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Disclosery

IRONWOOD WEALTH MANAGEMENT, INC.: IJR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IRONWOOD WEALTH MANAGEMENT, INC. on IJR, newest first. How the timeline and the estimate are built.

IRONWOOD WEALTH MANAGEMENT, INC. held 144,049 IJR shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 144,049 shares
    Change vs previous 13F -2,023 shares

    8.34% of the 13F portfolio, value $19,779,369.

    13F-HR 0001844821-26-000005 filed by IRONWOOD WEALTH MANAGEMENT, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 146,072 shares
    Change vs previous 13F -8,579 shares

    8.98% of the 13F portfolio, value $21,249,094.

    13F-HR 0001844821-26-000004 filed by IRONWOOD WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 154,651 shares
    Change vs previous 13F -1,954 shares

    9.06% of the 13F portfolio, value $20,220,619.

    13F-HR 0001844821-26-000002 filed by IRONWOOD WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 156,605 shares
    Change vs previous 13F -6,776 shares

    8.88% of the 13F portfolio, value $19,798,005.

    13F-HR 0001844821-26-000001 filed by IRONWOOD WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 163,381 shares
    Change vs previous 13F -1,930 shares

    8.56% of the 13F portfolio, value $18,669,547.

    13F-HR 0001844821-25-000007 filed by IRONWOOD WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 165,311 shares
    Change vs previous 13F -1,074 shares

    8.75% of the 13F portfolio, value $18,518,139.

    13F-HR 0001844821-25-000005 filed by IRONWOOD WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 166,385 shares
    Change vs previous 13F +20,748 shares

    8.17% of the 13F portfolio, value $15,676,795.

    13F-HR 0001844821-25-000002 filed by IRONWOOD WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 145,637 shares
    Change vs previous 13F not available

    8.13% of the 13F portfolio, value $16,468,632.

    13F-HR 0001844821-25-000001 filed by IRONWOOD WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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