Ironwood Investment Management
Latest statistics and disclosures from Ironwood Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, EFA, VICR, MYRG, SHV, and represent 20.96% of Ironwood Investment Management's stock portfolio.
- Added to shares of these 10 stocks: HNI, TPL, GSHD, VTI, EFA, AMRC, TRNS, SCHE, ATROB, IWF.
- Started 7 new stock positions in MISXX, DE, TPL, HNI, ATROB, JMPLY, REPL.
- Reduced shares in these 10 stocks: VICR, COHR, , ICE, , INTC, Cantor Equity Partners Ii In, SM, Kalvista Pharmaceuticals, WDC.
- Sold out of its positions in EXE, ICE, Kalvista Pharmaceuticals, NOG, SNDK, STKL, Tri Pointe Homes, TGT, WDC.
- Ironwood Investment Management was a net seller of stock by $-129k.
- Ironwood Investment Management has $289M in assets under management (AUM), dropping by 20.60%.
- Central Index Key (CIK): 0001127761
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Portfolio Holdings for Ironwood Investment Management
Ironwood Investment Management holds 177 positions in its portfolio as reported in the June 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 | $21M | +4% | 57k | 370.04 |
|
| iShares MSCI EAFE Index Fund (EFA) | 4.7 | $14M | +4% | 132k | 103.88 |
|
| Vicor Corporation (VICR) | 3.3 | $9.7M | -17% | 26k | 379.78 |
|
| Myr (MYRG) | 3.1 | $8.9M | 18k | 500.40 |
|
|
| iShares Lehman Short Treasury Bond (SHV) | 2.6 | $7.5M | +4% | 68k | 110.35 |
|
| Dycom Industries (DY) | 2.5 | $7.1M | 14k | 505.59 |
|
|
| TTM Technologies (TTMI) | 2.1 | $6.0M | 32k | 187.02 |
|
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| Extreme Networks (EXTR) | 1.8 | $5.2M | 162k | 32.37 |
|
|
| iShares Russell 3000 Index (IWV) | 1.8 | $5.2M | +7% | 12k | 426.40 |
|
| Cytokinetics (CYTK) | 1.7 | $4.8M | 57k | 85.19 |
|
|
| Citigroup (C) | 1.6 | $4.7M | -5% | 34k | 139.96 |
|
| Bridgebio Pharma (BBIO) | 1.6 | $4.6M | 61k | 74.48 |
|
|
| Mercury Computer Systems (MRCY) | 1.5 | $4.5M | -3% | 37k | 122.33 |
|
| Vanguard Emerging Markets ETF (VWO) | 1.5 | $4.3M | +5% | 73k | 59.69 |
|
| Group 1 Automotive (GPI) | 1.5 | $4.3M | 15k | 291.17 |
|
|
| Arrow Electronics (ARW) | 1.4 | $4.1M | 19k | 213.41 |
|
|
| Tempur-Pedic International (SGI) | 1.3 | $3.7M | 47k | 78.40 |
|
|
| Asml Holding (ASML) | 1.3 | $3.7M | -6% | 1.8k | 1989.44 |
|
| Coherent Corp (COHR) | 1.2 | $3.6M | -25% | 9.1k | 394.47 |
|
| Griffon Corporation (GFF) | 1.2 | $3.4M | 35k | 97.53 |
|
|
| Tutor Perini Corporation (TPC) | 1.2 | $3.3M | 40k | 82.97 |
|
|
| Impinj (PI) | 1.2 | $3.3M | +2% | 23k | 143.23 |
|
| General Motors Company (GM) | 1.1 | $3.3M | 43k | 77.08 |
|
|
| Super Micro Computer Inc Com Usd0.001 (SMCI) | 1.1 | $3.2M | +4% | 109k | 29.33 |
|
| Commercial Vehicle (CVGI) | 1.1 | $3.1M | +6% | 677k | 4.62 |
|
| Watts Water Technologies (WTS) | 1.0 | $2.8M | 7.2k | 391.45 |
|
|
| Fidelity Tot Mkt Index (FSKAX) | 0.9 | $2.7M | 13k | 207.42 |
|
|
| Barrett Business Services (BBSI) | 0.9 | $2.7M | 75k | 35.52 |
|
|
| Koppers Holdings (KOP) | 0.9 | $2.6M | -2% | 58k | 44.90 |
|
| Cisco Systems (CSCO) | 0.9 | $2.6M | 22k | 117.46 |
|
|
| Williams-Sonoma (WSM) | 0.9 | $2.5M | 11k | 233.10 |
|
|
| McKesson Corporation (MCK) | 0.9 | $2.5M | 3.3k | 755.60 |
|
|
| Astronics Corporation (ATRO) | 0.8 | $2.4M | 29k | 81.26 |
|
|
| Pegasystems (PEGA) | 0.8 | $2.4M | 79k | 29.97 |
|
