Ironwood Investment Management
Latest statistics and disclosures from Ironwood Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, EFA, SHV, MYRG, VICR, and represent 19.46% of Ironwood Investment Management's stock portfolio.
- Added to shares of these 10 stocks: CEPT, VTI, HBAN, SCHE, COST, EXTR, GSHD, PI, ASML, SM.
- Started 13 new stock positions in CNNE, SNDK, TGT, MKL, EDEN, COST, NOMD, CEPT, AVNT, FMC. HBAN, GSHD, NOG.
- Reduced shares in these 10 stocks: IWM, Cadence Bank, AEM, CHD, KOP, ARW, WGXRF, HBM, BURBY, .
- Sold out of its positions in AEM, BURBY, Cadence Bank, CHD, JMPLY, ORCL.
- Ironwood Investment Management was a net buyer of stock by $2.2M.
- Ironwood Investment Management has $240M in assets under management (AUM), dropping by 0.83%.
- Central Index Key (CIK): 0001127761
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Portfolio Holdings for Ironwood Investment Management
Ironwood Investment Management holds 179 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF (VTI) | 7.2 | $17M | +6% | 54k | 320.81 |
|
| iShares MSCI EAFE Index Fund (EFA) | 5.1 | $12M | +3% | 126k | 97.13 |
|
| iShares Lehman Short Treasury Bond (SHV) | 3.0 | $7.1M | +2% | 65k | 110.39 |
|
| Myr (MYRG) | 2.1 | $5.0M | 18k | 282.32 |
|
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| Vicor Corporation (VICR) | 2.1 | $5.0M | 31k | 161.00 |
|
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| Group 1 Automotive (GPI) | 2.0 | $4.8M | -2% | 15k | 330.63 |
|
| Dycom Industries (DY) | 2.0 | $4.8M | 14k | 338.82 |
|
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| Bridgebio Pharma (BBIO) | 1.9 | $4.5M | 61k | 74.26 |
|
|
| iShares Russell 3000 Index (IWV) | 1.7 | $4.2M | +4% | 11k | 370.68 |
|
| Citigroup (C) | 1.7 | $4.0M | 36k | 113.41 |
|
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| Cytokinetics (CYTK) | 1.6 | $3.7M | 57k | 65.91 |
|
|
| Vanguard Emerging Markets ETF (VWO) | 1.5 | $3.7M | +3% | 69k | 54.05 |
|
| Tempur-Pedic International (SGI) | 1.4 | $3.5M | 47k | 73.92 |
|
|
| Pegasystems (PEGA) | 1.4 | $3.3M | 78k | 42.56 |
|
|
| TTM Technologies (TTMI) | 1.3 | $3.2M | -4% | 33k | 97.42 |
|
| General Motors Company (GM) | 1.3 | $3.2M | -6% | 43k | 74.50 |
|
| Tutor Perini Corporation (TPC) | 1.3 | $3.1M | 40k | 77.19 |
|
|
| SM Energy (SM) | 1.2 | $3.0M | +19% | 95k | 31.18 |
|
| Coherent Corp (COHR) | 1.2 | $2.9M | 12k | 238.21 |
|
|
| McKesson Corporation (MCK) | 1.2 | $2.9M | 3.3k | 865.36 |
|
|
| Arrow Electronics (ARW) | 1.2 | $2.8M | -11% | 19k | 143.41 |
|
| Mercury Computer Systems (MRCY) | 1.1 | $2.7M | -4% | 38k | 72.91 |
|
| Darling International (DAR) | 1.1 | $2.6M | 43k | 61.85 |
|
|
| Asml Holding (ASML) | 1.1 | $2.6M | +22% | 2.0k | 1320.83 |
|
| Griffon Corporation (GFF) | 1.1 | $2.5M | -4% | 35k | 72.68 |
|
| Extreme Networks (EXTR) | 1.0 | $2.4M | +56% | 161k | 15.08 |
|
| Super Micro Computer Inc Com Usd0.001 (SMCI) | 1.0 | $2.4M | 104k | 22.77 |
|
|
| Impinj (PI) | 1.0 | $2.3M | +36% | 23k | 102.70 |
|
| Fidelity Tot Mkt Index (FSKAX) | 1.0 | $2.3M | 13k | 179.41 |
|
|
| Koppers Holdings (KOP) | 1.0 | $2.3M | -23% | 59k | 38.68 |
|
| Franco-Nevada Corporation (FNV) | 1.0 | $2.3M | +5% | 9.3k | 247.05 |
|
| Barrett Business Services (BBSI) | 0.9 | $2.2M | 75k | 29.18 |
|
|
| Commercial Vehicle (CVGI) | 0.9 | $2.2M | 637k | 3.41 |
|
|
| Watts Water Technologies (WTS) | 0.9 | $2.1M | 7.2k | 290.29 |
|
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| Freshpet (FRPT) | 0.9 | $2.1M | 35k | 58.96 |
|
|
| Newpark Resources (NPKI) | 0.8 | $2.0M | 141k | 14.49 |
|
|
| Williams-Sonoma (WSM) | 0.8 | $2.0M | 11k | 182.33 |
|
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| Astronics Corporation (ATRO) | 0.8 | $2.0M | 29k | 66.73 |
|
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| Pfizer (PFE) | 0.8 | $1.8M | +17% | 65k | 28.08 |
|
