Ironwood Investment Management
Latest statistics and disclosures from Ironwood Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, EFA, GPI, IWM, SMCI, and represent 19.13% of Ironwood Investment Management's stock portfolio.
- Added to shares of these 10 stocks: KOPN, KRNT, QTRX, Avidia Bancorp, ASML, SM, VTI, EFA, GT, GPI.
- Started 7 new stock positions in REMYY, JMPLY, KOPN, JNJ, Avidia Bancorp, INTC, KRNT.
- Reduced shares in these 10 stocks: IWM, MKC, LDOS, NATL, , C, FITB, IBM, VYX, ZTS.
- Sold out of its positions in Durect Corp, MKC, TGT.
- Ironwood Investment Management was a net buyer of stock by $3.1M.
- Ironwood Investment Management has $229M in assets under management (AUM), dropping by 11.60%.
- Central Index Key (CIK): 0001127761
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Portfolio Holdings for Ironwood Investment Management
Ironwood Investment Management holds 171 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF (VTI) | 6.8 | $16M | +3% | 48k | 328.17 |
|
| iShares MSCI EAFE Index Fund (EFA) | 4.6 | $11M | +3% | 114k | 93.37 |
|
| Group 1 Automotive (GPI) | 2.9 | $6.6M | +3% | 15k | 437.51 |
|
| iShares Russell 2000 Index (IWM) | 2.6 | $5.9M | -24% | 25k | 241.96 |
|
| Super Micro Computer Inc Com Usd0.001 (SMCI) | 2.2 | $5.0M | +3% | 105k | 47.94 |
|
| Pegasystems (PEGA) | 2.0 | $4.6M | 80k | 57.50 |
|
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| Dycom Industries (DY) | 1.8 | $4.2M | 14k | 291.76 |
|
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| Impinj (PI) | 1.8 | $4.1M | 23k | 180.75 |
|
|
| iShares Lehman Short Treasury Bond (SHV) | 1.8 | $4.1M | +3% | 37k | 110.49 |
|
| Tempur-Pedic International (SGI) | 1.8 | $4.0M | 48k | 84.33 |
|
|
| Citigroup (C) | 1.7 | $4.0M | -6% | 39k | 101.50 |
|
| iShares Russell 3000 Index (IWV) | 1.7 | $4.0M | +4% | 11k | 378.94 |
|
| Myr (MYRG) | 1.6 | $3.7M | 18k | 208.03 |
|
|
| Vanguard Emerging Markets ETF (VWO) | 1.5 | $3.4M | +2% | 62k | 54.18 |
|
| Barrett Business Services (BBSI) | 1.4 | $3.3M | 75k | 44.32 |
|
|
| Bridgebio Pharma (BBIO) | 1.4 | $3.2M | 62k | 51.94 |
|
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| Cytokinetics (CYTK) | 1.4 | $3.2M | 57k | 54.96 |
|
|
| Mercury Computer Systems (MRCY) | 1.3 | $3.1M | 39k | 77.40 |
|
|
| General Motors Company (GM) | 1.3 | $2.9M | 48k | 60.97 |
|
|
| Tutor Perini Corporation (TPC) | 1.2 | $2.8M | 43k | 65.59 |
|
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| Arrow Electronics (ARW) | 1.2 | $2.8M | 23k | 121.00 |
|
|
| Griffon Corporation (GFF) | 1.2 | $2.8M | 36k | 76.15 |
|
|
| McKesson Corporation (MCK) | 1.2 | $2.6M | 3.4k | 772.54 |
|
|
| Fidelity Total Market Index Fu Oth (FSKAX) | 1.0 | $2.4M | 13k | 184.29 |
|
|
| Koppers Holdings (KOP) | 1.0 | $2.3M | 82k | 28.00 |
|
|
| Evolv Technologi (EVLV) | 1.0 | $2.2M | 296k | 7.55 |
|
|
| Extreme Networks (EXTR) | 0.9 | $2.1M | 104k | 20.65 |
|
|
| Williams-Sonoma (WSM) | 0.9 | $2.1M | 11k | 195.45 |
|
|
| Microsoft Corporation (MSFT) | 0.9 | $2.1M | 4.1k | 517.95 |
|
|
| Watts Water Technologies (WTS) | 0.9 | $2.0M | 7.3k | 279.28 |
|
|
| Cisco Systems (CSCO) | 0.9 | $2.0M | 30k | 68.42 |
|
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| TTM Technologies (TTMI) | 0.9 | $2.0M | 34k | 57.60 |
|
|
| Freshpet (FRPT) | 0.9 | $2.0M | 36k | 55.11 |
|
|
| Franco-Nevada Corporation (FNV) | 0.8 | $1.9M | +2% | 8.5k | 222.91 |
|
| Zscaler Incorporated (ZS) | 0.8 | $1.8M | 6.0k | 299.66 |
|
|
| Pagaya Technologies (PGY) | 0.8 | $1.8M | 60k | 29.69 |
|
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| Teledyne Technologies Incorporated (TDY) | 0.7 | $1.7M | 2.9k | 586.04 |
|
|
| Hanover Insurance (THG) | 0.7 | $1.7M | 9.3k | 181.63 |
|
|
| International Business Machines (IBM) | 0.7 | $1.7M | -7% | 5.9k | 282.16 |
|
| Kohl's Corporation (KSS) | 0.7 | $1.6M | 106k | 15.37 |
|
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| Goodyear Tire & Rubber Company (GT) | 0.7 | $1.6M | +22% | 217k | 7.48 |
|
| Newpark Resources (NPKI) | 0.7 | $1.6M | 142k | 11.31 |
|
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| Automatic Data Processing (ADP) | 0.7 | $1.6M | 5.5k | 293.50 |
|
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| Vicor Corporation (VICR) | 0.7 | $1.6M | 31k | 49.72 |
|
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| ACI Worldwide (ACIW) | 0.7 | $1.5M | 29k | 52.77 |
