Ironwood Investment Management LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 16, 2024), Ironwood Investment Management LLC reported 169 stock positions worth $187.0 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 6.1% of the portfolio, followed by iShares MSCI Eafe ETF (EFA, 4.5%) and iShares Russell 2000 ETF (IWM, 3.6%). Compared with Q1 2024, it opened 8 new positions, sold out of 13, added to 59 and reduced 57. The biggest buy was a new position in iShares Russell 2000 ETF (IWM) and the biggest sale Super Micro Computer (SMCI, shares −33%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001127761
- Portfolio Value
- $187.0M (Q2 2024)
- SEC Filing
- 0001376474-24-000461 ↗ filed Aug 16, 2024
Holdings Value
Holdings 169 stocks · $187.0M
| VTI VG Morningstar TS MKT ETF-US | 6.07% | 42,422 | $11.3M | Add +2.2% |
| EFA iShares MSCI Eafe ETF | 4.51% | 107,779 | $8.4M | Add +2.0% |
| IWM iShares Russell 2000 ETF | 3.65% | 33,624 | $6.8M | New |
| GPI Group 1 Automotive Inc. | 2.78% | 17,477 | $5.2M | Reduce -20.1% |
| FRPT Freshpet Inc. | 2.52% | 36,473 | $4.7M | Add +0.1% |
| SMCI Super Micro Computer Inc. | 2.14% | 4,888 | $4.0M | Reduce -32.7% |
| PI Impinj Inc. | 2.02% | 24,040 | $3.8M | Add +0.0% |
| SHV iShares 0-1 Year Treasury Bo | 1.74% | 29,400 | $3.2M | Add +2.2% |
| CYTK Cytokinetics Inc. | 1.73% | 59,845 | $3.2M | Add +0.1% |
| BBSI Barrett Business SVCS Inc. | 1.54% | 87,856 | $2.9M | Reduce -36.3% |
| TTMI TTM Technologies | 1.53% | 147,203 | $2.9M | Reduce -28.9% |
| NVO Novo-Nordisk A/S-Spons ADR | 1.50% | 19,705 | $2.8M | Reduce -0.6% |
| IWV iShares Russell 3000 ETF | 1.49% | 9,041 | $2.8M | Add +3.2% |
| ARW Arrow Electronics Inc. | 1.40% | 21,645 | $2.6M | Reduce -26.7% |
| KOP Koppers Holdings Inc. | 1.37% | 69,416 | $2.6M | Reduce -30.6% |
| VWO Vanguard Ftse Emerging Marke | 1.37% | 58,458 | $2.6M | Add +1.6% |
| PRFT Perficient Inc. | 1.36% | 33,929 | $2.5M | Reduce -26.6% |
| PEGA Pegasystems Inc. | 1.34% | 41,433 | $2.5M | Add +0.3% |
| MYRG MYR Group Inc./Delaware | 1.33% | 18,295 | $2.5M | Add +0.0% |
| DY Dycom Industries Inc. | 1.32% | 14,625 | $2.5M | Add +0.4% |
| GFF Griffon Corp. | 1.28% | 37,395 | $2.4M | Reduce -33.7% |
| SGI Somnigroup International Inc. filed as TEMPUR SEALY INTL INC | 1.26% | 49,933 | $2.4M | Add +0.3% |
| BECN Beacon Roofing Supply Inc. | 1.19% | 24,562 | $2.2M | Add +0.3% |
| SPSC SPS Commerce Inc. | 1.19% | 11,806 | $2.2M | Add +0.4% |
| C Citigroup Inc. | 1.15% | 33,947 | $2.2M | Reduce -7.1% |
| CVGI Commercial Vehicle Group Inc. | 1.14% | 436,893 | $2.1M | Reduce -24.5% |
| MCK McKesson Corp. | 1.12% | 3,600 | $2.1M | No change |
| FSKAX Fidelity TTL MKT Indx | 1.06% | 13,301 | $2.0M | Add +0.2% |
| MSFT Microsoft Corp. | 0.97% | 4,056 | $1.8M | Reduce -34.7% |
| UFPI Ufp Industries Inc. | 0.92% | 15,364 | $1.7M | Add +0.4% |
