Ironwood Investment Management LLC Portfolio Holdings

Ironwood Investment Management LLC

  • $191 Million
  • Q4 2024

Ironwood Investment Management LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $191 Million distributed in 169 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 $13M, Ishares Russell 2000 ETF with a value of $8.73M, Ishares Tr Msci Eafe ETF with a value of $8.16M, Group 1 Automotive Inc with a value of $7.16M, and Freshpet, Inc. with a value of $5.5M.

Examining the 13F form we can see an decrease of $7.2M in the current position value, from $198M to 191M.

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 $191 Million
ETFs: $42.1 Million
Technology: $36.5 Million
Industrials: $30.1 Million
Consumer Cyclical: $22.3 Million
Financial Services: $18.4 Million
Healthcare: $15.4 Million
Consumer Defensive: $11.1 Million
Basic Materials: $8.91 Million
Other: $5.89 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$72,000 0.04% of portfolio
10,171
Q3 2024 Reduced 6.65%
$46.2M
$43,000 0.02% of portfolio
21,494
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 169
  • Current Value $191 Million
  • Prior Value $198 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 8 stocks
  • Additional Purchases 78 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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