IronOak Wealth LLC. quarter change: USA ETF, Reduced
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2024-12-31 to 2025-06-30, IronOak Wealth LLC. opened 13 positions, added to 1, reduced 2, sold out of 20 and left 0 unchanged. The largest increase in value was SGOV (+$5,032,530); the largest decrease was BYLD (-$4,977,609).
- BUFR: Country of operation —; Class FT VEST LADDERED; Shares 2024-12-31 109,050; Shares 2025-06-30 8,539.
- CLOI: Country of operation —; Class CLO ETF; Shares 2024-12-31 60,332; Shares 2025-06-30 39,515.
Two Form 13F-HR filings compared (SEC CIK 2037081): 2024-12-31 (filed 2025-03-06) and 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; share change is the position change.
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