IronOak Wealth LLC. historic quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 1 quarter from 2024-12-31 to 2025-06-30, IronOak Wealth LLC. opened 13 positions, added to 1, reduced 2 and sold out of 20.
- Q2 2025: Stock HODL; Country of operation United States; Class SH BEN INT; Shares before 18,876.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2037081), 1 quarter: Q2 2025 (2024-12-31 to 2025-06-30, filed 2025-07-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-12-31.
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