II

IRONWOOD INVESTMENT MANAGEMENT LLC

13F
IRONWOOD INVESTMENT MANAGEMENT LLC
Last update 2024-11-15 166 Stocks (8 new)
Value $201.00 Mil Turnover 6 %
Countries:
Top Holdings: VTI(6.25%)EFA(4.49%)IWM(4.02%)GPI(3.32%)PI(2.57%)
Summary Stock Picks Current Portfolio
IRONWOOD INVESTMENT MANAGEMENT... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTI 		Vanguard Total Stock Market ETF
44,459
12,589.0
+4.80%
6.250
+0.29%
0.000
+3.26%
+2.20%
450,346.0
 
EFA 		iShares MSCI EAFE ETF
108,118
9,041.9
+0.31%
4.490
+0.01%
0.020
-4.38%
+1.55%
53,947.0
 
IWM 		iShares Russell 2000 ETF
36,645
8,094.5
+8.98%
4.020
+0.33%
0.010
0%
+2.04%
73,070.2
 
GPI 		Group 1 Automotive Inc
17,477
6,694.4
0%
3.320
0%
0.130
+22.66%
+6.21%
5,962.1
Vehicles & Parts
PI 		Impinj Inc
23,911
5,177.2
-0.54%
2.570
-0.01%
0.090
-42.57%
-9.17%
3,709.6
Semiconductors
FRPT 		Freshpet Inc
36,800
5,033.1
+0.90%
2.500
+0.02%
0.080
+12.69%
+5.98%
7,618.3
Consumer Packaged Goods
SMCI 		Super Micro Computer Inc
93,430
3,890.4
+91.14%
1.930
+0.92%
0.000
-35.23%
+1.12%
18,047.1
Hardware
SHV 		iShares Short Treasury Bond ETF
31,096
3,440.2
+5.77%
1.710
+0.09%
0.020
+1.17%
+0.21%
19,122.3
 
BBSI 		Barrett Business Services Inc
90,036
3,377.3
+2.48%
1.680
+0.04%
0.350
+15.98%
+0.97%
1,137.6
Business Services
IWV 		iShares Russell 3000 ETF
9,802
3,202.6
+8.42%
1.590
+0.12%
0.020
+3.24%
+2.30%
15,883.1
 

IRONWOOD INVESTMENT MANAGEMENT LLC's Historical Top Holdings Breakdowns

IRONWOOD INVESTMENT MANAGEMENT LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IWM 		iShares Russell 2000 ETF2024-06-30New Buy
+3.75%
●
192.84 ($202.1) 209.44
$225.46
11.56%
New holding
33,624
33,624
SMCI 		Super Micro Computer Inc2024-03-31Reduce
-3.48%
●
28.06 ($73.27) 118.81
$30.82
-57.94%
Reduce -75.96%
72,590
-22,933
IMGN Unlock Delisted Immunogen Inc2024-03-31Sold Out
-2.76%
●
29.26 ($29.77) 31.23
$31.23
4.90%
Sold Out
0
-174,540
SHV 		iShares Short Treasury Bond ETF2023-09-30Add
+1.68%
●
109.99 ($110.25) 110.5
$110.34
0.08%
Add 424.36%
30,098
24,358
SMCI 		Super Micro Computer Inc2023-09-30Reduce
-1.32%
●
23.15 ($27.89) 35.33
$30.82
10.51%
Reduce -23.97%
286,320
-9,027
SMCI 		Super Micro Computer Inc2024-06-30Reduce
-1.20%
●
71.37 ($85.48) 103.72
$30.82
-63.94%
Reduce -32.66%
48,880
-2,371
TTMI 		TTM Technologies Inc2024-09-30Reduce
-1.00%
●
17 ($19.3) 22.41
$25.54
32.33%
Reduce -63.78%
53,310
-93,893
SMCI 		Super Micro Computer Inc2024-09-30Add
+0.92%
●
38.65 ($60.86) 91
$30.82
-49.36%
Add 91.14%
93,430
4,455
SMCI 		Super Micro Computer Inc2023-06-30Reduce
-0.91%
●
9.33 ($16.65) 26.17
$30.82
85.11%
Reduce -26.23%
376,590
-13,388
KOP 		Koppers Holdings Inc2024-06-30Reduce
-0.85%
●
36.99 ($46.63) 56.21
$31.78
-31.85%
Reduce -30.65%
69,416
-30,680

IRONWOOD INVESTMENT MANAGEMENT LLC Total Holding History ($B)

To

IRONWOOD INVESTMENT MANAGEMENT LLC's Asset Allocation

To

IRONWOOD INVESTMENT MANAGEMENT LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

IRONWOOD INVESTMENT MANAGEMENT LLC's Hypothetical Growth since 2024-09-30

IRONWOOD INVESTMENT MANAGEMENT LLC's Yearly Returns

Year Portfolio % % Excess Gain %

IRONWOOD INVESTMENT MANAGEMENT LLC's Holdings Heat Map

Size field:

IRONWOOD INVESTMENT MANAGEMENT LLC's Holdings Bubble Chart

IRONWOOD INVESTMENT MANAGEMENT LLC News

  • 1

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