| KSS Kohls Corp. | 0.91% | 74,300 | $1.7M | Reduce -22.9% |
| DAR Darling Ingredients Inc. | 0.87% | 44,298 | $1.6M | Reduce -0.5% |
| WSM Williams-Sonoma Inc. | 0.85% | 5,652 | $1.6M | Add +0.4% |
| BBIO Bridgebio Pharma Inc. | 0.85% | 63,004 | $1.6M | Reduce -0.1% |
| SHOO Steven Madden Ltd. filed as MADDEN STEVEN LTD | 0.78% | 34,402 | $1.5M | Add +0.3% |
| EXTR Extreme Networks Inc. | 0.78% | 107,977 | $1.5M | Add +0.3% |
| CBT Cabot Corp. | 0.77% | 15,700 | $1.4M | Add +0.3% |
| ZTS Zoetis Inc. | 0.77% | 8,276 | $1.4M | Reduce -0.8% |
| PGR Progressive Corp. | 0.75% | 6,724 | $1.4M | No change |
| CRM Salesforce Inc. | 0.74% | 5,363 | $1.4M | No change |
| GM General Motors Co. | 0.73% | 29,500 | $1.4M | Reduce -39.2% |
| WTS Watts Water Technologies-A | 0.73% | 7,448 | $1.4M | Add +0.0% |
| ADP Automatic Data Processing | 0.69% | 5,385 | $1.3M | Reduce -0.7% |
| SM SM Energy Co. | 0.67% | 29,190 | $1.3M | No change |
| MISXX Msilf Treasury Port-Inst | 0.67% | 1,247,014 | $1.2M | Reduce -28.6% |
| THG Hanover Insurance Group Inc./ | 0.65% | 9,677 | $1.2M | Add +0.3% |
| NPKI NPK International Inc. filed as NEWPARK RES INC | 0.65% | 145,520 | $1.2M | Add +1.0% |
| ACIW Aci Worldwide Inc. | 0.64% | 30,174 | $1.2M | Add +0.3% |
| OTIS Otis Worldwide Corp. | 0.64% | 12,388 | $1.2M | Reduce -0.9% |
| ZETA Zeta Global Holdings Corp. Class A | 0.64% | 67,298 | $1.2M | Add +0.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.61% | 6,560 | $1.1M | No change |
| TDY Teledyne Technologies Inc. | 0.59% | 2,851 | $1.1M | Reduce -0.8% |
| BDC Belden Inc. | 0.59% | 11,751 | $1.1M | Reduce -39.9% |
| MRCY Mercury Systems Inc. | 0.59% | 40,722 | $1.1M | Reduce -0.2% |
| VICR Vicor Corp. | 0.57% | 31,965 | $1.1M | Reduce -0.6% |
| TPC Tutor Perini Corp. | 0.57% | 48,595 | $1.1M | Reduce -18.8% |
| GOOGL Alphabet Inc. Class A | 0.54% | 5,538 | $1.0M | Reduce -1.1% |
| BARNES GROUP INC | 0.54% | 24,280 | $1.0M | No change |
| CALT Calliditas Therapeutics-ADR | 0.53% | 25,627 | $999K | Add +0.5% |
| FITB Fifth Third Bancorp | 0.52% | 26,898 | $982K | No change |
| CHD Church & Dwight Co. Inc. | 0.52% | 9,463 | $981K | Reduce -1.2% |
| PFE Pfizer Inc. | 0.52% | 34,770 | $973K | Reduce -36.5% |
| BHR Braemar Hotels & Resorts Inc. | 0.51% | 377,282 | $962K | Reduce -23.5% |
| FAST Fastenal Co. | 0.51% | 15,240 | $958K | Reduce -0.9% |
| TPH Tri Pointe Homes Inc. | 0.50% | 25,198 | $939K | Add +0.4% |
| COHR Coherent Corp. | 0.50% | 12,918 | $936K | Add +0.3% |
| DHR Danaher Corp. | 0.50% | 3,746 | $936K | Reduce -1.1% |
| V Visa Inc. Class A | 0.49% | 3,489 | $916K | Reduce -1.0% |
| PNFP Pinnacle Financial Partners | 0.48% | 11,327 | $907K | No change |
| CALY Callaway Golf Company filed as TOPGOLF CALLAWAY BRANDS CORP | 0.48% | 58,391 | $893K | Add +0.5% |
