IWMA

Ironwood Wealth Management (Arizona) Portfolio holdings

AUM $274M
This Quarter Return
-0.02%
1 Year Return
+7.93%
3 Year Return
+24.35%
5 Year Return
+43.2%
10 Year Return
–
AUM
$107M
AUM Growth
–
Cap. Flow
+$107M
Cap. Flow %
100%
Top 10 Hldgs %
79.98%
Holding
58
New
58
Increased
–
Reduced
–
Closed
–

Top Buys

1
BSCJ
Invesco BulletShares 2019 Corporate Bond ETF
BSCJ
$18.6M
2
SCHF icon
Schwab International Equity ETF
SCHF
$12.3M
3
BSJJ
Invesco BulletShares 2019 High Yield Corporate Bond ETF
BSJJ
$10.8M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
$9.69M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
$8.34M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 0.34%
2 Consumer Discretionary 0.04%
3 Healthcare 0.03%
4 Communication Services 0.02%
5 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
BSCJ
1
DELISTED
Invesco BulletShares 2019 Corporate Bond ETF
BSCJ
$18.6M 17.47% +887,530 New +$18.6M
SCHF icon
2
Schwab International Equity ETF
SCHF
$50.3B
$12.3M 11.54% +372,528 New +$12.3M
BSJJ
3
DELISTED
Invesco BulletShares 2019 High Yield Corporate Bond ETF
BSJJ
$10.8M 10.12% +446,334 New +$10.8M
SCHX icon
4
Schwab US Large- Cap ETF
SCHX
$59B
$9.69M 9.09% +149,124 New +$9.69M
SCHM icon
5
Schwab US Mid-Cap ETF
SCHM
$12.1B
$8.34M 7.82% +151,855 New +$8.34M
SCHE icon
6
Schwab Emerging Markets Equity ETF
SCHE
$10.7B
$7.98M 7.48% +308,157 New +$7.98M
SCHA icon
7
Schwab U.S Small- Cap ETF
SCHA
$18.6B
$5.12M 4.8% +69,528 New +$5.12M
SCHB icon
8
Schwab US Broad Market ETF
SCHB
$36.2B
$4.69M 4.39% +71,033 New +$4.69M
IEFA icon
9
iShares Core MSCI EAFE ETF
IEFA
$150B
$4.64M 4.35% +73,220 New +$4.64M
IVV icon
10
iShares Core S&P 500 ETF
IVV
$662B
$3.12M 2.92% +11,412 New +$3.12M
IEMG icon
11
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
$3.04M 2.85% +57,830 New +$3.04M
IJH icon
12
iShares Core S&P Mid-Cap ETF
IJH
$100B
$2.6M 2.44% +13,367 New +$2.6M
SHM icon
13
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.44B
$2.23M 2.09% +46,558 New +$2.23M
SUB icon
14
iShares Short-Term National Muni Bond ETF
SUB
$10.3B
$2.05M 1.92% +19,515 New +$2.05M
IJR icon
15
iShares Core S&P Small-Cap ETF
IJR
$85.2B
$1.8M 1.68% +21,507 New +$1.8M
BSCI
16
DELISTED
Invesco BulletShares 2018 Corporate Bond ETF
BSCI
$1.72M 1.61% +81,078 New +$1.72M
IWV icon
17
iShares Russell 3000 ETF
IWV
$16.6B
$1.47M 1.38% +9,082 New +$1.47M
TFI icon
18
SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.21B
$1.28M 1.2% +26,736 New +$1.28M
MUB icon
19
iShares National Muni Bond ETF
MUB
$38.6B
$770K 0.72% +7,063 New +$770K
IWR icon
20
iShares Russell Mid-Cap ETF
IWR
$44.4B
$654K 0.61% +3,083 New +$654K
SPY icon
21
SPDR S&P 500 ETF Trust
SPY
$658B
$615K 0.58% +2,266 New +$615K
RWO icon
22
SPDR Dow Jones Global Real Estate ETF
RWO
$1.14B
$430K 0.4% +8,929 New +$430K
EFA icon
23
iShares MSCI EAFE ETF
EFA
$66B
$399K 0.37% +5,961 New +$399K
RTX icon
24
RTX Corp
RTX
$212B
$329K 0.31% +2,631 New +$329K
HYD icon
25
VanEck High Yield Muni ETF
HYD
$3.29B
$269K 0.25% +8,560 New +$269K
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