We are live on ! Find out more
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

Rank Stock Value
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

Rank Stock Value
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

Rank Sector Weight
1 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWV icon
26
iShares Russell 3000 ETF
IWV
$19.5B
$601K 0.17%
1,620
– –
SPMD icon
27
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.4B
$488K 0.14%
8,245
-516
-6% -$31.4K
IWR icon
28
iShares Russell Mid-Cap ETF
IWR
$56.5B
$400K 0.11%
4,114
– –
VWO icon
29
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$386K 0.11%
7,140
+28
+0.4% +$1.57K
VXF icon
30
Vanguard Extended Market ETF
VXF
$30.5B
$341K 0.1%
1,658
+1,039
+168% +$222K
ACWI icon
31
iShares MSCI ACWI ETF
ACWI
$32.5B
$317K 0.09%
2,293
+13
+0.6% +$1.87K
VO icon
32
Vanguard Mid-Cap ETF
VO
$107B
$307K 0.09%
4,276
-204
-5% -$15.2K
VTI icon
33
Vanguard Total Stock Market ETF
VTI
$656B
$257K 0.07%
802
+14
+2% +$4.7K
VOO icon
34
Vanguard S&P 500 ETF
VOO
$971B
$171K 0.05%
287
-65
-18% -$40.7K
BSV icon
35
Vanguard Short-Term Bond ETF
BSV
$44.7B
$118K 0.03%
1,511
+543
+56% +$42.8K
VB icon
36
Vanguard Small-Cap ETF
VB
$80.2B
$95.2K 0.03%
363
– –
BKLN icon
37
Invesco Senior Loan ETF
BKLN
$6.97B
$78.8K 0.02%
3,859
– –
VEA icon
38
Vanguard FTSE Developed Markets ETF
VEA
$225B
$77.8K 0.02%
1,214
– –
VMBS icon
39
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.5B
$68.7K 0.02%
1,464
+520
+55% +$24.5K
BIV icon
40
Vanguard Intermediate-Term Bond ETF
BIV
$29B
$62K 0.02%
803
+288
+56% +$22.4K
BLV icon
41
Vanguard Long-Term Bond ETF
BLV
$5.81B
$52.8K 0.02%
767
+274
+56% +$19.1K
EMB icon
42
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$40.2K 0.01%
428
– –
RWO icon
43
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.32B
$38.8K 0.01%
847
-65
-7% -$3.07K
AGG icon
44
iShares Core US Aggregate Bond ETF
AGG
$138B
$11.6K ﹤0.01%
117
-9
-7% -$900
XRAY icon
45
Dentsply Sirona
XRAY
$2.7B
$4.52K ﹤0.01%
390
– –
EEM icon
46
iShares MSCI Emerging Markets ETF
EEM
$28B
$4.15K ﹤0.01%
73
– –
SPTM icon
47
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.5B
$395 ﹤0.01%
5
– –
1
2

Similar funds

EPW
Endeavor Private Wealth Topeka, Kansas $349M AUM 16.45% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return
1CP
11 Capital Partners Darien, Connecticut $348M AUM 19.84% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
KFG
Kingdom Financial Group Peoria, Arizona $349M AUM 12.25% 1-Year Est. Return
MC
Merck & Co Kenilworth, New Jersey $349M AUM 146.07% 1-Year Est. Return
LAM
LOM Asset Management Hamilton $348M AUM 29.69% 1-Year Est. Return
AWA
Argos Wealth Advisors Sacramento, California $348M AUM

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.