Institutions / Ironwood Investment Management LLC

Ironwood Investment Management LLC

CIK 1127761 · Institution · as of Mar 31, 2026
Portfolio value
$239.81M
Positions
179
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$239.81M+0.8%
$239.81M$238.82M$237.83MQ4 '25Q1 '26

Positions

179+4.1%
179176172Q4 '25Q1 '26

Top holdings

Mar 31, 2026View all 179 →
CompanyClassValueShares% of portfolio
Vanguard Total Stock Market ET$17.38M54,1817.2%
Msci Eafe$12.19M125,5475.1%
iShares Short Treasury Bond ET$7.13M64,6163.0%
MYR Group Inc.$5.00M17,6932.1%
Vicor Corp$4.97M30,8892.1%
Group 1 Automotive, Inc.$4.84M14,6272.0%
Dycom Industries Inc$4.81M14,1922.0%
BridgeBio Pharma, Inc.$4.53M60,9601.9%
iShares Russell 3000 ETF$4.18M11,2821.7%
Citigroup Inc$4.03M35,5621.7%
Cytokinetics Inc$3.74M56,7381.6%
Vanguard FTSE Emerging Markets$3.71M68,5901.5%
Somnigroup International Inc$3.47M46,9751.4%
Pegasystems Inc$3.34M78,3651.4%
TTM Technologies Inc$3.18M32,6171.3%
General Motors Co$3.17M42,5001.3%
Tutor Perini Corp$3.10M40,2121.3%
SM Energy Co$2.97M95,3901.2%
Coherent Corp$2.90M12,1821.2%
McKesson Corp$2.86M3,3051.2%
Arrow Electronics, Inc.$2.77M19,2951.2%
Mercury Systems Inc$2.75M37,6781.1%
Darling Ingredients Inc.$2.63M42,4651.1%
ASML Holding N.V.$2.61M1,9731.1%
Griffon Corp$2.52M34,6471.1%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
Trim464287655
Common stock
$-4.52M-18K
-71.56%
7,244
0.75% of portfolio
low
Q1 2026
as of
NewG1827P106
Common stock
$1.48M+136K
135,611
0.62% of portfolio
low
Q1 2026
as of
ExitCadence Bank
Common stock
$-1.23M-29K
-100.00%
0
low
Q1 2026
as of
Add922908769
Common stock
$1.13M+4K
+6.93%
54,181
7.25% of portfolio
low
Q1 2026
as of
NewHuntington Bancshares Inc /Md
Common stock
$1.10M+70K
70,078
0.46% of portfolio
low
Q1 2026
as of
Add808524706
Common stock
$1.03M+31K
+381.34%
39,470
0.54% of portfolio
low
Q1 2026
as of
NewCostco Wholesale Corp /New
Common stock
$915.7K+919
919
0.38% of portfolio
low
Q1 2026
as of
AddExtreme Networks Inc
Common stock
$875.4K+58K
+56.19%
161,362
1.01% of portfolio
low
Q1 2026
as of
NewGoosehead Insurance Inc
Common stock
$871.6K+20K
20,432
0.36% of portfolio
low
Q1 2026
as of
Exit008474108
Common stock
$-827.5K-5K
-100.00%
0
low