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IWMWV
Ironwood Wealth Management (West Virginia) Portfolio holdings
AUM
$237M
1-Year Est. Return
14.63%
This Fund
S&P 500
This Quarter
Est. Return
+11.04%
1 Year Est. Return
+14.63%
3 Year Est. Return
+35.22%
5 Year Est. Return
+34.15%
10 Year Est. Return
–
AUM
$111M
AUM Growth
–
Cap. Flow
+$106M
Cap. Flow
% of AUM
95.45%
Top 10 Holdings %
Top 10 Hldgs %
96.59%
Holding
30
New
30
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$22.2M |
| 2 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
+$15.2M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$14.9M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$13.4M |
| 5 |
iShares Core S&P US Growth ETF
IUSG
|
+$10.8M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Materials | 0.12% |
| 2 | Communication Services | 0.11% |
| 3 | Financials | 0.04% |
| 4 | Energy | 0.01% |
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Ironwood Wealth Management (West Virginia)'s Q4 2020 Portfolio in Review
Q4 2020 is the first quarter with a 13F filing on record for Ironwood Wealth Management (West Virginia), which disclosed 30 positions worth $111M. Its ten largest holdings account for 97% of the portfolio.
Its largest position is iShares MSCI USA Min Vol Factor ETF: 337,883 shares worth $22.9M.
By sector, the portfolio is most concentrated in Materials at 0.12% of assets, followed by Communication Services and Financials.
- Ironwood Wealth Management (West Virginia)'s largest Q4 2020 buy was iShares MSCI USA Min Vol Factor ETF: 337,883 shares worth $22.9M.
- Ironwood Wealth Management (West Virginia)'s ten largest holdings make up 97% of its $111M portfolio in Q4 2020.
- Ironwood Wealth Management (West Virginia) disclosed 30 positions in Q4 2020, its first 13F filing on record.
Based on Ironwood Wealth Management (West Virginia)'s 13F filing for Q4 2020, filed 9 Feb 2021.