Ironwood Investment Management LLC has filed its 13F form on November 14, 2024 for Q3 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 $12.6M, Ishares Tr Msci Eafe ETF with a value of $9.04M, Ishares Russell 2000 ETF with a value of $8.09M, Group 1 Automotive Inc with a value of $6.7M, and Impinj Inc with a value of $5.18M.

Examining the 13F form we can see an increase of $18.7M in the current position value, from $179M 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: $43.7 Million
ETFs: $42.7 Million
Industrials: $29.1 Million
Consumer Cyclical: $22.1 Million
Healthcare: $17.5 Million
Financial Services: $17.2 Million
Consumer Defensive: $10.1 Million
Basic Materials: $9.9 Million
Other: $5.71 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 174
  • Current Value $198 Million
  • Prior Value $179 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 10 stocks
  • Additional Purchases 83 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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