|
| Darling International (DAR) | 0.8 | $2.3M | 43k | 54.62 |
|
|
| Newpark Resources (NPKI) | 0.8 | $2.2M | 141k | 15.91 |
|
|
| iShares Russell 2000 Index (IWM) | 0.8 | $2.2M | 7.2k | 300.45 |
|
|
| Onto Innovation (ONTO) | 0.7 | $2.2M | 5.7k | 378.45 |
|
|
| SM Energy (SM) | 0.7 | $2.1M | -14% | 82k | 26.10 |
|
| HNI Corporation (HNI) | 0.7 | $2.1M | NEW | 52k | 40.41 |
|
| Franco-Nevada Corporation (FNV) | 0.7 | $2.1M | +7% | 10k | 208.44 |
|
| Freshpet (FRPT) | 0.7 | $2.1M | 35k | 59.12 |
|
|
| Kohl's Corporation (KSS) | 0.7 | $2.0M | 113k | 17.72 |
|
|
| Hanover Insurance (THG) | 0.7 | $2.0M | 9.2k | 214.12 |
|
|
| Aurinia Pharmaceuticals (AUPH) | 0.7 | $1.9M | 113k | 16.97 |
|
|
| Schwab Emerging Markets Equity ETF (SCHE) | 0.7 | $1.9M | +32% | 52k | 36.26 |
|
| Goosehead Ins (GSHD) | 0.6 | $1.9M | +89% | 39k | 48.50 |
|
| Kopin Corporation (KOPN) | 0.6 | $1.9M | 413k | 4.48 |
|
|
| Pagaya Technologies (PGY) | 0.6 | $1.8M | +4% | 99k | 18.25 |
|
| Steven Madden (SHOO) | 0.6 | $1.8M | 42k | 42.10 |
|
|
| Goodyear Tire & Rubber Company (GT) | 0.6 | $1.7M | +9% | 263k | 6.60 |
|
| Evolv Technologi (EVLV) | 0.6 | $1.7M | 293k | 5.80 |
|
|
| Porch Group (PRCH) | 0.6 | $1.7M | +3% | 112k | 15.04 |
|
| International Business Machines (IBM) | 0.6 | $1.7M | 5.9k | 281.21 |
|
|
| Cabot Corporation (CBT) | 0.6 | $1.6M | 18k | 90.82 |
|
|
| Alphabet Inc Class A cs (GOOGL) | 0.6 | $1.6M | -15% | 4.6k | 357.37 |
|
| Teledyne Technologies Incorporated (TDY) | 0.5 | $1.5M | -16% | 2.3k | 666.90 |
|
| Pfizer (PFE) | 0.5 | $1.5M | -6% | 61k | 24.08 |
|
| ACI Worldwide (ACIW) | 0.5 | $1.4M | 29k | 50.29 |
|
|
| Belden (BDC) | 0.5 | $1.4M | 12k | 119.91 |
|
|
| Cantor Equity Partners Ii In | 0.5 | $1.4M | -24% | 103k | 13.42 |
|
| Texas Pacific Land Corp (TPL) | 0.5 | $1.4M | NEW | 3.1k | 437.64 |
|
| Denali Therapeutics (DNLI) | 0.5 | $1.3M | 52k | 25.72 |
|
|
| Ufp Industries (UFPI) | 0.5 | $1.3M | 15k | 90.74 |
|
|
| Microsoft Corporation (MSFT) | 0.4 | $1.3M | -12% | 3.5k | 373.02 |
|
| Zeta Global Holdings Corp (ZETA) | 0.4 | $1.3M | 65k | 19.68 |
|
|
| Progressive Corporation (PGR) | 0.4 | $1.2M | 5.7k | 218.45 |
|
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| Huntington Bancshares Incorporated (HBAN) | 0.4 | $1.2M | 70k | 17.73 |
|
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| Berkshire Hills Ban (BBT) | 0.4 | $1.2M | 40k | 30.45 |
|
|
| NCR Atleos Corp (NATL) | 0.4 | $1.2M | 28k | 43.41 |
|
|
| Kornit Digital (KRNT) | 0.4 | $1.2M | 74k | 16.25 |
|
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| Fastenal Company (FAST) | 0.4 | $1.2M | -16% | 25k | 48.03 |
|
| NCR Corporation (VYX) | 0.4 | $1.2M | +35% | 143k | 8.17 |
|
| Pinnacle Finl Partners (PNFP) | 0.4 | $1.1M | 11k | 100.88 |
|
|
| Ameres (AMRC) | 0.4 | $1.1M | +84% | 41k | 27.60 |
|
| Aspen Aerogels (ASPN) | 0.4 | $1.1M | +7% | 179k | 6.34 |
|
| Transcat (TRNS) | 0.4 | $1.1M | +69% | 12k | 92.77 |
|
| Avidia Bancorp (AVBC) | 0.4 | $1.1M | 54k | 20.99 |
|
|
| Callaway Golf Company (CALY) | 0.4 | $1.1M | 57k | 18.79 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $1.0M | 3.2k | 327.33 |
|
|
| LSB Industries (LXU) | 0.3 | $994k | +7% | 92k | 10.81 |
|
| Fifth Third Ban (FITB) | 0.3 | $981k | 17k | 56.37 |
|
|
| Automatic Data Processing (ADP) | 0.3 | $980k | -16% | 4.4k | 223.95 |
