Ironwood Investment Management LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 12, 2026), Ironwood Investment Management LLC reported 172 stock positions worth $237.8 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 7.1% of the portfolio, followed by iShares MSCI Eafe ETF (EFA, 4.9%) and iShares 0-1 Year Treasury Bo (SHV, 2.9%). Compared with Q3 2025, it opened 10 new positions, sold out of 9, added to 36 and reduced 86. The biggest buy was iShares 0-1 Year Treasury Bo (SHV, shares +71%) and the biggest sale Super Micro Computer (SMCI, shares −0%).

Most Recent 13F
Q2 2026
Location
BOSTON, MA
CIK
0001127761
Portfolio Value
$237.8M (Q4 2025)
SEC Filing
0001376474-26-000161 ↗ filed Feb 12, 2026

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $204.9M Q1 2024 Q2 2024: $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 $237.8M Q4 2025 Q1 2026: $239.8M Q1 2026 Q2 2026: $289.2M Q2 2026

Holdings 172 stocks · $237.8M
VTI VG Morningstar TS MKT ETF-US 7.14% 50,670 $17.0M Add +6.1%
EFA iShares MSCI Eafe ETF 4.90% 121,352 $11.7M Add +6.4%
SHV iShares 0-1 Year Treasury Bo 2.91% 62,917 $6.9M Add +70.8%
IWM iShares Russell 2000 ETF 2.64% 25,472 $6.3M Add +3.7%
GPI Group 1 Automotive Inc. 2.47% 14,927 $5.9M Reduce -0.3%
DY Dycom Industries Inc. 2.04% 14,369 $4.9M Reduce -0.2%
PEGA Pegasystems Inc. 1.99% 79,387 $4.7M Reduce -0.2%
BBIO Bridgebio Pharma Inc. 1.99% 61,794 $4.7M Reduce -0.2%
SGI Somnigroup International Inc. 1.79% 47,621 $4.3M Reduce -0.4%
IWV iShares Russell 3000 ETF 1.75% 10,758 $4.2M Add +2.9%
C Citigroup Inc. 1.75% 35,566 $4.2M Reduce -9.7%
MYRG MYR Group Inc./Delaware 1.65% 17,919 $3.9M Reduce -0.3%
GM General Motors Co. 1.56% 45,500 $3.7M Reduce -4.2%
CYTK Cytokinetics Inc. 1.53% 57,229 $3.6M Reduce -0.2%
VWO Vanguard Ftse Emerging Marke 1.50% 66,529 $3.6M Add +6.9%
VICR Vicor Corp. 1.44% 31,158 $3.4M Reduce -0.2%
SMCI Super Micro Computer Inc. 1.29% 104,881 $3.1M Reduce -0.4%
PI Impinj Inc. 1.22% 16,654 $2.9M Reduce -27.0%
MRCY Mercury Systems Inc. 1.21% 39,394 $2.9M Reduce -0.1%
TPC Tutor Perini Corp. 1.15% 40,675 $2.7M Reduce -4.8%
MCK McKesson Corp. 1.14% 3,317 $2.7M Reduce -2.9%
BBSI Barrett Business SVCS Inc. 1.14% 74,832 $2.7M Reduce -0.0%
GFF Griffon Corp. 1.13% 36,395 $2.7M No change
FSKAX Fidelity TTL MKT Indx 1.02% 12,953 $2.4M Add +0.9%
ARW Arrow Electronics Inc. 1.01% 21,895 $2.4M Reduce -4.8%
TTMI TTM Technologies 0.99% 33,982 $2.3M Reduce -0.2%
COHR Coherent Corp. 0.96% 12,312 $2.3M Reduce -0.2%
KSS Kohls Corp. 0.95% 110,800 $2.3M Add +4.7%
FRPT Freshpet Inc. 0.90% 35,103 $2.1M Reduce -1.4%
EVLV Evolv Technologies Holdings 0.89% 295,438 $2.1M Reduce -0.2%
