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 Market Cap. of $300 Millions to $2 Billions

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

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
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