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Ironwood Financial, llc: IJR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ironwood Financial, llc on IJR, newest first. How the timeline and the estimate are built.

Ironwood Financial, llc held 136,668 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 136,668 shares
    Change vs previous 13F +2,185 shares

    3.1% of the 13F portfolio, value $19,815,493.

    13F-HR 0001630360-26-000005 filed by Ironwood Financial, llc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 134,483 shares
    Change vs previous 13F +2,390 shares

    2.92% of the 13F portfolio, value $16,717,639.

    13F-HR 0001630360-26-000003 filed by Ironwood Financial, llc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 132,093 shares
    Change vs previous 13F +3,320 shares

    2.83% of the 13F portfolio, value $16,715,033.

    13F-HR 0001630360-26-000001 filed by Ironwood Financial, llc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 128,773 shares
    Change vs previous 13F +19,479 shares

    2.71% of the 13F portfolio, value $15,302,054.

    13F-HR 0001630360-25-000002 filed by Ironwood Financial, llc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 109,294 shares
    Change vs previous 13F 0 shares

    2.45% of the 13F portfolio, value $11,428,910.

    13F-HR 0001085146-25-004092 filed by Ironwood Financial, llc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 109,294 shares
    Change vs previous 13F +360 shares

    2.45% of the 13F portfolio, value $11,428,910.

    13F-HR 0001085146-25-002106 filed by Ironwood Financial, llc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 108,934 shares
    Change vs previous 13F -428 shares

    2.63% of the 13F portfolio, value $12,551,403.

    13F-HR 0001085146-25-000261 filed by Ironwood Financial, llc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 109,362 shares
    Change vs previous 13F not available

    2.69% of the 13F portfolio, value $12,790,972.

    13F-HR 0001085146-24-004963 filed by Ironwood Financial, llc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).