KOP Koppers Holdings Inc. 0.88% 77,416 $2.1M Reduce -6.1%
GT Goodyear Tire & Rubber Co. 0.85% 232,000 $2.0M Add +6.9%
WTS Watts Water Technologies-A 0.85% 7,288 $2.0M Reduce -0.3%
MSFT Microsoft Corp. 0.84% 4,111 $2.0M Add +0.2%
WSM Williams-Sonoma Inc. 0.82% 10,877 $1.9M Reduce -0.2%
AUPH Aurinia Pharmaceuticals Inc. 0.77% 114,620 $1.8M Reduce -0.2%
FNV Franco-Nevada Corp. 0.77% 8,810 $1.8M Add +3.5%
GOOGL Alphabet Inc. Class A 0.74% 5,633 $1.8M Add +0.3%
SHOO Steven Madden Ltd. filed as MADDEN STEVEN LTD 0.74% 42,122 $1.8M Reduce -0.2%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.73% 5,824 $1.7M Reduce -2.1%
EXTR Extreme Networks Inc. 0.72% 103,314 $1.7M Reduce -0.1%
ASML ASML Holding NV-NY Reg SHS 0.72% 1,607 $1.7M Add +5.1%
CSCO Cisco Systems Inc. 0.72% 22,297 $1.7M Reduce -25.2%
THG Hanover Insurance Group Inc./ 0.72% 9,315 $1.7M Reduce -0.2%
NPKI NPK International Inc. 0.71% 141,898 $1.7M Reduce -0.2%
ATRO Astronics Corp. 0.68% 29,793 $1.6M Reduce -0.2%
DAR Darling Ingredients Inc. 0.64% 42,568 $1.5M Reduce -0.7%
SM SM Energy Co. 0.63% 80,090 $1.5M Add +41.8%
TDY Teledyne Technologies Inc. 0.62% 2,901 $1.5M Add +0.3%
ADP Automatic Data Processing 0.59% 5,484 $1.4M Add +0.3%
ACIW Aci Worldwide Inc. 0.58% 29,004 $1.4M Reduce -0.1%
PFE Pfizer Inc. 0.58% 55,190 $1.4M Add +7.8%
BDC Belden Inc. 0.58% 11,751 $1.4M No change
ZS Zscaler Inc. 0.56% 5,962 $1.3M Reduce -0.2%
UFPI Ufp Industries Inc. 0.56% 14,700 $1.3M Reduce -1.3%
ZETA Zeta Global Holdings Corp. Class A 0.56% 65,146 $1.3M Reduce -0.3%
CRM Salesforce Inc. 0.56% 4,997 $1.3M No change
PGR Progressive Corp. 0.55% 5,758 $1.3M Reduce -0.4%
V Visa Inc. Class A 0.52% 3,552 $1.2M Add +0.3%
FAST Fastenal Co. 0.52% 31,039 $1.2M Add +0.4%
PGY Pagaya Technologies Ltd. Class A 0.52% 59,503 $1.2M Reduce -0.2%
BHR Braemar Hotels & Resorts Inc. 0.52% 431,444 $1.2M No change
CADE Cadence Bank 0.52% 28,596 $1.2M Reduce -0.2%
CBT Cabot Corp. 0.51% 18,151 $1.2M Reduce -0.1%
DHR Danaher Corp. 0.50% 5,167 $1.2M Add +36.0%
SPGI S&P Global Inc. 0.47% 2,150 $1.1M Add +20.9%
OTIS Otis Worldwide Corp. 0.46% 12,611 $1.1M Add +0.3%
QTRX Quanterix Corp. 0.46% 172,330 $1.1M Reduce -11.2%
ZTS Zoetis Inc. 0.46% 8,643 $1.1M Add +0.3%
PNFP Pinnacle Financial Partners 0.45% 11,327 $1.1M New
KRNT Kornit Digital Ltd. 0.45% 74,273 $1.1M Reduce -0.3%
NATL NCR Atleos Corp. 0.45% 27,908 $1.1M Reduce -2.6%
ORI Old Republic Intl Corp. 0.43% 22,458 $1.0M Reduce -0.2%
NVO Novo-Nordisk A/S-Spons ADR 0.43% 20,103 $1.0M Reduce -1.5%
JPM JPMorgan Chase & Co. 0.43% 3,154 $1.0M No change
