13F Filings History of IRONWOOD INVESTMENT MANAGEMENT LLC
- Latest 13F filing
- Q2 2026 - 14 Aug 2026
- Latest reported 13F value
- $289,206,494
- Largest 13F holdings
-
VTI EFA VICR MYRG SHV DY TTMI EXTR IWV CYTK C BBIO
+8 more
MRCY VWO GPI ARW SGI ASML COHR GFF - Form 13F summary
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- IRONWOOD INVESTMENT MANAGEMENT LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- IRONWOOD INVESTMENT MANAGEMENT LLC reported 176 equity holdings with a total reported market value of $289,206,494 for Q2 2026. Top reported holdings included VTI, EFA, VICR, MYRG, and SHV.
- Manager signature
- Shantelle Reidy - Chief Compliance Officer
- Manager location
- Boston, MA
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$289,206,494
Quarter delta
+$49,396,658
Accepted
14 Aug 2026, 17:16
Rows shown
1-25 of 51
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 176 | $289,206,494 | +$12,775,665 | -$12,904,539 | -$128,874 | VTI, EFA, VICR, MYRG, SHV | 13F-HR | 14 Aug 2026, 17:16 |
| Q1 2026 | 178 | $239,809,836 | +$14,750,216 | -$12,502,479 | +$2,247,737 | VTI, EFA, SHV, MYRG, VICR | 13F-HR | 15 May 2026, 08:27 |
| Q4 2025 | 171 | $237,833,409 | +$11,909,394 | -$8,428,280 | +$3,481,114 | VTI, EFA, SHV, IWM, GPI | 13F-HR | 12 Feb 2026, 11:03 |
| Q3 2025 | 170 | $229,337,469 | +$8,513,789 | -$5,428,689 | +$3,085,100 | VTI, EFA, GPI, IWM, SMCI | 13F-HR | 13 Nov 2025, 15:55 |
| Q2 2025 | 166 | $205,506,820 | +$10,336,358 | -$8,885,618 | +$1,450,740 | VTI, EFA, IWM, GPI, SMCI | 13F-HR | 13 Aug 2025, 15:30 |
| Q1 2025 | 162 | $183,375,166 | +$4,794,185 | -$6,746,832 | -$1,952,647 | VTI, EFA, IWM, GPI, SHV | 13F-HR | 15 May 2025, 10:20 |
| Q4 2024 | 168 | $200,849,505 | +$8,654,027 | -$10,626,142 | -$1,972,115 | VTI, IWM, EFA, GPI, FRPT | 13F-HR | 10 Feb 2025, 13:06 |
| Q3 2024 | 173 | $205,279,219 | +$13,123,391 | -$6,204,072 | +$6,919,319 | VTI, EFA, IWM, GPI, PI | 13F-HR | 14 Nov 2024, 13:59 |
| Q2 2024 | 168 | $187,010,113 | +$14,090,260 | -$23,103,677 | -$9,013,417 | VTI, EFA, IWM, GPI, FRPT | 13F-HR | 16 Aug 2024, 14:12 |
| Q1 2024 | 173 | $204,882,967 | +$19,556,993 | -$34,819,408 | -$15,262,415 | VTI, EFA, SMCI, GPI, KOP | 13F-HR | 15 May 2024, 11:26 |
| Q4 2023 | 167 | $190,305,517 | +$6,955,934 | -$3,708,188 | +$3,247,746 | VTI, SMCI, EFA, GPI, IMGN | 13F-HR | 14 Feb 2024, 15:09 |
| Q3 2023 | 164 | $163,798,601 | +$8,051,974 | -$7,678,366 | +$373,608 | VTI, SMCI, EFA, GPI, CVGI | 13F-HR | 16 Nov 2023, 11:22 |
| Q2 2023 | 167 | $173,561,887 | +$6,641,718 | -$9,056,188 | -$2,414,470 | SMCI, VTI, EFA, CVGI, GPI | 13F-HR | 11 Aug 2023, 13:21 |
| Q1 2023 | 163 | $159,966,563 | +$3,849,201 | -$4,679,289 | -$830,088 | VTI, EFA, SMCI, GPI, PRFT | 13F-HR | 15 May 2023, 12:24 |
| Q4 2022 | 164 | $151,693,628 | +$6,064,289 | -$11,420,952 | -$5,356,663 | VTI, EFA, SMCI, GPI, PRFT | 13F-HR | 31 Jan 2023, 14:23 |
| Q3 2022 | 165 | $142,980,000 | +$5,101,086 | -$3,482,579 | +$1,618,507 | VTI, EFA, DAR, PRFT, CYTK | 13F-HR | 14 Nov 2022, 11:36 |
| Q2 2022 | 166 | $149,571,000 | +$2,902,025 | -$6,383,650 | -$3,481,625 | VTI, PRFT, GPI, EFA, DAR | 13F-HR | 12 Aug 2022, 14:45 |
| Q1 2022 | 172 | $183,981,000 | +$7,358,479 | -$8,373,747 | -$1,015,268 | PRFT, VTI, KSS, CVGI, EFA | 13F-HR | 10 May 2022, 13:00 |
| Q4 2021 | 180 | $201,487,000 | +$9,145,530 | -$4,579,516 | +$4,566,014 | PRFT, VTI, PEGA, GPI, VICR | 13F-HR | 10 Feb 2022, 12:00 |
| Q3 2021 | 173 | $192,989,000 | +$2,080,228 | -$8,089,036 | -$6,008,808 | PRFT, PEGA, CVGI, VTI, VICR | 13F-HR | 12 Nov 2021, 12:41 |
| Q2 2021 | 173 | $198,134,000 | +$2,538,477 | -$2,456,701 | +$81,776 | PEGA, CVGI, FRPT, VTI, PRFT | 13F-HR | 16 Aug 2021, 12:57 |
| Q1 2021 | 171 | $189,173,000 | +$6,767,243 | -$4,579,130 | +$2,188,113 | PEGA, FRPT, CVGI, VTI, KSS | 13F-HR | 14 May 2021, 09:32 |
| Q4 2020 | 166 | $170,790,000 | +$6,679,165 | -$7,889,029 | -$1,209,864 | PEGA, FRPT, CVGI, VTI, MRCY | 13F-HR | 12 Feb 2021, 11:26 |
| Q3 2020 | 160 | $139,873,000 | +$5,467,367 | -$241,102,692 | -$235,635,325 | PEGA, FRPT, VTI, CVGI, MRCY | 13F-HR | 13 Nov 2020, 11:05 |
| Q2 2020 | 154 | $128,364,000 | +$10,088,771 | -$7,019,312 | +$3,069,459 | PEGA, VTI, MRCY, FRPT, EFA | 13F-HR | 17 Aug 2020, 14:08 |