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Ironwood Investment Management Llc

Portfolio Manager
Ironwood Investment Management LLC
Performance
-2.73% (2026 Q1)
AUM (13F)
$239.81M
# of Holdings
179
Performance Rank
Allocation (Top 20)
42.33%

Ironwood Investment Management Llc Holdings Map

Top 50 Ironwood Investment Management Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VTI
Vanguard Total Stock Market ET
7.25%54.2K$17.4M
+6.93%(+3.51K)
2025-Q1: 44.7K shares2025-Q2: 46.1K shares2025-Q3: 47.8K shares2025-Q4: 50.7K shares2026-Q1: 54.2K shares
$211.00(+71.91%)
2026-03-31
EFA
Msci Eafe
5.09%125.5K$12.2M
+3.46%(+4.20K)
2025-Q1: 108.0K shares2025-Q2: 110.6K shares2025-Q3: 114.1K shares2025-Q4: 121.4K shares2026-Q1: 125.5K shares
$68.40(+48.71%)
2026-03-31
SHV
iShares Short Treasury Bond ET
2.97%64.6K$7.1M
+2.70%(+1.70K)
2025-Q1: 34.2K shares2025-Q2: 35.6K shares2025-Q3: 36.8K shares2025-Q4: 62.9K shares2026-Q1: 64.6K shares
$110.39(-0.13%)
2026-03-31
MYRG
MYR Group
2.08%17.7K$5.0M
-1.26%(-226)
2025-Q1: 18.5K shares2025-Q2: 18.2K shares2025-Q3: 18.0K shares2025-Q4: 17.9K shares2026-Q1: 17.7K shares
$36.42(+1183.63%)
2026-03-31
VICR
Vicor Corp
2.07%30.9K$5.0M
-0.86%(-269)
2025-Q1: 32.5K shares2025-Q2: 31.4K shares2025-Q3: 31.2K shares2025-Q4: 31.2K shares2026-Q1: 30.9K shares
$15.13(+1709.19%)
2026-03-31
GPI
Group 1 Automotive
2.02%14.6K$4.8M
-2.01%(-300)
2025-Q1: 14.7K shares2025-Q2: 14.4K shares2025-Q3: 15.0K shares2025-Q4: 14.9K shares2026-Q1: 14.6K shares
$89.86(+249.03%)
2026-03-31
DY
Dycom Industries Inc
2.01%14.2K$4.8M
-1.23%(-177)
2025-Q1: 14.8K shares2025-Q2: 14.5K shares2025-Q3: 14.4K shares2025-Q4: 14.4K shares2026-Q1: 14.2K shares
$43.66(+901.81%)
2026-03-31
BBIO
BridgeBio Pharma Inc.
1.89%61.0K$4.5M
-1.35%(-834)
2025-Q1: 64.5K shares2025-Q2: 62.4K shares2025-Q3: 61.9K shares2025-Q4: 61.8K shares2026-Q1: 61.0K shares
$42.82(+54.42%)
2026-03-31
IWV
iShares Russell 3000 ETF
1.74%11.3K$4.2M
+4.87%(+524)
2025-Q1: 9.8K shares2025-Q2: 10.0K shares2025-Q3: 10.5K shares2025-Q4: 10.8K shares2026-Q1: 11.3K shares
$227.69(+83.59%)
2026-03-31
C
Citigroup Inc New
1.68%35.6K$4.0M
-0.01%(-4)
2025-Q1: 42.3K shares2025-Q2: 42.3K shares2025-Q3: 39.4K shares2025-Q4: 35.6K shares2026-Q1: 35.6K shares
$55.10(+123.98%)
2026-03-31

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