SPSC SPS Commerce Inc. 0.42% 11,330 $1.0M Reduce -2.4%
ICE Intercontinental Exchange Inc. 0.42% 6,131 $993K Add +0.3%
CSV Carriage Services Inc. 0.42% 23,468 $993K New
KOPN Kopin Corp. 0.41% 417,798 $978K Reduce -0.3%
CVGI Commercial Vehicle Group Inc. 0.39% 637,040 $917K Add +7.0%
AVBC Avidia Bancorp Inc. 0.38% 54,186 $911K Reduce -0.3%
ONTO Onto Innovation Inc. 0.38% 5,752 $908K Reduce -0.2%
WPM Wheaton Precious Metals Corp. 0.38% 7,725 $908K Add +0.3%
DNLI Denali Therapeutics Inc. 0.35% 50,933 $841K Reduce -3.5%
AEM Agnico Eagle Mines Ltd. 0.35% 4,881 $827K Reduce -38.3%
VYX NCR Voyix Corp. 0.35% 80,920 $825K No change
GS Goldman Sachs Group Inc. 0.35% 939 $825K No change
FITB Fifth Third Bancorp 0.34% 17,398 $814K No change
CHD Church & Dwight Co. Inc. 0.34% 9,625 $807K Add +0.3%
SONO Sonos Inc. 0.33% 44,403 $780K Reduce -0.2%
GE General Electric filed as GE AEROSPACE 0.33% 2,526 $778K No change
TPH Tri Pointe Homes Inc. 0.32% 24,211 $762K Reduce -0.2%
SGOV iShares 0-3 Month Treasury B 0.32% 7,468 $750K Add +3.0%
INDI Indie Semiconductor Inc. Class A 0.30% 203,969 $720K Reduce -3.0%
TCBK Trico Bancshares 0.29% 14,795 $701K Reduce -0.2%
LXU LSB Industries Inc. 0.29% 81,667 $694K Reduce -0.2%
VTMGX Vanguard Dev MKT Indx-Adm 0.28% 33,581 $674K Add +1.7%
TRS Trimas Corp. 0.28% 18,799 $666K Reduce -0.2%
CALY Callaway Golf Company filed as TOPGOLF CALLAWAY BRANDS CORP 0.28% 57,011 $665K Reduce -1.0%
AMRC Ameresco Inc. Class A 0.28% 22,531 $660K Reduce -1.0%
BBT Beacon Financial Corp. 0.27% 24,488 $646K Reduce -0.2%
BANC Banc of California Inc. 0.27% 32,949 $636K Reduce -0.1%
ANIK Anika Therapeutics Inc. 0.27% 65,610 $631K Add +132.7%
GEOS Geospace Technologies Corp. 0.26% 36,776 $622K Reduce -0.2%
LDOS Leidos Holdings Inc. 0.25% 3,300 $595K No change
CMP Compass Minerals Internation 0.24% 29,010 $570K Reduce -0.8%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.24% 4,847 $563K No change
QRVO Qorvo Inc. 0.23% 6,494 $549K No change
HBM Hudbay Minerals Inc. 0.23% 27,581 $547K No change
IWF iShares Russell 1000 Growth 0.23% 1,156 $547K Add +27.6%
APAM Artisan Partners Asset Ma -A 0.23% 13,286 $541K Reduce -0.2%
WGXRF Westgold Resources Ltd. 0.22% 122,944 $528K New
WSFS WSFS Financial Corp. 0.22% 9,270 $512K No change
UNFI United Natural Foods Inc. 0.21% 14,953 $503K Reduce -0.1%
AAPL Apple Inc. 0.21% 1,836 $499K No change
TNC Tennant Co. 0.20% 6,305 $465K Reduce -0.2%
STKL Sunopta Inc. 0.19% 121,229 $461K Reduce -5.1%
META Meta Platforms Inc. Class A 0.19% 690 $455K No change
PRCH Porch Group Inc. 0.19% 49,670 $453K New
ANWPX Amer FNDS New Perspect-A filed as AMERICAN FUNDS NEW PERSPECTIVE A 0.18% 6,044 $427K Add +6.7%
