0.26%	10,213 -2,148	-17%	-$178K