IWMA

Ironwood Wealth Management (Arizona) Portfolio holdings

AUM $349M
1-Year Est. Return 12.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$349M
AUM Growth
+$8.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$1.05M
3
+$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
+$159K
2
+$148K
3
+$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
VGLT icon
2
Vanguard Long-Term Treasury ETF
VGLT
$10B
$44.8M 12.85%
809,466
+18,775
IEMG icon
3
iShares Core MSCI Emerging Markets ETF
IEMG
$162B
$43.9M 12.59%
629,332
+5,895
IVV icon
4
iShares Core S&P 500 ETF
IVV
$843B
$42.6M 12.23%
65,289
+4,496
IEF icon
5
iShares 7-10 Year Treasury Bond ETF
IEF
$48.2B
$42M 12.05%
440,202
+9,333
BSCQ icon
6
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.81B
$20.8M 5.96%
1,063,868
+6,735
IJH icon
7
iShares Core S&P Mid-Cap ETF
IJH
$119B
$15.7M 4.51%
232,917
+1,422
IJR icon
8
iShares Core S&P Small-Cap ETF
IJR
$104B
$11M 3.15%
88,248
-923
SPDW icon
9
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.8B
$7.74M 2.22%
169,460
-1,494
DJP icon
10
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$817M
$5.05M 1.45%
104,821
+5,798
MUB icon
11
iShares National Muni Bond ETF
MUB
$44.8B
$4.69M 1.34%
44,168
+741
SCHX icon
12
Schwab US Large- Cap ETF
SCHX
$72.6B
$4.19M 1.2%
163,514
-5,932
SUB icon
13
iShares Short-Term National Muni Bond ETF
SUB
$11.3B
$3.37M 0.97%
31,612
+4,733
SPEM icon
14
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.9B
$3.04M 0.87%
64,858
-3,045
SCHA icon
15
Schwab U.S Small- Cap ETF
SCHA
$22.8B
$2.67M 0.77%
91,987
-92
SPSM icon
16
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$15.7B
$2.59M 0.74%
53,519
-1,808
SCHB icon
17
Schwab US Broad Market ETF
SCHB
$43.3B
$2.55M 0.73%
101,737
-2,194
SCHF icon
18
Schwab International Equity ETF
SCHF
$66.3B
$1.85M 0.53%
74,912
SPY icon
19
State Street SPDR S&P 500 ETF Trust
SPY
$783B
$1.45M 0.42%
2,228
-72
SPTL icon
20
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.1B
$1.45M 0.41%
54,995
-988
SCHE icon
21
Schwab Emerging Markets Equity ETF
SCHE
$12.7B
$1.23M 0.35%
37,289
-265
EFA icon
22
iShares MSCI EAFE ETF
EFA
$77.3B
$1.16M 0.33%
11,946
-74
IDEV icon
23
iShares Core MSCI International Developed Markets ETF
IDEV
$30.6B
$1.09M 0.31%
13,005
+8,520
SCHM icon
24
Schwab US Mid-Cap ETF
SCHM
$14.6B
$1.01M 0.29%
32,594
+5
SHY icon
25
iShares 1-3 Year Treasury Bond ETF
SHY
$25.3B
$873K 0.25%
10,578
+147
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