Ironwood Investment Management LLC Portfolio Holdings

Ironwood Investment Management LLC

  • $192 Million
  • Q2 2025

Ironwood Investment Management LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $192 Million distributed in 167 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 $14M, Ishares Tr Msci Eafe ETF with a value of $9.89M, Ishares Russell 2000 ETF with a value of $6.99M, Group 1 Automotive Inc with a value of $6.3M, and Pegasystems Inc with a value of $4.34M.

Examining the 13F form we can see an increase of $18M in the current position value, from $174M to 192M.

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 $192 Million
ETFs: $43.7 Million
Technology: $38.3 Million
Industrials: $30.1 Million
Consumer Cyclical: $21.4 Million
Financial Services: $19.6 Million
Healthcare: $15.8 Million
Basic Materials: $10.2 Million
Consumer Defensive: $7.71 Million
Other: $5.01 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$14 Million 7.29% of portfolio
46,094
Q2 2025 Added 3.02%
$0
$9.89 Million 5.15% of portfolio
110,640
Q2 2025 Added 2.46%
$0
$6.99 Million 3.64% of portfolio
32,386
Q2 2025 Reduced 7.3%
$7B
$6.3 Million 3.28% of portfolio
14,427
Q2 2025 Reduced 1.7%
$4.42B
$4.34 Million 2.26% of portfolio
80,098
Q2 2025 Added 94.27%
$0
$3.93 Million 2.05% of portfolio
35,622
Q2 2025 Added 4.22%
$188B
$3.6 Million 1.87% of portfolio
42,266
Q2 2025 Reduced 0.13%
$7.48B
$3.54 Million 1.84% of portfolio
14,497
Q2 2025 Reduced 2.15%
$0
$3.5 Million 1.82% of portfolio
9,982
Q2 2025 Added 1.93%
$3.06B
$3.3 Million 1.72% of portfolio
18,183
Q2 2025 Reduced 1.58%
$349M
$3.13 Million 1.63% of portfolio
74,965
Q2 2025 Reduced 0.67%
$0
$2.99 Million 1.56% of portfolio
60,512
Q2 2025 Added 5.22%
$8.13B
$2.93 Million 1.53% of portfolio
22,995
Q1 2025 Added 2.0%
$9.92B
$2.77 Million 1.44% of portfolio
48,101
Q2 2025 Reduced 2.97%
$7.68B
$2.7 Million 1.4% of portfolio
62,446
Q2 2025 Reduced 3.19%
$598M
$2.65 Million 1.38% of portfolio
82,416
Q2 2025 Reduced 4.07%
$4.88B
$2.56 Million 1.33% of portfolio
23,055
Q2 2025 Reduced 3.13%
$99.4B
$2.51 Million 1.31% of portfolio
3,425
Q2 2025 Reduced 1.86%
$2.55B
$2.42 Million 1.26% of portfolio
35,567
Q2 2025 Reduced 4.13%
$82.6B
$2.34 Million 1.22% of portfolio
47,500
Q1 2025 Added 2.15%
$3.92B
$2.14 Million 1.11% of portfolio
39,670
Q2 2025 Reduced 2.92%
$279B
$2.07 Million 1.08% of portfolio
29,797
Q2 2025 Added 0.0%
$3.79T
$2.05 Million 1.06% of portfolio
4,113
Q2 2025 Added 0.93%
$3.13B
$2.01 Million 1.05% of portfolio
43,002
Q2 2025 Reduced 11.62%
$4.68B
$1.9 Million 0.99% of portfolio
57,516
Q2 2025 Reduced 3.89%
$222B
$1.9 Million 0.99% of portfolio
6,429
Q2 2025 Reduced 1.47%
$38.4B
$1.89 Million 0.98% of portfolio
6,009
Q2 2025 Reduced 3.49%
$1.14B
$1.86 Million 0.97% of portfolio
297,836
Q2 2025 Reduced 3.65%
$2.95B
$1.87 Million 0.97% of portfolio
104,064
Q2 2025 Reduced 3.13%
$2.38B
$1.84 Million 0.96% of portfolio
177,000
Q1 2025 Added 101.37%
$7.64B
$1.81 Million 0.94% of portfolio
7,372
Q2 2025 Reduced 3.37%
$13.5B
$1.8 Million 0.93% of portfolio
10,991
Q2 2025 Reduced 3.73%
$125B
$1.69 Million 0.88% of portfolio
5,485
Q2 2025 Added 1.14%
$5.06B
$1.64 Million 0.85% of portfolio
43,138
Q2 2025 Reduced 2.0%
$6.46B
$1.6 Million 0.83% of portfolio
9,400
Q2 2025 Reduced 2.86%
$3.94B
$1.58 Million 0.82% of portfolio
11,628
Q2 2025 Reduced 3.39%
$146B
$1.55 Million 0.81% of portfolio
5,823
Q2 2025 Reduced 2.77%
$127B
$1.49 Million 0.77% of portfolio
21,552
Q2 2025 Added 8.51%
$6.32B
$1.48 Million 0.77% of portfolio
14,944
Q2 2025 Reduced 4.28%
$25.6B
$1.49 Million 0.77% of portfolio
2,902
Q2 2025 Added 1.11%
$71.7B
$1.46 Million 0.76% of portfolio
9,391
Q2 2025 Added 7.47%
$2.16B
$1.42 Million 0.74% of portfolio
90,420
Q3 2024 Added 46.74%
$1.67B
$1.43 Million 0.74% of portfolio
31,435
Q2 2025 Reduced 3.35%
$4.71B
$1.4 Million 0.73% of portfolio
34,372
Q2 2025 Reduced 3.31%
$36.4B
$1.36 Million 0.71% of portfolio
8,312
Q2 2025 Added 9.85%
$5.64B
$1.36 Million 0.71% of portfolio
11,751
Q2 2024 Reduced 39.9%
$4.56B
$1.37 Million 0.71% of portfolio
18,289
Q2 2025 Added 17.29%
$244B
$1.36 Million 0.71% of portfolio
4,997
Q2 2025 Reduced 2.19%
$5.66B
$1.34 Million 0.7% of portfolio
29,205
Q2 2025 Reduced 2.93%

Summary

  • Portfolio
  • No. of Stocks 167
  • Current Value $192 Million
  • Prior Value $174 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 13 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 70 stocks
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