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Disclosery

IRONWOOD WEALTH MANAGEMENT, INC.: XLF position timeline

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

IRONWOOD WEALTH MANAGEMENT, INC. held 85,722 XLF 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 85,722 shares
    Change vs previous 13F +271 shares

    1.96% of the 13F portfolio, value $4,648,705.

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

  2. period ended2026-06-30
    13F 85,451 shares
    Change vs previous 13F +1,361 shares

    2.01% of the 13F portfolio, value $4,745,949.

    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 84,090 shares
    Change vs previous 13F +408 shares

    1.93% of the 13F portfolio, value $4,316,340.

    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 83,682 shares
    Change vs previous 13F -1,563 shares

    2.09% of the 13F portfolio, value $4,663,598.

    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 85,245 shares
    Change vs previous 13F +1,363 shares

    2.04% of the 13F portfolio, value $4,446,380.

    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 83,882 shares
    Change vs previous 13F -207 shares

    2.07% of the 13F portfolio, value $4,379,480.

    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 84,089 shares
    Change vs previous 13F -9,881 shares

    2.01% of the 13F portfolio, value $3,860,526.

    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 93,970 shares
    Change vs previous 13F not available

    2.19% of the 13F portfolio, value $4,446,661.

    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).