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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
+1.17%
1 Year Est. Return
+13.94%
3 Year Est. Return
+31.13%
5 Year Est. Return
+23.9%
10 Year Est. Return
–
AUM
$340M
AUM Growth
+$41.7M
Cap. Flow
+$38.3M
Cap. Flow %
11.26%
Top 10 Hldgs %
89.58%
Holding
48
New
7
Increased
15
Reduced
18
Closed
1

Top Buys

Rank Stock Value
1
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$27.9M
2
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.65M
3
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$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

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$137K
2
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$101K
3
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$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

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
$507K 0.15%
8,761
+11
+0.1% +$632
IWR icon
27
iShares Russell Mid-Cap ETF
IWR
$58B
$396K 0.12%
4,114
+127
+3% +$12.2K
VWO icon
28
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$382K 0.11%
7,112
-48
-0.7% -$2.61K
IDEV icon
29
iShares Core MSCI International Developed Markets ETF
IDEV
$32.6B
$370K 0.11%
+4,485
New +$364K
VO icon
30
Vanguard Morningstar Mid-Cap ETF
VO
$110B
$325K 0.1%
4,480
-8
-0.2% -$582
ACWI icon
31
iShares MSCI ACWI ETF
ACWI
$33.4B
$323K 0.09%
2,280
+346
+18% +$48.6K
VTI icon
32
Vanguard Morningstar Total Stock Market ETF
VTI
$692B
$264K 0.08%
788
-2
-0.3% -$665
VOO icon
33
Vanguard S&P 500 ETF
VOO
$1.03T
$221K 0.07%
352
-220
-38% -$137K
VXF icon
34
Vanguard Extended Market ETF
VXF
$32.2B
$129K 0.04%
+619
New +$130K
VB icon
35
Vanguard Morningstar Small-Cap ETF
VB
$83.1B
$93.7K 0.03%
363
-5
-1% -$1.28K
BKLN icon
36
Invesco Senior Loan ETF
BKLN
$6.76B
$81K 0.02%
3,859
– –
BSV icon
37
Vanguard Short-Term Bond ETF
BSV
$45.6B
$76.3K 0.02%
+968
New +$76.4K
VEA icon
38
Vanguard FTSE Developed Markets ETF
VEA
$238B
$75.9K 0.02%
1,214
-293
-19% -$17.9K
VMBS icon
39
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.6B
$44.5K 0.01%
+944
New +$44.5K
EMB icon
40
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$41.2K 0.01%
428
– –
RWO icon
41
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.28B
$41.1K 0.01%
912
– –
BIV icon
42
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$40.1K 0.01%
+515
New +$40.3K
BLV icon
43
Vanguard Long-Term Bond ETF
BLV
$5.7B
$34.3K 0.01%
+493
New +$34.9K
AGG icon
44
iShares Core US Aggregate Bond ETF
AGG
$138B
$12.6K ﹤0.01%
126
+3
+2% +$301
XRAY icon
45
Dentsply Sirona
XRAY
$2.27B
$4.46K ﹤0.01%
390
– –
EEM icon
46
iShares MSCI Emerging Markets ETF
EEM
$30.4B
$3.99K ﹤0.01%
73
– –
SPTM icon
47
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14.1B
$413 ﹤0.01%
+5
New +$409
BSCP
48
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
– –
-1,038
Closed -$21.5K
1
2

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LVIA
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SIM
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MC
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POEH
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EGP
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FIM
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Ironwood Wealth Management (Arizona)'s Q4 2025 Portfolio in Review

As of Q4 2025, Ironwood Wealth Management (Arizona) held 48 positions worth $340M, up 14% from $298M the previous quarter. Its ten largest holdings account for 90% of the portfolio.

Ironwood Wealth Management (Arizona) deployed $38.3M of net new capital in Q4 2025, opening 7 new positions and adding to 15 existing holdings. Its largest new stake was iShares Core MSCI International Developed Markets ETF: 4,485 shares worth $370K.

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 Vanguard S&P 500 ETF, an estimated $137K trimmed.

  • Ironwood Wealth Management (Arizona)'s largest Q4 2025 buy was iShares Core MSCI International Developed Markets ETF: 4,485 shares worth $370K.
  • Ironwood Wealth Management (Arizona) added most to iShares Core MSCI EAFE ETF in Q4 2025, an estimated $27.9M increase.
  • Ironwood Wealth Management (Arizona)'s biggest Q4 2025 reduction was Vanguard S&P 500 ETF, cutting an estimated $137K.
  • Ironwood Wealth Management (Arizona) fully exited Invesco BulletShares 2025 Corporate Bond ETF in Q4 2025, selling an estimated $21.5K.
  • Ironwood Wealth Management (Arizona)'s ten largest holdings make up 90% of its $340M portfolio in Q4 2025.
  • Ironwood Wealth Management (Arizona) opened 7 new positions and closed 1 in Q4 2025.
  • Ironwood Wealth Management (Arizona)'s portfolio value rose 14% quarter-over-quarter to $340M.

Based on Ironwood Wealth Management (Arizona)'s 13F filing for Q4 2025, filed 2 Feb 2026.