|
| Visa (V) | 0.3 | $972k | -16% | 2.8k | 343.09 |
|
| Anika Therapeutics (ANIK) | 0.3 | $958k | 66k | 14.63 |
|
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| General Electric (GE) | 0.3 | $939k | 2.5k | 373.73 |
|
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| Indie Semiconductor (INDI) | 0.3 | $934k | 208k | 4.49 |
|
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| Braemar Hotels And Resorts (BHR) | 0.3 | $932k | 431k | 2.16 |
|
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| Old Republic International Corporation (ORI) | 0.3 | $910k | 22k | 40.92 |
|
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| Carriage Services (CSV) | 0.3 | $900k | 24k | 38.34 |
|
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| Compass Minerals International (CMP) | 0.3 | $899k | 29k | 31.13 |
|
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| Trimas Corporation (TRS) | 0.3 | $841k | 19k | 45.03 |
|
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| Zscaler Incorporated (ZS) | 0.3 | $834k | 5.9k | 141.15 |
|
|
| Ishares Msci Denmark Capped (EDEN) | 0.3 | $799k | +63% | 7.2k | 110.35 |
|
| Goldman Sachs (GS) | 0.3 | $798k | -11% | 789.00 | 1011.37 |
|
| TriCo Bancshares (TCBK) | 0.3 | $787k | 15k | 53.85 |
|
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| Danaher Corporation (DHR) | 0.3 | $787k | -16% | 4.1k | 190.48 |
|
| salesforce (CRM) | 0.3 | $782k | 5.0k | 156.66 |
|
|
| Vanguard Tax Managed Int-inv common (VTMGX) | 0.3 | $775k | 34k | 22.92 |
|
|
| Novo Nordisk A/S (NVO) | 0.3 | $770k | -16% | 16k | 47.94 |
|
| Quanterix Ord (QTRX) | 0.3 | $737k | 171k | 4.32 |
|
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| Ge Vernova (GEV) | 0.3 | $728k | 620.00 | 1174.86 |
|
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| Otis Worldwide Corp (OTIS) | 0.2 | $721k | -16% | 10k | 71.60 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $717k | -16% | 766.00 | 935.47 |
|
| WSFS Financial Corporation (WSFS) | 0.2 | $711k | 9.3k | 76.73 |
|
|
| Babcock & Wilcox Enterpr (BW) | 0.2 | $704k | 50k | 14.10 |
|
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| Bank of New York Mellon Corporation (BNY) | 0.2 | $701k | 4.8k | 144.61 |
|
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| S&p Global (SPGI) | 0.2 | $698k | -16% | 1.7k | 407.26 |
|
| Wheaton Precious Metals Corp (WPM) | 0.2 | $693k | -16% | 6.2k | 112.32 |
|
| Remy Intl Inc Com remy (REMYY) | 0.2 | $693k | +130% | 142k | 4.89 |
|
| United Natural Foods (UNFI) | 0.2 | $676k | 15k | 45.67 |
|
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| Banc Of California (BANC) | 0.2 | $667k | 33k | 20.43 |
|
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| SPS Commerce (SPSC) | 0.2 | $661k | +11% | 12k | 57.17 |
|
| Amtech Systems (ASYS) | 0.2 | $628k | 27k | 23.08 |
|
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| Markel Corporation (MKL) | 0.2 | $615k | +67% | 315.00 | 1953.01 |
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| Zoetis Inc Cl A (ZTS) | 0.2 | $614k | +3% | 8.5k | 71.86 |
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| Qorvo (QRVO) | 0.2 | $604k | 6.5k | 93.27 |
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| Sonos (SONO) | 0.2 | $595k | 44k | 13.53 |
|
