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IIM

Ironwood Investment Management Portfolio holdings

AUM $240M
1-Year Est. Return 45.82%
This Fund
S&P 500
This Quarter Est. Return
+5.22%
1 Year Est. Return
+45.82%
3 Year Est. Return
+149.14%
5 Year Est. Return
+180.33%
10 Year Est. Return
+990.3%
AUM
$238M
AUM Growth
+$8.5M
Cap. Flow
+$3.92M
Cap. Flow %
1.65%
Top 10 Hldgs %
29.62%
Holding
180
New
9
Increased
36
Reduced
86
Closed
8

Top Buys

Rank Stock Value
1
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$2.88M
2
CSV icon
Carriage Services
CSV
+$1.02M
3
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$964K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$688K
5
PRCH icon
Porch Group
PRCH
+$598K

Top Sells

Rank Stock Value
1
PI icon
Impinj
PI
+$1.1M
2
BW icon
Babcock & Wilcox
BW
+$793K
3
VGK icon
Vanguard FTSE Europe ETF
VGK
+$749K
4
CSCO icon
Cisco
CSCO
+$557K
5
AEM icon
Agnico Eagle Mines
AEM
+$508K

Sector Composition

Rank Sector Weight
1 Technology 21.52%
2 Industrials 14.84%
3 Consumer Discretionary 11.27%
4 Financials 9.51%
5 Healthcare 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPT icon
151
Sprout Social
SPT
$579M
$209K 0.09%
18,545
-1,778
-9% -$19.2K
MEI icon
152
Methode Electronics
MEI
$602M
$192K 0.08%
28,977
-264
-0.9% -$1.87K
EVH icon
153
Evolent Health
EVH
$471M
$191K 0.08%
47,707
-2,390
-5% -$13.3K
TALO icon
154
Talos Energy
TALO
$2.59B
$176K 0.07%
16,013
+73
+0.5% +$764
NFBK
155
DELISTED
Northfield Bancorp
NFBK
$168K 0.07%
14,672
-33
-0.2% -$366
RGP icon
156
Resources Connection
RGP
$144M
$160K 0.07%
+31,816
New +$152K
UIS icon
157
Unisys
UIS
$206M
$153K 0.06%
55,563
– –
MQ icon
158
Marqeta
MQ
$1.63B
$121K 0.05%
6,351
-108
-2% -$2.08K
NEXT icon
159
NextDecade
NEXT
$1.8B
$105K 0.04%
+19,921
New +$119K
TTEC icon
160
TTEC Holdings
TTEC
$77.4M
$83.7K 0.04%
23,262
-893
-4% -$3.04K
DLTH icon
161
Duluth Holdings
DLTH
$151M
$73.9K 0.03%
35,513
-834
-2% -$2.47K
RBBN icon
162
Ribbon Communications
RBBN
$372M
$52.8K 0.02%
18,350
-52
-0.3% -$168
ACCO icon
163
Acco Brands
ACCO
$399M
– –
-26,787
Closed -$107K
ALTG icon
164
Alta Equipment Group
ALTG
$254M
– –
-34,255
Closed -$248K
IRBT
165
DELISTED
iRobot
IRBT
– –
-56,995
Closed -$205K
NSPR icon
166
InspireMD
NSPR
$40.3M
– –
-61,579
Closed -$148K
NWL icon
167
Newell Brands
NWL
$2.62B
– –
-27,852
Closed -$146K
VGK icon
168
Vanguard FTSE Europe ETF
VGK
$31B
– –
-9,390
Closed -$749K
3 4 5 6
7

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FWP
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WWA
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Ironwood Investment Management's Q4 2025 Portfolio in Review

As of Q4 2025, Ironwood Investment Management held 180 positions worth $238M, up 3.7% from $229M the previous quarter. Its ten largest holdings account for 30% of the portfolio.

Ironwood Investment Management's Q4 2025 filing shows 9 new, 36 increased, 86 reduced and 8 closed positions. Its largest new stake was Carriage Services: 23,468 shares worth $993K. The largest sale was Impinj, an estimated $1.1M.

By sector, the portfolio is most concentrated in Technology at 22% of assets, down from 23% a quarter earlier, followed by Industrials and Consumer Discretionary.

  • Ironwood Investment Management's largest Q4 2025 buy was Carriage Services: 23,468 shares worth $993K.
  • Ironwood Investment Management added most to iShares 0-1 Year Treasury Bond ETF in Q4 2025, an estimated $2.88M increase.
  • Ironwood Investment Management's biggest Q4 2025 reduction was Impinj, cutting an estimated $1.1M.
  • Ironwood Investment Management fully exited Vanguard FTSE Europe ETF in Q4 2025, selling an estimated $749K.
  • Ironwood Investment Management's ten largest holdings make up 30% of its $238M portfolio in Q4 2025.
  • Ironwood Investment Management opened 9 new positions and closed 8 in Q4 2025.
  • Ironwood Investment Management's portfolio value rose 3.7% quarter-over-quarter to $238M.

Based on Ironwood Investment Management's 13F filing for Q4 2025, filed 12 Feb 2026.