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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
+4.85%
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
$240M
AUM Growth
+$1.98M
Cap. Flow
+$2.87M
Cap. Flow %
1.2%
Top 10 Hldgs %
28.8%
Holding
185
New
13
Increased
36
Reduced
96
Closed
6

Top Buys

Rank Stock Value
1
CEPT
Cantor Equity Partners II
CEPT
+$1.55M
2
HBAN icon
Huntington Bancshares
HBAN
+$1.2M
3
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$1.18M
4
GSHD icon
Goosehead Insurance
GSHD
+$1.14M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.07M

Top Sells

Rank Stock Value
1
IWM icon
iShares Russell 2000 ETF
IWM
+$4.7M
2
CADE
Cadence Bank
CADE
+$1.23M
3
AEM icon
Agnico Eagle Mines
AEM
+$827K
4
CHD icon
Church & Dwight Co
CHD
+$807K
5
KOP icon
Koppers
KOP
+$602K

Sector Composition

Rank Sector Weight
1 Technology 20.96%
2 Industrials 15.33%
3 Consumer Discretionary 10.42%
4 Financials 10.35%
5 Healthcare 9.05%

No holdings matched the selected filter criteria.

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Ironwood Investment Management's Q1 2026 Portfolio in Review

As of Q1 2026, Ironwood Investment Management held 185 positions worth $240M, up 0.83% from $238M the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Ironwood Investment Management's Q1 2026 filing shows 13 new, 36 increased, 96 reduced and 6 closed positions. Its largest new stake was Cantor Equity Partners II: 135,611 shares worth $1.48M. The largest sale was iShares Russell 2000 ETF, an estimated $4.7M.

By sector, the portfolio is most concentrated in Technology at 21% of assets, down from 22% a quarter earlier, followed by Industrials and Consumer Discretionary.

  • Ironwood Investment Management's largest Q1 2026 buy was Cantor Equity Partners II: 135,611 shares worth $1.48M.
  • Ironwood Investment Management added most to Vanguard Morningstar Total Stock Market ETF in Q1 2026, an estimated $1.18M increase.
  • Ironwood Investment Management's biggest Q1 2026 reduction was iShares Russell 2000 ETF, cutting an estimated $4.7M.
  • Ironwood Investment Management fully exited Cadence Bank in Q1 2026, selling an estimated $1.23M.
  • Ironwood Investment Management's ten largest holdings make up 29% of its $240M portfolio in Q1 2026.
  • Ironwood Investment Management opened 13 new positions and closed 6 in Q1 2026.
  • Ironwood Investment Management's portfolio value rose 0.83% quarter-over-quarter to $240M.

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