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 Market Cap. of $2 Billions to $10 Billions

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

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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