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| iShares Russell 1000 Growth Index (IWF) | 0.2 | $574k | +300% | 4.6k | 124.17 |
|
| Methode Electronics (MEI) | 0.2 | $551k | 29k | 18.97 |
|
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| Tennant Company (TNC) | 0.2 | $545k | +3% | 6.2k | 87.54 |
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| Apple (AAPL) | 0.2 | $531k | 1.8k | 289.36 |
|
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| Cracker Barrel Old Country Store (CBRL) | 0.2 | $520k | 9.8k | 53.30 |
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| Caterpillar (CAT) | 0.2 | $479k | 450.00 | 1064.90 |
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| Columbia Banking System (COLB) | 0.2 | $472k | 15k | 32.05 |
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| Hewlett Packard Enterprise (HPE) | 0.2 | $459k | 10k | 45.11 |
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| Amer Fds New Perspective A (ANWPX) | 0.2 | $457k | 6.0k | 75.54 |
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| Artisan Partners (APAM) | 0.2 | $453k | 13k | 34.53 |
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| iShares Russell 1000 Value Index (IWD) | 0.2 | $453k | 1.9k | 242.43 |
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| Merck & Co (MRK) | 0.2 | $449k | 3.5k | 128.50 |
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| Astronics Corporation (ATROB) | 0.2 | $445k | NEW | 5.9k | 75.99 |
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| Unisys Corporation (UIS) | 0.1 | $409k | +30% | 112k | 3.66 |
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| Ishares 0-3 Month Treasury Bd Etf (SGOV) | 0.1 | $400k | -38% | 4.0k | 100.67 |
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| Pepsi (PEP) | 0.1 | $398k | 2.9k | 135.40 |
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| Facebook Inc cl a (META) | 0.1 | $386k | 686.00 | 563.29 |
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| Boeing Company (BA) | 0.1 | $382k | 1.8k | 216.47 |
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| Pitney Bowes (PBI) | 0.1 | $371k | 21k | 17.52 |
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| Cargurus (CARG) | 0.1 | $362k | 11k | 34.09 |
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| Bristol Myers Squibb (BMY) | 0.1 | $348k | 6.0k | 57.62 |
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| Leidos Holdings (LDOS) | 0.1 | $340k | 3.3k | 102.97 |
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| Brooks Automation (AZTA) | 0.1 | $326k | +7% | 13k | 25.52 |
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| Bank of America Corporation (BAC) | 0.1 | $324k | 5.7k | 56.98 |
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| Fluor Corporation (FLR) | 0.1 | $313k | 6.0k | 52.39 |
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| Carter's (CRI) | 0.1 | $311k | 7.6k | 41.16 |
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| Eaton (ETN) | 0.1 | $305k | 716.00 | 426.12 |
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| Johnson & Johnson (JNJ) | 0.1 | $297k | 1.2k | 253.97 |
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| Walt Disney Company (DIS) | 0.1 | $295k | 3.1k | 96.25 |
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| HudBay Minerals (HBM) | 0.1 | $295k | 13k | 23.61 |
|
