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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
+1.17%
1 Year Est. Return
+13.94%
3 Year Est. Return
+31.13%
5 Year Est. Return
+23.9%
10 Year Est. Return
–
AUM
$340M
AUM Growth
+$41.7M
Cap. Flow
+$38.3M
Cap. Flow %
11.26%
Top 10 Hldgs %
89.58%
Holding
48
New
7
Increased
15
Reduced
18
Closed
1

Top Buys

Rank Stock Value
1
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$27.9M
2
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.65M
3
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$1.96M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.9M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.88M

Top Sells

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$137K
2
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$101K
3
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$79.7K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$34.9K
5
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$30.4K

Sector Composition

Rank Sector Weight
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
$196B
$76.7M 22.54%
856,832
+315,895
+58% +$27.9M
VGLT icon
2
Vanguard Long-Term Treasury ETF
VGLT
$10.4B
$44.1M 12.97%
790,691
+34,515
+5% +$1.96M
IEMG icon
3
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$41.9M 12.32%
623,437
+13,347
+2% +$895K
IVV icon
4
iShares Core S&P 500 ETF
IVV
$904B
$41.6M 12.24%
60,793
+2,803
+5% +$1.9M
IEF icon
5
iShares 7-10 Year Treasury Bond ETF
IEF
$47.3B
$41.4M 12.18%
430,869
+19,472
+5% +$1.88M
BSCQ icon
6
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.57B
$20.7M 6.08%
1,057,133
+36,808
+4% +$721K
IJH icon
7
iShares Core S&P Mid-Cap ETF
IJH
$127B
$15.3M 4.49%
231,495
+40,503
+21% +$2.65M
IJR icon
8
iShares Core S&P Small-Cap ETF
IJR
$112B
$10.7M 3.15%
89,171
+682
+0.8% +$81.6K
SPDW icon
9
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.7B
$7.59M 2.23%
170,954
-2,303
-1% -$101K
MUB icon
10
iShares National Muni Bond ETF
MUB
$45.9B
$4.65M 1.37%
43,427
+116
+0.3% +$12.4K
SCHX icon
11
Schwab US Large- Cap ETF
SCHX
$74.6B
$4.56M 1.34%
169,446
-2,986
-2% -$79.7K
DJP icon
12
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$794M
$3.72M 1.1%
99,023
-767
-0.8% -$28.3K
SPEM icon
13
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.7B
$3.18M 0.93%
67,903
-645
-0.9% -$30.4K
SUB icon
14
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$2.87M 0.84%
26,879
+102
+0.4% +$10.9K
SCHB icon
15
Schwab US Broad Market ETF
SCHB
$44.9B
$2.73M 0.8%
103,931
-1,339
-1% -$34.9K
SCHA icon
16
Schwab U.S Small- Cap ETF
SCHA
$23.1B
$2.62M 0.77%
92,079
-410
-0.4% -$11.6K
SPSM icon
17
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.5B
$2.59M 0.76%
55,327
-574
-1% -$26.8K
SCHF icon
18
Schwab International Equity ETF
SCHF
$68.7B
$1.8M 0.53%
74,912
-77
-0.1% -$1.83K
SPY icon
19
State Street SPDR S&P 500 ETF Trust
SPY
$810B
$1.57M 0.46%
2,300
– –
SPTL icon
20
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.8B
$1.48M 0.44%
55,983
-925
-2% -$25K
SCHE icon
21
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
$1.23M 0.36%
37,554
-24
-0.1% -$800
EFA icon
22
iShares MSCI EAFE ETF
EFA
$80.2B
$1.15M 0.34%
12,020
+277
+2% +$26.3K
SCHM icon
23
Schwab US Mid-Cap ETF
SCHM
$15.1B
$980K 0.29%
32,589
-271
-0.8% -$8.08K
SHY icon
24
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$864K 0.25%
10,431
-69
-0.7% -$5.72K
IWV icon
25
iShares Russell 3000 ETF
IWV
$20.4B
$627K 0.18%
1,620
– –
1
2

Similar funds

HIM
HGC Investment Management Toronto, Ontario, Canada $451M AUM 8.76% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return
LVIA
Lind Value II ApS Aarhus C, Denmark $451M AUM 17.35% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $451M AUM 79.06% 1-Year Est. Return
MC
Magnitude Capital New York $450M AUM 43.9% 1-Year Est. Return
AA
Addison Advisors Middlebury, Vermont $452M AUM 14.62% 1-Year Est. Return
CFG
Compton Financial Group Towson, Maryland $453M AUM 12.19% 1-Year Est. Return
SMI
Shelter Mutual Insurance Columbia, Missouri $450M AUM 13.75% 1-Year Est. Return

Ironwood Wealth Management (Arizona)'s Q4 2025 Portfolio in Review

As of Q4 2025, Ironwood Wealth Management (Arizona) held 48 positions worth $340M, up 14% from $298M the previous quarter. Its ten largest holdings account for 90% of the portfolio.

Ironwood Wealth Management (Arizona) deployed $38.3M of net new capital in Q4 2025, opening 7 new positions and adding to 15 existing holdings. Its largest new stake was iShares Core MSCI International Developed Markets ETF: 4,485 shares worth $370K.

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 S&P 500 ETF, an estimated $137K trimmed.

  • Ironwood Wealth Management (Arizona)'s largest Q4 2025 buy was iShares Core MSCI International Developed Markets ETF: 4,485 shares worth $370K.
  • Ironwood Wealth Management (Arizona) added most to iShares Core MSCI EAFE ETF in Q4 2025, an estimated $27.9M increase.
  • Ironwood Wealth Management (Arizona)'s biggest Q4 2025 reduction was Vanguard S&P 500 ETF, cutting an estimated $137K.
  • Ironwood Wealth Management (Arizona) fully exited Invesco BulletShares 2025 Corporate Bond ETF in Q4 2025, selling an estimated $21.5K.
  • Ironwood Wealth Management (Arizona)'s ten largest holdings make up 90% of its $340M portfolio in Q4 2025.
  • Ironwood Wealth Management (Arizona) opened 7 new positions and closed 1 in Q4 2025.
  • Ironwood Wealth Management (Arizona)'s portfolio value rose 14% quarter-over-quarter to $340M.

Based on Ironwood Wealth Management (Arizona)'s 13F filing for Q4 2025, filed 2 Feb 2026.