PEP Pepsico Inc. 0.18% 2,940 $422K No change
COLB Columbia Banking System Inc. 0.18% 14,912 $417K Reduce -0.2%
CARG Cargurus Inc. 0.17% 10,777 $413K Reduce -0.2%
AZTA Azenta Inc. 0.17% 12,367 $411K New
TRNS Transcat Inc. 0.17% 7,241 $411K New
GEV GE Vernova Inc. 0.17% 623 $407K No change
CAT Caterpillar Inc. 0.17% 700 $401K Reduce -50.0%
IWD iShares Russell 1000 Value E 0.17% 1,867 $393K No change
BA The Boeing Co. 0.16% 1,766 $383K No change
MRK Merck & Co. Inc. 0.15% 3,494 $368K No change
ASPN Aspen Aerogels Inc. 0.15% 127,460 $361K Reduce -5.1%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.15% 3,075 $350K No change
ASYS Amtech Systems Inc. 0.15% 27,537 $346K Reduce -0.2%
BMY Bristol-Myers Squibb Co. 0.14% 6,047 $326K No change
BW Babcock & Wilcox Enterpr 0.13% 50,434 $320K Reduce -76.1%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.13% 5,720 $315K No change
BURBY Burberry Group PLC-Spon ADR 0.12% 16,417 $280K Add +3.5%
KALV Kalvista Pharmaceuticals Inc. 0.11% 16,711 $270K No change
SCHE Schwab Emrg Mrkts Eqty ETF 0.11% 8,200 $269K No change
INTC Intel Corp. 0.11% 6,953 $257K No change
TILVX Nuveen LRG Cap Val Indx F-R6 0.11% 8,981 $251K New
CBRL Cracker Barrel Old Country 0.10% 9,750 $248K Reduce -1.0%
AES AES Corp. 0.10% 17,253 $247K No change
HPE Hewlett Packard Enterprise 0.10% 10,248 $246K No change
HPQ HP Inc. 0.10% 10,998 $245K No change
CRI Carter's Inc. 0.10% 7,467 $242K Reduce -2.0%
JNJ Johnson & Johnson 0.10% 1,168 $242K No change
FLR Fluor Corp. 0.10% 5,968 $237K No change
ORCL Oracle Corp. 0.10% 1,211 $236K No change
HWC Hancock Whitney Corp. 0.10% 3,662 $233K Reduce -0.2%
ETN Eaton Corp. PLC 0.10% 716 $228K No change
JOHNSON MATTHEY PUB LTD CO SPON ADR 0.10% 3,941 $226K No change
EXE Expand Energy Corp. 0.09% 2,042 $225K No change
PBI Pitney Bowes Inc. 0.09% 21,179 $224K No change
VALN Valneva SE - ADR 0.09% 25,135 $222K No change
WDC Western Digital Corp. 0.09% 1,240 $214K New
AVD American Vanguard Corp. 0.09% 55,056 $210K Add +42.1%
SPT Sprout Social Inc. Class A 0.09% 18,545 $209K Reduce -8.8%
CIIXX Wstrn Asst Inst US TRS-Inst filed as Legg Mason WA US TSY Res Inst 0.08% 199,521 $200K Reduce -21.2%
MEI Methode Electronics Inc. 0.08% 28,977 $192K Reduce -0.9%
EVH Evolent Health Inc. Class A 0.08% 47,707 $191K Reduce -4.8%
TALO Talos Energy Inc. 0.07% 16,013 $176K Add +0.5%
NFBK Northfield Bancorp Inc. 0.07% 14,672 $168K Reduce -0.2%
RGP Resources Connection Inc. 0.07% 31,816 $160K New
UIS Unisys Corp. 0.06% 55,563 $153K No change
MQ Marqeta Inc. 0.05% 25,405 $121K Reduce -1.7%
