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IRONWOOD WEALTH MANAGEMENT, INC.: XLE position timeline

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

IRONWOOD WEALTH MANAGEMENT, INC. held 84,594 XLE 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 84,594 shares
    Change vs previous 13F -8,761 shares

    1.96% of the 13F portfolio, value $4,637,444.

    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 93,355 shares
    Change vs previous 13F -2,102 shares

    2.4% of the 13F portfolio, value $5,352,043.

    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 95,457 shares
    Change vs previous 13F +46,960 shares

    2% of the 13F portfolio, value $4,454,979.

    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 48,497 shares
    Change vs previous 13F +1,034 shares

    1.89% of the 13F portfolio, value $4,132,915.

    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 47,463 shares
    Change vs previous 13F +102 shares

    1.98% of the 13F portfolio, value $4,200,951.

    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 47,361 shares
    Change vs previous 13F -1,149 shares

    1.9% of the 13F portfolio, value $3,645,850.

    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 48,510 shares
    Change vs previous 13F +806 shares

    2.12% of the 13F portfolio, value $4,287,799.

    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 47,704 shares
    Change vs previous 13F not available

    2.18% of the 13F portfolio, value $4,445,059.

    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).