Ironwood Investment Management LLC has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $198 Million distributed in 174 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $10.8M, Ishares Tr Msci Eafe ETF with a value of $8.44M, Super Micro Computer, Inc. with a value of $7.33M, Group 1 Automotive Inc with a value of $6.39M, and Koppers Holdings Inc. with a value of $5.52M.

Examining the 13F form we can see an increase of $11.7M in the current position value, from $186M to 198M.

Ironwood Investment Management LLC is based out at Boston, MA

Below you can find more details about Ironwood Investment Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $198 Million
Technology: $47.5 Million
Industrials: $30.9 Million
ETFs: $29.2 Million
Consumer Cyclical: $25.3 Million
Healthcare: $20.1 Million
Financial Services: $17.3 Million
Basic Materials: $11.9 Million
Consumer Defensive: $9.78 Million
Other: $5.51 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 174
  • Current Value $198 Million
  • Prior Value $186 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 14 stocks
  • Additional Purchases 66 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 75 stocks
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