IRONWOOD INVESTMENT MANAGEMENT LLC - Portfolio overview

IRONWOOD INVESTMENT MANAGEMENT LLC has 187 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. VTI - Vanguard Total Stock Market ET, 7.16%
2. EFA - Msci Eafe, 5.02%
3. SHV - iShares Short Treasury Bond ET, 2.94%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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