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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
+6.84%
1 Year Est. Return
+13.94%
3 Year Est. Return
+31.13%
5 Year Est. Return
+23.9%
10 Year Est. Return
–
AUM
$451M
AUM Growth
+$103M
Cap. Flow
+$75.5M
Cap. Flow %
16.72%
Top 10 Hldgs %
80.51%
Holding
55
New
8
Increased
11
Reduced
31
Closed
1

Top Buys

Rank Stock Value
1
DFGX icon
Dimensional International Core Fixed Income ETF
DFGX
+$50.4M
2
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$27.2M
3
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$18.5M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$16.8M
5
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$7.57M

Top Sells

Rank Stock Value
1
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$33.3M
2
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$15.6M
3
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$5.76M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.94M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.2M

Sector Composition

Rank Sector Weight
1 Healthcare 0%

No holdings matched the selected filter criteria.

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Ironwood Wealth Management (Arizona)'s Q2 2026 Portfolio in Review

As of Q2 2026, Ironwood Wealth Management (Arizona) held 55 positions worth $451M, up 29% from $349M the previous quarter. Its ten largest holdings account for 81% of the portfolio.

Ironwood Wealth Management (Arizona) deployed $75.5M of net new capital in Q2 2026, opening 8 new positions and adding to 11 existing holdings. Its largest new stake was Dimensional International Core Fixed Income ETF: 952,480 shares worth $51M.

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 Long-Term Treasury ETF, an estimated $33.3M trimmed.

  • Ironwood Wealth Management (Arizona)'s largest Q2 2026 buy was Dimensional International Core Fixed Income ETF: 952,480 shares worth $51M.
  • Ironwood Wealth Management (Arizona) added most to iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q2 2026, an estimated $4.58M increase.
  • Ironwood Wealth Management (Arizona)'s biggest Q2 2026 reduction was Vanguard Long-Term Treasury ETF, cutting an estimated $33.3M.
  • Ironwood Wealth Management (Arizona) fully exited State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2026, selling an estimated $395.
  • Ironwood Wealth Management (Arizona)'s ten largest holdings make up 81% of its $451M portfolio in Q2 2026.
  • Ironwood Wealth Management (Arizona) opened 8 new positions and closed 1 in Q2 2026.
  • Ironwood Wealth Management (Arizona)'s portfolio value rose 29% quarter-over-quarter to $451M.

Based on Ironwood Wealth Management (Arizona)'s 13F filing for Q2 2026, filed 30 Jul 2026.