|
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| Fastenal Company (FAST) | 0.7 | $1.5M | 31k | 49.04 |
|
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| Asml Holding (ASML) | 0.6 | $1.5M | +98% | 1.5k | 968.09 |
|
| Progressive Corporation (PGR) | 0.6 | $1.4M | 5.8k | 246.95 |
|
|
| Belden (BDC) | 0.6 | $1.4M | 12k | 120.27 |
|
|
| Steven Madden (SHOO) | 0.6 | $1.4M | 42k | 33.48 |
|
|
| SM Energy (SM) | 0.6 | $1.4M | +65% | 57k | 24.97 |
|
| Ufp Industries (UFPI) | 0.6 | $1.4M | 15k | 93.49 |
|
|
| Cabot Corporation (CBT) | 0.6 | $1.4M | 18k | 76.05 |
|
|
| Alphabet Inc Class A cs (GOOGL) | 0.6 | $1.4M | 5.6k | 243.10 |
|
|
| Astronics Corporation (ATRO) | 0.6 | $1.4M | 30k | 45.61 |
|
|
| Agnico (AEM) | 0.6 | $1.3M | 7.9k | 168.56 |
|
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| Coherent Corp (COHR) | 0.6 | $1.3M | 12k | 107.72 |
|
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| Darling International (DAR) | 0.6 | $1.3M | 43k | 30.87 |
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| Pfizer (PFE) | 0.6 | $1.3M | 51k | 25.48 |
|
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| Zeta Global Holdings Corp (ZETA) | 0.6 | $1.3M | 65k | 19.87 |
|
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| Aurinia Pharmaceuticals (AUPH) | 0.6 | $1.3M | 115k | 11.05 |
|
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| Zoetis Inc Cl A (ZTS) | 0.5 | $1.3M | -8% | 8.6k | 146.32 |
|
| Visa (V) | 0.5 | $1.2M | 3.5k | 341.38 |
|
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| SPS Commerce (SPSC) | 0.5 | $1.2M | 12k | 104.14 |
|
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| salesforce (CRM) | 0.5 | $1.2M | 5.0k | 237.00 |
|
|
| Braemar Hotels And Resorts (BHR) | 0.5 | $1.2M | +7% | 431k | 2.73 |
|
| Otis Worldwide Corp (OTIS) | 0.5 | $1.1M | 13k | 91.43 |
|
|
| Novo Nordisk A/S (NVO) | 0.5 | $1.1M | -5% | 20k | 55.49 |
|
| NCR Atleos Corp (NATL) | 0.5 | $1.1M | -21% | 29k | 39.31 |
|
| Cadence Bank (CADE) | 0.5 | $1.1M | 29k | 37.54 |
|
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| Pinnacle Financial Partners (PNFP) | 0.5 | $1.1M | 11k | 93.79 |
|
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| Quanterix Ord (QTRX) | 0.5 | $1.1M | +811% | 194k | 5.43 |
|
| Intercontinental Exchange (ICE) | 0.4 | $1.0M | +26% | 6.1k | 168.48 |
|
| Kopin Corporation (KOPN) | 0.4 | $1.0M | NEW | 419k | 2.43 |
|
| NCR Corporation (VYX) | 0.4 | $1.0M | -10% | 81k | 12.55 |
|
| Commercial Vehicle (CVGI) | 0.4 | $1.0M | 596k | 1.70 |
|
|
| Kornit Digital (KRNT) | 0.4 | $1.0M | NEW | 75k | 13.50 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $995k | 3.2k | 315.43 |
|
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| Old Republic International Corporation (ORI) | 0.4 | $955k | 23k | 42.47 |
|
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| Aspen Aerogels (ASPN) | 0.4 | $935k | +8% | 134k | 6.96 |
|
| S&p Global (SPGI) | 0.4 | $866k | 1.8k | 486.71 |
|
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| Wheaton Precious Metals Corp (WPM) | 0.4 | $861k | 7.7k | 111.84 |
|
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| Indie Semiconductor (INDI) | 0.4 | $856k | 210k | 4.07 |
|
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| Church & Dwight (CHD) | 0.4 | $841k | 9.6k | 87.63 |
|
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| Tri Pointe Homes (TPH) | 0.4 | $824k | 24k | 33.97 |
|
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| Avidia Bancorp | 0.4 | $812k | NEW | 54k | 14.94 |
|
| Fifth Third Ban (FITB) | 0.3 | $775k | -22% | 17k | 44.55 |
|
| Denali Therapeutics (DNLI) | 0.3 | $767k | 53k | 14.52 |
|
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| Ameres (AMRC) | 0.3 | $765k | 23k | 33.58 |
|
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| General Electric (GE) | 0.3 | $760k | 2.5k | 300.82 |
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| Danaher Corporation (DHR) | 0.3 | $753k | 3.8k | 198.26 |
|
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| Vanguard European ETF (VGK) | 0.3 | $749k | +5% | 9.4k | 79.80 |
|
| Sunopta (STKL) | 0.3 | $749k | 128k | 5.86 |
|
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| Goldman Sachs (GS) | 0.3 | $748k | 939.00 | 796.35 |
|
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| Onto Innovation (ONTO) | 0.3 | $745k | 5.8k | 129.22 |
