IWMA

Ironwood Wealth Management (Arizona) Portfolio holdings

AUM $274M
1-Year Return 7.93%
This Quarter Return
+2.99%
1 Year Return
+7.93%
3 Year Return
+24.35%
5 Year Return
+43.2%
10 Year Return
–
AUM
$308M
AUM Growth
+$8.7M
Cap. Flow
+$234K
Cap. Flow %
0.08%
Top 10 Hldgs %
84.04%
Holding
45
New
1
Increased
13
Reduced
28
Closed
1

Top Buys

1
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
$1.2M
2
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
$838K
3
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$534K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
$515K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
$253K

Top Sells

1
IVV icon
iShares Core S&P 500 ETF
IVV
$799K
2
EBND icon
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$648K
3
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
$519K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
$435K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
$328K

Sector Composition

1 Healthcare 0%
2 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
SHM icon
26
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.45B
$836K 0.27%
17,616
-264
-1% -$12.5K
VTI icon
27
Vanguard Total Stock Market ETF
VTI
$528B
$680K 0.22%
2,616
+1,982
+313% +$515K
EBND icon
28
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.06B
$600K 0.19%
29,258
-31,633
-52% -$648K
AGG icon
29
iShares Core US Aggregate Bond ETF
AGG
$131B
$503K 0.16%
5,136
-14
-0.3% -$1.37K
IWR icon
30
iShares Russell Mid-Cap ETF
IWR
$44.6B
$472K 0.15%
5,617
+127
+2% +$10.7K
VWO icon
31
Vanguard FTSE Emerging Markets ETF
VWO
$97.2B
$313K 0.1%
7,495
-27
-0.4% -$1.13K
VOO icon
32
Vanguard S&P 500 ETF
VOO
$728B
$295K 0.1%
614
+340
+124% +$163K
VO icon
33
Vanguard Mid-Cap ETF
VO
$87.3B
$268K 0.09%
1,074
+2
+0.2% +$500
ACWI icon
34
iShares MSCI ACWI ETF
ACWI
$22.1B
$224K 0.07%
2,035
-481
-19% -$53K
SPTL icon
35
SPDR Portfolio Long Term Treasury ETF
SPTL
$11.6B
$145K 0.05%
5,194
-173
-3% -$4.83K
VEA icon
36
Vanguard FTSE Developed Markets ETF
VEA
$171B
$125K 0.04%
2,482
-33
-1% -$1.66K
BKLN icon
37
Invesco Senior Loan ETF
BKLN
$6.98B
$91.1K 0.03%
4,306
-6,503
-60% -$138K
IVE icon
38
iShares S&P 500 Value ETF
IVE
$41B
$77.3K 0.03%
414
+193
+87% +$36.1K
IVW icon
39
iShares S&P 500 Growth ETF
IVW
$63.7B
$34K 0.01%
+403
New +$34K
VB icon
40
Vanguard Small-Cap ETF
VB
$67.2B
$25.7K 0.01%
112
+9
+9% +$2.06K
XRAY icon
41
Dentsply Sirona
XRAY
$2.92B
$12.9K ﹤0.01%
390
– –
RWO icon
42
SPDR Dow Jones Global Real Estate ETF
RWO
$1.14B
$12.5K ﹤0.01%
291
-1,238
-81% -$53K
EEM icon
43
iShares MSCI Emerging Markets ETF
EEM
$19.2B
$6.82K ﹤0.01%
166
– –
IAU icon
44
iShares Gold Trust
IAU
$52.6B
$3.74K ﹤0.01%
89
+9
+11% +$378
STNG icon
45
Scorpio Tankers
STNG
$2.71B
– –
-700
Closed -$42.6K
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