IWMWV
Ironwood Wealth Management (West Virginia) Portfolio holdings
AUM
$212M
This Quarter Return
-0.92%
1 Year Return
+8.07%
3 Year Return
+27.35%
5 Year Return
–
10 Year Return
–
AUM
$135M
AUM Growth
+$135M
(-3.2%)
Cap. Flow
-$3.2M
Cap. Flow
% of AUM
-2.38%
Top 10 Holdings %
Top 10 Hldgs %
95.56%
Holding
42
New
–
Increased
4
Reduced
8
Closed
21
Top Buys
Top Sells
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$2.87M |
| 2 |
iShares Core S&P US Growth ETF
IUSG
|
$2.11M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$1.99M |
| 4 |
iShares S&P 500 Value ETF
IVE
|
$865K |
| 5 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$181K |
Sector Composition
| 1 | Communication Services | 0.09% |
| 2 | Materials | 0.08% |
| 3 | Financials | 0.05% |
| 4 | Energy | 0.01% |
| 5 | Industrials | 0% |
