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Disclosery

IRONWOOD WEALTH MANAGEMENT, INC.: IUSV position timeline

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

IRONWOOD WEALTH MANAGEMENT, INC. held 191,562 IUSV 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 191,562 shares
    Change vs previous 13F -1,213 shares

    9.07% of the 13F portfolio, value $21,497,088.

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

  2. period ended2026-06-30
    13F 192,775 shares
    Change vs previous 13F +220 shares

    9.08% of the 13F portfolio, value $21,475,135.

    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 192,555 shares
    Change vs previous 13F -1,459 shares

    9.08% of the 13F portfolio, value $20,256,786.

    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 194,014 shares
    Change vs previous 13F -4,793 shares

    9.16% of the 13F portfolio, value $20,418,034.

    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 198,807 shares
    Change vs previous 13F +1,831 shares

    8.93% of the 13F portfolio, value $19,483,086.

    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 196,976 shares
    Change vs previous 13F -223 shares

    8.9% of the 13F portfolio, value $18,846,664.

    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 197,199 shares
    Change vs previous 13F -6,188 shares

    8.74% of the 13F portfolio, value $16,765,859.

    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 203,387 shares
    Change vs previous 13F not available

    9.16% of the 13F portfolio, value $18,561,098.

    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).