| iShares Russell 2000 Index (IWM) | 0.7 | $1.8M | -71% | 7.2k | 248.00 |
|
| Evolv Technologi (EVLV) | 0.7 | $1.8M | 290k | 6.05 |
|
|
| Cisco Systems (CSCO) | 0.7 | $1.7M | 22k | 77.59 |
|
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| Teledyne Technologies Incorporated (TDY) | 0.7 | $1.7M | -4% | 2.8k | 605.01 |
|
| Aurinia Pharmaceuticals (AUPH) | 0.7 | $1.7M | 113k | 14.82 |
|
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| Hanover Insurance (THG) | 0.7 | $1.6M | 9.2k | 173.35 |
|
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| Goodyear Tire & Rubber Company (GT) | 0.7 | $1.6M | +3% | 240k | 6.63 |
|
| Alphabet Inc Class A cs (GOOGL) | 0.6 | $1.6M | -4% | 5.4k | 287.56 |
|
| Cantor Equity Partners Ii In (CEPT) | 0.6 | $1.5M | NEW | 136k | 10.89 |
|
| Microsoft Corporation (MSFT) | 0.6 | $1.5M | -3% | 4.0k | 370.17 |
|
| Kohl's Corporation (KSS) | 0.6 | $1.5M | 113k | 12.90 |
|
|
| International Business Machines (IBM) | 0.6 | $1.4M | +2% | 5.9k | 242.39 |
|
| Steven Madden (SHOO) | 0.6 | $1.4M | 42k | 33.92 |
|
|
| Fastenal Company (FAST) | 0.6 | $1.4M | -4% | 30k | 46.40 |
|
| Ufp Industries (UFPI) | 0.6 | $1.4M | 15k | 92.12 |
|
|
| Cabot Corporation (CBT) | 0.6 | $1.4M | 18k | 75.31 |
|
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| Belden (BDC) | 0.6 | $1.3M | 12k | 114.83 |
|
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| Schwab Emerging Markets Equity ETF (SCHE) | 0.5 | $1.3M | +381% | 40k | 32.95 |
|
| LSB Industries (LXU) | 0.5 | $1.3M | +4% | 85k | 14.90 |
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| NCR Atleos Corp (NATL) | 0.5 | $1.2M | 28k | 43.58 |
|
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| Berkshire Hills Ban (BBT) | 0.5 | $1.2M | +64% | 40k | 30.00 |
|
| ACI Worldwide (ACIW) | 0.5 | $1.2M | 29k | 41.01 |
|
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| Onto Innovation (ONTO) | 0.5 | $1.2M | 5.7k | 205.07 |
|
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| Progressive Corporation (PGR) | 0.5 | $1.1M | 5.7k | 198.24 |
|
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| Tri Pointe Homes (TPH) | 0.5 | $1.1M | 24k | 46.73 |
|
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| Pagaya Technologies (PGY) | 0.5 | $1.1M | +58% | 94k | 11.65 |
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| Huntington Bancshares Incorporated (HBAN) | 0.5 | $1.1M | NEW | 70k | 15.65 |
|
| Kornit Digital (KRNT) | 0.5 | $1.1M | 74k | 14.66 |
|
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| Carriage Services (CSV) | 0.4 | $1.1M | 24k | 45.66 |
|
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| Automatic Data Processing (ADP) | 0.4 | $1.1M | -4% | 5.2k | 203.18 |
|
| Avidia Bancorp (AVBC) | 0.4 | $1.1M | 54k | 19.67 |
|
|
| Visa (V) | 0.4 | $1.0M | -4% | 3.4k | 302.24 |
|
| Zeta Global Holdings Corp (ZETA) | 0.4 | $1.0M | 64k | 15.92 |
|
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| Braemar Hotels And Resorts (BHR) | 0.4 | $1.0M | 431k | 2.36 |
|
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| Denali Therapeutics (DNLI) | 0.4 | $1000k | +2% | 52k | 19.20 |
|
| Zoetis Inc Cl A (ZTS) | 0.4 | $976k | -4% | 8.3k | 118.21 |
|
| Pinnacle Finl Partners (PNFP) | 0.4 | $976k | 11k | 86.14 |
|
|
| Wheaton Precious Metals Corp (WPM) | 0.4 | $966k | -4% | 7.4k | 131.01 |
|
| Anika Therapeutics (ANIK) | 0.4 | $951k | 66k | 14.50 |
|
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| Danaher Corporation (DHR) | 0.4 | $934k | -4% | 4.9k | 189.60 |
|
| salesforce (CRM) | 0.4 | $932k | 5.0k | 186.67 |
|
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| Otis Worldwide Corp (OTIS) | 0.4 | $928k | -4% | 12k | 77.08 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $928k | 3.2k | 294.16 |
|
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| Kopin Corporation (KOPN) | 0.4 | $926k | 412k | 2.25 |
