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Disclosery

IRONWOOD WEALTH MANAGEMENT, INC.: XLI position timeline

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

IRONWOOD WEALTH MANAGEMENT, INC. held 30,918 XLI 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 30,918 shares
    Change vs previous 13F -2,044 shares

    2.37% of the 13F portfolio, value $5,599,559.

    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 32,962 shares
    Change vs previous 13F -292 shares

    2.54% of the 13F portfolio, value $5,675,727.

    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 33,254 shares
    Change vs previous 13F -802 shares

    2.42% of the 13F portfolio, value $5,384,821.

    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 34,056 shares
    Change vs previous 13F -369 shares

    2.34% of the 13F portfolio, value $5,104,995.

    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 34,425 shares
    Change vs previous 13F -242 shares

    2.42% of the 13F portfolio, value $5,124,506.

    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 34,667 shares
    Change vs previous 13F +143 shares

    2.23% of the 13F portfolio, value $4,281,028.

    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 34,524 shares
    Change vs previous 13F +172 shares

    2.24% of the 13F portfolio, value $4,534,037.

    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 34,352 shares
    Change vs previous 13F not available

    2.28% of the 13F portfolio, value $4,655,040.

    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).