Ironwood Investment Management LLC Portfolio Holdings

Ironwood Investment Management LLC

  • $174 Million
  • Q1 2025

Ironwood Investment Management LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $174 Million distributed in 163 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 $12.3M, Ishares Tr Msci Eafe ETF with a value of $8.83M, Ishares Russell 2000 ETF with a value of $6.97M, Group 1 Automotive Inc with a value of $5.61M, and Ishares Tr with a value of $3.78M.

Examining the 13F form we can see an decrease of $16.8M in the current position value, from $191M to 174M.

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 $174 Million
ETFs: $40 Million
Technology: $31 Million
Industrials: $26.8 Million
Consumer Cyclical: $19.3 Million
Financial Services: $18.7 Million
Healthcare: $15.8 Million
Basic Materials: $9.04 Million
Consumer Defensive: $8.3 Million
Other: $4.96 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.79B
$5.61 Million 3.22% of portfolio
14,677
Q1 2025 Reduced 13.55%
$301M
$3.11 Million 1.78% of portfolio
75,467
Q1 2025 Reduced 2.93%
$3.35B
$3.09 Million 1.77% of portfolio
37,101
Q1 2025 Reduced 0.08%
$166B
$3 Million 1.73% of portfolio
42,323
Q3 2024 Added 24.67%
$4.4B
$2.87 Million 1.65% of portfolio
41,230
Q1 2025 Reduced 0.75%
$8.07B
$2.85 Million 1.64% of portfolio
23,046
Q1 2025 Reduced 5.76%
$9.92B
$2.86 Million 1.64% of portfolio
49,575
Q1 2025 Reduced 0.24%
$4.48B
$2.6 Million 1.49% of portfolio
36,395
Q1 2025 Reduced 2.67%
$3.45B
$2.41 Million 1.38% of portfolio
59,841
Q1 2025 Added 1.28%
$689M
$2.41 Million 1.38% of portfolio
85,916
Q4 2024 Added 8.87%
$8.51B
$2.39 Million 1.37% of portfolio
22,995
Q1 2025 Added 2.0%
$105B
$2.35 Million 1.35% of portfolio
3,490
Q3 2024 Reduced 3.06%
$7.43B
$2.26 Million 1.3% of portfolio
14,815
Q1 2025 Added 0.14%
$6.82B
$2.23 Million 1.28% of portfolio
64,502
Q1 2025 Added 2.13%
$74.7B
$2.23 Million 1.28% of portfolio
47,500
Q1 2025 Added 2.15%
$3.15B
$2.16 Million 1.24% of portfolio
23,799
Q1 2025 Added 0.74%
$284B
$1.84 Million 1.06% of portfolio
29,796
Q4 2024 Added 0.0%
$11.6B
$1.81 Million 1.04% of portfolio
11,417
Q1 2025 Added 4.7%
$3.03B
$1.76 Million 1.01% of portfolio
40,864
Q1 2025 Reduced 0.32%
$147B
$1.69 Million 0.97% of portfolio
5,989
Q1 2025 Reduced 0.66%
$5.91B
$1.68 Million 0.97% of portfolio
9,677
Q1 2025 Reduced 0.27%
$6.58B
$1.67 Million 0.96% of portfolio
15,613
Q1 2025 Reduced 0.4%
$5.18B
$1.65 Million 0.95% of portfolio
30,088
Q1 2025 Reduced 0.21%
$128B
$1.66 Million 0.95% of portfolio
5,423
Q1 2025 Reduced 0.28%
$3.2B
$1.64 Million 0.94% of portfolio
177,000
Q1 2025 Added 101.37%
$260B
$1.62 Million 0.93% of portfolio
6,525
Q3 2024 Reduced 0.53%
$5B
$1.6 Million 0.92% of portfolio
12,036
Q1 2025 Added 1.2%
$7.01B
$1.56 Million 0.89% of portfolio
7,629
Q1 2025 Reduced 0.44%
$3.75T
$1.53 Million 0.88% of portfolio
4,075
Q1 2025 Reduced 0.22%
$1.51B
$1.52 Million 0.87% of portfolio
32,523
Q1 2025 Added 0.01%
$74.1B
$1.44 Million 0.83% of portfolio
8,738
Q1 2025 Added 4.6%
$2.38B
$1.42 Million 0.82% of portfolio
107,431
Q1 2025 Reduced 0.29%
$24.4B
$1.43 Million 0.82% of portfolio
2,870
Q1 2025 Reduced 0.21%
$2.16B
$1.42 Million 0.82% of portfolio
90,420
Q3 2024 Added 46.74%
$157B
$1.38 Million 0.79% of portfolio
19,861
Q1 2025 Reduced 0.26%
$271B
$1.37 Million 0.79% of portfolio
5,109
Q4 2024 Reduced 0.2%
$5.95B
$1.38 Million 0.79% of portfolio
44,020
Q1 2025 Added 4.92%
$143B
$1.3 Million 0.75% of portfolio
51,390
Q1 2025 Added 32.14%
$4.44B
$1.3 Million 0.74% of portfolio
15,593
Q1 2025 Reduced 0.22%
$41.4B
$1.29 Million 0.74% of portfolio
12,471
Q1 2025 Reduced 0.26%
$45.3B
$1.24 Million 0.71% of portfolio
6,226
Q1 2025 Reduced 0.37%
$585B
$1.23 Million 0.71% of portfolio
3,510
Q1 2025 Reduced 0.43%
$9.06B
$1.2 Million 0.69% of portfolio
11,327
Q4 2023 Reduced 2.16%
$5.31B
$1.18 Million 0.68% of portfolio
11,751
Q2 2024 Reduced 39.9%
$24.9B
$1.19 Million 0.68% of portfolio
15,348
Q1 2025 Reduced 0.26%
$30.5B
$1.19 Million 0.68% of portfolio
7,567
Q1 2025 Added 3.56%
$2.46B
$1.13 Million 0.65% of portfolio
48,654
Q1 2025 Added 0.0%
$23.9B
$1.05 Million 0.6% of portfolio
9,526
Q1 2025 Reduced 0.25%
$3.94B
$1.03 Million 0.59% of portfolio
54,718
Q1 2025 Added 2.13%

Summary

  • Portfolio
  • No. of Stocks 163
  • Current Value $174 Million
  • Prior Value $191 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 71 stocks
Track This Portfolio

Track Ironwood Investment Management LLC Portfolio

Follow Ironwood Investment Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ironwood Investment Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ironwood Investment Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email