IWMA

Ironwood Wealth Management (Arizona) Portfolio holdings

AUM $298M
1-Year Est. Return 6.75%
This Quarter Est. Return
1 Year Est. Return
+6.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$298M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$3.72M
3
+$1.76M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.28M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$930K

Top Sells

1
+$2.65M
2
+$1.19M
3
+$987K
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$918K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$497K

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
$160B
$47.2M 15.83%
540,937
-30,362
VGLT icon
2
Vanguard Long-Term Treasury ETF
VGLT
$9.99B
$43M 14.41%
756,176
+65,482
IEMG icon
3
iShares Core MSCI Emerging Markets ETF
IEMG
$117B
$40.2M 13.48%
610,090
+172,804
IEF icon
4
iShares 7-10 Year Treasury Bond ETF
IEF
$45.5B
$39.7M 13.3%
411,397
+18,197
IVV icon
5
iShares Core S&P 500 ETF
IVV
$733B
$38.8M 13.01%
57,990
-106
BSCQ icon
6
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.25B
$20M 6.69%
1,020,325
+39,574
IJH icon
7
iShares Core S&P Mid-Cap ETF
IJH
$101B
$12.5M 4.18%
190,992
-1,935
IJR icon
8
iShares Core S&P Small-Cap ETF
IJR
$88.2B
$10.5M 3.52%
88,489
+7,827
SPDW icon
9
SPDR Portfolio Developed World ex-US ETF
SPDW
$32.7B
$7.41M 2.48%
173,257
-21,453
MUB icon
10
iShares National Muni Bond ETF
MUB
$41.7B
$4.61M 1.55%
43,311
+12,007
SCHX icon
11
Schwab US Large- Cap ETF
SCHX
$62.9B
$4.54M 1.52%
172,432
-18,865
DJP icon
12
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$639M
$3.54M 1.19%
99,790
+8,621
SPEM icon
13
SPDR Portfolio Emerging Markets ETF
SPEM
$15.3B
$3.21M 1.08%
68,548
-5,545
SUB icon
14
iShares Short-Term National Muni Bond ETF
SUB
$10.1B
$2.86M 0.96%
26,777
-11,141
SCHB icon
15
Schwab US Broad Market ETF
SCHB
$38.3B
$2.71M 0.91%
105,270
-16,336
SPSM icon
16
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$13B
$2.59M 0.87%
55,901
-2,535
SCHA icon
17
Schwab U.S Small- Cap ETF
SCHA
$19.3B
$2.58M 0.86%
92,489
-1,135
SCHF icon
18
Schwab International Equity ETF
SCHF
$53.5B
$1.75M 0.59%
74,989
-4,535
SPTL icon
19
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$11.2B
$1.53M 0.51%
56,908
-36,639
SPY icon
20
SPDR S&P 500 ETF Trust
SPY
$700B
$1.53M 0.51%
2,300
-212
SCHE icon
21
Schwab Emerging Markets Equity ETF
SCHE
$11.4B
$1.25M 0.42%
37,578
-3,257
EFA icon
22
iShares MSCI EAFE ETF
EFA
$68.7B
$1.1M 0.37%
11,743
-1,781
SCHM icon
23
Schwab US Mid-Cap ETF
SCHM
$12.2B
$974K 0.33%
32,860
-3,550
SHY icon
24
iShares 1-3 Year Treasury Bond ETF
SHY
$23.8B
$871K 0.29%
10,500
+1,048
IWV icon
25
iShares Russell 3000 ETF
IWV
$18.2B
$614K 0.21%
1,620
-305
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