Position in CI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$461,488
-$53,072 QoQ
Shares Held
1,674
-13.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,018
of 1,679 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Ironwood Investment Counsel, LLC holds $6,233,658 across 3 Healthcare Plans names. CI ranks #3 (7.4% of the industry book) .
All Filings in CI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $461,488 | 1,674 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $514,560 | 1,929 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $530,092 | 1,926 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $554,593 | 1,924 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $635,705 | 1,923 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $632,009 | 1,921 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $523,837 | 1,897 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $667,936 | 1,928 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $637,008 | 1,927 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $703,135 | 1,936 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $579,136 | 1,934 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $552,973 | 1,933 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $540,716 | 1,927 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $489,084 | 1,914 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $685,211 | 2,068 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $601,277 | 2,167 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $774,748 | 2,940 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $715,954 | 2,988 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $717,134 | 3,123 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $625,700 | 3,126 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $740,369 | 3,123 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $763,656 | 3,159 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $700,109 | 3,363 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $491,458 | 2,901 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $440,602 | 2,348 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $418,853 | 2,364 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||