IWMA

Ironwood Wealth Management (Arizona) Portfolio holdings

AUM $274M
1-Year Est. Return 7.93%
This Quarter Est. Return
1 Year Est. Return
+7.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$326M
AUM Growth
+$3.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$704K
3
+$629K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$534K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$506K

Top Sells

1
+$917K
2
+$835K
3
+$741K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$575K
5
EBND icon
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
+$518K

Sector Composition

1 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IEFA icon
1
iShares Core MSCI EAFE ETF
IEFA
$157B
$53.2M 16.32%
702,759
+8,316
VGLT icon
2
Vanguard Long-Term Treasury ETF
VGLT
$10.3B
$49.8M 15.3%
865,136
+3,612
IEF icon
3
iShares 7-10 Year Treasury Bond ETF
IEF
$38.9B
$47.4M 14.56%
497,272
+13,982
IVV icon
4
iShares Core S&P 500 ETF
IVV
$660B
$37.7M 11.56%
67,006
+901
IEMG icon
5
iShares Core MSCI Emerging Markets ETF
IEMG
$112B
$28.5M 8.76%
528,775
+9,894
BSCP icon
6
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$2.98B
$23.6M 7.24%
1,140,976
+22,064
IJH icon
7
iShares Core S&P Mid-Cap ETF
IJH
$99.1B
$13.5M 4.13%
230,697
+7,732
IJR icon
8
iShares Core S&P Small-Cap ETF
IJR
$84.8B
$12.4M 3.79%
118,209
+3,682
SPDW icon
9
SPDR Portfolio Developed World ex-US ETF
SPDW
$30.7B
$9.4M 2.89%
258,170
-8,659
MUB icon
10
iShares National Muni Bond ETF
MUB
$40.3B
$7.29M 2.24%
69,148
-5,453
SCHX icon
11
Schwab US Large- Cap ETF
SCHX
$60.7B
$5.76M 1.77%
261,032
-33,575
DJP icon
12
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$606M
$4.4M 1.35%
124,689
-3,974
SPSM icon
13
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.7B
$4.34M 1.33%
106,461
-12,231
SPEM icon
14
SPDR Portfolio Emerging Markets ETF
SPEM
$14.5B
$3.86M 1.18%
97,994
-4,904
SCHB icon
15
Schwab US Broad Market ETF
SCHB
$37.2B
$3.56M 1.09%
165,463
-2,583
SUB icon
16
iShares Short-Term National Muni Bond ETF
SUB
$10.2B
$3.2M 0.98%
30,319
-3,948
EFA icon
17
iShares MSCI EAFE ETF
EFA
$68.2B
$2.57M 0.79%
31,434
-3,891
SPY icon
18
SPDR S&P 500 ETF Trust
SPY
$660B
$2.38M 0.73%
4,263
-114
SCHF icon
19
Schwab International Equity ETF
SCHF
$52.4B
$2.28M 0.7%
115,383
-46,383
SCHE icon
20
Schwab Emerging Markets Equity ETF
SCHE
$11.4B
$1.82M 0.56%
65,978
-452
SCHA icon
21
Schwab U.S Small- Cap ETF
SCHA
$20.3B
$1.27M 0.39%
54,218
-478
SPTL icon
22
SPDR Portfolio Long Term Treasury ETF
SPTL
$11.9B
$1.19M 0.36%
43,564
+25,820
SCHM icon
23
Schwab US Mid-Cap ETF
SCHM
$13.4B
$1.13M 0.35%
43,005
-7,401
IWV icon
24
iShares Russell 3000 ETF
IWV
$17.1B
$967K 0.3%
3,045
SHY icon
25
iShares 1-3 Year Treasury Bond ETF
SHY
$24.2B
$845K 0.26%
10,213
-2,148
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