|
|
| Ishares 0-3 Month Treasury Bd Etf (SGOV) | 0.3 | $730k | +8% | 7.3k | 100.70 |
|
| Trimas Corporation (TRS) | 0.3 | $728k | 19k | 38.64 |
|
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| Sonos (SONO) | 0.3 | $703k | 45k | 15.80 |
|
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| Geospace Technologies (GEOS) | 0.3 | $699k | 37k | 18.96 |
|
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| Caterpillar (CAT) | 0.3 | $668k | 1.4k | 477.15 |
|
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| TriCo Bancshares (TCBK) | 0.3 | $658k | 15k | 44.41 |
|
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| LSB Industries (LXU) | 0.3 | $645k | 82k | 7.88 |
|
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| Vanguard Developed Markets Ind Oth (VTMGX) | 0.3 | $637k | 33k | 19.30 |
|
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| Leidos Holdings (LDOS) | 0.3 | $624k | -39% | 3.3k | 188.96 |
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| Babcock & Wilcox Enterpr (BW) | 0.3 | $613k | +7% | 211k | 2.90 |
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| Qorvo (QRVO) | 0.3 | $592k | 6.5k | 91.08 |
|
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| Berkshire Hills Ban (BBT) | 0.3 | $582k | 25k | 23.71 |
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| Artisan Partners (APAM) | 0.3 | $578k | 13k | 43.40 |
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| United Natural Foods (UNFI) | 0.2 | $563k | 15k | 37.62 |
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| Compass Minerals International (CMP) | 0.2 | $562k | 29k | 19.20 |
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| Callaway Golf Company (MODG) | 0.2 | $547k | 58k | 9.50 |
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| Banc Of California (BANC) | 0.2 | $546k | 33k | 16.55 |
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| Bank of New York Mellon Corporation (BK) | 0.2 | $528k | 4.8k | 108.96 |
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| Tennant Company (TNC) | 0.2 | $512k | 6.3k | 81.06 |
|
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| Facebook Inc cl a (META) | 0.2 | $507k | 690.00 | 734.38 |
|
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| WSFS Financial Corporation (WSFS) | 0.2 | $500k | 9.3k | 53.93 |
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| Apple (AAPL) | 0.2 | $468k | 1.8k | 254.63 |
|
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| Cracker Barrel Old Country Store (CBRL) | 0.2 | $434k | 9.9k | 44.06 |
|
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| iShares Russell 1000 Growth Index (IWF) | 0.2 | $424k | 906.00 | 468.41 |
|
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| Evolent Health (EVH) | 0.2 | $424k | 50k | 8.46 |
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| HudBay Minerals (HBM) | 0.2 | $418k | 28k | 15.16 |
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| American Funds New Perspective Oth (ANWPX) | 0.2 | $417k | 5.7k | 73.53 |
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| Pepsi (PEP) | 0.2 | $413k | 2.9k | 140.44 |
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| Cargurus (CARG) | 0.2 | $402k | 11k | 37.23 |
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| Columbia Banking System (COLB) | 0.2 | $385k | 15k | 25.74 |
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| Ge Vernova (GEV) | 0.2 | $383k | 623.00 | 614.90 |
|
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| Boeing Company (BA) | 0.2 | $381k | 1.8k | 215.83 |
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| iShares Russell 1000 Value Index (IWD) | 0.2 | $380k | 1.9k | 203.59 |
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| Westgold Resources | 0.2 | $365k | 123k | 2.97 |
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| Walt Disney Company (DIS) | 0.2 | $352k | +35% | 3.1k | 114.50 |
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| Oracle Corporation (ORCL) | 0.1 | $341k | 1.2k | 281.24 |
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| Valneva Se (VALN) | 0.1 | $307k | 25k | 12.20 |
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| Hp (HPQ) | 0.1 | $300k | 11k | 27.23 |
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| Bank of America Corporation (BAC) | 0.1 | $295k | 5.7k | 51.59 |
