Ironwood Investment Management’s Eaton ETN Stock Holding History

Ironwood Investment Management’s Portfolio ETN Stock Details ETN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$256K	Hold	716	–	–	0.11%	150
2025 Q4	$228K	Hold	716	–	–	0.1%	151
2025 Q3	$268K	Hold	716	–	–	0.12%	138
2025 Q2	$256K	Buy	+716	New	+$221K	0.12%	136
2025 Q1	–	Sell	-716	Closed	-$238K	–	165
2024 Q4	$238K	Hold	716	–	–	0.12%	141
2024 Q3	$237K	Hold	716	–	–	0.12%	138
2024 Q2	$225K	Hold	716	–	–	0.12%	141
2024 Q1	$224K	Buy	+716	New	+$196K	0.11%	147
2020 Q4	–	Sell	-4,061	Closed	-$414K	–	169
2020 Q3	$414K	Hold	4,061	–	–	0.3%	113
2020 Q2	$355K	Hold	4,061	–	–	0.28%	117
2020 Q1	$315K	Hold	4,061	–	–	0.32%	114
2019 Q4	$385K	Sell	4,061 -55	-1%	-$4.88K	0.27%	115
2019 Q3	$342K	Buy	4,116 +16	+0.4%	+$1.3K	0.26%	120
2019 Q2	$341K	Hold	4,100	–	–	0.27%	117
2019 Q1	$330K	Hold	4,100	–	–	0.27%	120
2018 Q4	$282K	Hold	4,100	–	–	0.26%	125
2018 Q3	$356K	Hold	4,100	–	–	0.25%	129
2018 Q2	$306K	Sell	4,100 -100	-2%	-$7.74K	0.22%	135
2018 Q1	$336K	Hold	4,200	–	–	0.25%	130
2017 Q4	$332K	Hold	4,200	–	–	0.24%	133
2017 Q3	$323K	Hold	4,200	–	–	0.23%	135
2017 Q2	$327K	Hold	4,200	–	–	0.24%	133
2017 Q1	$311K	Hold	4,200	–	–	0.23%	139
2016 Q4	$282K	Hold	4,200	–	–	0.21%	142
2016 Q3	$276K	Hold	4,200	–	–	0.21%	141
2016 Q2	$251K	Hold	4,200	–	–	0.19%	141
2016 Q1	$263K	Hold	4,200	–	–	0.17%	136
2015 Q4	$219K	Buy	+4,200	New	+$227K	0.09%	149

Other funds holding ETN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ironwood Investment Management's ETN Position: Q1 2026 in Review

Ironwood Investment Management held its Eaton (ETN) position steady in Q1 2026 at 716 shares worth $256K. The position accounts for 0.11% of the portfolio, ranked #150.

Ironwood Investment Management first reported a position in ETN in Q4 2015 and has held it in 28 quarters since. The position peaked at $414K in Q3 2020. 2,510 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

Ironwood Investment Management held 716 shares of Eaton worth $256K as of Q1 2026.
Ironwood Investment Management left its Eaton share count unchanged in Q1 2026.
Eaton made up 0.11% of Ironwood Investment Management's portfolio in Q1 2026, its #150 holding.
Ironwood Investment Management first reported a position in Eaton in Q4 2015 and has held it in 28 quarters since.
Ironwood Investment Management's Eaton position peaked at $414K in Q3 2020.
2,510 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Ironwood Investment Management's 13F filing for Q1 2026, filed 15 May 2026.