REMYY Remy Cointreau-Unsp ADR 0.05% 25,974 $110K Add +32.4%
NEXT Nextdecade Corp. 0.04% 19,921 $105K New
TTEC Ttec Holdings Inc. filed as TTEC HLDGS INC 0.04% 23,262 $84K Reduce -3.7%
DLTH Duluth Holdings Inc. Class B 0.03% 35,513 $74K Reduce -2.3%
RBBN Ribbon Communications Inc. 0.02% 18,350 $53K Reduce -0.3%
Cartesian Therapeutics CVR 0.00% 170,087 $0 No change

Portfolio Sells Q3 2025 → Q4 2025
SMCI Super Micro Computer Inc. Reduce -0.4% 1.29% −0.91
PI Impinj Inc. Reduce -27.0% 1.22% −0.58
PNFP Pinnacle Financial Partners Sold out 0.00% −0.46
GPI Group 1 Automotive Inc. Reduce -0.3% 2.47% −0.39
VGK Vanguard Ftse Europe ETF Sold out 0.00% −0.33
BBSI Barrett Business SVCS Inc. Reduce -0.0% 1.14% −0.31
ASPN Aspen Aerogels Inc. Reduce -5.1% 0.15% −0.26
PGY Pagaya Technologies Ltd. Class A Reduce -0.2% 0.52% −0.25
AEM Agnico Eagle Mines Ltd. Reduce -38.3% 0.35% −0.23
ZS Zscaler Inc. Reduce -0.2% 0.56% −0.22
EXTR Extreme Networks Inc. Reduce -0.1% 0.72% −0.21
ARW Arrow Electronics Inc. Reduce -4.8% 1.01% −0.20
CSCO Cisco Systems Inc. Reduce -25.2% 0.72% −0.17
Westgold Resources Ltd. Sold out 0.00% −0.16
BW Babcock & Wilcox Enterpr Reduce -76.1% 0.13% −0.13
STKL Sunopta Inc. Reduce -5.1% 0.19% −0.13
KOP Koppers Holdings Inc. Reduce -6.1% 0.88% −0.12
CAT Caterpillar Inc. Reduce -50.0% 0.17% −0.12
MRCY Mercury Systems Inc. Reduce -0.1% 1.21% −0.12
WSM Williams-Sonoma Inc. Reduce -0.2% 0.82% −0.11
ALTG Alta Equipment Group Inc. Sold out 0.00% −0.11
EVH Evolent Health Inc. Class A Reduce -4.8% 0.08% −0.10
SPSC SPS Commerce Inc. Reduce -2.4% 0.42% −0.10
CBT Cabot Corp. Reduce -0.1% 0.51% −0.10
IRBTQ Irobot Corp. Sold out 0.00% −0.09
ACIW Aci Worldwide Inc. Reduce -0.1% 0.58% −0.09
CBRL Cracker Barrel Old Country Reduce -1.0% 0.10% −0.09
EVLV Evolv Technologies Holdings Reduce -0.2% 0.89% −0.08
TPC Tutor Perini Corp. Reduce -4.8% 1.15% −0.08
PGR Progressive Corp. Reduce -0.4% 0.55% −0.07
INDI Indie Semiconductor Inc. Class A Reduce -3.0% 0.30% −0.07
NSPR Inspiremd Inc. Sold out 0.00% −0.06
NWL Newell Brands Inc. Sold out 0.00% −0.06
NVO Novo-Nordisk A/S-Spons ADR Reduce -1.5% 0.43% −0.06
AMRC Ameresco Inc. Class A Reduce -1.0% 0.28% −0.06
ACCO Acco Brands Corp. Sold out 0.00% −0.05
UFPI Ufp Industries Inc. Reduce -1.3% 0.56% −0.04
NATL NCR Atleos Corp. Reduce -2.6% 0.45% −0.04
WTS Watts Water Technologies-A Reduce -0.3% 0.85% −0.04
GEOS Geospace Technologies Corp. Reduce -0.2% 0.26% −0.04
TPH Tri Pointe Homes Inc. Reduce -0.2% 0.32% −0.04
TRS Trimas Corp. Reduce -0.2% 0.28% −0.04
UNFI United Natural Foods Inc. Reduce -0.1% 0.21% −0.03
KOPN Kopin Corp. Reduce -0.3% 0.41% −0.03
