IRONWOOD WEALTH MANAGEMENT, INC. quarter change: USA ETF, New
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 WEALTH MANAGEMENT, INC. opened 6 positions, added to 5, reduced 5, sold out of 9 and left 0 unchanged. The largest increase in value was USMV (+$13,800,543); the largest decrease was USMV (-$12,846,994).
- USMV: Country of operation —; Class MSCI USA MIN ETF; Shares 2026-03-31 0; Shares 2026-06-30 141,399.
- XLK: Country of operation —; Class ST STR TECHN ETF; Shares 2026-03-31 0; Shares 2026-06-30 62,441.
- SJNK: Country of operation —; Class ST TERM HIGH ETF; Shares 2026-03-31 0; Shares 2026-06-30 354,250.
- XLI: Country of operation —; Class ST STR INDL ETF; Shares 2026-03-31 0; Shares 2026-06-30 30,918.
Two Form 13F-HR filings compared (SEC CIK 1844821): 2026-03-31 (filed 2026-04-13) and 2026-06-30 (filed 2026-07-14). 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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