IWMA

Ironwood Wealth Management (Arizona) Portfolio holdings

AUM $340M
1-Year Est. Return 13.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$340M
AUM Growth
+$41.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$27.9M
2
+$2.65M
3
+$1.96M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.9M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.88M

Top Sells

1
+$137K
2
+$101K
3
+$79.7K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$34.9K
5
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$30.4K

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
$181B
$76.7M 22.54%
856,832
+315,895
VGLT icon
2
Vanguard Long-Term Treasury ETF
VGLT
$10.4B
$44.1M 12.97%
790,691
+34,515
IEMG icon
3
iShares Core MSCI Emerging Markets ETF
IEMG
$148B
$41.9M 12.32%
623,437
+13,347
IVV icon
4
iShares Core S&P 500 ETF
IVV
$753B
$41.6M 12.24%
60,793
+2,803
IEF icon
5
iShares 7-10 Year Treasury Bond ETF
IEF
$48.2B
$41.4M 12.18%
430,869
+19,472
BSCQ icon
6
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.17B
$20.7M 6.08%
1,057,133
+36,808
IJH icon
7
iShares Core S&P Mid-Cap ETF
IJH
$112B
$15.3M 4.49%
231,495
+40,503
IJR icon
8
iShares Core S&P Small-Cap ETF
IJR
$95.7B
$10.7M 3.15%
89,171
+682
SPDW icon
9
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$38.9B
$7.59M 2.23%
170,954
-2,303
MUB icon
10
iShares National Muni Bond ETF
MUB
$43.1B
$4.65M 1.37%
43,427
+116
SCHX icon
11
Schwab US Large- Cap ETF
SCHX
$64.1B
$4.56M 1.34%
169,446
-2,986
DJP icon
12
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$721M
$3.72M 1.1%
99,023
-767
SPEM icon
13
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$16.9B
$3.18M 0.93%
67,903
-645
SUB icon
14
iShares Short-Term National Muni Bond ETF
SUB
$10.9B
$2.87M 0.84%
26,879
+102
SCHB icon
15
Schwab US Broad Market ETF
SCHB
$38.7B
$2.73M 0.8%
103,931
-1,339
SCHA icon
16
Schwab U.S Small- Cap ETF
SCHA
$20.6B
$2.62M 0.77%
92,079
-410
SPSM icon
17
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$14.6B
$2.59M 0.76%
55,327
-574
SCHF icon
18
Schwab International Equity ETF
SCHF
$62.7B
$1.8M 0.53%
74,912
-77
SPY icon
19
State Street SPDR S&P 500 ETF Trust
SPY
$699B
$1.57M 0.46%
2,300
SPTL icon
20
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$11.2B
$1.48M 0.44%
55,983
-925
SCHE icon
21
Schwab Emerging Markets Equity ETF
SCHE
$12.4B
$1.23M 0.36%
37,554
-24
EFA icon
22
iShares MSCI EAFE ETF
EFA
$77.8B
$1.15M 0.34%
12,020
+277
SCHM icon
23
Schwab US Mid-Cap ETF
SCHM
$13.4B
$980K 0.29%
32,589
-271
SHY icon
24
iShares 1-3 Year Treasury Bond ETF
SHY
$25B
$864K 0.25%
10,431
-69
IWV icon
25
iShares Russell 3000 ETF
IWV
$18.5B
$627K 0.18%
1,620
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