DOSSIER · 13F-HR · Q1 2026

IRONWOOD INVESTMENT MANAGEMENT LLC

$240M in tracked AUM across 179 positions as of Q1 2026.

II
CIK 0001127761 · last filed Mar 31, 2026
Total AUM
$240M
as of Q1 2026
Holdings
179
positions
Whale Score
50
50
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

IRONWOOD INVESTMENT MANAGEMENT LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VTI
Vanguard Total Stock Market ET
$17M54K7.2%
02
EFA
Msci Eafe
$12M126K5.1%
03
SHV
iShares Short Treasury Bond ET
$7M65K3.0%
04
MYRG
MYR Group
$5M18K2.1%
05
VICR
Vicor Corp
$5M31K2.1%
06
GPI
Group 1 Automotive
$5M15K2.0%
07
DY
Dycom Industries Inc
$5M14K2.0%
08
BBIO
BridgeBio Pharma Inc.
$5M61K1.9%
09
IWV
iShares Russell 3000 ETF
$4M11K1.7%
10
C
Citigroup Inc New
$4M36K1.7%

Filing history

2026Q1Mar 31
$240M 0.8%
179 positionsView →
2025Q4Dec 31
$238M 3.7%
172 positionsView →
2025Q3Sep 30
$229M 11.6%
171 positionsView →
2025Q2Jun 30
$206M 12.1%
167 positionsLocked
2025Q1Mar 31
$183M 8.7%
163 positionsLocked
2024Q4Dec 31
$201M 2.2%
169 positionsLocked
2024Q3Sep 30
$205M 9.8%
174 positionsLocked
2024Q2Jun 30
$187M 8.7%
169 positionsLocked
2024Q1Mar 31
$205M 7.7%
174 positionsLocked
2023Q4Dec 31
$190M 16.2%
168 positionsLocked
2023Q3Sep 30
$164M 5.6%
164 positionsLocked
2023Q2Jun 30
$174M 8.5%
167 positionsLocked
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