IRONWOOD INVESTMENT MANAGEMENT LLC
All 13F Filings
- Location
- Boston, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 289,206
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 177 | 289,206 | 13F-HR | IRONWOOD INVESTMENT MANAGEMENT LLC |
| Q1 2026 | 5/15/2026 | 179 | 239,810 | 13F-HR | IRONWOOD INVESTMENT MANAGEMENT LLC |
| Q4 2025 | 2/12/2026 | 172 | 237,833 | 13F-HR | IRONWOOD INVESTMENT MANAGEMENT LLC |
| Q3 2025 | 11/13/2025 | 171 | 229,337 | 13F-HR | IRONWOOD INVESTMENT MANAGEMENT LLC |
| Q2 2025 | 8/13/2025 | 167 | 205,507 | 13F-HR | IRONWOOD INVESTMENT MANAGEMENT LLC |
| Q2 2014 | 7/25/2014 | 162 | 627,534 | 13F-HR | IRONWOOD INVESTMENT MANAGEMENT LLC |
| Q1 2014 | 5/8/2014 | 154 | 689,223 | 13F-HR | IRONWOOD INVESTMENT MANAGEMENT LLC |
| Q4 2013 | 2/11/2014 | 158 | 718,932 | 13F-HR | IRONWOOD INVESTMENT MANAGEMENT LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 244 K | 84.4% | 42.56 K | 0 | 42.56 K |
| ETFs | 45.17 K | 15.6% | 6.835 K | 0 | 6.835 K |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
289,206
Holdings
177
QoQ value change ($000)
49,396
(20.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.