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IWMA

Ironwood Wealth Management (Arizona) Portfolio holdings

AUM $349M
1-Year Est. Return 12.51%
This Fund
S&P 500
This Quarter Est. Return
+0.59%
1 Year Est. Return
+12.51%
3 Year Est. Return
+25.45%
5 Year Est. Return
+20.85%
10 Year Est. Return
–
AUM
$349M
AUM Growth
+$8.58M
Cap. Flow
+$7.16M
Cap. Flow %
2.05%
Top 10 Hldgs %
89.35%
Holding
47
New
–
Increased
21
Reduced
16
Closed
–

Top Buys

1
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.07M
2
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$1.05M
3
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$898K
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$733K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$507K

Top Sells

1
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$159K
2
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$148K
3
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$117K
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$89.5K
5
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$70.1K

Sector Composition

1 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IEFA icon
1
iShares Core MSCI EAFE ETF
IEFA
$186B
$77.9M 22.35%
860,968
+4,136
+0.5% +$386K
VGLT icon
2
Vanguard Long-Term Treasury ETF
VGLT
$10.3B
$44.8M 12.85%
809,466
+18,775
+2% +$1.05M
IEMG icon
3
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$43.9M 12.59%
629,332
+5,895
+0.9% +$425K
IVV icon
4
iShares Core S&P 500 ETF
IVV
$881B
$42.6M 12.23%
65,289
+4,496
+7% +$3.07M
IEF icon
5
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$42M 12.05%
440,202
+9,333
+2% +$898K
BSCQ icon
6
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.69B
$20.8M 5.96%
1,063,868
+6,735
+0.6% +$132K
IJH icon
7
iShares Core S&P Mid-Cap ETF
IJH
$122B
$15.7M 4.51%
232,917
+1,422
+0.6% +$98.6K
IJR icon
8
iShares Core S&P Small-Cap ETF
IJR
$110B
$11M 3.15%
88,248
-923
-1% -$117K
SPDW icon
9
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.6B
$7.74M 2.22%
169,460
-1,494
-0.9% -$70.1K
DJP icon
10
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$795M
$5.05M 1.45%
104,821
+5,798
+6% +$248K
MUB icon
11
iShares National Muni Bond ETF
MUB
$45.5B
$4.69M 1.34%
44,168
+741
+2% +$79.7K
SCHX icon
12
Schwab US Large- Cap ETF
SCHX
$71.7B
$4.19M 1.2%
163,514
-5,932
-4% -$159K
SUB icon
13
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$3.37M 0.97%
31,612
+4,733
+18% +$507K
SPEM icon
14
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$16.9B
$3.04M 0.87%
64,858
-3,045
-4% -$148K
SCHA icon
15
Schwab U.S Small- Cap ETF
SCHA
$22.7B
$2.67M 0.77%
91,987
-92
-0.1% -$2.76K
SPSM icon
16
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$16.9B
$2.59M 0.74%
53,519
-1,808
-3% -$89.5K
SCHB icon
17
Schwab US Broad Market ETF
SCHB
$43B
$2.55M 0.73%
101,737
-2,194
-2% -$57.6K
SCHF icon
18
Schwab International Equity ETF
SCHF
$65.4B
$1.85M 0.53%
74,912
– –
SPY icon
19
State Street SPDR S&P 500 ETF Trust
SPY
$774B
$1.45M 0.42%
2,228
-72
-3% -$49K
SPTL icon
20
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.5B
$1.45M 0.41%
54,995
-988
-2% -$26.3K
SCHE icon
21
Schwab Emerging Markets Equity ETF
SCHE
$12.3B
$1.23M 0.35%
37,289
-265
-0.7% -$9.05K
EFA icon
22
iShares MSCI EAFE ETF
EFA
$76.5B
$1.16M 0.33%
11,946
-74
-0.6% -$7.4K
IDEV icon
23
iShares Core MSCI International Developed Markets ETF
IDEV
$30.7B
$1.09M 0.31%
13,005
+8,520
+190% +$733K
SCHM icon
24
Schwab US Mid-Cap ETF
SCHM
$14.6B
$1.01M 0.29%
32,594
+5
+0% +$159
SHY icon
25
iShares 1-3 Year Treasury Bond ETF
SHY
$25.7B
$873K 0.25%
10,578
+147
+1% +$12.2K
1
2

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Ironwood Wealth Management (Arizona)'s Q1 2026 Portfolio in Review

As of Q1 2026, Ironwood Wealth Management (Arizona) held 47 positions worth $349M, up 2.5% from $340M the previous quarter. Its ten largest holdings account for 89% of the portfolio.

Trading was light in Q1 2026: portfolio turnover was 0%. Ironwood Wealth Management (Arizona) opened no new positions and made no exits, leaving the 47-position portfolio largely intact.

By sector, the portfolio is most concentrated in Healthcare at 0% of assets, down from 0% a quarter earlier.

  • Ironwood Wealth Management (Arizona) added most to iShares Core S&P 500 ETF in Q1 2026, an estimated $3.07M increase.
  • Ironwood Wealth Management (Arizona)'s biggest Q1 2026 reduction was Schwab US Large- Cap ETF, cutting an estimated $159K.
  • Ironwood Wealth Management (Arizona)'s ten largest holdings make up 89% of its $349M portfolio in Q1 2026.
  • Ironwood Wealth Management (Arizona) opened 0 new positions and closed 0 in Q1 2026.
  • Ironwood Wealth Management (Arizona)'s portfolio value rose 2.5% quarter-over-quarter to $349M.

Based on Ironwood Wealth Management (Arizona)'s 13F filing for Q1 2026, filed 23 Apr 2026.