Ironwood Investment Counsel, LLC quarter change: USA ETF, Unchanged
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Ironwood Investment Counsel, LLC opened 3 positions, added to 27, reduced 26, sold out of 0 and left 11 unchanged. The largest increase in value was DGRO (+$4,263,493); the largest decrease was XLC (-$559,701).
- IWO: Country of operation —; Class RUS 2000 GRW ETF; Shares 2026-03-31 3,368; Shares 2026-06-30 3,368.
- ACWX: Country of operation —; Class MSCI ACWI EX US; Shares 2026-03-31 13,349; Shares 2026-06-30 13,349.
- XBI: Country of operation —; Class S&P BIOTECH; Shares 2026-03-31 2,467; Shares 2026-06-30 2,467.
- RFG: Country of operation —; Class S&P MDCP400 PR; Shares 2026-03-31 6,903; Shares 2026-06-30 6,903.
Two Form 13F-HR filings compared (SEC CIK 1330463): 2026-03-31 (filed 2026-05-07) and 2026-06-30 (filed 2026-08-06). 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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