Data as of Q4 2025 (Dec 31, 2025)

IRONWOOD INVESTMENT MANAGEMENT LLC

•CIK: 1127761•Filing: Q4 2025

**IRONWOOD INVESTMENT MANAGEMENT LLC** manages $238M across a diversified portfolio of 171 positions. The fund exhibits notable allocations to broad market indices and international exposure, highlighted by a $17.0M position in VTI and $11.7M in EFA. Further concentration is visible in sector-specific plays, including $6.9M in SHV and $6.3M in IWM. This structure suggests a tactical approach balancing core market exposure with targeted thematic bets.

Total AUM
$237.8M
QoQ Performance
+3.7%
Positions
171
Top 10 Concentration
29.6%
Latest Filing
Q4 2025

Top Holdings Allocation

VTI
VTI7.1%
EFA4.9%
SHV2.9%
IWM2.6%
GPI2.5%
DY2.0%
PEGA2.0%
BBIO2.0%

📈 Biggest Buys

SHV
iShares Short Treasury Bond ET
+70.8%
2.9% of portfolio
PNFP
Pinnacle Financial Partners, I
NEW
0.5% of portfolio
CSV
Carriage Services Inc.
NEW
0.4% of portfolio
VTI
Vanguard Total Stock Market ET
+6.1%
7.1% of portfolio
EFA
Msci Eafe
+6.4%
4.9% of portfolio

📉 Biggest Sells

PI
Impinj, Inc.
-27.0%
1.2% of portfolio
BW
Babcock & Wilcox Enterprises,
-76.1%
0.1% of portfolio
CSCO
Cisco Systems Inc
-25.2%
0.7% of portfolio
AEM
Agnico Eagle Mines Ltd Com
-38.2%
0.3% of portfolio
TRVC
Citigroup Inc New
-9.7%
1.7% of portfolio

Sector Breakdown

Other91.6%
Technology4.2%
Financial1.8%
Healthcare1.5%
Industrial0.7%
Consumer Staples0.2%
Communication0.1%

🚪 Exited Positionssold since Q3 2025

PNFP
Pinnacle Financial Partners, I
SOLD
$1.1M
VGK
Vanguard FTSE Europe ETF
SOLD
$749.3K
—
Westgold Resources Ltd.
SOLD
$365.0K
ALTG
Alta Equipment Group Inc.
SOLD
$248.0K
IRBTQ
iRobot Corporation
SOLD
$204.6K
+4 more exited positions

Changes from Q3 2025

NEW10 new positions
↑36 increased
↓86 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

VTI7.1%
Vanguard Total Stock Market ET
$17.0M
EFA4.9%
Msci Eafe
$11.7M
SHV2.9%
iShares Short Treasury Bond ET
$6.9M
IWM2.6%
Ishares Russell 2000
$6.3M
GPI2.5%
Group 1 Automotive
$5.9M

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