| CIIXX Wstrn Asst Inst US TRS-Inst filed as Legg Mason WA US TSY Res Inst | 0.48% | 890,071 | $890K | Add +64.8% |
| INDI Indie Semiconductor Inc. Class A | 0.47% | 141,300 | $872K | Add +30.4% |
| DNLI Denali Therapeutics Inc. | 0.45% | 36,229 | $841K | Add +0.5% |
| FNV Franco-Nevada Corp. | 0.45% | 7,066 | $837K | Add +1.0% |
| CADE Cadence Bank | 0.45% | 29,514 | $835K | Add +0.4% |
| ZS Zscaler Inc. | 0.44% | 4,301 | $827K | Reduce -0.1% |
| JPM JPMorgan Chase & Co. | 0.43% | 3,954 | $800K | Reduce -59.5% |
| QRVO Qorvo Inc. | 0.43% | 6,888 | $799K | No change |
| MKC McCormick & Co.-Non VTG SHRS | 0.42% | 11,144 | $791K | Add +0.9% |
| SPGI S&P Global Inc. | 0.42% | 1,757 | $784K | Reduce -1.4% |
| VYX NCR Voyix Corp. | 0.41% | 61,620 | $761K | No change |
| ANIK Anika Therapeutics Inc. | 0.39% | 28,704 | $727K | Add +110.0% |
| EVLV Evolv Technologies Holdings | 0.39% | 283,906 | $724K | New |
| ORI Old Republic Intl Corp. | 0.38% | 22,944 | $709K | Add +0.4% |
| NATL NCR Atleos Corp. | 0.37% | 25,770 | $696K | No change |
| STKL Sunopta Inc. | 0.37% | 128,146 | $692K | Reduce -2.7% |
| LXU LSB Industries Inc. | 0.35% | 80,975 | $662K | Reduce -2.1% |
| AMRC Ameresco Inc. Class A | 0.35% | 22,895 | $660K | Add +60.1% |
| SONO Sonos Inc. | 0.34% | 43,663 | $644K | Add +130.7% |
| TNC Tennant Co. | 0.34% | 6,461 | $636K | Add +0.4% |
| CSCO Cisco Systems Inc. | 0.33% | 12,994 | $617K | Reduce -47.6% |
| ENOV Enovis Corp. | 0.33% | 13,557 | $613K | Add +100.0% |
| TCBK Trico Bancshares | 0.32% | 15,277 | $605K | Add +0.4% |
| ICE Intercontinental Exchange Inc. | 0.30% | 4,153 | $569K | New |
| APAM Artisan Partners Asset Ma -A | 0.30% | 13,624 | $562K | Add +0.4% |
| GT Goodyear Tire & Rubber Co. | 0.28% | 46,900 | $532K | Add +6.6% |
| PEP Pepsico Inc. | 0.28% | 3,179 | $524K | No change |
| COWZ Pacer US Cash Cows 100 ETF | 0.28% | 9,500 | $518K | Add +26.7% |
| AUPH Aurinia Pharmaceuticals Inc. | 0.27% | 89,862 | $513K | Reduce -3.6% |
| AEM Agnico Eagle Mines Ltd. | 0.27% | 7,794 | $510K | Reduce -1.2% |
Portfolio Sells Q1 2024 → Q2 2024
| SMCI Super Micro Computer Inc. | Reduce -32.7% | 2.14% | −1.44 |
| KOP Koppers Holdings Inc. | Reduce -30.6% | 1.37% | −1.32 |
| GFF Griffon Corp. | Reduce -33.7% | 1.28% | −0.74 |
| CVGI Commercial Vehicle Group Inc. | Reduce -24.5% | 1.14% | −0.67 |
| BBSI Barrett Business SVCS Inc. | Reduce -36.3% | 1.54% | −0.59 |
| JPM JPMorgan Chase & Co. | Reduce -59.5% | 0.43% | −0.53 |
| ARW Arrow Electronics Inc. | Reduce -26.7% | 1.40% | −0.47 |
| EVBG Everbridge Inc. | Sold out | 0.00% | −0.46 |
| KSS Kohls Corp. | Reduce -22.9% | 0.91% | −0.46 |
| DE Deere & Co. | Sold out | 0.00% | −0.36 |
| GPI Group 1 Automotive Inc. | Reduce -20.1% | 2.78% | −0.34 |
| GM General Motors Co. | Reduce -39.2% | 0.73% | −0.34 |
| EMR Emerson Electric Co. | Sold out | 0.00% | −0.33 |