|
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| Intercontinental Exchange (ICE) | 0.4 | $920k | -4% | 5.8k | 157.28 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $916k | NEW | 919.00 | 996.43 |
|
| Old Republic International Corporation (ORI) | 0.4 | $888k | 22k | 39.90 |
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| Goosehead Ins (GSHD) | 0.4 | $872k | NEW | 20k | 42.66 |
|
| S&p Global (SPGI) | 0.4 | $872k | -4% | 2.0k | 425.34 |
|
| Zscaler Incorporated (ZS) | 0.3 | $813k | -2% | 5.8k | 140.29 |
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| Fifth Third Ban (FITB) | 0.3 | $808k | 17k | 46.46 |
|
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| Sunopta (STKL) | 0.3 | $799k | 123k | 6.48 |
|
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| Callaway Golf Company (CALY) | 0.3 | $788k | 57k | 13.88 |
|
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| Porch Group (PRCH) | 0.3 | $774k | +117% | 108k | 7.17 |
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| Goldman Sachs (GS) | 0.3 | $752k | -5% | 889.00 | 845.99 |
|
| Babcock & Wilcox Enterpr (BW) | 0.3 | $732k | 50k | 14.69 |
|
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| General Electric (GE) | 0.3 | $716k | 2.5k | 283.77 |
|
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| Novo Nordisk A/S (NVO) | 0.3 | $705k | -4% | 19k | 36.75 |
|
| TriCo Bancshares (TCBK) | 0.3 | $695k | 15k | 47.54 |
|
|
| Vanguard Tax Managed Int-inv common (VTMGX) | 0.3 | $691k | 34k | 20.53 |
|
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| Compass Minerals International (CMP) | 0.3 | $674k | 29k | 23.35 |
|
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| Trimas Corporation (TRS) | 0.3 | $671k | 19k | 35.94 |
|
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| NCR Corporation (VYX) | 0.3 | $671k | +30% | 106k | 6.33 |
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| Indie Semiconductor (INDI) | 0.3 | $668k | 207k | 3.22 |
|
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| United Natural Foods (UNFI) | 0.3 | $667k | 15k | 45.06 |
|
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| Ishares 0-3 Month Treasury Bd Etf (SGOV) | 0.3 | $651k | -13% | 6.5k | 100.66 |
|
| WSFS Financial Corporation (WSFS) | 0.3 | $607k | 9.3k | 65.46 |
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| Quanterix Ord (QTRX) | 0.2 | $598k | 170k | 3.52 |
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| Sonos (SONO) | 0.2 | $586k | 44k | 13.40 |
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| SPS Commerce (SPSC) | 0.2 | $577k | -8% | 10k | 55.67 |
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| Bank of New York Mellon Corporation (BK) | 0.2 | $575k | 4.8k | 118.63 |
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| Banc Of California (BANC) | 0.2 | $575k | 33k | 17.58 |
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| Ameres (AMRC) | 0.2 | $571k | 22k | 25.50 |
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| Aspen Aerogels (ASPN) | 0.2 | $570k | +30% | 167k | 3.42 |
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| Ge Vernova (GEV) | 0.2 | $543k | 622.00 | 872.90 |
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| Transcat (TRNS) | 0.2 | $528k | 7.2k | 73.45 |
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| Leidos Holdings (LDOS) | 0.2 | $513k | 3.3k | 155.52 |
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| Qorvo (QRVO) | 0.2 | $502k | 6.5k | 77.40 |
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| iShares Russell 1000 Growth Index (IWF) | 0.2 | $493k | 1.2k | 426.40 |
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| Artisan Partners (APAM) | 0.2 | $477k | 13k | 36.39 |
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| Apple (AAPL) | 0.2 | $466k | 1.8k | 253.79 |