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| Merck & Co (MRK) | 0.1 | $293k | 3.5k | 83.93 |
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| Schwab Emerging Markets Equity ETF (SCHE) | 0.1 | $274k | 8.2k | 33.37 |
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| Bristol Myers Squibb (BMY) | 0.1 | $273k | 6.0k | 45.10 |
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| Eaton (ETN) | 0.1 | $268k | 716.00 | 374.25 |
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| Anika Therapeutics (ANIK) | 0.1 | $265k | 28k | 9.40 |
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| Sprout Social Cl A Ord (SPT) | 0.1 | $263k | 20k | 12.92 |
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| Amtech Systems (ASYS) | 0.1 | $256k | 28k | 9.26 |
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| Legg Mason WA US TSY Res Inst Oth (CIIXX) | 0.1 | $253k | 253k | 1.00 |
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| Burberry Group Plc- (BURBY) | 0.1 | $252k | +14% | 16k | 15.90 |
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| Hewlett Packard Enterprise (HPE) | 0.1 | $252k | 10k | 24.56 |
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| Fluor Corporation (FLR) | 0.1 | $251k | 6.0k | 42.07 |
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| Alta Equipment Group (ALTG) | 0.1 | $248k | 34k | 7.24 |
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| Pitney Bowes (PBI) | 0.1 | $242k | 21k | 11.41 |
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| Intel Corporation (INTC) | 0.1 | $233k | NEW | 7.0k | 33.55 |
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| Hancock Holding Company (HWC) | 0.1 | $230k | 3.7k | 62.61 |
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| AES Corporation (AES) | 0.1 | $227k | 17k | 13.16 |
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| American Vanguard (AVD) | 0.1 | $222k | 39k | 5.74 |
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| Methode Electronics (MEI) | 0.1 | $221k | 29k | 7.55 |
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| Chesapeake Energy Corp (EXE) | 0.1 | $217k | 2.0k | 106.24 |
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| Unisys Corporation (UIS) | 0.1 | $217k | 56k | 3.90 |
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| Johnson & Johnson (JNJ) | 0.1 | $217k | NEW | 1.2k | 185.42 |
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| Carter's (CRI) | 0.1 | $215k | 7.6k | 28.22 |
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| Johnson Matthey Plc - (JMPLY) | 0.1 | $214k | NEW | 3.9k | 54.38 |
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| iRobot Corporation (IRBT) | 0.1 | $205k | 57k | 3.59 |
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| Kalvista Pharmaceuticals (KALV) | 0.1 | $204k | 17k | 12.18 |
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| Northfield Bancorp (NFBK) | 0.1 | $174k | 15k | 11.80 |
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| Talos Energy (TALO) | 0.1 | $153k | 16k | 9.59 |
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| Inspiremd (NSPR) | 0.1 | $148k | 62k | 2.41 |
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| Newell Rubbermaid (NWL) | 0.1 | $146k | 28k | 5.24 |
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| Duluth Holdings (DLTH) | 0.1 | $142k | 36k | 3.91 |
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| Marqeta (MQ) | 0.1 | $136k | 26k | 5.28 |
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| ACCO Brands Corporation (ACCO) | 0.0 | $107k | 27k | 3.99 |
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| Remy Intl Inc Com remy (REMYY) | 0.0 | $105k | NEW | 20k | 5.36 |
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| Ttec Holdings (TTEC) | 0.0 | $81k | 24k | 3.36 |
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| Ribbon Communication (RBBN) | 0.0 | $70k | 18k | 3.80 |
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| MSILF Treasury Port Inst. Oth (MISXX) | 0.0 | $21k | -8% | 21k | 1.00 |
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| Cartesian Therapeutics CVR Oth | 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 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
- Ironwood Investment Management 2022 Q1 filed May 10, 2022
- Ironwood Investment Management 2021 Q4 filed Feb. 10, 2022