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Ironwood Wealth Management (Arizona)’s Vanguard S&P 500 ETF VOO Stock Holding History

Ironwood Wealth Management (Arizona)’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$145K Sell
211
-76
-26% -$50.7K 0.03% 40
2026
Q1 		$171K Sell
287
-65
-18% -$40.7K 0.05% 34
2025
Q4 		$221K Sell
352
-220
-38% -$137K 0.07% 33
2025
Q3 		$351K Buy
572
+50
+10% +$29.5K 0.12% 29
2025
Q2 		$297K Buy
522
+98
+23% +$51.5K 0.11% 30
2025
Q1 		$218K Sell
424
-76
-15% -$41.1K 0.07% 32
2024
Q4 		$269K Sell
500
-18
-3% -$9.75K 0.08% 34
2024
Q3 		$273K Hold
518
– – 0.08% 35
2024
Q2 		$259K Sell
518
-96
-16% -$46.2K 0.08% 35
2024
Q1 		$295K Buy
614
+340
+124% +$156K 0.1% 32
2023
Q4 		$120K Sell
274
-2
-0.7% -$819 0.04% 37
2023
Q3 		$108K Sell
276
-49
-15% -$20K 0.04% 37
2023
Q2 		$132K Buy
325
+9
+3% +$3.47K 0.05% 35
2023
Q1 		$119K Sell
316
-52
-14% -$19.1K 0.05% 36
2022
Q4 		$129K Buy
368
+94
+34% +$33.2K 0.05% 35
2022
Q3 		$95K Hold
274
– – 0.04% 36
2022
Q2 		$95K Hold
274
– – 0.04% 36
2022
Q1 		$114K Buy
274
+15
+6% +$6.14K 0.05% 38
2021
Q4 		$113K Hold
259
– – 0.05% 35
2021
Q3 		$102K Hold
259
– – 0.05% 36
2021
Q2 		$102K Buy
259
+88
+51% +$33.8K 0.06% 35
2021
Q1 		$62K Sell
171
-16
-9% -$5.67K 0.04% 35
2020
Q4 		$64K Buy
187
+106
+131% +$34.6K 0.04% 35
2020
Q3 		$23K Hold
81
– – 0.02% 33
2020
Q2 		$23K Sell
81
-15
-16% -$4.04K 0.02% 33
2020
Q1 		$23K Buy
96
+28
+41% +$7.84K 0.02% 39
2019
Q4 		$20K Hold
68
– – 0.01% 47
2019
Q3 		$19K Sell
68
-2
-3% -$543 0.01% 49
2019
Q2 		$19K Sell
70
-2
-3% -$529 0.01% 50
2019
Q1 		$19K Hold
72
– – 0.02% 47
2018
Q4 		$17K Buy
+72
New +$17.8K 0.02% 45
2017
Q3 		$3K Buy
+14
New +$3.17K ﹤0.01% 73

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Ironwood Wealth Management (Arizona)'s VOO Position: Q2 2026 in Review

Ironwood Wealth Management (Arizona) reduced its Vanguard S&P 500 ETF (VOO) stake by 26% in Q2 2026, selling an estimated $50.7K and leaving 211 shares worth $145K. The position accounts for 0.03% of the portfolio, ranked #40.

Ironwood Wealth Management (Arizona) first reported a position in VOO in Q3 2017 and has held it in 32 quarters since. The position peaked at $351K in Q3 2025. 2,048 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Ironwood Wealth Management (Arizona) held 211 shares of Vanguard S&P 500 ETF worth $145K as of Q2 2026.
  • Ironwood Wealth Management (Arizona) sold 76 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $50.7K.
  • Vanguard S&P 500 ETF made up 0.03% of Ironwood Wealth Management (Arizona)'s portfolio in Q2 2026, its #40 holding.
  • Ironwood Wealth Management (Arizona) first reported a position in Vanguard S&P 500 ETF in Q3 2017 and has held it in 32 quarters since.
  • Ironwood Wealth Management (Arizona)'s Vanguard S&P 500 ETF position peaked at $351K in Q3 2025.
  • 2,048 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Ironwood Wealth Management (Arizona)'s 13F filing for Q2 2026, filed 30 Jul 2026.