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| Ishares Msci Denmark Capped (EDEN) | 0.2 | $465k | NEW | 4.4k | 104.69 |
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| Pepsi (PEP) | 0.2 | $457k | 2.9k | 155.29 |
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| Geospace Technologies (GEOS) | 0.2 | $440k | 36k | 12.20 |
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| Merck & Co (MRK) | 0.2 | $420k | 3.5k | 120.29 |
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| Columbia Banking System (COLB) | 0.2 | $404k | 15k | 27.43 |
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| Amer Fds New Perspective A (ANWPX) | 0.2 | $404k | 6.0k | 66.87 |
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| Tennant Company (TNC) | 0.2 | $400k | -4% | 6.0k | 66.40 |
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| iShares Russell 1000 Value Index (IWD) | 0.2 | $399k | 1.9k | 213.67 |
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| Facebook Inc cl a (META) | 0.2 | $394k | 689.00 | 572.13 |
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| Bristol Myers Squibb (BMY) | 0.2 | $367k | 6.0k | 60.65 |
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| Cargurus (CARG) | 0.2 | $361k | 11k | 34.05 |
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| Markel Corporation (MKL) | 0.2 | $360k | NEW | 188.00 | 1914.07 |
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| Boeing Company (BA) | 0.1 | $351k | 1.8k | 199.03 |
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| Kalvista Pharmaceuticals (KALV) | 0.1 | $336k | 17k | 20.13 |
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| Western Digital (WDC) | 0.1 | $335k | 1.2k | 270.49 |
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| Caterpillar (CAT) | 0.1 | $319k | -35% | 450.00 | 708.46 |
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| Amtech Systems (ASYS) | 0.1 | $318k | 27k | 11.68 |
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| Intel Corporation (INTC) | 0.1 | $306k | 6.9k | 44.13 |
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| Walt Disney Company (DIS) | 0.1 | $296k | 3.1k | 96.38 |
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| Johnson & Johnson (JNJ) | 0.1 | $286k | 1.2k | 244.44 |
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| Fluor Corporation (FLR) | 0.1 | $278k | 6.0k | 46.65 |
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| Bank of America Corporation (BAC) | 0.1 | $278k | 5.7k | 48.75 |
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| Cracker Barrel Old Country Store (CBRL) | 0.1 | $274k | 9.8k | 28.11 |
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| Northern Oil And Gas Inc Mn (NOG) | 0.1 | $272k | NEW | 9.3k | 29.23 |
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| Carter's (CRI) | 0.1 | $270k | 7.6k | 35.76 |
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| Sandisk Corp (SNDK) | 0.1 | $262k | NEW | 413.00 | 635.34 |
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| HudBay Minerals (HBM) | 0.1 | $261k | -54% | 13k | 20.90 |
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| Remy Intl Inc Com remy (REMYY) | 0.1 | $258k | +136% | 61k | 4.20 |
|
| Tiaa-cref Mut Fds lcp vl idx instl (TILVX) | 0.1 | $257k | 9.0k | 28.56 |
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| Eaton (ETN) | 0.1 | $256k | 716.00 | 357.67 |
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| Talos Energy (TALO) | 0.1 | $252k | 16k | 15.76 |
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| Brooks Automation (AZTA) | 0.1 | $251k | -4% | 12k | 21.13 |
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| Resources Connection (RGP) | 0.1 | $248k | +108% | 66k | 3.73 |
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| Hewlett Packard Enterprise (HPE) | 0.1 | $244k | 10k | 23.81 |
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| AES Corporation (AES) | 0.1 | $243k | 17k | 14.09 |
