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Disclosery

Ironwood Financial, llc: IVV position timeline

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

Ironwood Financial, llc held 102,670 IVV 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 102,670 shares
    Change vs previous 13F -3,322 shares

    12.1% of the 13F portfolio, value $77,267,299.

    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 105,992 shares
    Change vs previous 13F +276 shares

    12.09% of the 13F portfolio, value $69,235,225.

    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 105,716 shares
    Change vs previous 13F -1,468 shares

    12.52% of the 13F portfolio, value $73,814,104.

    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 107,184 shares
    Change vs previous 13F +10,256 shares

    12.71% of the 13F portfolio, value $71,738,107.

    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 96,928 shares
    Change vs previous 13F 0 shares

    11.68% of the 13F portfolio, value $54,463,660.

    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 96,928 shares
    Change vs previous 13F +44 shares

    11.68% of the 13F portfolio, value $54,463,660.

    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 96,884 shares
    Change vs previous 13F -8,021 shares

    11.96% of the 13F portfolio, value $57,033,434.

    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 104,905 shares
    Change vs previous 13F not available

    12.72% of the 13F portfolio, value $60,511,216.

    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).