IWMWV
Ironwood Wealth Management (West Virginia) Portfolio holdings
AUM
$212M
This Quarter Return
+5.25%
1 Year Return
+8.07%
3 Year Return
+27.35%
5 Year Return
–
10 Year Return
–
AUM
$204M
AUM Growth
+$204M
(+3.3%)
Cap. Flow
-$293K
Cap. Flow
% of AUM
-0.14%
Top 10 Holdings %
Top 10 Hldgs %
81.54%
Holding
23
New
1
Increased
5
Reduced
10
Closed
1
Top Buys
Top Sells
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$5.46M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$269K |
| 3 |
iShares Core S&P US Growth ETF
IUSG
|
$246K |
| 4 |
iShares Core S&P US Value ETF
IUSV
|
$164K |
| 5 |
iShares S&P 500 Value ETF
IVE
|
$155K |
Sector Composition
| 1 | Financials | 0.05% |
| 2 | Materials | 0.05% |
| 3 | Communication Services | 0.03% |
| 4 | Energy | 0.01% |