| MSFT Microsoft Corp. | Reduce -34.7% | 0.97% | −0.31 |
| BDC Belden Inc. | Reduce -39.9% | 0.59% | −0.29 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.28 |
| CSCO Cisco Systems Inc. | Reduce -47.6% | 0.33% | −0.27 |
| CBRL Cracker Barrel Old Country | Sold out | 0.00% | −0.27 |
| AYI Acuity Inc. | Sold out | 0.00% | −0.25 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −0.25 |
| PFE Pfizer Inc. | Reduce -36.5% | 0.52% | −0.22 |
| FTV Fortive Corp. | Sold out | 0.00% | −0.19 |
| GS Goldman Sachs Group Inc. | Reduce -54.0% | 0.23% | −0.19 |
| SNOW Snowflake Inc. | Sold out | 0.00% | −0.19 |
| MISXX Msilf Treasury Port-Inst | Reduce -28.6% | 0.67% | −0.19 |
| GRITSTONE BIO INC | Reduce -4.8% | 0.05% | −0.15 |
| EMBC Embecta Corp. | Sold out | 0.00% | −0.14 |
| DAR Darling Ingredients Inc. | Reduce -0.5% | 0.87% | −0.14 |
| ALGN Align Technology Inc. | Sold out | 0.00% | −0.12 |
| AZTA Azenta Inc. | Sold out | 0.00% | −0.10 |
| BBIO Bridgebio Pharma Inc. | Reduce -0.1% | 0.85% | −0.10 |
| STKL Sunopta Inc. | Reduce -2.7% | 0.37% | −0.07 |
| FAST Fastenal Co. | Reduce -0.9% | 0.51% | −0.07 |
| CMP Compass Minerals Internation | Reduce -2.2% | 0.16% | −0.07 |
| RNAC Cartesian Therapeutics Inc. | Sold out | 0.00% | −0.06 |
| TTMI TTM Technologies | Reduce -28.9% | 1.53% | −0.05 |
| TTEC Ttec Holdings Inc. | Reduce -2.7% | 0.08% | −0.05 |
| PBI Pitney Bowes Inc. | Reduce -40.9% | 0.14% | −0.05 |
| VICR Vicor Corp. | Reduce -0.6% | 0.57% | −0.03 |
| HBM Hudbay Minerals Inc. | Reduce -53.7% | 0.06% | −0.03 |
| BANC Banc of California Inc. | Reduce -2.4% | 0.23% | −0.03 |
| MEI Methode Electronics Inc. | Reduce -0.7% | 0.16% | −0.01 |
| SAVEQ Spirit Airlines Inc. | Reduce -2.1% | 0.05% | −0.01 |
| TDY Teledyne Technologies Inc. | Reduce -0.8% | 0.59% | −0.01 |
| KEZAR LIFE SCIENCES INC | Reduce -3.6% | 0.01% | −0.00 |
| MCRB Seres Therapeutics Inc. | Reduce -4.4% | 0.02% | −0.00 |
| LXU LSB Industries Inc. | Reduce -2.1% | 0.35% | −0.00 |
| MRCY Mercury Systems Inc. | Reduce -0.2% | 0.59% | +0.00 |
| V Visa Inc. Class A | Reduce -1.0% | 0.49% | +0.01 |
| BBT Beacon Financial Corp. | Reduce -1.7% | 0.19% | +0.01 |
Portfolio Buys Q1 2024 → Q2 2024
| IWM iShares Russell 2000 ETF | New | 3.65% | +3.65 |
| VTI VG Morningstar TS MKT ETF-US | Add +2.2% | 6.07% | +0.80 |
| PI Impinj Inc. | Add +0.0% | 2.02% | +0.51 |
| FRPT Freshpet Inc. | Add +0.1% | 2.52% | +0.46 |
| EFA iShares MSCI Eafe ETF | Add +2.0% | 4.51% | +0.39 |
| EVLV Evolv Technologies Holdings | New | 0.39% | +0.39 |
| ICE Intercontinental Exchange Inc. | New | 0.30% | +0.30 |
| DY Dycom Industries Inc. | Add +0.4% | 1.32% | +0.30 |
| ZETA Zeta Global Holdings Corp. Class A | Add +0.4% | 0.64% | +0.28 |
| CALT Calliditas Therapeutics-ADR | Add +0.5% | 0.53% | +0.27 |
| IRBTQ Irobot Corp. | New | 0.25% | +0.25 |
| ANIK Anika Therapeutics Inc. | Add +110.0% | 0.39% | +0.22 |
