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Ironwood Wealth Management, LLC.: IWR position timeline

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

Ironwood Wealth Management, LLC. held 1,046 IWR 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 1,046 shares
    Change vs previous 13F -3,068 shares

    0.03% of the 13F portfolio, value $115,395.

    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 4,114 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $400,004.

    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 4,114 shares
    Change vs previous 13F +127 shares

    0.12% of the 13F portfolio, value $396,055.

    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 3,987 shares
    Change vs previous 13F -11 shares

    0.13% of the 13F portfolio, value $384,945.

    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 3,998 shares
    Change vs previous 13F -932 shares

    0.13% of the 13F portfolio, value $367,696.

    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 4,930 shares
    Change vs previous 13F -511 shares

    0.13% of the 13F portfolio, value $419,395.

    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 5,441 shares
    Change vs previous 13F -14 shares

    0.15% of the 13F portfolio, value $480,984.

    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 5,455 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $480,804.

    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).