IWMA

Ironwood Wealth Management (Arizona) Portfolio holdings

AUM $274M
1-Year Est. Return 7.93%
This Quarter Est. Return
1 Year Est. Return
+7.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$274M
AUM Growth
-$51.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$1.33M
3
+$997K
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$808K
5
VB icon
Vanguard Small-Cap ETF
VB
+$62.8K

Top Sells

1
+$23.3M
2
+$11M
3
+$9.97M
4
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$9.79M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.53M

Sector Composition

1 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPMD icon
26
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.3B
$480K 0.18%
8,835
-5,417
IWR icon
27
iShares Russell Mid-Cap ETF
IWR
$44.3B
$368K 0.13%
3,998
-932
VWO icon
28
Vanguard FTSE Emerging Markets ETF
VWO
$102B
$357K 0.13%
7,212
-1,252
VO icon
29
Vanguard Mid-Cap ETF
VO
$87.5B
$313K 0.11%
1,118
-69
VOO icon
30
Vanguard S&P 500 ETF
VOO
$757B
$297K 0.11%
522
+98
BSCP icon
31
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$2.98B
$295K 0.11%
14,245
-1,126,731
VTI icon
32
Vanguard Total Stock Market ETF
VTI
$543B
$239K 0.09%
788
-1,277
ACWI icon
33
iShares MSCI ACWI ETF
ACWI
$22.9B
$217K 0.08%
1,684
-850
VEA icon
34
Vanguard FTSE Developed Markets ETF
VEA
$178B
$92.1K 0.03%
1,616
-1,265
VB icon
35
Vanguard Small-Cap ETF
VB
$67B
$86.7K 0.03%
366
+265
BKLN icon
36
Invesco Senior Loan ETF
BKLN
$6.73B
$79.7K 0.03%
3,811
+2,774
EBND icon
37
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.15B
$73.6K 0.03%
3,441
RWO icon
38
SPDR Dow Jones Global Real Estate ETF
RWO
$1.14B
$40.3K 0.01%
912
-3,583
EMB icon
39
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$39.6K 0.01%
428
AGG icon
40
iShares Core US Aggregate Bond ETF
AGG
$133B
$12K ﹤0.01%
121
-61
XRAY icon
41
Dentsply Sirona
XRAY
$2.5B
$6.19K ﹤0.01%
390
EEM icon
42
iShares MSCI Emerging Markets ETF
EEM
$20.6B
$3.86K ﹤0.01%
80
IVE icon
43
iShares S&P 500 Value ETF
IVE
$41.7B
– –
-196
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