IRONWOOD INVESTMENT MANAGEMENT LLC - Portfolio Stock Holdings
IRONWOOD INVESTMENT MANAGEMENT LLC disclosed 176 stock positions in a recent SEC 13F filing. $285,093,234 of stock holdings were filed, with the largest holdings including VTI, EFA, and VICR. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $278,157,501 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
176Est. Stock Holding Value:
$285,093,234Top Stock Holdings By Sector
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Portfolio Stock Holdings - IRONWOOD INVESTMENT MANAGEMENT LLC
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% of Portfolio
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