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Ironwood Wealth Management, LLC.: SCHB position timeline

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

Ironwood Wealth Management, LLC. held 100,622 SCHB 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 100,622 shares
    Change vs previous 13F -1,115 shares

    0.65% of the 13F portfolio, value $2,914,004.

    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 101,737 shares
    Change vs previous 13F -2,194 shares

    0.73% of the 13F portfolio, value $2,553,598.

    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 103,931 shares
    Change vs previous 13F -1,339 shares

    0.8% of the 13F portfolio, value $2,726,106.

    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 105,270 shares
    Change vs previous 13F -16,336 shares

    0.91% of the 13F portfolio, value $2,706,491.

    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 121,606 shares
    Change vs previous 13F -43,857 shares

    1.06% of the 13F portfolio, value $2,897,881.

    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 165,463 shares
    Change vs previous 13F -2,583 shares

    1.09% of the 13F portfolio, value $3,562,424.

    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 168,046 shares
    Change vs previous 13F +110,925 shares

    1.18% of the 13F portfolio, value $3,814,650.

    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 57,121 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $3,799,660.

    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).