| CIIXX Wstrn Asst Inst US TRS-Inst | Add +64.8% | 0.48% | +0.21 |
| IWV iShares Russell 3000 ETF | Add +3.2% | 1.49% | +0.21 |
| VWO Vanguard Ftse Emerging Marke | Add +1.6% | 1.37% | +0.19 |
| SHV iShares 0-1 Year Treasury Bo | Add +2.2% | 1.74% | +0.18 |
| AMRC Ameresco Inc. Class A | Add +60.1% | 0.35% | +0.18 |
| BA The Boeing Co. | New | 0.18% | +0.18 |
| EXTR Extreme Networks Inc. | Add +0.3% | 0.78% | +0.17 |
| SONO Sonos Inc. | Add +130.7% | 0.34% | +0.17 |
| ACIW Aci Worldwide Inc. | Add +0.3% | 0.64% | +0.15 |
| NPKI NPK International Inc. | Add +1.0% | 0.65% | +0.14 |
| SPSC SPS Commerce Inc. | Add +0.4% | 1.19% | +0.13 |
| FSKAX Fidelity TTL MKT Indx | Add +0.2% | 1.06% | +0.12 |
| ENOV Enovis Corp. | Add +100.0% | 0.33% | +0.12 |
| COHR Coherent Corp. | Add +0.3% | 0.50% | +0.12 |
| EMXC iShares MSCI Emr MRK Ex Chna | New | 0.11% | +0.11 |
| REGN Regeneron Pharmaceuticals | New | 0.11% | +0.11 |
| INDI Indie Semiconductor Inc. Class A | Add +30.4% | 0.47% | +0.09 |
| DNLI Denali Therapeutics Inc. | Add +0.5% | 0.45% | +0.09 |
| ALTG Alta Equipment Group Inc. | New | 0.08% | +0.08 |
| SHOO Steven Madden Ltd. | Add +0.3% | 0.78% | +0.07 |
| CBT Cabot Corp. | Add +0.3% | 0.77% | +0.07 |
| COWZ Pacer US Cash Cows 100 ETF | Add +26.7% | 0.28% | +0.06 |
| TCBK Trico Bancshares | Add +0.4% | 0.32% | +0.05 |
| FNV Franco-Nevada Corp. | Add +1.0% | 0.45% | +0.04 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Add +23.5% | 0.24% | +0.04 |
| PEGA Pegasystems Inc. | Add +0.3% | 1.34% | +0.04 |
| ORI Old Republic Intl Corp. | Add +0.4% | 0.38% | +0.04 |
| CARG Cargurus Inc. | Add +0.4% | 0.16% | +0.03 |
| CADE Cadence Bank | Add +0.4% | 0.45% | +0.03 |
| TPH Tri Pointe Homes Inc. | Add +0.4% | 0.50% | +0.03 |
| VTMGX Vanguard Dev MKT Indx-Adm | Add +0.9% | 0.27% | +0.02 |
| DRRX Durect Corporation | Add +0.0% | 0.15% | +0.02 |
| CALY Callaway Golf Company | Add +0.5% | 0.48% | +0.02 |
| BECN Beacon Roofing Supply Inc. | Add +0.3% | 1.19% | +0.02 |
| ASYS Amtech Systems Inc. | Add +0.4% | 0.09% | +0.01 |
| MKC McCormick & Co.-Non VTG SHRS | Add +0.9% | 0.42% | +0.01 |
| THG Hanover Insurance Group Inc./ | Add +0.3% | 0.65% | +0.01 |
| NFBK Northfield Bancorp Inc. | Add +0.4% | 0.08% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 177 | $289.2M | VTI, EFA, VICR, MYRG, SHV |
| Q1 2026 | 179 | $239.8M | VTI, EFA, SHV, MYRG, VICR |
| Q4 2025 | 172 | $237.8M | VTI, EFA, SHV, IWM, GPI |
| Q3 2025 | 171 | $229.3M | VTI, EFA, GPI, IWM, SMCI |
| Q2 2025 | 167 | $205.5M | VTI, EFA, IWM, GPI, SMCI |
| Q1 2025 | 163 | $183.4M | VTI, EFA, IWM, GPI, SHV |
| Q4 2024 | 169 | $200.8M | VTI, IWM, EFA, GPI, FRPT |
| Q3 2024 | 174 | $205.3M | VTI, EFA, IWM, GPI, PI |
| Q2 2024 | 169 | $187.0M | VTI, EFA, IWM, GPI, FRPT |
| Q1 2024 | 174 | $204.9M | VTI, EFA, SMCI, GPI, KOP |