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IRONWOOD WEALTH MANAGEMENT, INC. → STT-PG

IRONWOOD WEALTH MANAGEMENT, INC. STT-PG Position History

State Street Corporation • Banking

Quarters held
21
Latest value
$12.1M
Q3 2026
Peak value
$12.1M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$8.3M
Q4 2025$4.5M
Q4 2025$4.7M
Q4 2025$5.4M
Q4 2025$9.5M
Q1 2026$16K
Q1 2026$8.2M
Q1 2026$5.4M
Q1 2026$4.3M
Q1 2026$5.7M
Q1 2026$9.2M
Q2 2026$8.8M
Q2 2026$4.6M
Q2 2026$4.7M
Q2 2026$5.6M
Q2 2026$11.6M
Q3 2026$8.6M
Q3 2026$5.5M
Q3 2026$4.6M
Q3 2026$5.2M
Q3 2026$12.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$12.1M60.9K——
Q3 2026$5.2M31.0K——
Q3 2026$4.6M85.7K——
Q3 2026$5.5M84.6K——
Q3 2026$8.6M356.6K——
Q2 2026$11.6M62.4K——
Q2 2026$5.6M30.9K——
Q2 2026$4.7M85.5K——
Q2 2026$4.6M84.6K——
Q2 2026$8.8M354.3K——
Q1 2026$9.2M65.0K——
Q1 2026$5.7M33.0K——
Q1 2026$4.3M84.1K——
Q1 2026$5.4M93.4K——
Q1 2026$8.2M328.1K——
Q1 2026$16K192——
Q4 2025$9.5M65.1K——
Q4 2025$5.4M33.3K——
Q4 2025$4.7M83.7K——
Q4 2025$4.5M95.5K——
Q4 2025$8.3M325.6K——

Other funds holding STT-PG

Other IRONWOOD WEALTH MANAGEMENT, INC. positions

VVR

INVESCO EXCH TRADED FD TR II

$26M
VVR

INVESCO EXCH TRADED FD TR II

$25.8M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$24.9M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$24.8M
VVR

INVESCO EXCH TRADED FD TR II

$24.5M
VVR

INVESCO EXCH TRADED FD TR II

$24.1M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$23.5M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$23.5M