§ 13F · FUND PROFILE
IRONWOOD INVESTMENT MANAGEMENT LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $229M (13F)Positions · 171Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Market ET | 54K | $17M | 7.2% | +7% |
| 2 | EFA | Msci Eafe | 126K | $12M | 5.1% | +3% |
| 3 | SHV | iShares Short Treasury Bond ET | 65K | $7M | 3.0% | +3% |
| 4 | MYRG | MYR Group | 18K | $5M | 2.1% | −1% |
| 5 | VICR | Vicor Corp | 31K | $5M | 2.1% | −1% |
| 6 | GPI | Group 1 Automotive | 15K | $5M | 2.0% | −2% |
| 7 | DY | Dycom Industries Inc | 14K | $5M | 2.0% | −1% |
| 8 | BBIO | BridgeBio Pharma Inc. | 61K | $5M | 1.9% | −1% |
| 9 | IWV | iShares Russell 3000 ETF | 11K | $4M | 1.7% | +5% |
| 10 | C | Citigroup Inc New | 36K | $4M | 1.7% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE IRONWOOD SIGNAL
AC read
IRONWOOD INVESTMENT MANAGEMENT LLC is a Other fund managing $229 million in assets. The fund runs a portfolio of 171 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed