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Ironwood Wealth Management, LLC.: IJR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ironwood Wealth Management, LLC. on IJR, newest first. How the timeline and the estimate are built.

Ironwood Wealth Management, LLC. held 79,511 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 79,511 shares
    Change vs previous 13F -8,737 shares

    2.61% of the 13F portfolio, value $11,792,208.

    13F-HR 0001104659-26-088417 filed by Ironwood Wealth Management, LLC.
    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 88,248 shares
    Change vs previous 13F -923 shares

    3.15% of the 13F portfolio, value $10,970,055.

    13F-HR 0001104659-26-047829 filed by Ironwood Wealth Management, LLC.
    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 89,171 shares
    Change vs previous 13F +682 shares

    3.15% of the 13F portfolio, value $10,716,601.

    13F-HR 0001104659-26-009141 filed by Ironwood Wealth Management, LLC.
    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 88,489 shares
    Change vs previous 13F +7,827 shares

    3.52% of the 13F portfolio, value $10,515,165.

    13F-HR 0001104659-25-102445 filed by Ironwood Wealth Management, LLC.
    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 80,662 shares
    Change vs previous 13F -37,547 shares

    3.22% of the 13F portfolio, value $8,815,567.

    13F-HR 0001104659-25-074685 filed by Ironwood Wealth Management, LLC.
    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 118,209 shares
    Change vs previous 13F +3,682 shares

    3.79% of the 13F portfolio, value $12,361,084.

    13F-HR 0001104659-25-039345 filed by Ironwood Wealth Management, LLC.
    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 114,527 shares
    Change vs previous 13F +7,395 shares

    4.09% of the 13F portfolio, value $13,195,751.

    13F-HR 0001104659-25-009009 filed by Ironwood Wealth Management, LLC.
    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 107,132 shares
    Change vs previous 13F not available

    3.77% of the 13F portfolio, value $12,530,129.

    13F-HR 0001104659-24-106964 filed by Ironwood Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).