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

0$100.0M$200.0M$300.0M Q1 2024: $204.9M Q1 2024 Q2 2024: $187.0M $187.0M Q2 2024 Q3 2024: $205.3M Q3 2024 Q4 2024: $200.8M Q4 2024 Q1 2025: $183.4M Q1 2025 Q2 2025: $205.5M Q2 2025 Q3 2025: $229.3M Q3 2025 Q4 2025: $237.8M Q4 2025 Q1 2026: $239.8M Q1 2026 Q2 2026: $289.2M Q2 2026

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%
VTMGX Vanguard Dev MKT Indx-Adm 0.27% 31,896 $505K Add +0.9%
CRI Carter's Inc. 0.27% 8,067 $500K Add +0.2%
SMAR Smartsheet Inc. Class A 0.27% 11,260 $496K Reduce -0.3%
CAT Caterpillar Inc. 0.25% 1,400 $466K No change
IRBTQ Irobot Corp. 0.25% 50,657 $461K New
CALF PCR US SM CP CSH CWS ETF-Usd 0.24% 10,500 $457K Add +23.5%
MRK Merck & Co. Inc. 0.24% 3,671 $454K No change
WSFS WSFS Financial Corp. 0.23% 9,270 $436K No change
BANC Banc of California Inc. 0.23% 33,590 $429K Reduce -2.4%
GS Goldman Sachs Group Inc. 0.23% 939 $425K Reduce -54.0%
GE General Electric filed as GE AEROSPACE 0.23% 2,656 $422K No change
HPQ HP Inc. 0.22% 11,528 $404K No change
WPM Wheaton Precious Metals Corp. 0.21% 7,569 $397K Reduce -1.3%
MNTX Manitex International Inc. 0.21% 88,763 $393K Add +0.0%
AAPL Apple Inc. 0.21% 1,836 $387K No change
COLB Columbia Banking System Inc. 0.20% 19,153 $381K Reduce -0.5%
META Meta Platforms Inc. Class A 0.20% 734 $370K No change
BBT Beacon Financial Corp. filed as BERKSHIRE HILLS BANCORP INC 0.19% 15,362 $350K Reduce -1.7%
RPRX Royalty Pharma PLC Class A 0.18% 13,000 $343K No change
GEOS Geospace Technologies Corp. 0.18% 37,863 $340K Add +0.4%
BA The Boeing Co. 0.18% 1,864 $339K New
ANWPX Amer FNDS New Perspect-A filed as AMERICAN FUNDS NEW PERSP 0.18% 5,422 $338K No change
IWF iShares Russell 1000 Growth 0.18% 906 $330K No change
IWD iShares Russell 1000 Value E 0.17% 1,867 $326K No change
AES AES Corp. 0.17% 18,072 $318K No change
MEI Methode Electronics Inc. 0.16% 29,340 $304K Reduce -0.7%
CMP Compass Minerals Internation 0.16% 28,545 $295K Reduce -2.2%
CARG Cargurus Inc. 0.16% 11,081 $290K Add +0.4%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.16% 4,847 $290K No change
DRRX Durect Corporation 0.15% 211,971 $273K Add +0.0%
PBI Pitney Bowes Inc. 0.14% 52,590 $267K Reduce -40.9%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.14% 6,579 $262K No change
FLR Fluor Corp. 0.14% 5,968 $260K No change
BMY Bristol-Myers Squibb Co. 0.14% 6,239 $259K No change
NOG Northern Oil and Gas Inc. 0.13% 6,740 $251K No change
ORCL Oracle Corp. 0.13% 1,690 $239K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.13% 2,357 $234K No change
SCHE Schwab Emrg Mrkts Eqty ETF 0.12% 8,670 $230K No change
UIS Unisys Corp. 0.12% 55,432 $229K No change
HPE Hewlett Packard Enterprise 0.12% 10,778 $228K No change
ETN Eaton Corp. PLC 0.12% 716 $225K No change
INTC Intel Corp. 0.12% 6,953 $215K No change
KRRGF Karora Resources Inc. 0.11% 48,711 $212K No change
EMXC iShares MSCI Emr MRK Ex Chna 0.11% 3,566 $211K New
REGN Regeneron Pharmaceuticals 0.11% 200 $210K New
UNFI United Natural Foods Inc. 0.11% 15,064 $197K Reduce -2.4%
VALN Valneva SE - ADR 0.09% 25,022 $175K No change
ASYS Amtech Systems Inc. 0.09% 28,343 $166K Add +0.4%
SWN Southwestern Energy Co. 0.08% 23,575 $159K No change
ALTG Alta Equipment Group Inc. 0.08% 19,641 $158K New
TTEC Ttec Holdings Inc. filed as TTEC HLDGS INC 0.08% 25,432 $150K Reduce -2.7%
FFXDF Fairfax India Ho-Sub VTG SHS 0.08% 10,017 $144K No change
NFBK Northfield Bancorp Inc. 0.08% 15,131 $143K Add +0.4%
DLTH Duluth Holdings Inc. Class B 0.08% 38,593 $142K Add +0.2%
MQ Marqeta Inc. 0.08% 25,941 $142K Add +0.5%
KALV Kalvista Pharmaceuticals Inc. 0.07% 11,488 $135K No change
ACCO Acco Brands Corp. 0.07% 27,573 $130K Add +0.4%
BW Babcock & Wilcox Enterpr 0.06% 83,645 $121K Reduce -2.8%
CMTL Comtech Telecommunications 0.06% 38,700 $117K No change
HBM Hudbay Minerals Inc. 0.06% 12,761 $115K Reduce -53.7%
GRITSTONE BIO INC 0.05% 150,087 $93K Reduce -4.8%
SAVEQ Spirit Airlines Inc. 0.05% 25,298 $93K Reduce -2.1%
SSUP Superior Industries Intl 0.04% 21,494 $70K No change
RYCEY Rolls-Royce Holdings-SP ADR 0.03% 10,895 $62K No change
RBBN Ribbon Communications Inc. 0.03% 18,765 $62K Add +0.4%
MCRB Seres Therapeutics Inc. 0.02% 43,298 $31K Reduce -4.4%
CKPT Checkpoint Therapeutics Inc. 0.01% 12,752 $27K Add +0.5%
KEZAR LIFE SCIENCES INC 0.01% 27,010 $16K Reduce -3.6%
Cartesian Therapeutics CVR 0.00% 173,208 $0 No change

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 177$289.2MVTI, EFA, VICR, MYRG, SHV
Q1 2026 179$239.8MVTI, EFA, SHV, MYRG, VICR
Q4 2025 172$237.8MVTI, EFA, SHV, IWM, GPI
Q3 2025 171$229.3MVTI, EFA, GPI, IWM, SMCI
Q2 2025 167$205.5MVTI, EFA, IWM, GPI, SMCI
Q1 2025 163$183.4MVTI, EFA, IWM, GPI, SHV
Q4 2024 169$200.8MVTI, IWM, EFA, GPI, FRPT
Q3 2024 174$205.3MVTI, EFA, IWM, GPI, PI
Q2 2024 169$187.0MVTI, EFA, IWM, GPI, FRPT
Q1 2024 174$204.9MVTI, EFA, SMCI, GPI, KOP