IWMA

Ironwood Wealth Management (Arizona) Portfolio holdings

AUM $274M
This Quarter Return
-4.96%
1 Year Return
+7.93%
3 Year Return
+24.35%
5 Year Return
+43.2%
10 Year Return
–
AUM
$322M
AUM Growth
+$322M
Cap. Flow
+$17.6M
Cap. Flow %
5.46%
Top 10 Hldgs %
85.14%
Holding
45
New
1
Increased
23
Reduced
16
Closed
–

Top Buys

1
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
$4.94M
2
SCHX icon
Schwab US Large- Cap ETF
SCHX
$4.28M
3
SCHB icon
Schwab US Broad Market ETF
SCHB
$2.52M
4
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
$2.32M
5
SCHF icon
Schwab International Equity ETF
SCHF
$1.5M

Top Sells

1
IVV icon
iShares Core S&P 500 ETF
IVV
$2.17M
2
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$457K
3
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$321K
4
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
$236K
5
IWV icon
iShares Russell 3000 ETF
IWV
$181K

Sector Composition

1 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
IEFA icon
1
iShares Core MSCI EAFE ETF
IEFA
$150B
$48.8M 15.14% 694,443 +70,234 +11% +$4.94M
VGLT icon
2
Vanguard Long-Term Treasury ETF
VGLT
$9.84B
$47.7M 14.79% 861,524 +41,910 +5% +$2.32M
IEF icon
3
iShares 7-10 Year Treasury Bond ETF
IEF
$35.7B
$44.7M 13.86% 483,290 +4,984 +1% +$461K
IVV icon
4
iShares Core S&P 500 ETF
IVV
$662B
$38.9M 12.07% 66,105 -3,681 -5% -$2.17M
IEMG icon
5
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
$27.1M 8.41% 518,881 +25,316 +5% +$1.32M
BSCP icon
6
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$3.03B
$23.1M 7.17% 1,118,912 +33,829 +3% +$699K
IJH icon
7
iShares Core S&P Mid-Cap ETF
IJH
$100B
$13.9M 4.31% 222,965 +2,068 +0.9% +$129K
IJR icon
8
iShares Core S&P Small-Cap ETF
IJR
$85.2B
$13.2M 4.09% 114,527 +7,395 +7% +$852K
SPDW icon
9
SPDR Portfolio Developed World ex-US ETF
SPDW
$29.1B
$9.11M 2.83% 266,829 -604 -0.2% -$20.6K
MUB icon
10
iShares National Muni Bond ETF
MUB
$38.6B
$7.95M 2.47% 74,601 +168 +0.2% +$17.9K
SCHX icon
11
Schwab US Large- Cap ETF
SCHX
$59B
$6.83M 2.12% 294,607 +184,629 +168% +$4.28M
SPSM icon
12
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.5B
$5.33M 1.65% 118,692 -10,171 -8% -$457K
DJP icon
13
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$583M
$4.13M 1.28% 128,663 +17,567 +16% +$564K
SPEM icon
14
SPDR Portfolio Emerging Markets ETF
SPEM
$13.1B
$3.95M 1.22% 102,898 -1,194 -1% -$45.8K
SCHB icon
15
Schwab US Broad Market ETF
SCHB
$36.2B
$3.81M 1.18% 168,046 +110,925 +194% +$2.52M
SUB icon
16
iShares Short-Term National Muni Bond ETF
SUB
$10.3B
$3.61M 1.12% 34,267 -828 -2% -$87.3K
SCHF icon
17
Schwab International Equity ETF
SCHF
$50.3B
$2.99M 0.93% 161,766 +81,135 +101% +$1.5M
EFA icon
18
iShares MSCI EAFE ETF
EFA
$66B
$2.67M 0.83% 35,325 +1,612 +5% +$122K
SPY icon
19
SPDR S&P 500 ETF Trust
SPY
$658B
$2.57M 0.8% 4,377 -103 -2% -$60.4K
SCHE icon
20
Schwab Emerging Markets Equity ETF
SCHE
$10.7B
$1.77M 0.55% 66,430 -995 -1% -$26.5K
SCHA icon
21
Schwab U.S Small- Cap ETF
SCHA
$18.6B
$1.41M 0.44% 54,696 +26,507 +94% +$685K
SCHM icon
22
Schwab US Mid-Cap ETF
SCHM
$12.1B
$1.4M 0.43% 50,406 +32,372 +180% +$897K
IWV icon
23
iShares Russell 3000 ETF
IWV
$16.6B
$1.02M 0.32% 3,045 -541 -15% -$181K
SHY icon
24
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
$1.01M 0.31% 12,361 +1,598 +15% +$131K
SHM icon
25
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.44B
$835K 0.26% 17,616 – –
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