Ironwood Investment Management LLC Portfolio Holdings

Ironwood Investment Management LLC

  • $212 Million
  • Q3 2025

Ironwood Investment Management LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $212 Million distributed in 171 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 $15.7M, Ishares Tr Msci Eafe ETF with a value of $10.7M, Group 1 Automotive Inc with a value of $6.55M, Ishares Russell 2000 ETF with a value of $5.95M, and Pegasystems Inc with a value of $4.57M.

Examining the 13F form we can see an increase of $20.3M in the current position value, from $192M to 212M.

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 $212 Million
ETFs: $46.2 Million
Technology: $43.1 Million
Industrials: $36.5 Million
Consumer Cyclical: $23.6 Million
Financial Services: $20.4 Million
Healthcare: $18.7 Million
Basic Materials: $11.2 Million
Consumer Defensive: $6.1 Million
Other: $6.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15.7 Million 7.38% of portfolio
47,773
Q3 2025 Added 3.64%
$0
$10.7 Million 5.02% of portfolio
114,099
Q3 2025 Added 3.13%
$5.71B
$6.55 Million 3.08% of portfolio
14,977
Q3 2025 Added 3.81%
$0
$5.95 Million 2.8% of portfolio
24,571
Q3 2025 Reduced 24.13%
$4.67B
$4.57 Million 2.15% of portfolio
79,516
Q3 2025 Reduced 0.73%
$8.58B
$4.2 Million 1.98% of portfolio
14,398
Q3 2025 Reduced 0.68%
$3.69B
$4.12 Million 1.94% of portfolio
22,821
Q3 2025 Reduced 1.01%
$0
$4.07 Million 1.92% of portfolio
36,834
Q3 2025 Added 3.4%
$190B
$4 Million 1.88% of portfolio
39,366
Q3 2025 Reduced 6.86%
$0
$3.96 Million 1.86% of portfolio
10,455
Q3 2025 Added 4.74%
$3.81B
$3.74 Million 1.76% of portfolio
17,970
Q3 2025 Reduced 1.17%
$0
$3.37 Million 1.59% of portfolio
62,215
Q3 2025 Added 2.81%
$252M
$3.32 Million 1.56% of portfolio
74,859
Q3 2025 Reduced 0.14%
$9.84B
$3.22 Million 1.51% of portfolio
61,923
Q3 2025 Reduced 0.84%
$6.25B
$3.15 Million 1.48% of portfolio
57,332
Q3 2025 Reduced 0.32%
$4.09B
$3.05 Million 1.44% of portfolio
39,448
Q3 2025 Reduced 0.56%
$3.03B
$2.8 Million 1.32% of portfolio
42,725
Q3 2025 Reduced 0.64%
$6.94B
$2.78 Million 1.31% of portfolio
22,995
Q1 2025 Added 2.0%
$9.92B
$2.75 Million 1.3% of portfolio
47,814
Q3 2025 Reduced 0.6%
$3.99B
$2.77 Million 1.3% of portfolio
36,395
Q1 2025 Reduced 2.67%
$121B
$2.64 Million 1.24% of portfolio
3,417
Q3 2025 Reduced 0.23%
$605M
$2.31 Million 1.09% of portfolio
82,416
Q2 2025 Reduced 4.07%
$867M
$2.23 Million 1.05% of portfolio
295,946
Q3 2025 Reduced 0.63%
$2.32B
$2.14 Million 1.01% of portfolio
103,460
Q3 2025 Reduced 0.58%
$3.78T
$2.12 Million 1.0% of portfolio
4,101
Q3 2025 Reduced 0.29%
$12.2B
$2.13 Million 1.0% of portfolio
10,896
Q3 2025 Reduced 0.86%
$7.37B
$2.04 Million 0.96% of portfolio
7,306
Q3 2025 Reduced 0.9%
$319B
$2.04 Million 0.96% of portfolio
29,797
Q2 2025 Added 0.0%
$2.56B
$1.96 Million 0.92% of portfolio
35,586
Q3 2025 Added 0.05%
$6.95B
$1.96 Million 0.92% of portfolio
34,061
Q3 2025 Reduced 0.9%
$37.7B
$1.9 Million 0.89% of portfolio
8,513
Q3 2025 Added 2.42%
$42.8B
$1.79 Million 0.84% of portfolio
5,973
Q3 2025 Reduced 0.6%
$23.5B
$1.69 Million 0.8% of portfolio
2,892
Q3 2025 Reduced 0.34%
$6.46B
$1.69 Million 0.8% of portfolio
9,331
Q3 2025 Reduced 0.73%
$266B
$1.68 Million 0.79% of portfolio
5,949
Q3 2025 Reduced 7.47%
$1.95B
$1.63 Million 0.77% of portfolio
105,800
Q1 2025 Added 5.8%
$104B
$1.6 Million 0.76% of portfolio
5,467
Q3 2025 Reduced 0.33%
$2.14B
$1.62 Million 0.76% of portfolio
217,000
Q3 2025 Added 22.6%
$2.87B
$1.55 Million 0.73% of portfolio
31,218
Q3 2025 Reduced 0.69%
$5.36B
$1.53 Million 0.72% of portfolio
29,042
Q3 2025 Reduced 0.56%
$23.2B
$1.52 Million 0.71% of portfolio
30,929
Q3 2025 Reduced 0.34%
$405B
$1.48 Million 0.7% of portfolio
1,529
Q3 2025 Added 98.06%
$132B
$1.43 Million 0.67% of portfolio
5,783
Q3 2025 Reduced 0.69%
$3B
$1.41 Million 0.67% of portfolio
42,210
Q3 2025 Reduced 0.77%
$4.87B
$1.41 Million 0.67% of portfolio
11,751
Q2 2024 Reduced 39.9%
$2.32B
$1.41 Million 0.66% of portfolio
56,490
Q3 2025 Added 65.22%
$5.58B
$1.39 Million 0.66% of portfolio
14,898
Q3 2025 Reduced 0.31%
$3.47B
$1.38 Million 0.65% of portfolio
18,173
Q3 2025 Reduced 0.63%
$1.65T
$1.36 Million 0.64% of portfolio
5,614
Q3 2025 Reduced 0.32%

Summary

  • Portfolio
  • No. of Stocks 171
  • Current Value $212 Million
  • Prior Value $192 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 90 stocks
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