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| Tiaa-cref Mut Fds lcp vl idx instl (TILVX) | 0.1 | $292k | 9.0k | 32.51 |
|
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| Resources Connection (RGP) | 0.1 | $283k | 67k | 4.25 |
|
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| Hancock Holding Company (HWC) | 0.1 | $270k | 3.6k | 74.72 |
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| Cannae Holdings (CNNE) | 0.1 | $268k | 19k | 14.40 |
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| Evolent Health (EVH) | 0.1 | $268k | +11% | 49k | 5.42 |
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| AES Corporation (AES) | 0.1 | $253k | 17k | 14.66 |
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| Geospace Technologies (GEOS) | 0.1 | $246k | 36k | 6.77 |
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| Avient Corp (AVNT) | 0.1 | $245k | +16% | 6.6k | 36.96 |
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| Hp (HPQ) | 0.1 | $240k | 11k | 21.94 |
|
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| Replimune Group (REPL) | 0.1 | $238k | NEW | 22k | 11.07 |
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| Valneva Se (VALN) | 0.1 | $236k | +79% | 45k | 5.23 |
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| Intel Corporation (INTC) | 0.1 | $218k | -77% | 1.6k | 139.63 |
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| Nomad Foods (NOMD) | 0.1 | $215k | +36% | 20k | 10.95 |
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| Northfield Bancorp (NFBK) | 0.1 | $213k | 15k | 14.73 |
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| Talos Energy (TALO) | 0.1 | $207k | 16k | 12.91 |
|
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| American Vanguard (AVD) | 0.1 | $206k | +33% | 74k | 2.80 |
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| Deere & Company (DE) | 0.1 | $203k | NEW | 320.00 | 634.33 |
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| Johnson Matthey Plc - (JMPLY) | 0.1 | $201k | NEW | 3.9k | 50.92 |
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| Legg Mason WA US TSY Res Inst (CIIXX) | 0.1 | $197k | +7% | 197k | 1.00 |
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| FMC Corporation (FMC) | 0.1 | $166k | +32% | 14k | 11.50 |
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| Duluth Holdings (DLTH) | 0.1 | $160k | 36k | 4.48 |
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| Sprout Social Cl A Ord (SPT) | 0.1 | $151k | +9% | 20k | 7.55 |
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| Nextdecade Corp (NEXT) | 0.1 | $150k | 20k | 7.54 |
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| Westgold Resources (WGXRF) | 0.0 | $143k | 44k | 3.26 |
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| Marqeta (MQ) | 0.0 | $103k | 25k | 4.06 |
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| Ttec Holdings (TTEC) | 0.0 | $47k | 24k | 1.94 |
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| Ribbon Communication (RBBN) | 0.0 | $42k | 18k | 2.34 |
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| MSILF Treasury Port Inst. (MISXX) | 0.0 | $15k | NEW | 15k | 1.00 |
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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 Q2 filed Aug. 14, 2026
- 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