IWMWV
Ironwood Wealth Management (West Virginia) Portfolio holdings
AUM
$212M
This Quarter Return
+11.04%
1 Year Return
+8.07%
3 Year Return
+27.35%
5 Year Return
–
10 Year Return
–
AUM
$111M
AUM Growth
–
Cap. Flow
+$111M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
96.59%
Holding
30
New
30
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$22.9M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$15.7M |
| 3 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
$15.3M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$15M |
| 5 |
iShares Core S&P US Growth ETF
IUSG
|
$11.4M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Materials | 0.12% |
| 2 | Communication Services | 0.11% |
| 3 | Financials | 0.04% |
| 4 | Energy | 0.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Fidelity MSCI Industrials Index ETF
FIDU
$1.48B
| $5K | ﹤0.01% |
+100
| New | +$5K |
|
27
Fidelity MSCI Financials Index ETF
FNCL
$2.34B
| $5K | ﹤0.01% |
+125
| New | +$5K |
|
28
Fidelity MSCI Health Care Index ETF
FHLC
$2.45B
| $4K | ﹤0.01% |
+75
| New | +$4K |
|
29
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.34B
| $4K | ﹤0.01% |
+100
| New | +$4K |
|
30
iShares US Regional Banks ETF
IAT
$639M
| $2K | ﹤0.01% |
+50
| New | +$2K |
|