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Ironwood Wealth Management (West Virginia)’s Verizon VZ Stock Holding History

Ironwood Wealth Management (West Virginia)’s Portfolio VZ Stock Details VZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$39.5K Hold
936
– – 0.02% 17
2026
Q1 		$44.7K Hold
936
– – 0.02% 18
2025
Q4 		$37.9K Hold
936
– – 0.02% 18
2025
Q3 		$37.3K Hold
936
– – 0.02% 19
2025
Q2 		$40.3K Hold
936
– – 0.02% 19
2025
Q1 		$40.2K Hold
936
– – 0.02% 18
2024
Q4 		$35.4K Sell
936
-565
-38% -$23.8K 0.02% 19
2024
Q3 		$66.3K Hold
1,501
– – 0.03% 18
2024
Q2 		$62K Hold
1,501
– – 0.03% 17
2024
Q1 		$60.3K Hold
1,501
– – 0.03% 19
2023
Q4 		$56.9K Sell
1,501
-662
-31% -$23.4K 0.03% 17
2023
Q3 		$68.8K Hold
2,163
– – 0.04% 16
2023
Q2 		$80.3K Hold
2,163
– – 0.05% 17
2023
Q1 		$85.4K Hold
2,163
– – 0.05% 17
2022
Q4 		$90.4K Hold
2,163
– – 0.05% 17
2022
Q3 		$80K Hold
2,163
– – 0.06% 16
2022
Q2 		$109K Hold
2,163
– – 0.07% 15
2022
Q1 		$110K Hold
2,163
– – 0.08% 14
2021
Q4 		$112K Hold
2,163
– – 0.08% 12
2021
Q3 		$117K Hold
2,163
– – 0.09% 12
2021
Q2 		$121K Hold
2,163
– – 0.09% 12
2021
Q1 		$126K Hold
2,163
– – 0.1% 11
2020
Q4 		$127K Buy
+2,163
New +$128K 0.11% 12

Other funds holding VZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Ironwood Wealth Management (West Virginia)'s VZ Position: Q2 2026 in Review

Ironwood Wealth Management (West Virginia) held its Verizon (VZ) position steady in Q2 2026 at 936 shares worth $39.5K. The position accounts for 0.02% of the portfolio, ranked #17.

Ironwood Wealth Management (West Virginia) first reported a position in VZ in Q4 2020 and has held it in 23 quarters since. The position peaked at $127K in Q4 2020. 3,124 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Ironwood Wealth Management (West Virginia) held 936 shares of Verizon worth $39.5K as of Q2 2026.
  • Ironwood Wealth Management (West Virginia) left its Verizon share count unchanged in Q2 2026.
  • Verizon made up 0.02% of Ironwood Wealth Management (West Virginia)'s portfolio in Q2 2026, its #17 holding.
  • Ironwood Wealth Management (West Virginia) first reported a position in Verizon in Q4 2020 and has held it in 23 quarters since.
  • Ironwood Wealth Management (West Virginia)'s Verizon position peaked at $127K in Q4 2020.
  • 3,124 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Ironwood Wealth Management (West Virginia)'s 13F filing for Q2 2026, filed 14 Jul 2026.