DLTH Duluth Holdings Inc. Class B Reduce -2.3% 0.03% −0.03
TNC Tennant Co. Reduce -0.2% 0.20% −0.03
SPT Sprout Social Inc. Class A Reduce -8.8% 0.09% −0.03
CIIXX Wstrn Asst Inst US TRS-Inst Reduce -21.2% 0.08% −0.03
APAM Artisan Partners Asset Ma -A Reduce -0.2% 0.23% −0.02
THG Hanover Insurance Group Inc./ Reduce -0.2% 0.72% −0.02

Portfolio Buys Q3 2025 → Q4 2025
SHV iShares 0-1 Year Treasury Bo Add +70.8% 2.91% +1.14
PNFP Pinnacle Financial Partners New 0.45% +0.45
CSV Carriage Services Inc. New 0.42% +0.42
VTI VG Morningstar TS MKT ETF-US Add +6.1% 7.14% +0.31
EFA iShares MSCI Eafe ETF Add +6.4% 4.90% +0.25
KSS Kohls Corp. Add +4.7% 0.95% +0.24
WGXRF Westgold Resources Ltd. New 0.22% +0.22
PRCH Porch Group Inc. New 0.19% +0.19
AZTA Azenta Inc. New 0.17% +0.17
TRNS Transcat Inc. New 0.17% +0.17
DHR Danaher Corp. Add +36.0% 0.50% +0.17
ANIK Anika Therapeutics Inc. Add +132.7% 0.27% +0.15
GT Goodyear Tire & Rubber Co. Add +6.9% 0.85% +0.15
GOOGL Alphabet Inc. Class A Add +0.3% 0.74% +0.15
TILVX Nuveen LRG Cap Val Indx F-R6 New 0.11% +0.11
SPGI S&P Global Inc. Add +20.9% 0.47% +0.09
WDC Western Digital Corp. New 0.09% +0.09
ASML ASML Holding NV-NY Reg SHS Add +5.1% 0.72% +0.08
RGP Resources Connection Inc. New 0.07% +0.07
IWF iShares Russell 1000 Growth Add +27.6% 0.23% +0.04
NEXT Nextdecade Corp. New 0.04% +0.04
IWM iShares Russell 2000 ETF Add +3.7% 2.64% +0.04
VWO Vanguard Ftse Emerging Marke Add +6.9% 1.50% +0.03
IWV iShares Russell 3000 ETF Add +2.9% 1.75% +0.02
SM SM Energy Co. Add +41.8% 0.63% +0.01
PFE Pfizer Inc. Add +7.8% 0.58% +0.01
BURBY Burberry Group PLC-Spon ADR Add +3.5% 0.12% +0.01
TALO Talos Energy Inc. Add +0.5% 0.07% +0.01
WPM Wheaton Precious Metals Corp. Add +0.3% 0.38% +0.01
VTMGX Vanguard Dev MKT Indx-Adm Add +1.7% 0.28% +0.01
REMYY Remy Cointreau-Unsp ADR Add +32.4% 0.05% +0.00
ANWPX Amer FNDS New Perspect-A Add +6.7% 0.18% −0.00
SGOV iShares 0-3 Month Treasury B Add +3.0% 0.32% −0.00
V Visa Inc. Class A Add +0.3% 0.52% −0.00
AVD American Vanguard Corp. Add +42.1% 0.09% −0.01
FSKAX Fidelity TTL MKT Indx Add +0.9% 1.02% −0.01
CHD Church & Dwight Co. Inc. Add +0.3% 0.34% −0.03
ICE Intercontinental Exchange Inc. Add +0.3% 0.42% −0.03
OTIS Otis Worldwide Corp. Add +0.3% 0.46% −0.04
CVGI Commercial Vehicle Group Inc. Add +7.0% 0.39% −0.06
FNV Franco-Nevada Corp. Add +3.5% 0.77% −0.06
MSFT Microsoft Corp. Add +0.2% 0.84% −0.09
ZTS Zoetis Inc. Add +0.3% 0.46% −0.09
ADP Automatic Data Processing Add +0.3% 0.59% −0.11
TDY Teledyne Technologies Inc. Add +0.3% 0.62% −0.12
FAST Fastenal Co. Add +0.4% 0.52% −0.14

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