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Disclosery

IRONWOOD WEALTH MANAGEMENT, INC.: VYM position timeline

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

IRONWOOD WEALTH MANAGEMENT, INC. held 91,293 VYM 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 91,293 shares
    Change vs previous 13F -297 shares

    6.09% of the 13F portfolio, value $14,447,118.

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

  2. period ended2026-06-30
    13F 91,590 shares
    Change vs previous 13F -283 shares

    6.22% of the 13F portfolio, value $14,704,775.

    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 91,873 shares
    Change vs previous 13F -913 shares

    6.29% of the 13F portfolio, value $14,026,251.

    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 92,786 shares
    Change vs previous 13F -2,267 shares

    6.13% of the 13F portfolio, value $13,663,667.

    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 95,053 shares
    Change vs previous 13F +1,209 shares

    5.99% of the 13F portfolio, value $13,066,936.

    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 93,844 shares
    Change vs previous 13F -115 shares

    5.97% of the 13F portfolio, value $12,641,726.

    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 93,959 shares
    Change vs previous 13F +5,220 shares

    5.84% of the 13F portfolio, value $11,197,095.

    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 88,739 shares
    Change vs previous 13F not available

    5.52% of the 13F portfolio, value $11,190,876.

    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).