IRONWOOD INVESTMENT MANAGEMENT LLC

CIK 0001127761 · BOSTON, MA · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

IRONWOOD INVESTMENT MANAGEMENT LLC reported 177 positions worth $289.2M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: VTI (7.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$289.2M
2026 Q2
Positions
177
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
30.8%
Est. Net Flow (Q)
2026 Q2
10 / 177 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VTIVanguard Total Stock Market ETSH$20.9M7.23%56,505
2EFAMsci EafeSH$13.7M4.73%131,779
3VICRVicor CorpSH$9.7M3.35%25,507
4MYRGMYR GroupSH$8.9M3.06%17,700
5SHViShares Short Treasury Bond ETSH$7.5M2.59%67,806
6DYDycom Industries IncSH$7.1M2.47%14,125
7TTMITtm Technologies IncSH$6.0M2.09%32,331
8EXTRExtreme Networks Inc.SH$5.2M1.81%161,853
9IWViShares Russell 3000 ETFSH$5.2M1.79%12,154
10CYTKCytokinetics IncSH$4.8M1.67%56,589

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does IRONWOOD INVESTMENT MANAGEMENT LLC hold as of Q2 2026?

IRONWOOD INVESTMENT MANAGEMENT LLC reported 177 positions worth $289.2M in its Q2 2026 13F filing. Largest positions: VTI (7.2%), EFA (4.7%), VICR (3.4%), MYRG (3.1%) and SHV (2.6%).

What did IRONWOOD INVESTMENT MANAGEMENT LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did IRONWOOD INVESTMENT MANAGEMENT LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.