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IRONWOOD WEALTH MANAGEMENT, INC.: USMV position timeline

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

IRONWOOD WEALTH MANAGEMENT, INC. held 141,399 USMV shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 141,399 shares
    Change vs previous 13F +4,525 shares

    5.83% of the 13F portfolio, value $13,800,543.

    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).

  2. period ended2026-03-31
    13F 136,874 shares
    Change vs previous 13F +478 shares

    5.76% of the 13F portfolio, value $12,846,994.

    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).

  3. period ended2025-12-31
    13F 136,396 shares
    Change vs previous 13F -1,462 shares

    5.79% of the 13F portfolio, value $12,908,518.

    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).

  4. period ended2025-09-30
    13F 137,858 shares
    Change vs previous 13F +4,803 shares

    5.94% of the 13F portfolio, value $12,957,274.

    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).

  5. period ended2025-06-30
    13F 133,055 shares
    Change vs previous 13F +183 shares

    5.88% of the 13F portfolio, value $12,447,296.

    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).

  6. period ended2025-03-31
    13F 132,872 shares
    Change vs previous 13F -9,861 shares

    6.14% of the 13F portfolio, value $11,775,117.

    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).

  7. period ended2024-12-31
    13F 142,733 shares
    Change vs previous 13F +1,353 shares

    6.17% of the 13F portfolio, value $12,514,830.

    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).

  8. period ended2024-09-30
    13F 141,380 shares
    Change vs previous 13F not available

    6.31% of the 13F portfolio, value $12,879,718.

    13F-HR 0001844821-24-000005 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).