True Wealth Design’s Ironwood Pharmaceuticals IRWD Stock Holding History

True Wealth Design’s Portfolio IRWD Stock Details IRWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.1K	Buy	2,390 +29	+1%	+$112	﹤0.01%	1054
2026 Q1	$8.29K	Hold	2,361	–	–	﹤0.01%	1038
2025 Q4	$7.96K	Hold	2,361	–	–	﹤0.01%	933
2025 Q3	$3.09K	Buy	2,361 +1,343	+132%	+$1.39K	﹤0.01%	1297
2025 Q2	$731	Buy	1,018 +897	+741%	+$704	﹤0.01%	1593
2025 Q1	$178	Buy	+121	New	+$288	﹤0.01%	2002
2024 Q4	–	Sell	-112	Closed	-$462	–	1440
2024 Q3	$462	Buy	+112	New	+$602	﹤0.01%	1113

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Wealth Enhancement Advisory Services

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Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return