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
SPMD icon
26
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$16.9B
$507K 0.15%
8,761
+11
IWR icon
27
iShares Russell Mid-Cap ETF
IWR
$52.1B
$396K 0.12%
4,114
+127
VWO icon
28
Vanguard FTSE Emerging Markets ETF
VWO
$120B
$382K 0.11%
7,112
-48
IDEV icon
29
iShares Core MSCI International Developed Markets ETF
IDEV
$29.2B
$370K 0.11%
+4,485
VO icon
30
Vanguard Mid-Cap ETF
VO
$24.6B
$325K 0.1%
1,120
-2
ACWI icon
31
iShares MSCI ACWI ETF
ACWI
$31.1B
$323K 0.09%
2,280
+346
VTI icon
32
Vanguard Total Stock Market ETF
VTI
$614B
$264K 0.08%
788
-2
VOO icon
33
Vanguard S&P 500 ETF
VOO
$894B
$221K 0.07%
352
-220
VXF icon
34
Vanguard Extended Market ETF
VXF
$28.3B
$129K 0.04%
+619
VB icon
35
Vanguard Small-Cap ETF
VB
$76.8B
$93.7K 0.03%
363
-5
BKLN icon
36
Invesco Senior Loan ETF
BKLN
$6.52B
$81K 0.02%
3,859
BSV icon
37
Vanguard Short-Term Bond ETF
BSV
$44.4B
$76.3K 0.02%
+968
VEA icon
38
Vanguard FTSE Developed Markets ETF
VEA
$219B
$75.9K 0.02%
1,214
-293
VMBS icon
39
Vanguard Mortgage-Backed Securities ETF
VMBS
$15B
$44.5K 0.01%
+944
EMB icon
40
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.6B
$41.2K 0.01%
428
RWO icon
41
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.21B
$41.1K 0.01%
912
BIV icon
42
Vanguard Intermediate-Term Bond ETF
BIV
$28.6B
$40.1K 0.01%
+515
BLV icon
43
Vanguard Long-Term Bond ETF
BLV
$6B
$34.3K 0.01%
+493
AGG icon
44
iShares Core US Aggregate Bond ETF
AGG
$136B
$12.6K ﹤0.01%
126
+3
XRAY icon
45
Dentsply Sirona
XRAY
$2.43B
$4.46K ﹤0.01%
390
EEM icon
46
iShares MSCI Emerging Markets ETF
EEM
$28.1B
$3.99K ﹤0.01%
73
SPTM icon
47
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$12.9B
$413 ﹤0.01%
+5
BSCP
48
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
– –
-1,038
1
2