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IWMA

Ironwood Wealth Management (Arizona) Portfolio holdings

AUM $451M
1-Year Est. Return 13.94%
This Fund
S&P 500
This Quarter Est. Return
+4.81%
1 Year Est. Return
+13.94%
3 Year Est. Return
+31.13%
5 Year Est. Return
+23.9%
10 Year Est. Return
–
AUM
$298M
AUM Growth
+$24.5M
Cap. Flow
+$11.4M
Cap. Flow %
3.81%
Top 10 Hldgs %
88.43%
Holding
42
New
–
Increased
15
Reduced
23
Closed
1

Top Buys

Rank Stock Value
1
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$10.8M
2
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$3.65M
3
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.74M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.26M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$900K

Top Sells

Rank Stock Value
1
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.58M
2
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.19M
3
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$967K
4
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$889K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$479K

Sector Composition

Rank Sector Weight
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
$19B
$500K 0.17%
8,750
-85
-1% -$4.79K
VWO icon
27
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$388K 0.13%
7,160
-52
-0.7% -$2.68K
IWR icon
28
iShares Russell Mid-Cap ETF
IWR
$57.9B
$385K 0.13%
3,987
-11
-0.3% -$1.04K
VOO icon
29
Vanguard S&P 500 ETF
VOO
$1.03T
$351K 0.12%
572
+50
+10% +$29.5K
VO icon
30
Vanguard Morningstar Mid-Cap ETF
VO
$110B
$330K 0.11%
4,488
+16
+0.4% +$1.15K
ACWI icon
31
iShares MSCI ACWI ETF
ACWI
$33.4B
$267K 0.09%
1,934
+250
+15% +$33.2K
VTI icon
32
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
$259K 0.09%
790
+2
+0.3% +$632
VB icon
33
Vanguard Morningstar Small-Cap ETF
VB
$83B
$93.6K 0.03%
368
+2
+0.5% +$496
VEA icon
34
Vanguard FTSE Developed Markets ETF
VEA
$238B
$90.3K 0.03%
1,507
-109
-7% -$6.35K
BKLN icon
35
Invesco Senior Loan ETF
BKLN
$6.75B
$80.8K 0.03%
3,859
+48
+1% +$1K
RWO icon
36
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.28B
$41.7K 0.01%
912
– –
EMB icon
37
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$40.7K 0.01%
428
– –
BSCP
38
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$21.5K 0.01%
1,038
-13,207
-93% -$273K
AGG icon
39
iShares Core US Aggregate Bond ETF
AGG
$138B
$12.3K ﹤0.01%
123
+2
+2% +$198
XRAY icon
40
Dentsply Sirona
XRAY
$2.27B
$4.95K ﹤0.01%
390
– –
EEM icon
41
iShares MSCI Emerging Markets ETF
EEM
$30.4B
$3.9K ﹤0.01%
73
-7
-9% -$352
EBND icon
42
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.27B
– –
-3,441
Closed -$73.6K
1
2

Similar funds

HIM
HGC Investment Management Toronto, Ontario, Canada $451M AUM 8.76% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return
LVIA
Lind Value II ApS Aarhus C, Denmark $451M AUM 17.35% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $451M AUM 79.06% 1-Year Est. Return
MC
Magnitude Capital New York $450M AUM 43.9% 1-Year Est. Return
POEH
Post Oak Energy Holdings Houston, Texas $449M AUM 53.94% 1-Year Est. Return
EGP
Entrust Global Partners New York $456M AUM 26.51% 1-Year Est. Return
FIM
FWL Investment Management Dallas, Texas $456M AUM 60.63% 1-Year Est. Return

Ironwood Wealth Management (Arizona)'s Q3 2025 Portfolio in Review

As of Q3 2025, Ironwood Wealth Management (Arizona) held 42 positions worth $298M, up 8.9% from $274M the previous quarter. Its ten largest holdings account for 88% of the portfolio.

Ironwood Wealth Management (Arizona) deployed $11.4M of net new capital in Q3 2025, adding to 15 existing holdings.

By sector, the portfolio is most concentrated in Healthcare at 0% of assets, down from 0% a quarter earlier.

On the sell side, the largest reduction was iShares Core MSCI EAFE ETF, an estimated $2.58M trimmed.

  • Ironwood Wealth Management (Arizona) added most to iShares Core MSCI Emerging Markets ETF in Q3 2025, an estimated $10.8M increase.
  • Ironwood Wealth Management (Arizona)'s biggest Q3 2025 reduction was iShares Core MSCI EAFE ETF, cutting an estimated $2.58M.
  • Ironwood Wealth Management (Arizona) fully exited State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q3 2025, selling an estimated $73.6K.
  • Ironwood Wealth Management (Arizona)'s ten largest holdings make up 88% of its $298M portfolio in Q3 2025.
  • Ironwood Wealth Management (Arizona) opened 0 new positions and closed 1 in Q3 2025.
  • Ironwood Wealth Management (Arizona)'s portfolio value rose 8.9% quarter-over-quarter to $298M.

Based on Ironwood Wealth Management (Arizona)'s 13F filing for Q3 2025, filed 27 Oct 2025.