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Disclosery

Ironwood Financial, llc: ITOT position timeline

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

Ironwood Financial, llc held 50,429 ITOT 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 50,429 shares
    Change vs previous 13F -926 shares

    1.3% of the 13F portfolio, value $8,280,454.

    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 51,355 shares
    Change vs previous 13F +263 shares

    1.28% of the 13F portfolio, value $7,314,536.

    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 51,092 shares
    Change vs previous 13F -1,162 shares

    1.32% of the 13F portfolio, value $7,769,035.

    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 52,254 shares
    Change vs previous 13F +101 shares

    1.35% of the 13F portfolio, value $7,610,729.

    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 52,153 shares
    Change vs previous 13F 0 shares

    1.36% of the 13F portfolio, value $6,363,202.

    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 52,153 shares
    Change vs previous 13F +1,408 shares

    1.36% of the 13F portfolio, value $6,363,202.

    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 50,745 shares
    Change vs previous 13F -1,684 shares

    1.37% of the 13F portfolio, value $6,526,863.

    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 52,429 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $6,586,068.

    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).