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| Pitney Bowes (PBI) | 0.1 | $234k | 21k | 11.05 |
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| Hancock Holding Company (HWC) | 0.1 | $230k | 3.6k | 63.59 |
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| Chesapeake Energy Corp (EXE) | 0.1 | $224k | 2.0k | 109.78 |
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| Target Corporation (TGT) | 0.1 | $217k | NEW | 1.8k | 121.20 |
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| Cannae Holdings (CNNE) | 0.1 | $212k | NEW | 19k | 11.37 |
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| Hp (HPQ) | 0.1 | $211k | 11k | 19.21 |
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| Avient Corp (AVNT) | 0.1 | $206k | NEW | 5.7k | 36.30 |
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| Northfield Bancorp (NFBK) | 0.1 | $196k | 15k | 13.54 |
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| FMC Corporation (FMC) | 0.1 | $188k | NEW | 11k | 17.22 |
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| Legg Mason WA US TSY Res Inst (CIIXX) | 0.1 | $183k | -8% | 183k | 1.00 |
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| Unisys Corporation (UIS) | 0.1 | $177k | +54% | 86k | 2.07 |
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| Westgold Resources (WGXRF) | 0.1 | $177k | -64% | 44k | 4.03 |
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| Methode Electronics (MEI) | 0.1 | $160k | 29k | 5.52 |
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| Valneva Se (VALN) | 0.1 | $157k | 25k | 6.25 |
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| Nextdecade Corp (NEXT) | 0.1 | $153k | 20k | 7.66 |
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| Nomad Foods (NOMD) | 0.1 | $138k | NEW | 14k | 9.61 |
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| American Vanguard (AVD) | 0.1 | $137k | 55k | 2.49 |
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| Duluth Holdings (DLTH) | 0.0 | $113k | 36k | 3.16 |
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| Sprout Social Cl A Ord (SPT) | 0.0 | $104k | 18k | 5.70 |
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| Marqeta (MQ) | 0.0 | $104k | 25k | 4.08 |
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| Evolent Health (EVH) | 0.0 | $101k | -6% | 44k | 2.28 |
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| Ttec Holdings (TTEC) | 0.0 | $59k | 24k | 2.50 |
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| Ribbon Communication (RBBN) | 0.0 | $38k | 18k | 2.12 |
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| Cartesian Therapeutics Inc USD00001 SUBS RTS | 0.0 | $0 | 170k | 0.00 |
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Past Filings by Ironwood Investment Management
SEC 13F filings are viewable for Ironwood Investment Management going back to 2010
- Ironwood Investment Management 2026 Q1 filed May 15, 2026
- Ironwood Investment Management 2025 Q4 filed Feb. 12, 2026
- Ironwood Investment Management 2025 Q3 filed Nov. 13, 2025
- Ironwood Investment Management 2025 Q2 filed Aug. 13, 2025
- Ironwood Investment Management 2025 Q1 filed May 15, 2025
- Ironwood Investment Management 2024 Q4 filed Feb. 10, 2025
- Ironwood Investment Management 2024 Q3 filed Nov. 14, 2024
- Ironwood Investment Management 2024 Q2 filed Aug. 16, 2024
- Ironwood Investment Management 2024 Q1 filed May 15, 2024
- Ironwood Investment Management 2023 Q4 filed Feb. 14, 2024
- Ironwood Investment Management 2023 Q3 filed Nov. 16, 2023
- Ironwood Investment Management 2023 Q2 filed Aug. 11, 2023
- Ironwood Investment Management 2023 Q1 filed May 15, 2023
- Ironwood Investment Management 2022 Q4 filed Jan. 31, 2023
- Ironwood Investment Management 2022 Q3 filed Nov. 14, 2022
- Ironwood Investment Management 2022 Q2 filed Aug. 12, 2022