First seen by DFX
Sep 12, 2026
date not stated
Ironwood Investment Counsel: CANDIDATE_FAMILY_OFFICE -> CANDIDATE_FAMILY_OFFICE (in-care-of organisation on 1 private foundation(s) with $2,674,646 in assets (IRS); could be the family's investment company, its manager or its accountant)
First seen by DFX
Sep 12, 2026
date not stated
Ironwood Investment Counsel named as in-care-of on The Wilhoit Foundation ($2,674,646 in assets)
First seen by DFX
Sep 12, 2026
date not stated
Ironwood Investment Counsel: CANDIDATE_FAMILY_OFFICE -> NOT_FAMILY_OFFICE (on the Form ADV roster (CRD 110623, RIA) with no family office signal on its own filing: a wealth adviser by Item 5.D, not an office)
Ironwood Investment Counsel, LLC reported $694,150,757 across 264 13(f) positions for the quarter ended 2026-03-31
Ironwood Investment Counsel, LLC reduced Cummins Inc 18,707 -> 12,738 shares ($9,549,472 -> $6,853,315)
Ironwood Investment Counsel, LLC opened a $2,399,422 position in ServiceNow, Inc (22,950 shares)
Ironwood Investment Counsel, LLC reduced Teradyne, Inc. 35,337 -> 25,312 shares ($6,839,915 -> $7,504,063)
Ironwood Investment Counsel, LLC increased First Trust Preferred Sec & Inc ETF 246,793 -> 346,152 shares ($4,496,578 -> $6,144,212)
Ironwood Investment Counsel, LLC increased Intuit Inc 2,331 -> 10,461 shares ($1,544,101 -> $4,523,127)
Ironwood Investment Counsel, LLC increased JPMorgan Ultra-Short Income ETF 137,600 -> 222,282 shares ($6,961,209 -> $11,249,728)
Ironwood Investment Counsel, LLC increased Salesforce.com Inc 4,808 -> 22,727 shares ($1,273,943 -> $4,242,555)
Ironwood Investment Counsel, LLC increased The Trade Desk Inc 56,625 -> 92,713 shares ($2,149,485 -> $2,103,657)
Ironwood Investment Counsel, LLC reduced JPMorgan Ultra-Short Municipal Inc ETF 77,731 -> 38,643 shares ($3,959,617 -> $1,970,020)
Ironwood Investment Counsel, LLC reduced KLA Corporation 7,511 -> 4,926 shares ($9,126,753 -> $7,253,802)
Ironwood Investment Counsel, LLC reported $716,082,490 across 267 13(f) positions for the quarter ended 2025-12-31
Ironwood Investment Counsel, LLC increased iShares Russell Midcap Value 4,703 -> 18,978 shares ($656,997 -> $2,676,927)
Ironwood Investment Counsel, LLC reduced JPMorgan Ultra-Short Income ETF 241,476 -> 137,600 shares ($12,250,081 -> $6,961,209)
Ironwood Investment Counsel, LLC reduced JPMorgan Ultra-Short Municipal Inc ETF 104,135 -> 77,731 shares ($5,315,095 -> $3,959,617)
Ironwood Investment Counsel, LLC opened a $22,545,528 position in Akre Focus ETF (344,154 shares)
Ironwood Investment Counsel, LLC exited Fiserv Inc (was $7,103,325, 55,094 shares)
Ironwood Investment Counsel, LLC increased iShares Russell 1000 Value Index 18,542 -> 35,660 shares ($3,775,098 -> $7,500,921)
Ironwood Investment Counsel, LLC increased Vanguard Total Stock Market ETF 2,647 -> 6,783 shares ($868,680 -> $2,274,424)
Ironwood Investment Counsel, LLC increased Accenture PLC 30,811 -> 39,755 shares ($7,597,992 -> $10,666,320)
Ironwood Investment Counsel, LLC increased Amdocs Limited 32,186 -> 43,651 shares ($2,640,896 -> $3,514,381)
Ironwood Investment Counsel, LLC increased Crown Castle International 26,356 -> 35,521 shares ($2,543,118 -> $3,156,825)
Ironwood Investment Counsel, LLC reported $685,919,525 across 263 13(f) positions for the quarter ended 2025-09-30
Ironwood Investment Counsel, LLC opened a $2,640,896 position in Amdocs Limited (32,186 shares)
Ironwood Investment Counsel, LLC reduced Mastercard 36,446 -> 18,670 shares ($13,550,726 -> $10,620,191)
Ironwood Investment Counsel, LLC reduced McKesson Corp 11,616 -> 6,575 shares ($5,298,927 -> $5,080,212)
Ironwood Investment Counsel, LLC reduced Meta Platforms Inc Class A 15,313 -> 9,423 shares ($11,302,792 -> $6,920,307)
Ironwood Investment Counsel, LLC reduced S&P Global Inc 74,245 -> 2,165 shares ($16,955,719 -> $1,054,158)
Ironwood Investment Counsel, LLC opened a $6,563,289 position in Adobe Systems Inc (18,606 shares)
Ironwood Investment Counsel, LLC opened a $18,245,469 position in Alphabet Inc Class A (75,053 shares)
Ironwood Investment Counsel, LLC opened a $4,197,438 position in Alphabet Inc Class C (17,234 shares)
Ironwood Investment Counsel, LLC reduced Corning Inc 40,984 -> 28,175 shares ($2,155,364 -> $2,311,216)
Ironwood Investment Counsel, LLC opened a $2,550,027 position in Elevance Health Inc (7,891 shares)
Ironwood Investment Counsel, LLC reduced Exxon Mobil 116,461 -> 32,898 shares ($18,219,678 -> $3,709,347)
Ironwood Investment Counsel, LLC increased iShares Russell 1000 Value Index 13,353 -> 18,542 shares ($2,593,554 -> $3,775,098)
Ironwood Investment Counsel, LLC increased JPMorgan Ultra-Short Income ETF 44,272 -> 241,476 shares ($2,243,704 -> $12,250,081)
Ironwood Investment Counsel, LLC increased JPMorgan Ultra-Short Municipal Inc ETF 30,161 -> 104,135 shares ($1,535,807 -> $5,315,095)