IWMA

Ironwood Wealth Management (Arizona) Portfolio holdings

AUM $274M
This Quarter Return
+2.35%
1 Year Return
+7.93%
3 Year Return
+24.35%
5 Year Return
+43.2%
10 Year Return
–
AUM
$113M
AUM Growth
+$113M
Cap. Flow
+$4.12M
Cap. Flow %
3.64%
Top 10 Hldgs %
81.92%
Holding
60
New
2
Increased
27
Reduced
10
Closed
2

Top Buys

1
BSCJ
Invesco BulletShares 2019 Corporate Bond ETF
BSCJ
$2.11M
2
SCHF icon
Schwab International Equity ETF
SCHF
$962K
3
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
$793K
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
$674K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
$271K

Top Sells

1
BSCI
Invesco BulletShares 2018 Corporate Bond ETF
BSCI
$1.65M
2
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
$136K
3
MUB icon
iShares National Muni Bond ETF
MUB
$81.1K
4
IWV icon
iShares Russell 3000 ETF
IWV
$66.9K
5
IVV icon
iShares Core S&P 500 ETF
IVV
$56.2K

Sector Composition

1 Industrials 0.36%
2 Technology 0.04%
3 Healthcare 0.03%
4 Communication Services 0.02%
5 Consumer Discretionary 0.02%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
BSCJ
1
DELISTED
Invesco BulletShares 2019 Corporate Bond ETF
BSCJ
$20.8M 18.39% 987,455 +99,925 +11% +$2.11M
SCHF icon
2
Schwab International Equity ETF
SCHF
$50.3B
$13.5M 11.88% 401,232 +28,704 +8% +$962K
BSJJ
3
DELISTED
Invesco BulletShares 2019 High Yield Corporate Bond ETF
BSJJ
$11M 9.68% 451,401 +5,067 +1% +$123K
SCHX icon
4
Schwab US Large- Cap ETF
SCHX
$59B
$10.5M 9.29% 151,140 +2,016 +1% +$140K
SCHM icon
5
Schwab US Mid-Cap ETF
SCHM
$12.1B
$9.05M 8% 156,541 +4,686 +3% +$271K
SCHE icon
6
Schwab Emerging Markets Equity ETF
SCHE
$10.7B
$8.6M 7.59% 334,386 +26,229 +9% +$674K
SCHA icon
7
Schwab U.S Small- Cap ETF
SCHA
$18.6B
$6.09M 5.38% 79,936 +10,408 +15% +$793K
SCHB icon
8
Schwab US Broad Market ETF
SCHB
$36.2B
$5.06M 4.47% 71,848 +815 +1% +$57.4K
IEFA icon
9
iShares Core MSCI EAFE ETF
IEFA
$150B
$4.93M 4.35% 76,871 +3,651 +5% +$234K
IVV icon
10
iShares Core S&P 500 ETF
IVV
$662B
$3.28M 2.9% 11,220 -192 -2% -$56.2K
IEMG icon
11
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
$3.16M 2.79% 61,094 +3,264 +6% +$169K
IJH icon
12
iShares Core S&P Mid-Cap ETF
IJH
$100B
$2.78M 2.46% 13,819 +452 +3% +$91K
SHM icon
13
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.44B
$2.3M 2.03% 48,172 +1,614 +3% +$77K
IJR icon
14
iShares Core S&P Small-Cap ETF
IJR
$85.2B
$2.06M 1.82% 23,662 +2,155 +10% +$188K
SUB icon
15
iShares Short-Term National Muni Bond ETF
SUB
$10.3B
$1.91M 1.68% 18,212 -1,303 -7% -$136K
IWV icon
16
iShares Russell 3000 ETF
IWV
$16.6B
$1.5M 1.32% 8,694 -388 -4% -$66.9K
TFI icon
17
SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.21B
$1.35M 1.19% 28,482 +1,746 +7% +$82.9K
SPY icon
18
SPDR S&P 500 ETF Trust
SPY
$658B
$686K 0.61% 2,360 +94 +4% +$27.3K
MUB icon
19
iShares National Muni Bond ETF
MUB
$38.6B
$681K 0.6% 6,311 -752 -11% -$81.1K
IWR icon
20
iShares Russell Mid-Cap ETF
IWR
$44.4B
$680K 0.6% 3,083 – –
RWO icon
21
SPDR Dow Jones Global Real Estate ETF
RWO
$1.14B
$430K 0.38% 9,039 +110 +1% +$5.23K
EFA icon
22
iShares MSCI EAFE ETF
EFA
$66B
$405K 0.36% 5,961 – –
RTX icon
23
RTX Corp
RTX
$212B
$368K 0.33% 2,631 – –
HYD icon
24
VanEck High Yield Muni ETF
HYD
$3.29B
$266K 0.23% 8,560 – –
VO icon
25
Vanguard Mid-Cap ETF
VO
$87.5B
$246K 0.22% 1,499 – –
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